Skip to main content

​
Overview

Autocampaign AI has two navigation areas. The sidebar on the left groups every feature by what you’re doing — managing customers, talking to them, marketing to them. The header across the top holds search, notifications, the language picker, and your account menu.
In short: 1) Find every feature in the left sidebar. 2) Jump anywhere with the search box. 3) Manage notifications, language, and your profile from the header.
Time to complete: ~10 minutes  ·  Difficulty: Beginner  ·  You only see the items your role allows, so your sidebar may be shorter than the one described here.

​
Find your way around the sidebar

The workspace switcher sits at the top — use it to move between workspaces (see Create your workspace). Click the toggle at the left of the header to collapse the sidebar to icons.

​
Top of the sidebar

​
CRM

Your customer records (CRM stands for customer relationship management).

​
Communication

  • Inbox — every customer conversation in one place. See Inbox.
  • Calls — make and receive calls in the browser and review your call log. See Calls.
  • Tickets — track customer issues to resolution. See Tickets.

​
Marketing

​
Planning

​
Insights

  • Analytics — Overview, Marketing, Conversations, Revenue, Appointments, and Deliverability. See Reports.

​
Account

If your workspace has custom modules turned on, a Modules section appears just above Account. See Module builder.

​
Search and jump anywhere

The Search or jump to… box in the header opens a search panel (sometimes called a command palette) that both takes you to pages and finds your records.

Open it

Press ⌘K on Mac or Ctrl K on Windows and Linux, or click Search or jump to…. Press the shortcut again to close it.

Pick a suggestion or type

Before you type, you see Recent items and Suggested commands. These include pages like Contacts, Inbox, or Billing, and quick actions like New Campaign, Import Contacts, New Poll, or New Workflow.

Search your data

Type at least 2 characters. Results are grouped by type: Contacts (name, email, or phone), Campaigns, Segments, Tags, SMS Templates, Email Templates, Keywords, Join Links, Short Links, Lead Forms, Polls, Workflows, AI Employees, Meeting Types, Dashboards, Tickets, and Team Members.

Open a result

Use the arrow keys and Enter, or click. The item is added to Recent.
Remove a single recent item with its Remove button, or click Clear recent searches. Recents are kept per workspace, in your current browser only.

​
Check your notifications

Click the bell in the header to open Notifications. Items are split into Messages and Alerts tabs. Use Mark all as read to clear the unread count, or View all to open the full All notifications list. See Notifications.

​
Change the language

Click the language button in the header (a flag and language code), or open your account menu and choose Language. The app ships in:
  • English
  • العربية (Arabic — switches the app to a right-to-left layout)
  • Português (Brasil)
  • 中文
  • Français
  • Deutsch
  • Português
  • Español
The same picker appears on the log-in and sign-up screens.
Your language choice is saved in your browser, not on your account. On a new browser or device, the app follows that browser’s language (falling back to English) until you pick again. The Language preference on your Profile page is saved to your account but doesn’t switch the app’s display language — use the header picker for that.

​
Open your profile and account menu

Click your avatar (profile picture) at the top right to open the account menu:
  • Account — opens your Profile page (/profile).
  • Billing — opens Plan & Billing.
  • Theme Mode — Light Mode, Dark Mode, or System Mode.
  • Language — the same choices as the header picker.
  • Log out.
On the Profile page you can upload a photo (JPG, PNG, or WebP, up to 2 MB) and edit your Personal Information. You can also set your Timezone and Language under Preferences, and Change Password under Security. If you signed up with Google or Microsoft, Security shows Set a password instead, so you can also log in with email. See Sign in & account security.

​
FAQ

The sidebar hides anything your role can’t access. Ask a workspace admin to review your role — see Users & roles.
No. Commands and search results follow your role’s permissions, and search only covers the workspace you’re currently in.
Not from the search panel. It searches the record types listed above; use the Inbox to find conversations.
It disappears once every required setup step is complete.

​
Troubleshooting

The search service couldn’t be reached. Page shortcuts still work; try your search again in a moment.
Type at least 2 characters, check the spelling, and confirm you’re in the right workspace.
Another browser extension or app may be using the ⌘K / Ctrl K shortcut. Click the Search or jump to… box instead.
You’re likely on a different browser or cleared your browser data. Pick your language again from the header.

Getting Started checklist

Finish setting up your workspace step by step.