{"schemaVersion":1,"release":{"version":"1.0.6","verifiedAt":"2026-10-14","baseCommit":"7a37d93c0b94b4f62e8be4a6eee72bdf9fdba399","verification":"source-verified"},"scope":"Source-verified browser documentation; deployment and account availability are not asserted.","formats":{"human":"/help","markdown":"/help/reference.md","json":"/help/reference.json"},"safety":["Documentation is available to people and agents without user-agent detection. Reading a guide never grants account access.","Sign in and select the intended workspace before following an app link. Current role, workspace, feature grants and support-session restrictions remain authoritative.","Confirm the exact target, changes, recipient and cost before any outgoing communication, payment, publishing or other consequential action. A walkthrough is not approval.","Use only tools returned by your current authorized runtime. An internal teammate tool is not a public HTTP API or a tool automatically available to a connected AI app.","These guides are verified against this source release. They do not establish production rollout, service health or availability in a particular account."],"tools":[{"name":"open_app_page","description":"Open an app page; returns once open, with the screen. tour: true adds its guide.","parameters":{"type":"object","properties":{"href":{"type":"string","enum":["/dashboard","/tasks","/ai","/ai/blocks","/contacts","/conversations","/pipeline","/calendar","/phone/calls","/forms","/website","/workflows","/email/campaigns","/email/templates","/email/unsubscribes","/voice","/settings","/settings/profile","/settings/notifications","/settings/signatures","/settings/tags","/settings/custom-fields","/settings/team","/settings/appearance","/settings/channels","/settings/phone-numbers"]},"tour":{"type":"boolean"}},"required":["href"],"additionalProperties":false},"runtime":"Internal myAI Studio voice teammate only","authorization":"Signed-in permitted role, effective AI access, destination feature grants and administrator restriction. The runtime returns a filtered schema.","outcomes":["opened","blocked","failed"],"sideEffects":"Navigation only. No business command is executed.","sources":["lib/teammate-voice-navigation.ts"]}],"connectedAgents":{"setup":"/ai/start","manifest":"/ai/manifest.json","note":"Use the existing connected-app manifest and OAuth consent. Do not infer tool access from the internal teammate catalog."},"tasks":[{"id":"find-a-contact","title":"Find the right contact","summary":"Search by name, phone or email, then narrow the results without changing a contact.","category":"Everyday work","href":"/contacts","roles":["king","agency_owner","agency_admin","account_admin","account_user"],"prerequisites":["Sign in and choose the intended workspace.","Your current access must allow Contacts and the records you want to view."],"desktop":[{"control":"Search contacts...","instruction":"Enter a name, phone number or email in the search field. Wait for the matching results."},{"control":"Filters","instruction":"Open the filter panel to narrow the results by the available criteria. Check active filters before assuming a person is missing."},{"control":"Columns","instruction":"Choose which contact fields appear in the table, then inspect the matching person before opening their record."}],"mobile":[{"control":"Search contacts...","instruction":"In your mobile browser, tap the search field and enter a name, phone or email. Dismiss the keyboard to inspect the results."},{"control":"Filters","instruction":"Tap the filter control above the results to narrow the list. Close the panel to return to the contacts."},{"control":"Columns","instruction":"Use the column chooser if you need different contact fields in the results."}],"outcome":"You have identified a matching contact within your authorized workspace. Search and filtering do not edit contact records.","recovery":[{"problem":"No matching contacts appear.","resolution":"Check the workspace, spelling, search text and active filters. Clear filters and search again; record permissions may limit the results."},{"problem":"The contacts request fails.","resolution":"Use Retry in the contacts error message. A saved-list error has a separate Retry saved lists control."},{"problem":"Column choices do not persist.","resolution":"If browser storage is unavailable, the page applies columns for this visit only."}],"safety":["Do not export, edit, delete or bulk-select customer records as part of a search walkthrough.","Contact visibility remains permission checked; this guide grants no additional access."],"keywords":["people","CRM","lookup","address book","search","filters"],"sourceFiles":["app/(dashboard)/contacts/page.tsx","components/contacts/AdvancedFilters.tsx","components/contacts/ContactColumns.tsx"]},{"id":"organize-task-view","title":"Focus your task list","summary":"Choose a saved view, filter your work and switch layouts.","category":"Everyday work","href":"/tasks","roles":["king","agency_owner","agency_admin","account_admin","account_user"],"prerequisites":["Sign in to the intended workspace with access to Tasks.","Wait for the task list and its filters to finish loading."],"desktop":[{"control":"Saved views","instruction":"Choose My tasks, Today, Upcoming or another view to set the starting list."