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Choose a section in the main navigation, then select a page or view from its menu. Expand the sidebar if you want to keep its labels and menu visible. Available actions depend on your workspace access and role. If your workspace still shows Agent, Performance, or trax control panel, those entries open chat, reporting, or targeting respectively.

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Take the product tour

Choose Show me around when the welcome appears. The tour follows the areas available to you. Use Next or Back, or choose Skip tour to continue on your own. On a desktop-sized screen, reopen it from Help > Product tour. You can also open Settings > Profile and choose Replay tour. Replaying the tour does not reset your workspace or lead data.

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Check your workspace and capacity

Use the workspace switcher before changing shared targeting or campaign settings. The capacity indicator in the navigation opens Manage lead capacity, where you can inspect usage and the current period.

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Return to your work

Open trax to see pinned chats and conversations grouped by recency. Their status distinguishes work in progress, an approval waiting for you, and a new reply. Open Leads to return to a saved audience.