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

# Find your way around

> Navigate your workspace and replay the product tour.

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.

| Section | Where to go |
| - | - |
| **trax** | **New chat**, **Discovery runs**, and earlier chats |
| **Leads** | Built-in views, shared views, personal views, and **New view** |
| **Targeting** | **Lead criteria**, **Signals**, and tracked **People**, **Posts**, or **Companies** |
| **Outbound** | **Inbox**, **Campaigns**, and **Meetings** |
| **Insights** | Lead volume, trends, and audience patterns |
| **Settings** | Your profile, workspace, integrations, sender accounts, plan, and billing |

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.

## 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.

## 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.

## 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.


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