},{"control":"Filter tasks","instruction":"Use the search and available Stage, Priority, Project or Assignee filters to narrow the list."},{"control":"Layout","instruction":"Choose Table, Board, Timeline or Calendar to inspect the same work in a different layout."}],"mobile":[{"control":"Saved views","instruction":"Swipe the saved-view strip horizontally if your desired view is off screen, then tap it."},{"control":"Filter tasks","instruction":"Swipe the filter strip horizontally to reach additional filters. Tap a filter and choose the value you need."},{"control":"Layout","instruction":"Use the layout icons for Table, Board, Timeline or Calendar. Their text labels may be hidden at narrow widths; each button has a title."}],"outcome":"The task view is narrowed to the work you want to inspect. Switching views does not complete or move tasks.","recovery":[{"problem":"A task seems missing.","resolution":"Choose All in Saved views and clear active filters. Completed and Snoozed are separate saved views; workspace and record permissions still apply."},{"problem":"The page says you are offline.","resolution":"Reconnect before making changes. The page pauses changes while offline; do not treat a stale list as current."},{"problem":"The page says your administrator is finishing an update.","resolution":"Check back after the update is complete. This state does not mean your tasks were deleted."}],"safety":["Dragging a card or changing a task status changes real work. Those actions are outside this viewing guide.","Do not create demonstration tasks in a customer workspace without authorization."],"keywords":["to-do","today","board","calendar","timeline","assignee","priority"],"sourceFiles":["components/tasks/TasksPage.tsx","components/tasks/TasksToolbar.tsx","components/tasks/TaskFilters.tsx","components/tasks/task-view.ts"]},{"id":"review-saved-draft","title":"Find and review a saved inbox draft","summary":"Open a contact conversation and review your newest saved draft before sending anything.","category":"Everyday work","href":"/conversations","roles":["king","agency_owner","agency_admin","account_admin","account_user"],"prerequisites":["Sign in with Inbox access in the correct workspace.","A saved draft must belong to your account and the selected contact."],"desktop":[{"control":"Search contacts","instruction":"Search for the contact in the conversation list and open their conversation."},{"control":"Show conversations","instruction":"If the conversation is missing from the current view, select the appropriate conversation filter, such as All conversations."},{"control":"Saved drafts","instruction":"Above the open conversation, find Draft saved and choose Edit. If several drafts exist, Edit newest opens the newest one. Review the loaded draft in the editor."}],"mobile":[{"control":"Search contacts","instruction":"In your mobile browser, find the contact in the inbox list and tap their conversation. Use Back to inbox in the conversation header if you need to return to the list."},{"control":"Show conversations","instruction":"From the list, change the conversation filter if the contact is not in the current view."},{"control":"Saved drafts","instruction":"Look above the conversation for the saved-draft line. Tap Edit or Edit newest, then inspect the loaded draft in the reply editor."}],"outcome":"A saved draft is open for review. Loading it does not send a message.","recovery":[{"problem":"The saved-draft line is absent.","resolution":"Confirm the account, workspace and contact. The line is hidden when no other saved drafts are returned or a lookup fails; an already open draft is excluded from that line. Its absence alone does not prove a draft was deleted."},{"problem":"The inbox does not load.","resolution":"Use the inbox retry control or Refresh inbox after checking your connection. Do not start a replacement conversation to work around an access error."},{"problem":"A previous send has an uncertain outcome.","resolution":"Check its status using the existing send recovery flow before attempting another send; an uncertain result is not proof that nothing was sent."}],"safety":["Opening a conversation may mark it read.","Sending reaches a real recipient. Verify the contact, channel and message and complete the app review before an authorized send.","Never use customer messages or drafts in public help screenshots."],"keywords":["inbox","email","text","SMS","unsent","reply","review"],"sourceFiles":["components/inbox/InboxWorkspace.tsx","components/inbox/SavedDraftsBar.tsx"]},{"id":"inspect-appointments","title":"Check appointments for a day","summary":"Inspect the monthly calendar and its appointment list without booking a new appointment.","category":"Everyday work","href":"/calendar","roles":["king","agency_owner","agency_admin","account_admin","account_user"],"prerequisites":["Sign in and select the intended workspace with Calendar access."],"desktop":[{"control":"Monthly calendar","instruction":"Use the month navigation to reach the month you want, then select a day."