Getting around the dashboard
The sidebar, search, the account menu, setup progress, help, feedback and the banners at the top of the dashboard.
Everything you can reach from any page: the sidebar (Leads, Qualify, Engage, Automations, Integrations, Website Settings), the website switcher, search (⌘K / Ctrl+K) to jump to any page or lead, the account menu under your name, Account Progress (your setup checklist), What's New, the Help Center and the Feedback tab on the right. Banners at the top tell you about your trial, your limits and upcoming webinars.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
Something looks broken or out of date?
After an update your browser may still show an old copy of the dashboard. Reload without the cache: Ctrl+Shift+R (Windows) or ⌘+Shift+R (Mac). Still wrong? Clear the site data for the dashboard's address only (in Chrome: the icon left of the address → Site settings → Delete data), then sign in again.
Every control on this screen
Every button, field and switch, with what it does.
Sidebar (every page) · 28 controls
| Logo (back to the dashboard) | Shows information | |
| Collapse / expand the sidebar | Button | labels are hidden while collapsed |
| Your name / avatar (opens the account menu) | Shows information | |
| Website switcher (briefcase) | Shows information | |
| Connect new website | Button · changes your account | Needs: add website |
| Add New Website dialog | Shows information | |
| Website domain (example.com) | Text box | Needs: add website |
| Continue (creates the website) | Button · changes your account | Needs: add website |
| Cancel | Button | |
| Set up your tracking pixel | Shows information | only while the pixel is not installedNeeds: pixel |
| Search (⌘K / Ctrl+K) | Shows information | |
| Dashboard | Shows information | |
| Master Inbox | Shows information | Needs: inbox |
| Leads | Shows information | Needs: leads view |
| Qualify | Shows information | Needs: qualify |
| Engage | Shows information | Needs: campaigns |
| Optimize | Shows information | beta, not shown to customers yet |
| Community (Academy) | Shows information | |
| Compliance (GDPR / DPA) | Shows information | hidden from the menu today; the page is /compliance/{workspace} |
| Integrations | Shows information | Needs: integrations, connect mailboxes, buy mailboxes, api keys, campaigns |
| Automations | Shows information | Needs: integrations |
| Website Settings | Shows information | Needs: website, pixel |
| Account Progress | Shows information | hidden once setup is complete |
| What's New | Shows information | |
| Feedback | Shows information | |
| Help Center | Shows information | |
| Language | Shows information | |
| Language picker (flag) | Button | only visible with the sidebar expanded; applies at once |
Account menu (avatar / name in the sidebar) · 31 controls
| Account menu | Shows information | |
| Your name and login email | Shows information | |
| Your plan | Shows information | |
| Trial end date | Shows information | |
| Upgrade | Opens a panel or page | |
| Leads this month / Trial leads | Shows information | |
| Leads left | Shows information | |
| Credit history | Shows information | |
| Rollover leads | Shows information | |
| Cap credits | Shows information | |
| Websites used / allowed | Shows information | |
| Edit Profile | Shows information | only once the pixel is installed |
| Account Settings | Shows information | |
| Feature Request | Shows information | |
| Team Members | Shows information | Needs: team |
| Billing / Upgrade Plan | Shows information | Needs: billing |
| Redeem Existing LTD codes | Shows information | |
| Earn 40% as Affiliate | Shows information | |
| Creator Program | Shows information | |
| Logout | Shows information | |
| Auto top-up switch (off — opens the monthly limit dialog) | Shows information | switching it off only happens in Billing; avatar menu → Leads this month |
| Set your monthly limit dialog | Shows information | |
| Recommended / More headroom limit | Button · changes your account | |
| Or your own limit (USD a month) | Text box | never below the plan price |
| Turn on auto top-up | Button · changes your account | |
| Cancel (monthly limit dialog) | Shows information | |
| Auto top-up: On · up to $X/mo | Shows information | |
| Manage in Billing → | Shows information | where auto top-up is changed or switched off |
| Next step card (top up / upgrade options) | Shows information | |
| Set up in Billing (next step button) | Shows information | |
| See upgrade options | Shows information |
Global search (⌘K / Ctrl+K) · 20 controls
| Search | Shows information | |
| Search leads, settings, mailboxes, domains, actions… | Text box | |
| Categories | Shows information | |
| All Categories | Button | |
| Leads & Companies | Button | |
| Pages | Button | |
| Settings | Button | |
| Mailboxes | Button | |
| Domains | Button | |
| Websites | Button | |
| Integrations | Button | |
| Quick Actions | Button | |
| Help | Button | |
| A result (Enter opens it) | Shows information | |
| AI answer | Shows information | only for questions |
| Recent searches and tips | Shows information | |
| Buy Domains & Mailboxes | Opens a panel or page | shown for mailbox / domain searches |
| ESC (close) | Button | |
| Back (from a help article) | Button | |
| Open in Help Center | Shows information |
Account Progress (setup checklist) · 11 controls
