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Tour the app

Find your way around the signed-in app — sidebar, header, My Dashboard, composer, settings, and billing.

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Draft from chat, review in your calendar, and publish only what you approve.

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Overview

Where every sidebar page lives and what you do there — My Dashboard, calendar, plugs, analytics, and settings.

Most of our features are put behind the left sidebar.

Protected left sidebar

You can switch workspaces from the header switcher or from the workspace cards on My Dashboard.

Switch to Other Workspaces

Settings and Billing sit under the account menu.

Navigate to Settings or Billing

LabelPathWhat you do there
My Dashboard/accountPlan overview, workspace cards, Channels / Posts / Feed tabs (connected channels, kanban, notifications), Getting started card with See checklist, Create Post
Calendar/account/calendarMonth or week of scheduled and published posts
Templates/account/templatesSaved composer presets — see Templates
Playbooks/account/playbooksBrowse, bookmark, and edit playbooks and building blocks — see Playbooks
Auto Plugs/account/plugsGlobal channel rules after publish — see Global plugs
Analytics/account/analyticsReach and engagement after publish — see Insights → Workspace analytics
Media/account/mediaImage and video library — see Media library. Cloud caps are on Cloud limits

The header is independent of the sidebar.

ControlRole
Workspace switcherLoads another workspace you belong to
DocsThis documentation
NotificationsPublish failures and review notes — same preview as My Dashboard Feed
ThemeLight or dark
FeedbackSend a note to the team
Account menuSettings, Billing, sign out

My Dashboard, calendar, and the composer

My Dashboard is your workspace dashboard. Plan overview at the top summarizes workspace, channel, and storage usage. Below that, the layout has a left column and a main panel with tabs.

The left column holds a Getting started card, plus workspace cards. Use them to switch workspace, create one, accept invites, or open OAuth Secrets, API key, or Add channel on the current workspace.

The main panel uses pill tabs:

TabWhat you do there
ChannelsConnected channel grid or table, Add Channel, channel menus, and smart filters on the table view
PostsKanban columns for draft, scheduled, and published post groups (when the workspace has at least one social channel)
FeedIn-app notifications — publish results, failures, and review notes (same data as the header bell)

My Dashboard layout

A Feed button beside the tab bar on wider layouts also switches to the Feed tab and shows an unread badge.

The calendar is the same posts laid out by date at /account/calendar.

The post editor is a modal, not a sidebar page. Open it with Create Post from the Channels or Posts tab on My Dashboard, or from a calendar — when the workspace has saved templates, the Select a template picker appears first. See Creating posts and Templates for layout, flow, and preset workflows.

ActionWhere it lives
Add ChannelMy Dashboard Channels tab, Add channel on the current workspace card, or the channel picker in the composer
Reconnect or disconnect a channelChannel card menu on the Channels tab
Channel groupsGroup controls on the Channels tab and kanban filters on the Posts tab — see Channel groups
Smart filtersChannels tab table Add filters; kanban and calendar dropdowns; Templates and Auto Plugs tables — see Smart filter
Per-network fieldsComposer, beside the preview
TagsComposer footer — see Tag in the glossary
SignaturesComposer toolbar — see Signatures
Internal (per-post) plugsComposer Settings accordion — see Internal plugs
Cross-account (per-post) plugsComposer Plug settings — see Cross-account plugs
Shareable previewPost card actions — see Approvals. Public URL under /p/ plus the post id

Settings

TabPurpose
TimezoneWorkspace posting timezone — see Timezone
WorkspaceName, team invites, roles — see Team
ProfileDisplay name and account preferences — see Profile
Developersopo_ programmatic tokens, MCP connection snippets, OAuth apps — see Developers
Approved AppsThird-party apps you granted access — see Approved apps
SignaturesReusable sign-offs you can append in the composer — see Signatures

CLI device login does not require pasting a token — see CLI authentication.

Payload Wizard

Payload Wizard at /account/payload-wizard is the same editor on a full page, then copy JSON for the public API. It is a page, not a sidebar item. Developers → Access links here. See Creating posts → Payload Wizard.

Billing

/account/billing is also under the account menu. It is limited to workspace owners.
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