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The sidebar organizes work by customer task. Pages can remain visible even when your role cannot perform every action; Gomobile enforces permissions when you open a page or attempt an operation.
Messages appears under Activity but is not available in the platform. It is intentionally not covered as a customer workflow.

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Account menu

Use the account menu to confirm your signed-in identity and organization, switch the interface language, or log out. Organization and profile editing are not part of the current customer settings.

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Header status and actions

Eligible users can see the organization’s available credit balance in the header. Some other header items are marked coming soon and are not documented as available features.
1

Check calling hours

If your role allows it, open Settings → Calling hours and confirm when campaigns may place calls.
2

Prepare customer data

Open Contacts to create a contact, define any needed custom attributes, or import a list.
3

Create an audience

Decide whether membership should be manually controlled or maintained by rules.
4

Build and test a flow

Choose Voice or Multichannel, add a small number of steps, save, and test with safe data.
5

Launch a campaign

Connect the audience and flow, review the schedule and channel resources, then launch.

Import contacts

Bring a customer list into the workspace.

Understand the platform

Review how the main objects connect.