Getting around the app
The four tabs, the shared top bar, the menu, and the bars that follow you between screens, for personal and team organizations.
Four tabs
The bar at the bottom has four destinations, and everyone sees all four. Everything else opens on top of them and closes back to them. What is inside Home and Configure depends on whether you are in a personal or a team organization.
| Tab | What is on it |
|---|---|
| Home | Your greeting, the Ask Auron box and Jump back in. Below them, a team organization has the What's new feed with All, Actions, Insights, Threads and Artifacts. A personal organization has Inbox, Alerts and Artifacts instead. |
| Entities | The people, accounts or assets your organization tracks. The tab is named after them: Entities by default, or Customers, Accounts, Clients or Borrowers depending on the industry. With only one entity it takes that entity's name and opens straight on its records. |
| History | Past calls, chats, voice notes and Ask Auron chats, as a list or a calendar. Chips across the top narrow it to Sessions, Voice Notes or Auron Chat. |
| Configure | Auron's agents, grouped by category, each with a switch. A personal organization also gets a Signals side for choosing which signals to track. See Configure. |
Automations are in the menu rather than the bar, and only in team organizations. The one automation thing that needs you is an approval, and that comes to you on Home and in the bell. See Automations.
The top bar
Every tab shares one top bar: the menu button on the left, the screen title in the middle, an action for that screen where it has one, and the notification bell on the right with its unread count.
| Tab | Action in the top bar |
|---|---|
| Home, team organization | The button for writing a feed post, when your role allows posting |
| Home, personal organization | Your trial badge: days left, Start trial or Trial ended. See Personal accounts. |
| History | The switch between list view and calendar view |
A red dot on the menu button means you have an invitation to another organization waiting. The bell opens the notifications themselves; the Notifications row in the menu holds their settings.
The menu
The menu slides in from the left and covers the screen. Open it with the button in the top bar of any tab; on Home you can also swipe in from the left edge. The back button at its top closes it.
| Group | Rows |
|---|---|
| User | My Profile, Account, Change password, API Keys, Integrations |
| Organization | The organization switcher, Workspace, Automations, Manage Domains, Schedules |
| Preferences | Permissions, Notifications, Appearance |
| About | Share Feedback, Support and Help, Version update |
Sign out is at the bottom. In a personal organization, API Keys, Automations and Manage Domains are not shown, and Delete account appears under Sign out. Change password only appears if you sign in with an email and password. See Menu, appearance and feedback.
Where to find things
| Looking for | Go to |
|---|---|
| Someone you are about to meet | The second tab, or Jump back in on Home |
| Something you did last week | History |
| A call on a particular date | History, then the calendar view in the top bar |
| Calls you have scheduled | The upcoming card at the top of History |
| A recording you made in the car | History, then Voice Notes |
| What an agent did after your call | Inbox on Home in a personal organization, All in a team one |
| Something an agent wrote for you | Artifacts on Home |
| Turning one of Auron's agents off | Configure |
| Which signals Auron tracks for you | Configure, then Signals (personal organizations) |
| How many trial days you have left | The badge on Home, or Menu → Workspace → Usage |
| An approval waiting on you | Actions on Home, or the bell (team organizations) |
| What your automations have been doing | Menu → Automations (team organizations) |
| A chart about your organization | Insights on Home (team organizations) |
| A report about a record over a quarter | Artifacts → + (team organizations) |
| A different workspace or deployment | Menu → organization switcher, or Menu → Manage Domains |
| The person who wrote a feed post | Their name or photo on the post |
| Your own profile, as colleagues see it | Menu → My Profile |
| A key for a script that acts as you | Menu → API Keys (team organizations) |
| Somewhere to say what is not working | Menu → Share Feedback |
Two bars that follow you
The call bar appears at the top of the screen when a call is live and you have navigated away from the call screen. The call keeps running. The bar has a mute button and an end call button, which asks you to confirm. Tap anywhere else on it to go back to the call.
The recording bar appears when a voice note is recording and you have minimised the recorder, so you can look something up mid-recording. It shows the elapsed time, with buttons to pause or resume, discard (after a confirmation) and save. Tap the rest of the bar to go back to the recorder.
After a call
Ending a call drops you onto the screen behind it. For a call with an agent, that is the meeting's own screen, where the transcript and everything the session produced is waiting; going back from there returns you to the tabs rather than to the call you just ended. For a Quick debrief in a personal organization, it is the results screen, which shows "Reading the call" until Auron has finished and then what it picked up.