Summary
Use this page when you know roughly what area of the product you are in, but you want the fastest route to the right docs page.Who this is for
Readers who need a fast lookup rather than a narrative guide.Main product areas
| Product area | What it covers | Best doc entry point |
|---|---|---|
| Dashboard | Workspace entry point, setup progress, quick actions, and recent activity | Use the dashboard |
| Agents | AI-assisted roles used in campaign and communication workflows | Create your first agent |
| Campaigns | Campaign definitions, runs, goals, and templates | Campaigns |
| Communications | Unified review of email, SMS, and calls with shared context | Manage communications |
| Contacts | Contact records, segments, and audience management | Manage contacts |
| Data Sources | Imports and syncs that feed contacts into the system | Import and sync data sources |
| Analytics | In-app reporting, issues, and published reports | Analytics and public reports |
| Settings | Organization, email, SMS, tags, and history configuration | Organization settings |
Channel map
The current product direction is to center users on Communications and use channel filters or related views from there.| Channel question | Best doc page |
|---|---|
| How does email fit the model? | |
| How does SMS fit the model? | SMS |
| How do calls fit the model? | Calls |
| How should I think about all channels together? | Omnichannel communications |
Admin and setup map
| If you need to… | Best doc page |
|---|---|
| set organization defaults | Organization settings |
| configure email delivery or inbound handling | Email settings and domain authentication |
| configure SMS setup | SMS settings |
| manage teammate access | Team management |
| review tags | Tags |
| inspect the audit trail | History and audit trail |
Troubleshooting map
| If the problem is about… | Start here |
|---|---|
| onboarding getting stuck | Common onboarding issues |
| imported contacts or sync confusion | Integration and import issues |
| email verification or deliverability | Email deliverability and DNS |
| permissions or missing access | Permissions and access |
| report links behaving unexpectedly | Analytics and report links |
Important note about route names
Some route names in the app are transitional or more implementation-specific than the product story the docs should tell. Simple version:- trust the docs page names first
- treat raw route names as secondary
- use Communications as the stable mental model for day-to-day channel work