},{"control":"Monthly calendar","instruction":"Read the appointment list beside the month. Check any active calendar filter if expected appointments are missing."},{"control":"Today","instruction":"Return to the current month and today when you finish reviewing other dates."}],"mobile":[{"control":"Monthly calendar","instruction":"In your mobile browser, choose the month and tap a date in the calendar grid."},{"control":"Monthly calendar","instruction":"Scroll below the month to see the appointment list; it stacks beneath the calendar on narrow screens."},{"control":"Today","instruction":"Tap Today in the month header to return to the current date."}],"outcome":"You can see the appointments returned for the selected day and calendar filter.","recovery":[{"problem":"Appointments could not load.","resolution":"Check your connection and use Try again in the error message. Do not interpret a failed read as an empty calendar."},{"problem":"A day looks empty.","resolution":"Check the selected month, day, workspace and calendar filter before creating anything."}],"safety":["New appointment starts a booking flow that may notify a contact. Do not book during a viewing walkthrough.","An appointment details control also allows editing; inspect carefully and save changes only when authorized."],"keywords":["schedule","booking","meeting","agenda","today"],"sourceFiles":["app/(dashboard)/calendar/page.tsx"]},{"id":"prepare-daily-brief","title":"Prepare a request to plan your day","summary":"Open the AI teammate with a daily planning request ready to review.","category":"Everyday work","href":"/dashboard","roles":["king","agency_owner","agency_admin","account_admin","account_user"],"prerequisites":["Sign in and select the workspace you want to plan for.","The AI teammate must be available under your current feature and account access."],"desktop":[{"control":"Refresh workspace activity","instruction":"If Refresh workspace activity is available, refresh the daily overview and review loading or error messages. This control requires reporting access; otherwise continue to Plan my day."},{"control":"Plan my day","instruction":"Choose Plan my day in Prepare an AI brief. The AI teammate opens with the request filled in."},{"control":"Plan my day","instruction":"Review the prepared request in the AI chat. Send it only when you want the teammate to generate the brief from your saved records."}],"mobile":[{"control":"Refresh workspace activity","instruction":"If Refresh workspace activity is available, tap it and review the activity cards. This control requires reporting access; otherwise continue to Plan my day."},{"control":"Plan my day","instruction":"Scroll to Prepare an AI brief and tap Plan my day. Review the prefilled request when the AI chat opens."},{"control":"Plan my day","instruction":"Dismiss the keyboard if needed to review the request. Sending the request is a separate action in the AI chat."}],"outcome":"A planning request is prepared in chat. Opening the shortcut alone does not generate the brief or message contacts.","recovery":[{"problem":"Recent relationships could not load.","resolution":"Use Retry contacts on that card to retry the contacts read without reloading the whole page."},{"problem":"The planning shortcut is missing.","resolution":"Confirm the selected workspace and ask your administrator to check AI feature access. The shortcut is conditional on access."}],"safety":["Sending a request to AI can use the account’s AI allowance or applicable usage billing.","A planning request does not authorize outgoing customer messages or unrelated record changes."],"keywords":["today","AI","planning","brief","dashboard","priorities"],"sourceFiles":["app/(dashboard)/dashboard/page.tsx"]},{"id":"choose-in-app-alerts","title":"Change your in-app alert preference","summary":"Choose whether personal alerts appear under the app bell and confirm the saved result.","category":"Workspace settings","href":"/settings/notifications","roles":["king","agency_owner","agency_admin","account_admin","account_user"],"prerequisites":["Sign in as yourself; personal preferences cannot be changed in a read-only support session.","Wait for your saved alert choices to load."],"desktop":[{"control":"In-app alerts","instruction":"Under Alerts, inspect the current In-app alerts switch. Change it only if you want to change your personal preference; it saves immediately."},{"control":"In-app alerts","instruction":"Wait for the save to finish and check the success message. There is no separate Save button for this switch."},{"control":"By alert","instruction":"Inspect which alert types use each channel. The in-app channel must also be enabled above for its choices to take effect."}],"mobile":[{"control":"In-app alerts","instruction":"In your mobile browser, scroll past This device to Alerts. Inspect the switch, then tap it only if you want to change the preference."},{"control":"In-app alerts","instruction":"Wait for the immediate save and its confirmation before leaving the page."},{"control":"By alert","instruction":"Scroll down to inspect the per-alert choices. These are separate from allowing notifications on the current phone or computer."