A little guidance.
A lot more possibility.
Find your next step. Clear instructions for the tools you use, with the same reference for your AI teammate.
Try “find a contact”, “saved draft”, or “notifications”.
START WITH A TASK
What are you working on?
Find the right contact
Search by name, phone or email, then narrow the results without changing a contact.
Focus your task list
Choose a saved view, filter your work and switch layouts.
Find and review a saved inbox draft
Open a contact conversation and review your newest saved draft before sending anything.
Check appointments for a day
Inspect the monthly calendar and its appointment list without booking a new appointment.
Prepare a request to plan your day
Open the AI teammate with a daily planning request ready to review.
Change your in-app alert preference
Choose whether personal alerts appear under the app bell and confirm the saved result.
Find a workspace or personal setting
Search the settings home for the setting you need, using the options available to your role.
KNOW YOUR WORKSPACE
Page reference
The controls your AI teammate knows, drawn from its shared page guides. Available pages depend on your role and workspace features.
Client workspace detailsManage a client workspace and inspect its team.
/agency/sub-account/[id] · Contextual record page
- Back to workspaces
Return to the confirmed King agency or agency workspace list. Cards open details without starting support.
- Invite in Team
Open reviewed Team invitation management.
- Manage team
Open member management; Back returns here to Team.
- View as member
Available only to the verified agency owner when enabled. Review a support reason, then open a private, read-only view for up to 15 minutes.
- Member chat history
The banner opens inline Past chats for the King’s exact approved actor/member/workspace scope. Read-only and audited; no AI calls, files or actions. Ends with member view.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Start support intentionally, never during a tour. No member notification; the original actor stays in the private audit. Exit before writes, AI, billing, connections or security work.
AppearanceChoose this device’s theme and shortcuts; administrators can open Workspace appearance for the business’s brand.
/settings/appearance · Workspace members with access
- Theme
Light, Dark or System changes this browser’s backgrounds and text and saves immediately in this browser.
- Shortcuts
Personal navigation and assistant preferences.
- Workspace appearanceAdministrator
Open the business’s brand settings. Brand style offers myAI Studio default (gradient buttons, blue highlights), solid presets and Custom solid color. Reset to default also restores comfortable spacing; Save changes persists it.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Workspace brand previews stay unsaved until Save changes. Personal theme choices save immediately. Do not change, save or reset preferences during a tour.
Open AppearanceTodayToday: a daily home for what needs attention across customers, tasks and appointments.
/dashboard · Workspace members with access
- Workspace shortcuts
One-click jumps to Inbox, Contacts, Calendar and Pipeline.
- Refresh workspace activity
At a glance: open conversations, upcoming appointments and people; each card opens its page.
- Open Tasks
Your work, in focus: tasks overdue and due today, with New task and Draft follow-ups with AI.
- Plan my day
Prepare an AI brief: opens the AI teammate with the request filled in; nothing is sent.
- View contacts
Recent relationships: the newest contacts.
- Retry contacts
If Recent relationships cannot load, retry that read without refreshing the page.
- Review your pipeline
Keep things moving: suggested next steps.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open TodayTasksCapture, organize and finish to-dos in Table, Board, Timeline or Calendar.
/tasks · Workspace members with access
- Saved views
Preset lists: My tasks, All, Today, Upcoming, Past due, Snoozed, Completed.
- Layout
Switch between Table, Board, Timeline and Calendar.
- New task
Add a task with every detail; the arrow beside it has more ways to add.
- Filter tasks
Search and filter by stage, priority, project, assignee and label, and sort.
- Add
Quick add: type a task in plain words, like "Call Ana tomorrow 3pm p1", and press Enter.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Never change the person's real tasks in a demo.
Open TasksAI teammateAI chat; scoped read-only member view, no composer.
/ai · Workspace members with access
- Blocks
Open tools built by AI.
- Start a new chat
Start fresh; past chats stay saved.
- App view
Show page; Share page with chat adds context.
- Show past chats
Saved chats.
- History controls
Phone paging, chats, user/AI filters. Expand/Collapse keep position; Close/Escape returns to reading.
- Older history
Page history; Newer returns. Chats on this page groups loaded messages only.
- Retry history
Retry a failed read; no send or AI credits.
- AI usage
Provider, tier, Selected model, credits, resets, payer. Inline paid review: own signed-in account_admin; home=acting=payer workspace. Confirm funded payer-wide use until reset, not a spend cap; retry safe unchanged text once. Opening/Cancel never pays; others use Wallet.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Stop response requests cancellation; Stop waiting ends local wait. Saves/jobs stay.
