Overview
The ConversaLabs interface is designed so you find everything fast. The main navigation lives in the left sidebar; content shows on the right, and quick actions (search, notifications and profile) are always within reach.
Prerequisites
- Be signed in to the platform.
Step by step
- Sidebar: switch between Conversations, Contacts, Reports and the enabled modules (CRM, Payments, Calendar, etc.).
- Account switcher: if you have access to more than one account, switch here.
- Search: quickly find conversations, contacts and articles.
- Notifications: keep up with new messages, mentions and assignments.
- Profile menu: access personal settings, availability and logout.
- Settings area: manage inboxes, agents, teams, labels and integrations.
Settings & options
- Theme: light/dark where supported.
- Language: set in your profile.
- Keyboard shortcuts: speed up common support actions.
- Side panels: in a conversation, panels for contact, CRM, tasks and more (per enabled modules).
Use cases
- Switch quickly between support queues and the CRM without losing context.
- Use search to locate an old conversation in seconds.
Tips, limits & best practices
- Customize the order of side panels to match your workflow.
- Learn the keyboard shortcuts to work faster.
Troubleshooting
- An item is missing from the sidebar: the module may be disabled or outside your access role.
- The interface looks outdated: reload the page to get the latest version.