# 1. Login and Workspace 1. Open the workspace domain (provided by Chatips, e.g. “). 2. Log in using the account from the invitation email, or the email address + password provided by the administrator. 3. If two-step verification is…
# My Inbox | Item | Content | | Menu location | On the left **My Inbox** (unread count is usually displayed next to the bell) | | Dependent packages | None | ‘My Inbox’ is a **personal notification centre**,…
# Conversation Workbench | Item | Content | |—|—| | Suitable for | Agents, Administrators | | Menu location | Left **Conversations** | | Plan dependency | None (some sidebar capabilities such as SLAs and Shopify orders depend on the…
# Search | Item | Content | |—|—| | Suitable for | All members | | Menu location | Search bar at the top of the sidebar, or shortcut `Ctrl/⌘ + K` (as indicated on the interface) | | Plan…
# Contacts | Item | Content | |—|—| | Suitable for | Agents, Administrators | | Menu location | Left **Contacts** | | Plan-dependent | Total number of contacts is subject to quota limits; import and company features may require…
# Companies | Item | Details | |—|—| | Who it is for | Agents, administrators | | Menu location | Left sidebar **Companies** | | Plan dependency | Requires the **Companies** feature; otherwise the menu may be hidden |…
# Captain assistant | Item | Details | |—|—| | Who it is for | Administrators configure it; agents use Copilot / rewrite | | Menu location | Left sidebar **Captain**; model switches under **Settings → Captain** | | Plan…
# Help Centre | Item | Details | |—|—| | Who it is for | Administrators configure it; anyone with permission can author in the back office | | Menu location | Left sidebar **Help Centre** | | Plan dependency…
# Campaigns | Item | Details | |—|—| | Who it is for | Administrators | | Menu location | Left sidebar **Campaigns** | | Plan dependency | Requires Campaigns. Send volume counts toward monthly `campaign_sends` | Campaigns are for…
# Reports | Item | Details | |—|—| | Who it is for | Administrators; agents may see some reports | | Menu location | Left sidebar **Reports** | | Plan dependency | Basic reports are included; SLA reports need…