Quick Reference

A quick map of where everything lives in the ScaleFlows sidebar.

Written By ScaleFlows Team

Last updated 22 days ago

A quick map of where everything lives in the ScaleFlows sidebar.

Sidebar ItemDescription
InboxView and manage all customer conversations
AI AgentConfigure AI persona, knowledge, and settings
AI Agent → ProductsManage product catalog for AI
AI Agent → PoliciesSet business rules the AI must follow
AI Agent → EscalationsDefine when AI asks for human help
Email FlowsSet up automated email sequences
AnalyticsView performance metrics
ContactsCustomer directory
Settings → AccountYour profile and security
Settings → SubscriptionSubscription and payment
Settings → StoresStore connections and email setup
Settings → TemplatesSaved reply templates
Settings → TagsConversation tags
Settings → BlocklistBlocked senders
Settings → TeamTeam members and invitations