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Sidebar Navigation Guide

The sidebar provides quick access to key features and settings.

New Website

Click to start the website creation flow. Opens the AI chat focused on website creation.

Settings

Access workspace settings. Has a submenu with:
  • White Label
  • Members
  • Reseller
  • API & Webhook
  • Plans & Billing
  • Credits

CRM

Open the clients/customers modal for managing contacts across your workspace.

Workflows

View and manage automation workflows, including batch operations and AI tasks.

Expanded vs Collapsed

Expanded State

  • Full labels visible
  • Settings submenu inline
  • More screen space used

Collapsed State

  • Icons only
  • Hover for tooltips
  • Settings submenu as popover
  • More space for content
Toggle with the collapse button at the sidebar bottom.

Settings Submenu

When sidebar is expanded:
  • Click Settings to expand submenu
  • Click any item to open that settings tab
When sidebar is collapsed:
  • Hover over Settings icon
  • Popover appears with all options
  • Click to navigate

Quick Access

The sidebar provides fastest access to:
ItemShortcut
White Label⌘1
Members⌘2
Reseller⌘3
API⌘4
Billing⌘5
Credits⌘6

Role-Based Visibility

Some items are hidden based on your role:
  • Owners/Admins - See all items
  • Editors - Limited settings access
  • Viewers - View-only items
  • Clients - Billing info only

Next Steps