Aannot8

Dashboard overview

How the dashboard is laid out, and where each thing lives.

The sidebar has two halves: workspace-level pages at the top, and your projects below, each expanding into its own set of pages.

Workspace

PageWhat's there
HomeEvery project, with counts and recent activity
TeamMembers, invitations, and roles
IntegrationsConnect Slack, Linear, Jira, and the rest — once, for every project
NotificationsYour personal email, in-app, and push preferences
Account & privacyYour identity, a data export, and account deletion
SettingsWorkspace settings (admins and owners)
BillingPlan, seats, usage, invoices (admins and owners)

Members see the first five. Settings and Billing appear for admins and owners.

Project

Expanding a project reveals:

PageWhat's there
InboxEvery thread, in list or Kanban view
My workThreads assigned to you, unassigned, or in progress
Insights30-day volume, response times, and hot pages
FeedbackHosted forms, questionnaires, and the public portal
Live chatVisitor conversations, with settings and AI sub-pages (Pro)
AnalyticsReal-time, funnels, events, pages, sources, devices (Pro)
AutomationsRules that fire on new threads and status changes
LabelsLabels and custom issue types
IntegrationsWhich workspace integrations are on for this project
ModerationReports on public portal content, when a portal exists
SettingsInstallation, environments, configuration, features, appearance, danger zone

Live chat and Analytics only appear in the sidebar once they're enabled in Settings → Features.

Switching workspaces

Use the selector at the top of the sidebar. Everything below it — projects, members, integrations, billing — belongs to the workspace you're currently in.

If a project you expected has vanished, the workspace selector is nearly always the answer.

Project settings

Six tabs under Project → Settings:

TabContains
InstallationThe generated snippet, plus a prompt to hand to a coding agent
EnvironmentsHostname patterns that decide where the widget runs
ConfigurationProject key, public feedback link, visitor audience, AI model
FeaturesAnalytics, Live chat, and Show widget in production
AppearanceColour, corner, launcher label, pin style
Danger zoneDelete the project

Keyboard

ShortcutAction
Ctrl/Cmd + JOpen the AI assistant
EscClose the open panel, menu, or dialog

In the inbox, right-click a thread for status, priority, type, assignee, labels, and tracker actions.

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