| % complete | Shows information | |
| Install the Tracking Script | Shows information | |
| Install tracking script | Shows information | |
| Invite your team | Shows information | |
| Invite your team (button) | Shows information | |
| Connect your CRM | Shows information | |
| Connect your CRM (button) | Shows information | |
| Create a Lead Score | Shows information | |
| Setup your Lead Score | Shows information | |
| Automate via Email Campaign | Shows information | |
| Create your first Email Campaign | Shows information |
What's New (changelog) · 4 controls
| What's New | Shows information | |
| An update | Shows information | |
| Mark all as read | Button | opening the list already marks it read |
| Learn more (shows the new feature) | Button |
Help Center menu · 6 controls
| Help Center menu | Shows information | |
| Help Center | Shows information | |
| Support | Shows information | |
| Academy | Shows information | |
| Privacy Policy | Shows information | |
| API Docs | Shows information |
Feedback widget · 11 controls
| Feedback tab (right edge) | Shows information | |
| Feedback | Shows information | |
| Share feedback (rate us) | Button | |
| Report a bug | Button | |
| Suggest an idea | Button | |
| Rating (sends on click) | Button · changes your account | |
| Describe the bug / your idea | Text box | |
| Send | Button · changes your account | |
| Cancel | Button | |
| Review us on G2 | Shows information | shown after a good rating; one-time credit reset |
| Review us on Capterra | Shows information | shown after a good rating; one-time credit reset |
Feature request dialog · 4 controls
| Share Your Idea | Shows information | |
| Your Feature Request | Text box | |
| Submit Idea | Button · changes your account | |
| Cancel | Button |
Top banners (trial, limits, webinar, referral…) · 33 controls
| Demo account banner | Shows information | |
| Start your free trial | Shows information | |
| Live webinar banner | Shows information | |
| Save your seat / Join live | Shows information | |
| Dismiss webinar banner | Button | |
| Announcement banner | Shows information | |
| Announcement button | Shows information | |
| Dismiss announcement | Button | |
| New Feature banner | Shows information | |
| Learn More (shows the new feature) | Button | |
| Dismiss new feature banner | Button | |
| Trial countdown (days left) | Shows information | |
| Upgrade now | Opens a panel or page | |
| Trial expired / trial leads used up | Shows information | |
| Upgrade now | Opens a panel or page | |
| Your trial starts when the pixel is installed | Shows information | |
| Install pixel | Shows information | |
| No leads remaining / trial expired (team member) | Shows information | |
| Upgrade Now | Opens a panel or page | |
| Free trial for this website has ended (partner) | Shows information | |
| Upgrade Now | Opens a panel or page | |
| Dismiss trial banner (comes back on refresh) | Button | |
| Lead limit reached | Shows information | |
| Upgrade plan / package | Opens a panel or page | |
| Dismiss lead limit banner | Button | |
| Automated Inbox Setup reminder | Shows information | |
| Complete Payment | Opens a panel or page | |
| I don't need that right now | Button · changes your account | |
| Referral milestone card | Shows information | |
| Get / Copy my referral link | Shows information | |
| Dismiss referral card | Button · changes your account | |
| Weekly support call / Skool community banner | Shows information | |
| Dismiss banner | Button · changes your account |
Integrations · 12 controlsNeeds: integrations, connect mailboxes, buy mailboxes, api keys, campaigns
| Email Accounts tab | Shows information | Needs: connect mailboxes |
| Domains tab | Shows information | Needs: buy mailboxes |
| LinkedIn Accounts tab | Shows information | BETA: a beta notice pops up the first time; the customer accepts it.Needs: campaigns |
| Paid Ads tab | Shows information | BETA: a beta notice pops up the first time; the customer accepts it.Needs: integrations |
| CRMs tab | Shows information | Needs: integrations |
| Notifications tab | Shows information | Needs: integrations |
| API tab | Shows information | Needs: integrations, api keys |
| MCP Server tab | Shows information | BETA: a beta notice pops up the first time; the customer accepts it.Needs: integrations, api keys |
| Other tab | Shows information | Needs: integrations |
| Domain setup progress (Fully Managed) | Shows information | Only while a bought domain is being set up. |
| Update card (domain payment failed) | Shows information | |
| Finish sender info | Shows information |
Integrations › Other · 4 controlsNeeds: integrations
| Other ways to integrate | Shows information | |
| Automations Menu (webhooks) | Shows information | Webhooks are built as an automation (Trigger webhook). |
| Zapier | Shows information | |
| API Documentation | Shows information |
Embed guide (developer docs) · 6 controls
| Use case | Shows information | |
| Example app menu (Website visitors / Install tracking) | Shows information | |
| Live demo (embedded screen) | Shows information | |
| Server sample language | Shows information | |
| Copy (code) | Shows information | |
| Let Claude build it (prompt) | Shows information |
Embed frame (inside a partner app) · 1 controls
| Loading / "only opens inside the app it belongs to" | Shows information |
Logging out · 1 controls
| Logging out… | Shows information |