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Finding your way around

Every page sits in the same frame: the applications rail on the far left, the current application’s menu next to it, and the top bar above the page. This page explains each part. For the tour that points them out the first time you sign in, read Your first minutes.

The applications rail

The rail lists the applications you can open, such as Incidents, Requests or Changes. Each one shows its icon and a short name. Click one to open that application’s home.

  • An amber dot on an application means something there waits on you, such as a record assigned to you or an approval you owe.
  • Hover over an application, or move to it with the keyboard, to see its full name and up to three lines: how many wait on you, how many are at risk of missing their target within the hour, and how many are open. A line that the application does not track is left out rather than shown as zero.

The applications in the catalog come with a short name. A short name is one word or two, at most 12 characters. An application without one shows the first word of its name.

Change an application’s icon

An admin can change an application’s icon from two doors, both backed by the same icon picker: right-click its tile on the rail and choose Change icon, or open Navigation admin and edit the workspace. Either door saves the same way and the rail picks up the change right away.

The application’s menu

Next to the rail is the menu of the application you opened. Its header is the application’s name. A menu item that leads to a list shows how many records that list holds, the same number the application’s home shows. The Configuration section holds the items for setting the application up, when you are allowed to see them.

Press Collapse at the bottom of the menu to hide it and keep only the rail. Click the logo at the top to open it again.

The search box in the top bar finds records, pages and tables in one place. Type two characters or more and the results arrive in groups: records first, then pages, then tables. Press Cmd+K on a Mac or Ctrl+K elsewhere to jump to the box from anywhere.

A page matches by its name or by what it does. Typing “mcp” finds Connected assistants, because that page connects an outside assistant over MCP, even though the word is not in its name.

If the record search fails, the results say so. An empty result always means the search ran and found nothing.

Ask

Most instances do not show an Ask button. Flow, the general assistant that answered questions in a panel on the right, is off unless the instance turns it on. To ask questions about your tenant and have changes proposed, connect the assistant you already use over MCP from Connected assistants: it reaches the same tools, and every change it asks for becomes a plan a person approves. The assistants built into one place, such as the Service Hub’s intake chat or the script assistant, are not affected.

On an instance that has turned Flow on, the Ask button in the top bar opens it in a panel on the right. The page stays usable while the panel is open. Press Ask again or the panel’s close icon to close it.

Notifications

The bell in the top bar shows how many notifications you have not read. Open it to read them and go to the record each one is about.

You know it worked when

  • Each application on the rail shows an icon and a word, never two letters.
  • Opening a link to one application’s home also switches the rail and the menu to that application.
  • The number next to a menu item matches the number on the application’s home.
  • There is one search box on the screen, and Cmd+K or Ctrl+K puts the cursor in it.
  • Typing “mcp” in the search box lists Connected assistants under Pages.
  • There is no floating button in the corner of the screen. On an instance with Flow turned on, Ask in the top bar opens the assistant; elsewhere there is no Ask button.