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Find your way around

Home

Home is the page you land on. It has:

  • The ask bar at the top. Ask a question about your business in plain words, such as "Any overdue invoices?".
  • Business health: a card for each module you run, with its headline numbers for the period you pick.
  • The daily brief, including what is waiting for your decision. See Agents and Needs you.

The left rail

The rail lists Home, Contacts and every module you run. Click a module to open it; its own menu lists its records, Dashboards, Documents and Settings. Add-ons and Settings sit at the bottom of the rail.

Press Cmd+K (Ctrl+K on Windows) to search. It finds records and every page in the menus.

The right strip

The strip on the right holds companions that slide out over your work, such as Messages, Calendar and the AI assistant. Help and Feedback are at the bottom of the strip.

The tour

A short tour runs the first time you open Home. To see it again, open the account menu (your initials, top right) and choose Take a tour.