Finding your way: the menu, search and Settings

The menu

The menu on the left lists the pages you can use. At the top are Home, Assistant, Insights and Duke's work. Then come groups for your apps (for example Sales, Operations, Customers, Communications and Productivity) and Pages for your custom pages.

Your menu only shows what your role allows. Owners can rename, reorder, group and hide items for everyone with the menu editor.

At the bottom of the menu:

• AI credits: how much of this month's AI credits you've used and when they reset. Click it to open Settings → AI. See AI credits.
• Your name: opens Your account, Settings, Appearance (Light, Dark or Match my device) and Sign out.

On a phone or tablet, tap Open menu at the top left to see the menu.

The top bar

• Search: click it or press Ctrl+K (⌘K on a Mac) to find people and pages, create something, or ask Duke. Press Esc to close it.
• Ask Duke: opens Duke's chat panel next to the page you're on. See Asking Duke.
• Create (+): start something new: a contact, lead, membership, sale, quote, support ticket, project, product, document or agent (whatever your role allows).
• The bell: your notifications and approvals waiting. See Notifications.
• The gear: Settings.

Settings

Settings has everything about your business. You can change things here, or just ask Duke (for example “Add a branch called Indiranagar”). Use Search settings to find one quickly. A Needs attention box points out anything to fix, such as a WhatsApp problem or a domain waiting for its DNS records.

You only see the settings your role can use.

Switch apps on and off

1. Go to Settings → Modules.
2. Turn an app on or off with its switch.

Some apps need others (for example Attendance needs Memberships). Turning an app off hides it but keeps its data. Not in your plan means your plan doesn't include it. See Billing and your plan.