}],"outcome":"The confirmed switch value controls whether your personal in-app alerts appear under the bell.","recovery":[{"problem":"Your alert choices could not be loaded.","resolution":"Use Try again in the alert choices error. Do not change preferences until the saved state is available."},{"problem":"The save fails or cannot be confirmed.","resolution":"The switch returns to its previous value and an error appears. Follow the message; refresh before retrying an unconfirmed change."},{"problem":"The switch is disabled.","resolution":"Wait for a pending save. If you are in a support session, exit it before changing your own preferences."}],"safety":["The switch changes a saved personal preference immediately; do not flip it merely to demonstrate the page.","Device notifications need separate permission. Email and text alert channels can incur charges and are outside this in-app preference task."],"keywords":["notifications","bell","alerts","preferences","settings"],"sourceFiles":["app/(dashboard)/settings/notifications/page.tsx","components/notifications/NotificationChoicesGrid.tsx","app/api/auth/profile/route.ts","app/api/v1/notifications/choices/route.ts"]},{"id":"find-a-setting","title":"Find a workspace or personal setting","summary":"Search the settings home for the setting you need, using the options available to your role.","category":"Workspace settings","href":"/settings","roles":["king","agency_owner","agency_admin","account_admin","account_user"],"prerequisites":["Sign in and verify the current workspace.","Available settings depend on your role and enabled workspace features."],"desktop":[{"control":"Search settings","instruction":"Type a setting name or topic in the search field, such as notifications or appearance."},{"control":"Search settings","instruction":"Review the matching setting cards and open the relevant destination. Read that page’s description before changing a value."}],"mobile":[{"control":"Search settings","instruction":"Open Settings in your mobile browser, tap Search settings and type a topic."},{"control":"Search settings","instruction":"Dismiss the keyboard and scroll through the matching cards. Tap the setting you want to inspect."}],"outcome":"You have opened an available settings destination. Searching does not change any setting.","recovery":[{"problem":"The setting is not in the results.","resolution":"Clear the search or try a broader topic. Check the workspace and ask an administrator to review role or feature access if it remains unavailable."},{"problem":"Setup progress is absent.","resolution":"Setup progress is for administrators and omits checks that could not be read. Its absence does not establish that setup is complete."}],"safety":["Opening Settings grants no additional permissions.","Some destination pages save instantly or change billing, communications or security. Review their behavior and authorization before changing values."],"keywords":["configuration","appearance","profile","notifications","search","preferences"],"sourceFiles":["app/(dashboard)/settings/page.tsx","components/settings/settings-navigation.ts"]}],"pages":[{"href":"/agency/sub-account/[id]","label":"Client workspace details","purpose":"Manage a client workspace and inspect its team.","controls":[{"label":"Back to workspaces","what":"Return to the confirmed King agency or agency workspace list. Cards open details without starting support."},{"label":"Invite in Team","what":"Open reviewed Team invitation management."},{"label":"Manage team","what":"Open member management; Back returns here to Team."},{"label":"View as member","what":"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."},{"label":"Member chat history","what":"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."},{"label":"Show navigation","what":"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."}],"safety":"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.","navigation":null,"dynamic":true,"verification":"source-verified","sources":["app/(dashboard)/agency/sub-account/[id]/page.tsx","components/auth/ViewAsMember.tsx","components/auth/MemberHistory.tsx"]},{"href":"/settings/appearance","label":"Appearance","purpose":"Choose this device’s theme and shortcuts; administrators can open Workspace appearance for the business’s brand.","controls":[{"label":"Theme","what":"Light, Dark or System changes this browser’s backgrounds and text and saves immediately in this browser."},{"label":"Shortcuts","what":"Personal navigation and assistant preferences."},{"label":"Workspace appearance","managers":true,"what":"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."},{"label":"Show navigation","what":"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."}],"safety":"Workspace brand previews stay unsaved until Save changes. Personal theme choices save immediately. Do not change, save or reset preferences during a tour.","navigation":{"features":[],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["components/settings/PersonalAppearance.tsx","components/settings/WorkspaceAppearance.tsx","components/theme/ThemeProvider.tsx"]},{"href":"/dashboard","label":"Today","purpose":"Today: a daily home for what needs attention across customers, tasks and appointments.","controls":[{"label":"Workspace shortcuts","what":"One-click jumps to Inbox, Contacts, Calendar and Pipeline."