Tour the app
You’re signed in, your products are pulling data, your chatbot is picked. Last step: a quick orientation so you know where everything lives.
In this guide:
- The drawer (left swipe)
- The bottom tabs
- The FAB (quick actions)
- Pull-to-refresh and the offline banner
The drawer
Swipe right from the left edge — or tap the hamburger icon — to open the drawer.
What’s there:
- Organization header — your org’s logo and name. Tap to switch organizations.
- Sections — the main sections you have access to: Home, Products (sellers), AI Features, Notes, Chatbot (chatbot users), Emails, Settings. What appears depends on your subscription and your role’s permissions.
- Profile footer — your avatar, name, and a quick sign-out shortcut.
If a section you expect doesn’t appear, your role may not have permission for it. Ask your Owner or Admin.
The bottom tabs
The four bottom tabs are the primary day-to-day surfaces:
| Tab | What you’ll do here |
|---|---|
| Products | List, search, filter, drill into per-product analytics. Sellers. → Products on the go |
| Home | The seller dashboard with KPI tiles and the sales-trend chart. Sellers. → Seller dashboard |
| Chats | The unified inbox for buyer messages and chatbot conversations. Both audiences. → Inbox overview |
| Settings | Profile, theme, notifications, sign-out. → Settings |
The FAB (quick-actions button)
The circular button bottom-right opens a small menu with the four most common quick actions:
- AI Features — the AI Features home with shortcuts to Document Chat, Ask the database, and the Prompts library.
- All Chats — the AI chat history list.
- New Chat — start a new AI chat over a document or the database.
- Notes — jump straight to the Notes list.
The FAB is on most screens, configurable later under Settings → FAB customization (planned).
Pull-to-refresh
Most lists support pull-to-refresh. Pull the list down past the top to trigger a refetch. Useful when:
- The dashboard’s last-sync timestamp is stale.
- You expected a new buyer message and it hasn’t appeared.
- You just changed something on the web and want to see it on mobile right away.
The offline banner
If your device loses internet, a small red banner appears at the bottom of the screen.
What works offline:
- Reading already-loaded screens.
- Composing notes (saved locally, queued for upload — coming soon with offline-first sync).
What doesn’t:
- Anything that hits an API: AI chat, document upload, live data refresh.
The banner disappears as soon as you’re back online.
What’s next
You’re set. Pick where to go from here: