When you sign in, the left menu is your map and the main area shows whatever you've selected. Let's walk through the highlights.
Start with Today
Today is your plan for the day. It shows your next meeting with its brief, the drafted replies and follow-ups waiting for your decision, the tasks that are due, and a few things worth a look — so you always know where to begin. Approve, edit, or skip each one. It's pinned to the top of the left menu for one-click access.
Find everything in the left menu
The menu groups your tools into simple sections so nothing is more than a click away:
| Section | What you'll find |
|---|---|
| Workspace | Emails, Tasks, Calendar, Notes, Files |
| Sales | Contacts, Accounts, Opportunities, Account plans, Network, Prospecting, Sequences |
| AI & comms | Chat, Messaging, Rooms & calls, AI Phone, Workflows |
| Dashboards | Canvases, Whiteboard |
At the very bottom, Settings is where you connect your inbox, manage your team, and tune your preferences.
Ask the AI anything
Open Chat from the AI & comms section to ask questions in plain English about any account, contact, or deal. You can also collapse or open the chat panel on the right while you work, so help is always one click away.
Tip
Press Cmd-K (or Ctrl-K) anywhere to jump to any page, create a record, or ask the assistant a question.
Where should I start each day?
Open Today and work down it — your next meeting, the decisions waiting for you, then what's due.
How do I find a specific contact or account fast?
Open Contacts or Accounts and type a name like Brightwave or Maria Santos in the search box at the top of the list. You can also ask the assistant, for example "Show me Maria Santos".
Can I make the menu smaller?
Yes. Use the collapse button at the top of the left menu to switch to a slim, icon-only rail and give yourself more room.
Where do I connect my inbox or change settings?
Settings sits at the very bottom of the left menu — that's where you connect email, manage your team, and tune your preferences.
How do I get back to the assistant quickly?
Open Chat from the left menu, or use the chat panel on the right side of any page.