> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dmly.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating DMLY

> A tour of the DMLY sidebar — what each area does, and where to find settings, your team and integrations.

Everything in DMLY hangs off the left sidebar. It is grouped top to bottom: the DMLY logo (or your agency's, if you use DMLY through one), then **Overview**, then three groups — **Messaging**, **Business** and **Configurations** — and finally your own name and avatar at the very bottom, which is where settings live.

<Note>
  You may not see every area listed here. Items are hidden when your role does not include permission for them. If an area is missing and you need it, ask a workspace admin.
</Note>

## The main areas

<Columns cols={2}>
  <Card title="Overview" icon="chart-line">
    The dashboard you land on after signing in — your analytics, recent activity and upcoming appointments at a glance.
  </Card>

  <Card title="Unified Inbox" icon="envelope" href="/inbox/overview">
    Every conversation from every connected channel in one thread list, WhatsApp first. The sidebar shows a live unread count next to it.
  </Card>

  <Card title="Contacts" icon="address-book" href="/contacts/overview">
    Your people. One record per person, shared across every channel, with tags, custom fields and lifecycle stage.
  </Card>

  <Card title="Broadcasts" icon="bullhorn" href="/broadcasts/overview">
    One-to-many campaigns to a segment of your contacts.
  </Card>

  <Card title="Automation" icon="robot" href="/automation/overview">
    The visual flow builder — chatbots, auto-replies and multi-step flows that run without you.
  </Card>

  <Card title="Templates" icon="rectangle-list" href="/broadcasts/message-templates">
    Your WhatsApp message templates and their approval status. This area works on WhatsApp channels only.
  </Card>

  <Card title="Growth Tools" icon="arrow-trend-up">
    Links and codes that send people into a chat with you. Not available on channels you cannot reach by a chat link.
  </Card>

  <Card title="Appointments" icon="calendar-check" href="/appointments/overview">
    Your calendar, bookings and the public booking page clients use.
  </Card>

  <Card title="Offerings" icon="briefcase" href="/offerings/overview">
    Your catalogue — Services, Products and Plans — that appointments and invoices draw from.
  </Card>

  <Card title="Finance" icon="credit-card" href="/finance/overview">
    Invoices, payments, orders, subscriptions and expenses.
  </Card>

  <Card title="Reputation" icon="star" href="/reputation/overview">
    Your Google Business Profile — reviews, replies and review requests.
  </Card>

  <Card title="Bot Setup" icon="sliders">
    Configure the channel you have selected: WhatsApp Cloud API, Facebook and Instagram settings, your Telegram bot, or the Live Chat widget.
  </Card>

  <Card title="Integrations" icon="plug" href="/channels/overview">
    Connect and manage your channels, plus everything else you plug DMLY into.
  </Card>

  <Card title="Logs" icon="file-lines">
    A record of what the system did — useful when a message or automation did not behave as expected.
  </Card>
</Columns>

## Reading the sidebar in order

**Overview** sits on its own at the top. It is the page a new signup lands on, and it is where you go back to for the big picture.

The **Messaging** group is the day-to-day work. **Unified Inbox** is where conversations arrive and where you reply — see [the inbox overview](/inbox/overview). **Contacts** holds the person records behind those conversations; you can [import them from a CSV](/contacts/import-csv) and [organise them with tags](/contacts/tags-and-segments). **Broadcasts** sends a campaign to many contacts at once — start with [creating a campaign](/broadcasts/create-campaign) and read [the WhatsApp rules](/broadcasts/whatsapp-rules-and-limits) before your first send. **Automation** is the [flow builder](/automation/flow-builder) and its [templates](/automation/templates). **Templates** lists your [WhatsApp message templates](/broadcasts/message-templates) and their approval status. **Growth Tools** is last in this group.

The **Business** group is the commercial side: **Appointments**, **Offerings**, **Finance** and **Reputation**, in that order. The whole group disappears if your role has no permission in any of those four.

The **Configurations** group is setup: **Bot Setup** configures the channel you are currently working in — and is also where you create your Live Chat widget — **Integrations** is where you connect and manage your social accounts, and **Logs** is the audit trail.

<Tip>
  Several areas depend on which channel you are working in. If one does not open and instead explains why, it is because your active channel does not support it — use the **Switch profile** action in the message to move to a channel that does.
</Tip>

## Where Settings lives

There is no **Settings** item in the sidebar. Click your name and avatar at the **bottom of the sidebar** to open your user menu, then select **Settings**.

The Settings page has six tabs:

| Tab                       | What it holds                                                                                                 |
| ------------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Business Details**      | Your business name, colour, registration number, tax ID, business email and phone, currency, address and logo |
| **Appointment settings**  | Booking rules and timezone for appointments                                                                   |
| **Finance settings**      | Invoicing and payment configuration                                                                           |
| **Notification settings** | Which events notify you, and on which channel                                                                 |
| **Custom fields**         | Extra fields on your contact records                                                                          |
| **Tags**                  | The tags you can apply to contacts                                                                            |

**Business Details** is the first tab and the one to fill in first. The **Business Name** there *is* your workspace name — there is one business name, not two. Your logo set here is used on your public booking page and invoices by default. See [business details](/account/business-details).

## Where other key things live

Your user menu at the bottom of the sidebar also holds:

<Columns cols={2}>
  <Card title="Team Members" icon="users" href="/account/team-members">
    Invite teammates by email and set what each one can do. Custom roles are managed from here too — see [roles and permissions](/account/roles-and-permissions).
  </Card>

  <Card title="Billing" icon="receipt" href="/billing/plans">
    Your plan and payment details.
  </Card>

  <Card title="Edit profile" icon="user" href="/account/profile">
    Your own name, email and password.
  </Card>

  <Card title="Dark mode" icon="moon">
    A toggle in the same menu. Switch the dashboard between light and dark.
  </Card>
</Columns>

The menu also lets you switch between workspaces — each one appears as an avatar tile, and the active one is ringed. See [workspaces](/getting-started/workspaces). **Sign Out** is at the bottom.

## Adding a channel

Your social accounts — WhatsApp, Facebook, Instagram and Telegram — are connected from **Integrations** in the **Configurations** group. Stay on the **Channels** tab (it opens first) and select **Add account**. Start with [WhatsApp](/channels/whatsapp); [Facebook Messenger](/channels/facebook-messenger), [Instagram](/channels/instagram) and [Telegram](/channels/telegram) each have their own page.

The [Live Chat widget](/channels/livechat-widget) is the exception — you create it in **Bot Setup** rather than Integrations.

Until you have your first channel, the channel-based sections show a panel with a **Set up a channel** button that takes you to **Bot Setup**. The [setup checklist](/getting-started/setup-checklist) walks you through the whole first run.

{/* TODO(verify): mobile/small-screen navigation is not described here — only the desktop sidebar was confirmed. */}