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Access and navigation
Sign in, choose an organization, and move confidently through Agentix.
The Agentix shell keeps primary work areas, recent conversations, pinned work, search, and account controls available from a consistent navigation system.
What this workspace includes
- Organization and workspace identity
- Primary navigation for Chat, Apps, Library, and Site Studio
- Pinned and recent conversations
- Account menu, access, settings, support, and appearance
Complete workflow
- 1
Sign in
Use the account invited to the intended organization.
- 2
Confirm context
Check the organization identity shown in the workspace.
- 3
Open an area
Use the main navigation rather than starting a separate browser flow.
- 4
Return safely
Use the Agentix navigation to move back to recent work.
How records and settings behave
- Visible areas reflect your membership and product access
- Customer reviewers can receive a focused site review experience
- Theme and navigation preferences follow your account
Working effectively
- Pin conversations you return to frequently
- Use sidebar search to locate an older thread
- Keep client work in the correct organization
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Access and navigation?
Use the account invited to the intended organization.
When is my work saved?
Visible areas reflect your membership and product access
How do I confirm the result?
Return to the related list or detail view and review its current status. Theme and navigation preferences follow your account