# Where to Find Things A map of the app for the "where is that setting?" moments. Everything is either in the **left sidebar** (the things you work in) or in **Settings** (the things you configure once). > **On a phone?** The sidebar is behind the menu icon (**☰**) in the top corner. Tap that first, then follow the same path. --- ## The Left Sidebar The sidebar is grouped. Click a group name to expand it. | Group | What is in it | |---|---| | (top) | **Dashboard**, **Daily Summaries** | | **Engage** | **Chats**, **Broadcasts**, **Campaigns**, **Appointments** | | **CRM** | **Contacts**, **Deals**, **Tasks** | | **AI Studio** | **AI Agents**, **Automations**, **Knowledge Base**, **Templates**, **Media Library**, **Custom Functions**, **MCP Servers** | | (agency accounts) | **Sub Accounts**, **Snapshots**, **SaaS Mode** | | (bottom) | **Settings**, the **Credits** card, **Help**, and the light/dark mode switch | Not every item appears on every account: a group only shows when your plan includes it, and agency owners can hide pages from a client account. **Dark mode** is the sun/moon switch at the bottom of the sidebar. Click it to flip the whole app between light and dark. **Search** at the top of the sidebar (or the keyboard shortcut shown next to it) opens a jump-to box for pages, contacts and actions, the fastest way to reach anything on this page. --- ## Inside an AI Agent Most "where is that AI setting?" questions end here. Go to **AI Studio → AI Agents**, open the Agent, and use its tabs: | Tab | What you set there | |---|---| | **AI Instructions** | Two things live here: the persona, goal, rules and conversation flow (your Agent's playbook), **and** the settings below it: primary language, AI quality, reply timing, response limits and context budget | | **Active Hours** | The hours the Agent is allowed to reply | | **Media** | Files the Agent may send | | **FAQs & Knowledge** | The knowledge this Agent can answer from | | **AI Abilities** | The tools the Agent can use | | **Tags** | Which tags the Agent may apply, and when | | **Follow-ups** | Automated follow-up messages and their timing | | **Entry Points** | Which conversations this Agent picks up, including **comment-to-DM** on Instagram and Facebook | | **Try Out** | A test chat, with no real contact involved | > **On an older Agent** you may see the settings split across two tabs instead: an **AI Instructions** tab for the playbook and a separate **Bot Settings** tab for the settings. Everything below is on whichever of the two carries the settings. ### The settings people look hardest for - **Which AI model / AI quality tier (Pro, Max, Mini)**: Agent → **AI Instructions** → **AI quality**. - **Message delay before the AI answers**: Agent → **AI Instructions** → **Reply timing** → **Minimum wait** and **Maximum wait**, in seconds. A random delay between the two is used so replies feel human. There is also a **Use minimum wait time for new contacts** switch there. - **How many bubbles one reply is split into**: Agent → **AI Instructions** → **Response limits** → **Max messages per response** (and **Enforce max messages** next to it). - **How many messages the AI may send in one chat before it stops**: same place, **Max AI messages per chat**. - **How much of the playbook the AI reads**: Agent → **AI Instructions** → **Context budget**. - **The Agent's primary language, and whether it answers Instagram Story replies**: Agent → **AI Instructions**, in the block just above the playbook fields. - **Comment-to-DM keywords, which posts to watch, the public reply**: Agent → **Entry Points** → an **Instagram Comment** or **Facebook Comment** rule. See [Comment-to-DM](../ai-automation/comment-to-dm.md). - **When the AI hands over to a human**: Agent → **AI Instructions** → the **Alert Human When** field. When the AI hands over, it pauses itself on that one contact until someone resumes it. There is no pause *duration* to set: it stays paused until you turn it back on. - **Turning the AI back on after a handoff**: open the chat and use the **Resume AI** control at the top. To do many at once, select the conversations in **Chats** and use the bulk **Resume AI** action. --- ## Inside Settings Click **Settings** at the bottom of the sidebar. The Settings screen has its own left rail, grouped like this: | Group | Item | What it covers | |---|---|---| | **Account** | **Profile** | Your name, email and how you appear in the workspace | | | **Security & General** | **Two-factor authentication**, active sessions, app language, privacy controls | | | **Business** | Your company details, used in invoices and in the AI's system prompt | | **Workspace** | **Team** | Invite teammates and control what they can see and edit | | | **Billing** | Plan, credit balance, usage history, invoices, payment method | | | **Tags** | Reusable labels for contacts, chats and broadcasts | | **Channels** | **Channels** | Connect and manage WhatsApp, SMS, Instagram, Messenger, Telegram, the website widget and the rest | | | **Short Links** | Branded short URLs for outbound messages | | **Notifications** | **Notifications** | Email, push and in-app alerts, per event type | | | **Email Templates** | The wording and language of the emails the platform sends | | **Integrations** | **Booking & Calendar** | Google Calendar, and the restaurant booking integrations | | | **Webhooks** | Send events to your own systems | | | **API Key** | The key Zapier, Make, n8n or your own code use | | **Advanced** | **BYOK API Keys** | Use your own Anthropic key instead of credits | | | **White Labeling** | Your own branding and domain | | | **Data Export** | Download a copy of your account data | **Two-factor authentication** is under **Settings → Security & General**. Three methods are available: an authenticator app, a text message code, and an emailed code. --- ## A Few Things That Are Not in Settings - **Event types, appointment lengths and rooms**: the **Appointments** page in the sidebar, on the **Event Types** tab. Rooms are set inside each event type, not in Settings. - **Booked appointments**: the same page, on the **Upcoming Appointments** tab. - **Knowledge base content, website imports and document uploads**: **AI Studio → Knowledge Base**. An Agent's own **FAQs & Knowledge** tab picks from that library. - **WhatsApp message templates**: **AI Studio → Templates**. - **The guided setup wizard**: **Setup wizard** in the sidebar; you can reopen it at any time. - **Your credit balance**: the **Credits** card at the bottom of the sidebar. Clicking it opens Billing. --- ## Using It on Your Phone There is no App Store or Play Store download. You install Your AI Connector straight from your phone's browser instead, and it then behaves like any other app: its own icon on the home screen, full screen, no browser bar. 1. Open Your AI Connector in your phone's browser and log in. 2. In Chrome, tap the menu (**⋮**) and choose **Add to phone**. In Safari, tap **Share**, then **Add to Home Screen**. 3. Open it from the new icon. Everything you use day to day is there — chats, replies, contacts, appointments — with the sidebar behind the menu icon (**☰**). To get new messages and human alerts on your lock screen, open it from the home screen icon, go to **Settings → Notifications** and tap **Enable on this device** on the phone itself. See [Notifications](../settings/notifications.md). --- ## Next Steps - [Your Dashboard](dashboard.md): what the first screen shows you. - [AI Agents](../ai-agents/ai-agents.md): creating and editing an Agent. - [Setting Up Your AI Bot](../ai-automation/ai-bot-setup.md): what each Agent setting does. - [Account Settings](../settings/account-settings.md): the Settings screen in detail.