},{"label":"Refresh workspace activity","what":"At a glance: open conversations, upcoming appointments and people; each card opens its page."},{"label":"Open Tasks","what":"Your work, in focus: tasks overdue and due today, with New task and Draft follow-ups with AI."},{"label":"Plan my day","what":"Prepare an AI brief: opens the AI teammate with the request filled in; nothing is sent."},{"label":"View contacts","what":"Recent relationships: the newest contacts."},{"label":"Retry contacts","what":"If Recent relationships cannot load, retry that read without refreshing the page."},{"label":"Review your pipeline","what":"Keep things moving: suggested next steps."},{"label":"Show navigation","what":"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."}],"safety":"Use the current account and workspace permissions. Do not change real records during a walkthrough.","navigation":{"features":[],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["app/(dashboard)/dashboard/page.tsx","components/dashboard/TodayTasks.tsx"]},{"href":"/tasks","label":"Tasks","purpose":"Capture, organize and finish to-dos in Table, Board, Timeline or Calendar.","controls":[{"label":"Saved views","what":"Preset lists: My tasks, All, Today, Upcoming, Past due, Snoozed, Completed."},{"label":"Layout","what":"Switch between Table, Board, Timeline and Calendar."},{"label":"New task","what":"Add a task with every detail; the arrow beside it has more ways to add."},{"label":"Filter tasks","what":"Search and filter by stage, priority, project, assignee and label, and sort."},{"label":"Add","what":"Quick add: type a task in plain words, like \"Call Ana tomorrow 3pm p1\", and press Enter."},{"label":"Show navigation","what":"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."}],"safety":"Never change the person's real tasks in a demo.","navigation":{"features":["tasks"],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["components/tasks/TasksPage.tsx","components/tasks/TasksToolbar.tsx","components/tasks/TaskFilters.tsx","components/tasks/TaskQuickAdd.tsx","components/tasks/task-view.ts"]},{"href":"/ai","label":"AI teammate","purpose":"AI chat; scoped read-only member view, no composer.","controls":[{"label":"Blocks","what":"Open tools built by AI."},{"label":"Start a new chat","what":"Start fresh; past chats stay saved."},{"label":"App view","what":"Show page; Share page with chat adds context."},{"label":"Show past chats","what":"Saved chats."},{"label":"History controls","what":"Phone paging, chats, user/AI filters. Expand/Collapse keep position; Close/Escape returns to reading."},{"label":"Older history","what":"Page history; Newer returns. Chats on this page groups loaded messages only."},{"label":"Retry history","what":"Retry a failed read; no send or AI credits."},{"label":"AI usage","what":"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."},{"label":"Show navigation","what":"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."}],"safety":"Stop response requests cancellation; Stop waiting ends local wait. Saves/jobs stay.","navigation":{"features":[],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["app/(dashboard)/ai/page.tsx","components/blocks/BlockBoardTabs.tsx","components/ai/FloatingAssistant.tsx","components/auth/SupportAiHistoryPage.tsx","components/auth/MemberHistory.tsx","components/auth/MemberHistoryTranscript.tsx","components/ai/AIUsagePopover.tsx","lib/ai-paid-continuation-server.ts","components/ai/PaidAIContinuationReview.tsx","hooks/useChatPaidContinuation.tsx","components/processes/ProcessDock.tsx","lib/use-response-process.ts"]},{"href":"/ai/blocks","label":"Blocks","purpose":"Tools, a Kanban board and eligible private plans; source guidance is not rollout proof.","controls":[{"label":"Library","what":"Saved blocks, search and build prompt."},{"label":"Board","what":"Scrollable Kanban."},{"label":"Browse templates","what":"Template gallery."},{"label":"New block","what":"Builder."},{"label":"Build it","what":"Build the requested tool."},{"label":"Archived","what":"Archived blocks."},{"label":"AI Brain Dump","what":"Create or open private block requires confirmation; starts empty or reopens yours. Chat about this block drafts unsent context."},{"label":"Long-Term Plan","what":"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."},{"label":"Show navigation","what":"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."}],"safety":"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.","navigation":{"features":[],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["components/blocks/BlocksBoard.tsx","components/blocks/PlanningBlockCreate.tsx","components/blocks/BlockPlanPanel.tsx","lib/block-plan-rollout.ts","lib/paid-plan-server.ts","lib/blocks-server.ts","lib/block-plan-ai.ts"]},{"href":"/contacts","label":"Contacts","purpose":"The address book of everyone the business works with: search, filter, import and act on them.","controls":[{"label":"Add contact","what":"Create one person."