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The product shell is designed to keep navigation predictable: primary work happens in the center, global navigation stays on the left, and contextual actions stay close to what you selected. Spend a few minutes learning the three regions below—you will move between them constantly.

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Layout

  • Sidebar — Projects, automation, and account entry points. Pin favorites if your client supports it so daily spaces stay one click away.
  • Canvas — The main surface for viewing and editing work. On smaller screens the sidebar may collapse; use the menu control to reopen it without losing context.
  • Inspector — Metadata and contextual actions for the current selection. Empty states usually mean “nothing selected yet” rather than missing permissions.

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Focus and panels

Some workflows open transient panels (comments, history, AI). Closing a panel returns focus to the canvas; keyboard users can tab through interactive regions in DOM order.

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Command palette

Open the palette to jump anywhere quickly. It respects your permissions—destinations you cannot access simply do not appear or show as disabled with a reason.

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Search vs navigate

Use the palette for fuzzy jumps when you know a name fragment. Use the global search entry when you need full-text results across bodies and attachments.

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Settings

Workspace settings live under your avatar; project settings are scoped per project. When in doubt, check the breadcrumb or page title so you do not change org-wide SSO while meaning to tweak a single project’s webhook.

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Auditing changes

Admins should review who last changed workspace defaults after reorganizations. Project-level changes are easier to isolate in activity logs when each team owns its space.