> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocampaign.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigate the app

> Find your way around the sidebar, search, notifications, language, and your profile.

## 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.

<Tip>
  **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.
</Tip>

<Info>
  **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.
</Info>

## Find your way around the sidebar

The **workspace switcher** sits at the top — use it to move between workspaces
(see [Create your workspace](/getting-started/create-workspace)). Click the
toggle at the left of the header to collapse the sidebar to icons.

### Top of the sidebar

* **Dashboard** — your home page with widgets (small panels you can arrange). See
  [Dashboard](/analytics/dashboard) and
  [Custom dashboards](/analytics/custom-dashboards).
* **Getting Started · N%** — the setup checklist, shown until setup is complete.
  See [Getting Started checklist](/getting-started/onboarding-checklist).
* **My Agency**, **Setups**, **Branding** — shown only if you're a member of an
  agency. See [Agency overview](/agency/overview) and
  [Setups and branding](/agency/setups-and-branding).

### CRM

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

* **Audience** — **Contacts**, **Segments**, and **Tags**. See
  [Contacts](/contacts/overview), [Segments](/contacts/segments), and
  [Tags](/contacts/tags).
* **Opportunities** — **All**, **My Opportunities**, **Reports**, and
  **Pipelines**. See [Opportunities](/crm/opportunities) and
  [Pipelines](/crm/pipelines).
* **Lead Capture** — **Forms** and **Signup Forms**. See
  [Lead forms](/growth/lead-forms) and [Join links](/campaigns/join-links).
* **Engagement** — **Join Keywords** for text-to-join (customers text a word to
  your number to sign up). See [Join keywords](/growth/join-keywords).

### Communication

* **Inbox** — every customer conversation in one place. See
  [Inbox](/inbox/overview).
* **Calls** — make and receive calls in the browser and review your call log. See
  [Calls](/inbox/calls).
* **Tickets** — track customer issues to resolution. See
  [Tickets](/inbox/tickets).

### Marketing

* **Campaigns** — **Text & Email Campaigns**, **Sequences**, **Polls**, and
  **Templates**. See [Campaigns](/campaigns/overview),
  [Sequences](/campaigns/sequences), [Polls](/campaigns/polls), and
  [Templates](/campaigns/templates).
* **Automation & AI** — **Workflows**, **AI Employees**, and **Knowledge
  Bases**. See [Workflow builder](/automation/workflow-builder),
  [AI Employees](/automation/ai-employees), and
  [Knowledge base](/automation/knowledge-base).

### Planning

* **Scheduling** — **Calendar**, **Bookings**, **Meeting Types**, and
  **Availability**. See [Calendar](/scheduling/calendar),
  [Bookings](/scheduling/bookings), [Meeting types](/scheduling/meeting-types),
  and [Availability](/scheduling/availability).

### Insights

* **Analytics** — **Overview**, **Marketing**, **Conversations**, **Revenue**,
  **Appointments**, and **Deliverability**. See [Reports](/analytics/reports).

### Account

* **Plan & Billing** — your plan, trial, and usage. See
  [Plans and trials](/billing/plans-and-trials) and
  [Wallet & billing](/billing/wallet-billing).
* **Settings** — workspace, team, channels, and developer settings, including
  [Website Chat](/settings/chat-widget).

<Note>
  If your workspace has custom modules turned on, a **Modules** section appears
  just above **Account**. See [Module builder](/automation/module-builder).
</Note>

## 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.

<Steps>
  <Step title="Open it" icon="keyboard">
    Press `⌘K` on Mac or `Ctrl K` on Windows and Linux, or click **Search or jump
    to…**. Press the shortcut again to close it.
  </Step>

  <Step title="Pick a suggestion or type" icon="magnifying-glass">
    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**.
  </Step>

  <Step title="Search your data" icon="database">
    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**.
  </Step>

  <Step title="Open a result" icon="arrow-right">
    Use the arrow keys and `Enter`, or click. The item is added to **Recent**.
  </Step>
</Steps>

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](/analytics/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.

<Note>
  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.
</Note>

## 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](/getting-started/authentication).

## FAQ

<AccordionGroup>
  <Accordion title="Why don't I see a sidebar item that my teammate has?">
    The sidebar hides anything your role can't access. Ask a workspace admin to
    review your role — see [Users & roles](/getting-started/users-roles).
  </Accordion>

  <Accordion title="Does search show records I'm not allowed to see?">
    No. Commands and search results follow your role's permissions, and search
    only covers the workspace you're currently in.
  </Accordion>

  <Accordion title="Can I search conversations or message text?">
    Not from the search panel. It searches the record types listed above; use
    the **Inbox** to find conversations.
  </Accordion>

  <Accordion title="Where did Getting Started go?">
    It disappears once every required setup step is complete.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Search shows 'Search is unavailable — showing commands only.'">
    The search service couldn't be reached. Page shortcuts still work; try your
    search again in a moment.
  </Accordion>

  <Accordion title="Search returns 'No results found.'">
    Type at least 2 characters, check the spelling, and confirm you're in the
    right workspace.
  </Accordion>

  <Accordion title="The shortcut doesn't open search">
    Another browser extension or app may be using the `⌘K` / `Ctrl K` shortcut. Click the
    **Search or jump to…** box instead.
  </Accordion>

  <Accordion title="The app switched back to English">
    You're likely on a different browser or cleared your browser data. Pick your
    language again from the header.
  </Accordion>
</AccordionGroup>

<Card title="Getting Started checklist" icon="list-check" href="/getting-started/onboarding-checklist">
  Finish setting up your workspace step by step.
</Card>