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).
Icon actions
Hover over an icon button or reach it with Tab to read its action hint. Escape dismisses the hint while keeping the surrounding panel open. Buttons with visible action text do not need a duplicate hint. On touch screens, tap the control to perform its action; opening a hint is not a prerequisite.
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- The interface looks outdated: reload the page to get the latest version.