What you do in the web console
The setup and administration the app leaves to the browser, and the administration it now handles itself.
The phone is for doing the work, and the console is for setting it up. Most things you configure once and rarely touch again live in the browser.
Not in the app
- Creating the agents you call and chat with, and writing their instructions.
- Authoring automation templates, and editing an automation's steps or configuration. The phone can open an automation, read its runs, answer its approvals and request a new one, and owners and admins can run it with Test it now.
- Defining entity types and their fields. A record whose type has no fields yet says so on its edit screen and points you to the web app.
- Importing records in bulk. The one exception is the CSV upload offered while a new personal account is being set up.
- Granting record access to people or teams.
- Managing knowledge stores and the files in them. The app reads them, to attach a file to a chat or to show what an automation is pointed at.
- Creating teams and choosing who is in them, transferring ownership of the organization, and enabling integrations for it.
- Signal definitions and categories for a team organization.
- The full analytics dashboards and the knowledge graph. The Insights tab on Home has six summary cards.
Administration the app does handle
Members and invitations
Owners and admins invite people as a user or an admin, switch a member between the two, remove members and revoke invitations.
Workspace and usage
The workspace name and logo, and a Usage screen with each plan limit and how much of it is used.
Agents in Configure
Switching agents on and off, and customizing how they write. A personal account also tracks, adds and edits its signals there.
Your API keys
Generating and revoking your own keys, in team organizations.
A personal account is set up and run from the app. Its free trial starts from Start trial on Home, and its status is on the Usage screen.
What the app has that the console does not
Voice notes, and the offline recording behind them, exist because a phone is in your pocket and a laptop is not.
Full console documentation
See Web console for what each area of the browser app does.