Platform Tour

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Workspaces

Each workspace represents an independent environment where you manage Agents, Teams, Channels, and Settings.
You can switch between workspaces from the top-left corner of the interface or create new ones as needed.

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Main Structure

The platform is divided into three main areas: Builder The Builder is where creation happens.
It centralizes everything related to building and configuring your AI stack:

• Agents and Squads
• Channels
• Tables
• Knowledge
• Workflows
• Broadcast

This is where you define behavior, logic, tools, and data used by your Agents.

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Inbox

The Inbox area centralizes conversations, support flows, and human handoff. It is divided into two distinct sections:

• Chat
  Contains all conversations, including:
  • Fully automated Agent interactions
  • Conversations that were later transferred to humans.
• Workers
  Contains all conversations, including:

This separation helps teams clearly distinguish operational support from overall interaction history.

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CRM

The CRM area centralizes contacts, sales tracking, audience targeting, and human team configuration. It is divided into five distinct sections:

• Pipelines
  Kanban boards that organize leads and opportunities by funnel stage, including:
  • Manual drag-and-drop between stages
  • Automatic transitions via Agents, workflows, or pipeline rules
  • Qualification scores and metrics per stage
• Attendants
  The registry of human operators who receive escalated conversations, including:
  • Profiles linked to workspace roles and permissions
  • Assignment to CRM Teams for ticket routing and distribution
  • Visibility into active workload and conversation ownership
• Tags
  Free-text labels applied to contacts and conversations, used to:
  • Filter records in the CRM, Inbox, and Analytics
  • Trigger automations (workflows, pipeline rules, follow-ups)
  • Target audiences in Broadcasts and campaigns
• Segments
  Saved filter combinations that define contact audiences, including:
  • Criteria such as tags, custom fields, health score, and last interaction
  • Reusable lists for Broadcasts, Follow-ups, and operational review
  • AND logic across multiple conditions for precise targeting
• Groups
  Static collections that bundle contacts or attendants for organization, including:
  • Manual membership for curated lists
  • Bulk actions across group members
  • Separation by product line, region, or support scope

This structure keeps sales tracking, audience targeting, and human handoff configuration in one place — separate from live conversation handling in the Inbox.

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Analytics

The Analytics section provides visibility into how your workspace and Agents are performing. From here, you can monitor metrics such as:

• Usage by channel
• Credits consumption per Agent
• Message volume over time
• Tickets created in a given period
• Average messages per user

Analytics helps you understand adoption, optimize Agent behavior, and track operational efficiency.

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Settings

The Settings area contains all workspace-level configuration, billing, and integrations. Available sections include:

• Overview — workspace information and identification.
• People — manage users and permissions.
• Billing — plan details, payment method, invoices, and subscription management.
• Usage — detailed credit and consumption tracking.
• Providers — available integration providers.
• Connections — authentication for MCPs and Channels.
• API Keys — create and manage keys for API access and external integrations.

ℹ️ Subscription management is fully integrated into the Billing section.

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Navigation

• Sidebar — provides structured access to all modules in a clear hierarchy.
• Main Area — updates dynamically based on the selected section.

You can freely move between Builder, CRM, Analytics, and Settings using the sidebar.

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Command Palette

Press Ctrl + K (Windows/Linux) or Cmd + K (macOS) to open the Command Palette. With it, you can:

• Jump directly to any page or module.
• Switch workspaces.
• Search for Agents, Workflows, or Channels.

This is the fastest way to navigate Timely.ai without leaving the keyboard.

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Summary

The platform is organized into the following sections: