# A tour of your workspace

> What each section of the sidebar is for, and where to find what you need.

The sidebar groups help.ai by the job you're doing: your own work with AI, serving customers, building what customers use, and measuring the results.

## The sidebar at a glance

| Section | Pages | What it's for |
| --- | --- | --- |
| (top) | Dashboard, AI Chat | What needs attention today, and your own work with AI |
| Customers | Inbox, Cases, Contacts, Signals | Live visitor conversations, follow-up work, the people you've met and what they want |
| Build | AI Agents, Deployments, Portals, Forms, Skills | Your agents, where they run, your public sites and the forms customers fill in |
| Knowledge | Library, Content | What your agents read, and what your customers read |
| Analytics | Conversations, Deployments, Forms, Content, AI Model, AI Usage | Performance across every surface |
| Connections | Integrations, API Keys | What your AI uses outside help.ai, and keys for your own scripts |
| Team & Settings | Members, Invitations, My Profile, Settings | Who's in the workspace and how it's configured |
| Plan & Billing | Charges & usage, Plans, Billing | Credits, charges, invoices and payment methods |

Your workspace's name at the top of the sidebar opens **Select Workspace**, where you switch workspaces or create one. The menu with your name at the bottom has **Account**, **Preferences** and **My Invitations**, which belong to you rather than to this workspace.

## Start from the Dashboard

The **Dashboard** is a task-first summary:

- **AI workspace** shows your current setup across agents, deployments and Library.
- **Customer outcomes** covers the last 30 days (UTC): **Visitor conversations**, **Helpful rate** (the thumbs-up share of rated replies), **Signals captured** and **Form submissions**.
- **Needs attention** counts **Operator requests**, **Open Cases**, **Failed Library items** and **Integration issues**, each linking to the place to deal with it.
- **Credits & billing** shows your available balance and settled charges.
- **Start something** has six shortcuts: **New Conversation**, **Create Agent**, **Add deployment**, **Create Case**, **Create Library Item** and **Add integration**.
- **Workspace resources** links to **Invite Members**, **Workspace Settings**, **Documentation** and **Support**.

New workspaces also see a getting-started card with the recommended next step.

## Jump anywhere

Select **Search...** in the header, or press **⌘K** (**Ctrl+K** on Windows), to open the command menu. Type a page or an action, such as "deploy" or "invite", and press **Enter**. See [Find anything with the command menu](https://support.help.ai/getting-started/use-the-command-menu) for the two-key shortcuts.

## Library or Content?

Both hold knowledge, for different readers:

- **Library** is what your **AI agents** read: files, crawled websites, text snippets and Q&A pairs.
- **Content** is what your **customers** read: help articles, news, community posts and ideas, shown in the widget's tabs and on your portals.

## AI Chat or AI Agents?

**AI Chat** is a conversation you direct for your own work, with your files and Library as context. An **AI agent** is a saved role, with instructions, knowledge and tools, that you can deploy to customers or share with your team.

<Tip>
The **Operator** card in the sidebar tells help.ai you're available, so visitors who ask for a person hear that someone can answer. Open it and turn on **Available for conversations**. You stay available while the dashboard tab is open, even in the background, and go back to **Offline** automatically when you close it.
</Tip>

## Related

- [Get started with help.ai](https://support.help.ai/getting-started/get-started-with-help-ai)
- [Manage your account](https://support.help.ai/getting-started/manage-your-account)
- [Create and switch workspaces](https://support.help.ai/getting-started/create-and-switch-workspaces)
- [Manage workspace settings](https://support.help.ai/workspace-and-billing/manage-workspace-settings)