Open AI teammateBlocksTools, a Kanban board and eligible private plans; source guidance is not rollout proof.
/ai/blocks · Workspace members with access
- Library
Saved blocks, search and build prompt.
- Board
Scrollable Kanban.
- Browse templates
Template gallery.
- New block
Builder.
- Build it
Build the requested tool.
- Archived
Archived blocks.
- AI Brain Dump
Create or open private block requires confirmation; starts empty or reopens yours. Chat about this block drafts unsent context.
- Long-Term Plan
Same private flow. Edit plan opens a draft; Save proposal for review precedes Apply reviewed changes: a version, not tasks or approved ideas. Version history offers Review restore of version; review before applying.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Plans need enabled rollout, current access and server eligibility, normally a paying workspace; trial alone is insufficient. Owner-only; no support/demo. AI, when enabled, reads/proposes, never applies.
Open BlocksContactsThe address book of everyone the business works with: search, filter, import and act on them.
/contacts · Workspace members with access
- Add contact
Create one person.
- ImportAdministrator
Upload a spreadsheet of contacts.
- Export
Review and download the current contacts.
- Search contacts...
Find someone by name, phone or email.
- Filters
Narrow by status, source, tags and more.
- Columns
Choose the table's columns.
- Create list
Save a filtered list to come back to.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Never add, edit or delete real contacts in a demo.
Open ContactsInboxOne inbox for texts, emails and calls with each contact, to read and reply.
/conversations · Workspace members with access
- Inbox sections
Conversations, Templates and Automatic replies.
- Refresh inbox
Checks for new messages.
- Call log
Recent calls.
- Pick a contact and start a conversation
New: start a conversation with a saved contact.
- Search contacts
Find a conversation by contact.
- Show conversations
Open, Unread, All conversations, Closed, Hidden by me.
- Hide contact details
In the open conversation header on wide screens: hides or shows the contact pane on the right. Your choice is remembered.
- Saved drafts
Above an open conversation: Draft saved offers Edit (or Edit newest when several drafts exist) to load a saved unsent draft. Saving a draft does not send it.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Never send a message during a tour: it reaches a real contact.
Open InboxPipelineA board of sales opportunities moved stage by stage until won or lost.
/pipeline · Workspace members with access
- New opportunity
Add a deal.
- Search deals and contacts
Find a deal.
- Open pipeline
Summary tiles (Open pipeline, Closed won, Win rate); clicking one filters the columns.
- All stages
Back to every column; drag cards between stages.
- Card fields
Choose what each card shows.
- Archived
Archived deals.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Never move or archive real deals in a demo.
Open PipelineCalendarSee and book appointments with customers, by month.
/calendar · Workspace members with access
- New appointment
Book an appointment.
- Manage calendars
Set up calendars and their hours.
- Google Calendar
Connect Google Calendar.
- Monthly calendar
The month; click a day to list its appointments.
- Today
Back to today.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Booking may notify the contact; never book during a tour.
Open CalendarCallsHistory of calls made and received on the business numbers.
/phone/calls · Workspace members with access
- Call history
Every call, newest first.
- All calls
Direction filter: All calls, Outgoing, Incoming.
- Conversation
On each call: open that contact's inbox thread.
- Call back
On each call: open the dialer to review a call; nothing dials by itself.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open CallsFormsBuild, share and track website forms that turn visitors into leads.
/forms · Administrators
- Create form
Start a new form.
- Search all forms
Find a form.
- Published
Status chips: All, Published, Drafts, Archived.
- Cards
Cards or List layout.
- Copy link
On each form: copy its share link.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open FormsWebsiteBuild and publish websites (one or many pages), see the forms on each page, and connect custom domains.
/website · Administrators
- Create pageAdministrator
Start a website from a layout.
- Custom domains
Connect the business's own domain.
- Find a page…
Search pages.
- Cards
Cards or List layout.
- Add pageAdministrator
On each website: add a page like About with its own address.
- Edit link previewAdministrator
On each page (hover): the picture and words shown when the link is shared.
- Open
On each page: edit it with the AI page editor.
- Keep going
Daily pacing uses remaining weekly included AI and retries once. An eligible account administrator can review paid continuation inline for their own workspace: payer, funded balance and exact reset. Explicit confirmation elects payer-wide paid AI until that reset and retries the unchanged safe request once. Other payer or staff cases use Wallet review. Opening or canceling never elects paid use, adds funds or restarts AI.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open WebsiteAutomationsAutomations: automatic follow-ups triggered by customer activity.
