---
title: "Find your way around Gleap"
description: "A guide to the current dashboard: Kai Copilot, Inbox, AI agents, Knowledge, Outreach, Contacts, Reports and Settings."
url: https://help.gleap.ai/pt/articles/379-find-your-way-around-gleap
collection: "Get started"
updated: 2026-11-01
language: pt
alternates: [en]
---

# Find your way around Gleap

A guide to the current dashboard: Kai Copilot, Inbox, AI agents, Knowledge, Outreach, Contacts, Reports and Settings.

Gleap connects the conversations customers start, the work your team does and the AI that helps with both. Each project has its own inbox, widget, knowledge and settings. An organisation holds your people and billing.

The main navigation has eight areas. Hover over the navigation to see its labels, or use **Pin navigation** to keep them visible. Which areas appear depends on your role and plan.

![Current Inbox navigation and fictional support conversations in the Pied Piper demo project.](https://staticfiles.gleap.io/p613b5dd730aed737108f87ab/YF2LJxhHgEjMKU9npBVROBQ7jazHJXaAoByJwbeWsvAqFQM58lrhTVxLbiGxlzfOclcmSck85fW.png)

### Kai Copilot

Ask questions about your workspace, get help setting up Gleap and ask Kai to do work with your connected tools. Its sidebar holds your chats, **Routines**, **Artifacts** and **Settings**. In a new workspace, this area can be called **Onboarding** while setup is running.

Roadmap work previously called Kai PM is now part of Kai Copilot. Its **Roadmap & changelog** settings control feature-request decisions, release notes, newsletters and updates to requesters.

### Inbox

All ticket work lives here. **Conversations** holds customer conversations. **Bugs**, **Roadmap** and any custom boards appear in the same sidebar. **Automated** separates conversations currently handled by workflows or AI, and **Archive & spam** holds archived work.

Open a conversation to reply, leave a note, check customer details or ask an AI agent for help. See [How the inbox works](https://help.gleap.ai/en/articles/291-how-the-inbox-works.md).

### AI agents

Open **Kai Support**, **Kai Code** or your custom agents here. **Workflows** and **Forms** also live in this area.

Kai Support answers customers and can investigate harder cases. Its Investigations settings replace the separate Kai Resolve setup. Kai Code works in your repositories and prepares changes for review. Custom agents can work for your team or talk to customers.

### Knowledge

Write and organise help articles under **Collections** and **Articles**. The same area holds the other sources Kai reads: snippets, websites, files, news and changelogs, code repositories, Notion and YouTube. **Improve** turns solved conversations into knowledge suggestions.

### Outreach

Start a message or guide customers through your product: surveys, **News**, **Changelog**, emails, chat messages, sequences, push, WhatsApp, banners, checklists, tours, tooltips and info cards. Each item has its own audience and delivery settings.

### Contacts

Look up people and **Companies**, save lists and work with **Pipelines**. A contact or company page brings together its conversations, attributes, notes and other account context.

### Reports

Review support performance, AI results, calls, customer ratings, article usage and other reports. You can also create report pages, subject to your plan and permissions.

### Settings

Use **Home** to search for a setting. Groups include Project, Security, Apps, Widget, Email, Phone, Inbox & tickets, Help center, Feedback portal and Developer.

Connected services are under **Apps**, previously called Connectors. Widget settings are grouped into **Install**, **Look**, **Content** and **Conversations**, with AI chatbar alongside them.

### Start here

-   [Set up your workspace](https://help.gleap.ai/en/articles/227-set-up-your-workspace.md)
    
-   [Install the Gleap SDK](https://help.gleap.ai/en/articles/228-install-the-gleap-sdk.md)
    
-   [Plans, seats and AI credits](https://help.gleap.ai/en/articles/377-plans-seats-and-ai-credits.md)