Navigation and Access
Versafy’s navigation is organized around the customer work you can perform: configure shared resources under General, build channel experiences under Phone and Email & Messaging, review connected-store activity under Shopify, and access operational tools under Misc. The sidebar adapts to your workspace, subscription, connections, and permissions, so two teammates may see different pages or actions.
Use the navigation menu
Use the left sidebar on a larger screen to move between setup, daily operations, and reporting. On a phone, select the menu button in the top bar to open the same navigation. Select a section heading to expand or collapse it:
- General contains customer billing, your profile, team management, integrations, the Knowledge Base, notification channels when available, and Docs. Select Docs to open the Versafy user guide in a new browser tab whenever you need step-by-step help without leaving your current work.
- Phone contains phone numbers, Voice Agents, Campaigns, and Call Logs & Recordings.
- Email & Messaging contains Email Agents and Messaging Agents.
- Shopify appears after a store is connected and contains commerce reporting and catalog pages.
- Misc contains specialist tools such as API Keys and AI Logs when you have access.
Selecting a page updates the address in your browser. You can bookmark or share that page link, but the recipient must have access to the same workspace and feature.
Recognize nested navigation
Many pages have their own tabs. For example, an agent editor may include General, Channels or Inbox, Knowledge, CRM, Delivery, and Danger. Finish and save the General setup first; settings that depend on a saved agent may be unavailable while it is being created.
Use the page’s back arrow or Back action to return to the list. Avoid using an old bookmarked editor link after an agent has been deleted.
Profile controls
The top of the sidebar shows your signed-in identity. Use:
- the workspace logo or name to return to the home page;
- the theme control to switch appearance;
- your profile page to update personal details, password, and timezone;
- the logout control to end the current session.
Why a page may be missing or locked
Hidden or locked pages protect workflows your workspace has not enabled or that your role should not change; they do not necessarily indicate a product error.
A page or control may be unavailable because:
- your role does not include the required permission;
- the feature is not included in the current plan or trial;
- a required integration has not been connected or enabled;
- your workspace is temporarily inactive;
- the feature has not yet loaded its access status.
If the page is hidden, ask a workspace administrator to confirm your permissions. If a feature is not included in your plan, its locked item tells you so when you select it and offers Open Billing, where you can review and change your plan; if you cannot open Billing, ask the person who manages your subscription. For example, Phone → Voice Agents is locked when your plan does not include voice, your voice trial has ended or your plan offers none, and you have no voice agents. While your workspace is inactive, every page except Billing is locked. If a page requires a connection, open General → Integrations.
Work safely in the correct workspace
If you can switch between workspaces, always confirm the selected workspace before adding users, connecting accounts, changing agents, or viewing customer data. Connections, agents, knowledge, reports, and API keys belong to the selected workspace.
Refresh stale information
When a recently changed connection or permission is not reflected:
- Save any unfinished form.
- Refresh the page once.
- Confirm the selected workspace.
- Reopen the relevant sidebar section and page.
- If the issue remains, capture the page name, visible message, and approximate time for your support contact.
Ask for help inside Versafy
Use the Ask AI button in the lower-right corner when you need help while working in Versafy. It opens a support chat without leaving your current page, so you can ask where to find a feature, clarify a workflow, or describe a visible problem. Close the panel to continue working; reopening it restores the same conversation on that browser while you remain in the same workspace. Switching workspaces automatically clears the displayed support chat and starts a new conversation for the newly selected workspace, so details from one workspace are not carried into another.
When you are signed in, the support assistant receives your account email and the name and ID of the workspace currently selected in Versafy. It also receives a compact summary of your existing agent names and statuses, the channels attached to Messaging Agents, whether your phone connection is active, your connected external phone numbers, and the names of available CRM, delivery, and Gmail connections. This helps it answer setup and troubleshooting questions without asking you to copy your workspace configuration first.
The support assistant does not receive agent instructions, connection credentials, phone connection settings, integration configuration, passwords, private tokens, provider error details, or unfinished form content. Large lists may be shortened automatically. After switching workspaces, wait for the fresh chat to appear and confirm the workspace shown in the header before asking a workspace-specific question.
Do not paste passwords, API keys, private connection tokens, payment details, or unnecessary customer-sensitive information into the support chat.