Dashboard and Navigation

Find the main modules and understand the workspace summary after signing in.

What this guide helps you do

Find the main modules and understand the workspace summary after signing in.

Usage Cards

Usage cards may show active capacity and monthly activity. Review the plan guide before assuming a value is an external-provider charge.

Quick Search

  1. Open Quick Search.
  2. Enter a feature name such as Smart Inbox, Contacts or AI Call Assistant.
  3. Choose the result.
  4. Confirm the workspace before making a change.

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