Categories
Inbox (4)
Conversations from every channel and the AI agent.
Cases (5)
Files, board, documents and intake.
Clients (6)
Records, import, duplicates, messages and portal.
Settings (14)
Business settings, companies, team, integrations, backups and licence.
New equipment and transfer (2)
Transfer the licence and restore on other equipment.
Operations (4)
Documents, tasks, follow-up plans and calendar.
Pages for your clients (3)
Portal, intake form and public quote.
Dashboard (1)
Business indicators and daily summary.
Getting started (7)
Access, first run, navigation, profile, roles and notifications.
Sales (6)
Quotes, contracts, payments, reports, campaigns and advertising.
