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    Product
    FeaturesAI sales agentWhatsApp campaignsSmart follow-upsLead scoringClick-to-WhatsApp adsWhatsApp paymentsWhatsApp CRM
    AreasConversationsGrowthSalesIntelligenceControl
    Works with what you use →All 13 features →
    Solutions
    IndustriesFreight & logisticsCommercial propertyResidential real estateEducation & coachingClinics & healthcareD2C & e-commerce
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    1. Home
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    3. Find your way around the dashboard
    Help centre
    Getting started
    • Create your Linkubit workspace
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    The AI agent
    • Teach your AI agent your business
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    • How the AI agent works
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    Getting started

    Find your way around the Linkubit dashboard

    Where each screen lives: the seven sections down the left, the pages and setup listed beside each, what is left in Settings, and the keyboard shortcuts.

    Updated 17 October 2026 · 2 min read

    View as Markdown
    In short

    The dashboard opens on Needs you — only the decisions waiting on a person. Down the left edge are seven sections (Needs you, Inbox, Pipeline, People, Grow, AI agent, Analytics) with Settings at the foot; each opens a panel of its pages, with the setup that changes that section listed under it. Alt+1 to Alt+8 jump between them, and ? lists every shortcut.

    The sections

    SectionIts pagesIts setup
    Needs youThe queue, filtered to Customers waiting, Sales follow-up or Improve the AI—
    InboxEvery conversationTemplates, Saved replies, Welcome message, Quick-reply buttons
    PipelineThe board, Opportunities, Tasks, MeetingsPipeline stages, Scoring rules, Workflows
    PeopleContacts, Companies, Leads, CustomersFields you collect, CRM sync, Customer systems
    GrowCampaigns, Audiences, Ads, Audience syncs, Conversion feedback, Find leadsAd accounts, Apollo
    AI agentAgent and rules (the AI settings screen), Follow-ups, Suggestions — and under What it knows, Knowledge and Catalogue—
    AnalyticsThe overview and its tabs—

    Click a section to open it; click the section you are already in to show or hide its panel. A section's setup pages sit under Setup at the bottom of its panel, collapsed until you open it. Only Needs you and Inbox carry a count, because only they mean a person has to act.

    What is left in Settings

    Settings, at the foot of the left edge, keeps the workspace's administration: General, Users, Roles, Teams, Territories, Support access and Plan & billing; the channels — WhatsApp, Instagram, Messenger, Payments and Email; and Consent, Suppressions, Data & erasure, Audit log, Usage and Webhooks. A page you don't have the permission for is not listed at all.

    Nothing moved address

    Every page kept its link — a bookmark to /settings/templates still opens Templates. Only where the menu lists it changed. On a phone the same sections are in the menu.

    Search and the keyboard

    KeysWhat they do
    Ctrl+K (⌘K on a Mac)Search, and jump to any page
    /Search this page's own list
    Alt+1 to Alt+8 (⌥ on a Mac)Go to a section, in the order they sit on the left — Needs you is 1
    [Show or hide the section's pages beside the rail
    ↑ ↓ and EnterMove through a list's rows and open one
    XSelect the row, to tag several conversations at once
    EscLeave a box, close a dialog, or go back from a record to its list
    R, N, E, SIn a conversation: write a reply, write an internal note, resolve, snooze
    ?Show every shortcut

    Single letters work only when you are not typing in a box and no dialog or menu is open — press Esc to leave a box first. The ? sheet writes the keys the way your computer does.

    Related

    • Needs you
    • Set up your AI salesperson
    • Tags and bulk tagging
    Previous in the help centreSet up your AI salespersonNext in the help centre Linkubit trial and Free plan

    Stuck? Write to help@linkubit.com with the screen you are on and what it says. Not using Linkubit yet? Start free — fourteen days of Pro, no card.

    On this page

    1. The sections
    2. What is left in Settings
    3. Search and the keyboard

    Stop leaving enquiries unanswered

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