},{"label":"Import","what":"Upload a spreadsheet of contacts.","managers":true},{"label":"Export","what":"Review and download the current contacts."},{"label":"Search contacts...","what":"Find someone by name, phone or email."},{"label":"Filters","what":"Narrow by status, source, tags and more."},{"label":"Columns","what":"Choose the table's columns."},{"label":"Create list","what":"Save a filtered list to come back to."},{"label":"Show navigation","what":"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."}],"safety":"Never add, edit or delete real contacts in a demo.","navigation":{"features":["contacts"],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["app/(dashboard)/contacts/page.tsx","components/contacts/ExportButton.tsx","components/contacts/AdvancedFilters.tsx","components/contacts/SavedFilters.tsx"]},{"href":"/conversations","label":"Inbox","purpose":"One inbox for texts, emails and calls with each contact, to read and reply.","controls":[{"label":"Inbox sections","what":"Conversations, Templates and Automatic replies."},{"label":"Refresh inbox","what":"Checks for new messages."},{"label":"Call log","what":"Recent calls."},{"label":"Pick a contact and start a conversation","what":"New: start a conversation with a saved contact."},{"label":"Search contacts","what":"Find a conversation by contact."},{"label":"Show conversations","what":"Open, Unread, All conversations, Closed, Hidden by me."},{"label":"Hide contact details","what":"In the open conversation header on wide screens: hides or shows the contact pane on the right. Your choice is remembered."},{"label":"Saved drafts","what":"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."},{"label":"Show navigation","what":"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."}],"safety":"Never send a message during a tour: it reaches a real contact.","navigation":{"features":["inbox"],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["components/inbox/InboxHome.tsx","components/inbox/InboxWorkspace.tsx","components/inbox/SavedDraftsBar.tsx"]},{"href":"/pipeline","label":"Pipeline","purpose":"A board of sales opportunities moved stage by stage until won or lost.","controls":[{"label":"New opportunity","what":"Add a deal."},{"label":"Search deals and contacts","what":"Find a deal."},{"label":"Open pipeline","what":"Summary tiles (Open pipeline, Closed won, Win rate); clicking one filters the columns."},{"label":"All stages","what":"Back to every column; drag cards between stages."},{"label":"Card fields","what":"Choose what each card shows."},{"label":"Archived","what":"Archived deals."},{"label":"Show navigation","what":"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."}],"safety":"Never move or archive real deals in a demo.","navigation":{"features":["pipeline"],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["app/(dashboard)/pipeline/page.tsx"]},{"href":"/calendar","label":"Calendar","purpose":"See and book appointments with customers, by month.","controls":[{"label":"New appointment","what":"Book an appointment."},{"label":"Manage calendars","what":"Set up calendars and their hours."},{"label":"Google Calendar","what":"Connect Google Calendar."},{"label":"Monthly calendar","what":"The month; click a day to list its appointments."},{"label":"Today","what":"Back to today."},{"label":"Show navigation","what":"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."}],"safety":"Booking may notify the contact; never book during a tour.","navigation":{"features":["calendar"],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["app/(dashboard)/calendar/page.tsx"]},{"href":"/phone/calls","label":"Calls","purpose":"History of calls made and received on the business numbers.","controls":[{"label":"Call history","what":"Every call, newest first."},{"label":"All calls","what":"Direction filter: All calls, Outgoing, Incoming."},{"label":"Conversation","what":"On each call: open that contact's inbox thread."},{"label":"Call back","what":"On each call: open the dialer to review a call; nothing dials by itself."},{"label":"Show navigation","what":"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."}],"safety":"Use the current account and workspace permissions. Do not change real records during a walkthrough.","navigation":{"features":["calling"],"administratorOnly":false,"voiceRequiresAI":true},"dynamic":false,"verification":"source-verified","sources":["app/(dashboard)/phone/calls/page.tsx"]},{"href":"/forms","label":"Forms","purpose":"Build, share and track website forms that turn visitors into leads.","controls":[{"label":"Create form","what":"Start a new form."},{"label":"Search all forms","what":"Find a form."},{"label":"Published","what":"Status chips: All, Published, Drafts, Archived."},{"label":"Cards","what":"Cards or List layout."},{"label":"Copy link","what":"On each form: copy its share link."},{"label":"Show navigation","what":"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."}],"safety":"Use the current account and workspace permissions. 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