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Menu

Menu Configuration shapes the product navigation. Drag handles reorder; edit changes names and icons. Sidebar quick links pins the top entries: Agent Ops (/agent-ops, pinned), Inbox (/inbox, inbox_unread, pinned), My Tasks (/my-tasks, pinned), and Settings (/settings, default). Below it, sections hold groups that hold items: the unnamed section carries Agents, Approvals, and CRM groups (1 item, 1 item, 10 items), and the OPERATIONS section carries Automation (1 item) and Contact groups. New Section creates a section; Group and Item controls add within a section.

Reorder for the team, not the individual. Pinned quick links are the fastest path users have; changing them re-trains every user at once.

  • Sidebar quick links pins top-level entries with their paths and pinned/default state.
  • Sections contain groups, groups contain items; counts show what each level holds.
  • New Section, Group, and Item add at their level; drag handles reorder within a level.
Settings Menu Configuration with Sidebar quick links, an unnamed section with Agents Approvals and CRM groups, and an Operations section
  • Table Views: the saved list views this navigation leads to.
  • Org: the tenant identity behind the navigation.