/workflows · Administrators
- New automationAdministrator
Start a draft automation.
- Automation templatesAdministrator
Ready-made automations to start from.
- Run history
What ran, for whom, and how it went.
- Automatic replies and missed-call textsAdministrator
Instant replies and missed-call texts.
- Search automations
Find an automation.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Never switch an automation on during a tour. In the editor, Build suggestions first change the local draft. Chat and explicit requests about other features can show action reviews; inspect the exact target and confirm deliberately. A suggestion is not a saved change.
Open AutomationsCampaignsSend email campaigns to customers and see how each did.
/email/campaigns · Administrators
- New campaign
Start a draft; nothing sends until Send.
- Filter campaigns by status
All, Drafts, Scheduled, Sending, Sent, Stopped.
- Email templates
Reusable email designs.
- Unsubscribes
People who opted out.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Never send or schedule a campaign during a tour.
Open CampaignsEmail templatesReusable email designs for campaigns and the inbox.
/email/templates · Administrators
- Explore starters
Ready-made examples.
- Starter library
Saved designs or the starter library.
- Create with AIAdministrator
Describe an email and the AI designs it.
- New emailAdministrator
Design one from scratch.
- Preview
On each design: see it full size.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open Email templatesVoice agentsAI receptionists that answer and make phone calls.
/voice · Administrators
- New agent
Create a voice agent.
- Get ready to take calls
The checklist of what's left before agents can take calls.
- Total calls
Agents, active agents and calls at a glance.
- Search agents...
Find an agent.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open Voice agentsSettingsOne searchable home for every workspace and personal setting.
/settings · Workspace members with access
- Back home
Return to the area you opened Settings from in this account and workspace. King agency navigation returns to the King agency console.
- Search settings
Find any setting by name.
- Finish setting upAdministrator
What is left to set up, with a link for each.
- Business details
Name, address and hours.
- Team & billing
The first group in the Settings sidebar, right under Settings overview: Team, Billing (who pays and the wallet; after the included-credit release, Included AI credits shows each reset, with credit amounts reflecting the allowance at existing usage rates, and Review paid AI continuation opens a separate confirmation without adding funds), Billing & usage (plan, card on file, invoices and charges; administrators only) and AI usage.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open SettingsTeamWorkspace members, roles and app access; availability is a separate view of the same people.
/settings/team · Administrators
- Invite memberAdministrator
Invite someone; nothing is sent until confirmed.
- Search name or email
Find a member.
- Manage accessAdministrator
Review a member’s role and apps.
- Team availabilityAdministrator
Expand to see who can receive calls and alerts.
- Back to workspace · Team
When opened from a workspace, return to that exact Team section.
- Ask AI teammate
Hand a team change to the teammate.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open TeamNotificationsWhere alerts reach you and when you are available.
/settings/notifications · Workspace members with access
- Notifications on this device
Browser and phone alerts.
- In-app alerts
Alert switches; each saves the moment it flips.
- By alert
Which alert goes to which channel.
- Remind me before appointments
How long before an appointment you host you are reminded.
- Available hours
Do not disturb and working hours.
- Agency clientsAdministrator
Agency owners and admins: whether clients approve price increases (off by default).
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Switches save instantly: point, never flip.
Open NotificationsPhone numbersBusiness numbers, caller ID, who answers, and call recording.
/settings/phone-numbers · Workspace members with access
- Your numbers
The business's numbers; Get a number searches for a new one.
- How calls reach you
Where your calls ring.
- Call recording
Whether calls are recorded.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Never buy a number during a tour.
Open Phone numbersPhone & emailStatus of how the business calls, texts and emails customers.
/settings/channels · Administrators
- Setup status
Phone, texting and business email at a glance.
- Refresh status
Rechecks everything; nothing is bought or sent.
- Business texting registration
Registration that lets texts deliver.
- Business email
Sending email from the business's own domain.
- Show navigation
On phones, use Home, Inbox, Work, AI or More below. Show navigation restores the bar. More holds workspace/account tools and Settings. Support identity and Return stay visible; short phones put session information in Support details. Access rules apply.
Use the current account and workspace permissions. Do not change real records during a walkthrough.
Open Phone & emailTHE SAME KNOWLEDGE, STRUCTURED
For AI agents
Read these guides as Markdown or JSON. Both use the same source as this help center and the app’s page navigation. Reading documentation grants no account or tool access.