Navigation and menus

Chatloop uses a compact sidebar for top-level navigation and horizontal tabs inside hub pages for related settings. This page maps every menu item to its location in the product.

Terminology

• Chatbot — What you see in the UI (switcher, create flow, delete). Each chatbot is an agent in routes and APIs (/dashboard/agents/{id}/...).
• Active Chatbot — The chatbot currently selected in the sidebar header switcher. Resources, chat, and settings always apply to this selection.

Before you have a chatbot

When your account has no chatbots yet, the sidebar shows:

Item	Location
Dashboard	Sidebar — account home with onboarding
Create Chatbot	Sidebar — new chatbot flow (hidden for some team roles)
Teams	Sidebar — invite and manage team members

The header shows the Chatloop logo instead of a switcher. Click the logo in the main header to return to Dashboard at any time.

With at least one chatbot

The sidebar header becomes the chatbot switcher ("Active Chatbot", "Your Chatbots", "Create New Chatbot"). Main navigation is grouped into sections separated by subtle dividers:

Core

Sidebar item	Route	Notes
Overview	/dashboard/agents/{id}/overview	Per-chatbot home
Chat	/dashboard/agents/{id}/chat	Unified inbox
Analytics	/dashboard/agents/{id}/analytics	Owners, admins, or calendar managers

Content and automation

Sidebar item	Route	Tabs inside
Knowledge	/dashboard/agents/{id}/knowledge	Documents (default), Websites, FAQs
Automation	/dashboard/agents/{id}/automation	Flows (default), Calendar*, Database*, Integrations

* Calendar and Database tabs appear only when you have purchased and activated those modules.

CRM and embed

Sidebar item	Route	Notes
Customers	/dashboard/agents/{id}/customers	Owners and admins; badge shows merge queue count
Widget	/dashboard/agents/{id}/widget	Tabs: Embed (default), Appearance

Footer (above your profile)

Sidebar item	Route	Tabs inside
Settings	/dashboard/agents/{id}/settings	General (default), Teams, AI Model, Limits, Danger Zone

Settings sits in the sidebar footer, separated by a divider from operational navigation—this follows common SaaS patterns for account and configuration.

User menu (avatar dropdown)

Open the menu from your avatar at the bottom of the sidebar:

Item	Route	Who sees it
Dark mode / Light mode	Toggle	Everyone
Upgrade to Pro	/dashboard/subscription	Billing users on the free plan
Account	/dashboard/profile	Everyone (billing users see full account menu)
Subscription	/dashboard/subscription	Owners and team admins
Modules	/dashboard/modules	Owners and team admins
Log out	—	Everyone

Tab URLs

Tabs use a ?tab= query parameter. The default tab omits the parameter.

Examples:

• Knowledge > Websites: .../knowledge?tab=websites
• Automation > Integrations: .../automation?tab=integrations
• Widget > Appearance: .../widget?tab=appearance
• Settings > AI Model: .../settings?tab=ai-model

Pages not in the sidebar

These routes exist but are reached from links inside other pages:

Feature	How to reach it
Flow editor	Automation > Flows, then open a flow
Customer detail	Customers list, then open a customer
Merge review queue	Customers badge, toast action, or /customers/merge-reviews
Calendar settings	Automation > Calendar, or Calendar settings button
Calendar bookings (account)	User menu > Modules, or OAuth callback after connect
Chatbots list	Switcher > Your Chatbots
Widget preview	Link from embed or appearance pages where available

What you might not see

Navigation is per-chatbot and per-role. If you were invited to someone else's chatbot as read-only, you may see Knowledge and Chat but not Customers, Automation (unless you have calendar access), or Settings. Always check access for the currently selected chatbot before assuming you can change billing, embeddings, or AI.

Legacy paths

Older URLs such as /resources/documents or standalone /settings/embed may still work but redirect or embed into the hub tabs above. Prefer the sidebar items and tabs in this guide.