Navigation Guide
This guide helps you understand the platform's layout and find features quickly.
Main Navigation
The main navigation menu is located in the sidebar and provides access to all primary features.
Primary Menu Items
| Menu Item | Description |
|---|---|
| Assistant | AI chat interface for help, campaign creation, and questions |
| Campaigns | View, create, and manage all your marketing campaigns |
| Integrations | Connect and manage social media platform accounts |
| Company Hub | Set up brand guidelines, visual identity, and blog topics |
| Settings | Billing, appearance, and account preferences |
For Administrators
If you have admin access, you'll also see:
| Menu Item | Description |
|---|---|
| Workspaces | Manage multiple workspaces |
| Users | View and manage user accounts |
| Organization | Organization-level settings |
Header Bar
The header bar at the top of the screen contains:
- Workspace Selector - Switch between workspaces (if you have access to multiple)
- Credit Display - Shows your current credit balance
- Profile Menu - Access your profile, settings, and logout
Workspace Selector
If you have access to multiple workspaces:
- Click the workspace name in the header
- Select a different workspace from the dropdown
- The page refreshes with data from the selected workspace
Each workspace has its own campaigns, platform connections, and brand settings. Switching workspaces changes the context for all features.
Campaign Views
When viewing campaigns, you have several navigation options:
Campaign List
- Table View - Default list with sorting and filtering
- Search - Find campaigns by name
- Filters - Filter by status, goal, or date
Campaign Dashboard
When you open a campaign, the sidebar shows:
| Section | Content |
|---|---|
| Content | All posts and content for this campaign |
| Strategy | AI-generated strategy insights and decisions |
| AI Insights | Recommendations and suggestions |
| Activity | Timeline of campaign events |
| RSS Feeds | RSS feed configuration (if enabled) |
Content Views
Within the Content section, toggle between:
- Grid View - Visual cards for each post
- Calendar View - Timeline visualization of scheduled content
Quick Actions
From the Campaign List
- Click a row to open the campaign dashboard
- Use the Actions dropdown for quick operations (pause, approve, delete)
From the Campaign Dashboard
- Edit posts directly from content cards
- Execute to publish individual posts
- Bulk Select to act on multiple items
Integrations Page
The Integrations page organizes platforms into categories:
- All - View all available platforms
- Social Media - Facebook, Instagram, Twitter/X, TikTok, LinkedIn, Threads
- Advertising - Google Ads and other ad platforms
- Analytics - Analytics and tracking tools
Each platform card shows:
- Connection status (connected/not connected)
- Connected account details
- Actions (connect, disconnect, set as main)
Settings Navigation
The Settings page is organized into sections:
General
- Billing - Credits, transactions, plan information
- Appearance - Theme and display preferences
Administration (Admin only)
- User Management - Manage team members
- Workspace Management - Workspace settings
- Organization - Organization-level configuration
Profile Menu
Click your avatar or name in the header to access:
- Profile - Personal information and preferences
- Settings - Quick link to settings
- Logout - Sign out of the platform
Tips for Efficient Navigation
- Use the Assistant - Ask "How do I..." questions for guidance
- Bookmark frequently used campaigns - Use browser bookmarks for quick access
- Learn keyboard shortcuts - Press
?to view available shortcuts - Check the breadcrumb - Always visible to show where you are
Mobile Navigation
On smaller screens:
- The sidebar collapses to a hamburger menu
- Tap the menu icon to reveal navigation
- All features remain accessible in a mobile-friendly layout