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MagizAI

Getting started

Find your way around

Home, the left menu, search, keyboard shortcuts, notifications, and the menus for your account and for help.

Who can use it: Everyone in the workspace. Each person sees only the menu items, apps and shortcuts their role can open.

  1. Step 1: Start from Home

    Home opens with "New chatbot", "Test your chatbot" and "Open the inbox", then "Key numbers": conversations of all time, AI replies this month, chats waiting for a person and new leads this month. Below come "Your chatbots" with Test, Train and Install, the last 14 days of conversations, the "Latest conversations", "Quick access" and the "Get set up" list.

    Open Home

    Home with its three buttons, the key numbers and the Lumen Assistant chatbot card

  2. Step 2: Use the left menu

    The menu holds Home, Inbox, Contacts, Apps, AI agent, Connectors, Automations, Reports, Affiliate and Settings, and shows only what your role can open. The square at the top, with your workspace's first letter, shows your plan and links to Team and Billing. For someone who cannot change workspace settings, Settings opens Your profile.

    The whole window with the left menu outlined, from Home down to Settings

  3. Step 3: Open an app from "Apps"

    Apps lists the business apps that are on for your workspace and that your role may open, each with one line on what it is for. "All apps" at the bottom opens the Apps page, where Owners and Admins switch apps on and off.

    Open Apps

  4. Step 4: Press "Search"

    "Search" near the bottom of the menu, or Control and K (Command and K on a Mac), opens the command palette. Type a few letters of a page or an action, such as "guide" or "dark", move with the arrow keys and press Enter.

    The command palette with "guide" typed and the matching pages listed

  5. Step 5: Press "g" and then a letter

    Outside the inbox, g then d opens the Dashboard, g i the Inbox, g c Contacts and leads, g a Chatbots, g k Skills, g o Connectors, g u Automations, g r Analytics, g s Workspace settings and g b Billing, for the screens your role can open. Press ? to see the list in "Keyboard shortcuts".

  6. Step 6: Open "Notifications"

    The bell near the bottom of the menu counts what is unread: handoffs, alerts and anything that needs you. Click one to open it, or press "Mark all as read". The Notifications page lists them all, with "All" and "Unread only".

    Open Notifications

    The Notifications page with the All and Unread only filters and the Mark all as read button outlined

  7. Step 7: Open the account menu

    Your picture at the very bottom of the menu opens "Your profile", the "Theme" (Light, Dark or Match my device), the "Language" of the dashboard and "Sign out".

    Open your profile

  8. Step 8: Open "Help"

    "Help" holds "Help center", "Guide" (this guide) and "Contact support". The page of each business app also has a "Guide" button in its header that opens its own topic.

    Open the Guide

Tips

  • On a narrow screen the left menu becomes a drawer: "Open navigation menu" at the top opens it.
  • The command palette also switches the theme and the language, so you never need to leave the page you are on.

Limits and switches

  • Apps switched off for the workspace, and screens your role cannot open, are left out of the menu, the palette and the shortcuts.

Stuck on a step? Ask our team