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Nexor adapts its navigation to your role, the Agents in the workspace, and the features that are ready to use. This guide maps the standard customer workspace and calls out the items that appear only when their prerequisites are met.

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Find the main areas

The top workspace switcher opens either Summary or Chat. The main navigation and footer then lead to the rest of the product. The footer contains Learning, Integrations, Developers, and Settings. Some accounts also show Errors when that feature is enabled for an Owner or Admin.

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Organize the Agent list

The Agents section is more than a list of links:
  • A status dot distinguishes running, paused, and inactive Agents.
  • Archived Agents stay hidden until you enable Show archived.
  • Groups can contain several Agents. When inbound routing is enabled for a group, its row shows an On or Off state.
  • A WhatsApp issue badge points to an Agent whose connection needs attention.
  • The Agent row menu contains Rename and Assign to group.
Use Choose visible agents to decide which Agents remain pinned in the sidebar. Pinning does not activate, pause, archive, or change the Agent. It only changes your own navigation list.
Pin and Unpin live in Choose visible agents, not in the Agent row menu.

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Jump with the command palette

Press Command + K on macOS or Control + K on Windows and Linux. The command palette searches the pages available to your role and, for standard workspace operators, matching Agents. Use it to reach pages that are not permanent sidebar items, including Conversions and Tags. Search results respect role and feature restrictions. Lead search is not part of the command palette today.

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Use the account menu

Open the avatar at the bottom of the sidebar to access: Some roles receive a smaller account menu because they do not have access to workspace-level settings. A Member who works assigned leads sees a reduced route set:
  • Inbox
  • My Calendar, when the workspace has an appointment-booking Agent
  • My Leads
  • All Leads, only when that workspace feature is enabled
Members do not receive the general Brain, Learning, Integrations, Developers, or Settings navigation. See Members, roles, and access for the full access map.

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On smaller screens

You can collapse the desktop sidebar to leave more space for the current page. On a narrow screen, the same navigation opens as a drawer. Closing or collapsing the sidebar does not change your selected workspace or Agent.

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Last modified on September 8, 2026