Dashboard Tour

What lives where in your workspace.

A short tour of the sidebar so you know what to click.

The sections

SectionWhat's there
BotsEvery bot in this workspace. Create, edit, archive.
BuilderThe visual editor. Where blueprints get designed.
ChatA sandbox for talking to your bots before you ship.
SkillsBrowse and install integrations. Gmail, Slack, GitHub, etc.
AutomationsTriggers, schedules, event-driven flows.
IntegrationsExternal service connections at the workspace level.
InboxCustomer messages forwarded from deployed bots.
FilesDocuments your bots can read from.
MonitoringLogs, metrics, runtime health.
MembersWho's on the team and what they can do. (Team accounts only.)
BillingPlans, subscriptions, usage.
SettingsWorkspace name, slug, account preferences.

Personal vs team accounts

Two account types. Personal is for solo work, your bots and your billing. Team is for shared workspaces with multiple members and roles. You can have both, and switch between them with the dropdown in the top left.

A bot created in a personal account stays personal. A bot in a team account belongs to the team, so members coming and going doesn't disrupt anything.

What to do next

Brand new? Go to Quick Start. Already comfortable? Jump straight into the Builder.