Find your way around SiloBox

Start in the right place

Sign in and check the workspace name before editing anything. The same person can have different roles in different workspaces. On desktop, the sidebar groups pages by purpose; expand a collapsed menu to see its labels.

Choose the page for your task

1. Use Chats for customer conversations and replies, Contacts for contact records, and Metrics for conversation reporting.
2. Use Guided setup for a guided automation journey. Prompts holds AI instructions and versions; Automations connects those instructions to a message route. File stores supplies reference files where configured.
3. Under Workspace, open Manychat Accounts or AI Providers for saved connections, Team for access, Usage for requests and credits, Billing for the subscription, and Workspace settings for the shared picture and timezone.
4. Open your profile menu for personal Settings. Use the workspace selector to move between workspaces, and Help center or contextual Help for guidance.

If a page is missing

Navigation follows permissions. Agents manage conversations; members also work with prompts and automations. Admins manage workspace access, billing, and connections. A role in one workspace does not imply the same role in another. Ask an admin to check your role instead of assuming data was deleted.

On mobile, use the top navigation and Configuration section. Some setup and configuration pages show Continue on a larger screen and require a screen at least 1024 pixels wide. Open those pages on a suitable screen. A successful navigation should show the expected workspace and page heading before you make changes.

Related guides

• Switch workspaces
• Manage your team
• Profile and language