Cabinet Navigation

Main section of the project cabinet

• "AI assistant" - the project start page and a chat with the cabinet assistant.
• "Agents" - creation and configuration of AI agents.
• "Channels" - connecting and configuring communication platforms.
• "Dialogs" - customer and operator conversations with AI.
• "Leads" - the customer list and lead cards.
• "Segments" - lead grouping, required consents, and agent assignment rules.
• "Landings" - subscription page, button, and channel link creation.
• "Deliveries" - creating and sending messages to project audiences.
• "Insight" - interpretation of quality metrics, problem areas, trends, anomalies, and the AI summary.
• "Statistics" - the numeric project picture: spend, messages, dialogs, leads, channels, and agents.
• "Ready-made solutions" - applications and prepared scenarios that can be installed in the project.
• "Plan & billing" - plan, balance, credits, and transactions.
• "Members" - the project team, roles, invitations, and channel access.
• "Settings" - project settings, API, MCP, instructions, variables, history, audit, processes, and storage.

The available items depend on the member's permissions. If a section is absent, check access to it. Use the exact item name when looking for a section in the sidebar.

Choose the required section in the project menu. If the menu is collapsed, first select the button that opens the menu.

Inside "Settings" there are subsections

• "General" - name, avatar, project language, API keys, and attachment limits.
• "Support" - operator schedule and response SLA.
• "MCP Servers" - connecting external tools.
• "Knowledge Base" - folders, files and tables with materials for agents.
• "Variables" - project variables and definitions of lead variables.
• “History” - events, messages, tools, errors, metrics, rollbacks.
• "Change log" - audit of changes to settings and entities.
• "Processes" - background tasks.
• "Storage" - file storage usage and limits.
• "Copy Links" - access to resource packages shared through links.

Account section

• "Account" - login methods and linked providers.
• "Notifications" - notification channels and notification settings for projects.
• "Documents" - user agreements, policies, and other legal documents.

Developer section

• "Description" - an overview of opportunities for developers.
• "Applications" - OAuth applications and ready-made solutions.
• The application provides general settings, OAuth, versions of a ready-made solution and webhooks.

Where this is in the interface

Main elements in this section:

• project sidebar
• button that opens a collapsed menu
• AI assistant item in the side menu
• Agents side menu item
• Channels item in the side menu
• Dialogs item in the side menu
• Leads item in the side menu
• Segments item in the side menu
• Landings item in the side menu
• Deliveries item in the side menu
• Insight item in the side menu
• Statistics item in the side menu
• Ready-made solutions item in the side menu
• Plan & billing item in the side menu
• Members item in the side menu
• Settings item in the side menu
• project settings page