Finding your way around the app

What the sidebar, the Settings menu and the account menu contain, and where to find each screen.

The app fits into a sidebar on the left and a conversation panel with Marcus. Here is where each screen lives.

New task opens a full-page conversation with Marcus.
Products opens the grid of your catalog.
Discussions lists your conversations, most recent first. Show more expands the list, and the + button opens a New discussion. A dot on a row means an agent is working in it or waiting for your answer.
Settings, collapsed by default, groups the configuration: Channels, Master data, Sources, Connectors and Agent (Marcus’s skills, memory and rules).
Onboarding shows the first steps as long as they are not all done.
Activity, at the bottom, shows the tasks in progress. See follow activity.

The conversation panel

On every page, the conversation with Marcus stays open in a column next to the screen. The Collapse panel icon folds it away.

Click your name at the bottom of the sidebar:

My Account: your Profile, Security and Organization sections.
Help center: the help built into the app.
Languages: the interface language.
Organizations: click an organization to switch to it.
Manage: the organization’s settings, General, Members, API & webhooks and Billing.
Sign out.

The Report a bug button, next to your account, only appears when a conversation is open. See report a problem.
During the guided demonstration, the sidebar is reduced to New task, Products, Discussions and your account.
Your conversation history is personal: your colleagues do not see your conversations.