Navigate the app

SWS Agent uses a dual-menu sidebar—primary modules on the left, contextual sub-items when a section expands. Global search, Settings, Profile, and Help stay reachable from the top bar on every page.

Video

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Who can do this

All signed-in users; Admin-only links hide automatically for Members.

Before you begin

• Successful login
• Basic awareness of your role (rep vs Admin)
• Optional: Welcome for Help site orientation

What you'll accomplish

• You can find Contacts, Inbox, Marketing, Automation, Work, and Reports from the sidebar
• You know how to open Settings and this Help site
• You recognize primary URL patterns (/contact-management, /inbox, /performance)

Step-by-step procedure

Sidebar sections (typical)

Section	Examples	Route hints
Home	Dashboard, Launchpad	/dashboard, /launchpad
CRM	Contacts, Deals, Funnels, Smart Lists, Reminders, Book of Business, All ponds	/contact-management, /deals, /contact-funnels, /contact-segments, /reminders, /performance, /contact-management/available-to-claim
Inbox	Inbox folders, Mentions, Notifications	/inbox
Marketing	Email, SMS, WhatsApp, Calling, Social	module-specific paths under /marketing patterns
Automation	Smart Flows, AI Employees, Triggers & forms	/smart-flows (not legacy /workflows)
Work	Boards, Calendar, Workforce, Files, Action Required, Projects	/tasks, /calendar, etc.
Reports	Reports Center	reporting hub routes

Exact items depend on enabled modules—Workspace modules control visibility.

CRM shortcuts worth memorizing

• Contacts → /contact-management with All contacts tab and Filter sidebar categories (Contact info, Status & scoring, Assignment, etc.).
• Import → /contact-management/import wizard steps Upload, Map, Bulk Assign.
• All ponds → claim leads with row Claim button.
• Book of Business → /performance tabs: Book of Business, My Goals, Deals, Teams, Settings.

Global controls

Control	Location	Action
Search	Top bar	Find contacts, deals, settings pages
Settings	Gear icon	Opens /settings card hub
Profile menu	Avatar	Account, logout, sometimes theme
Help	Help link	Opens docs.swsagent.com topics

On this Help site, header search indexes topics separately from in-app CRM search.

URL conventions

• Contacts directory: /contact-management (ignore legacy redirect paths).
• Inbox: /inbox.
• Automation: /smart-flows — not /workflows.
• Performance hub: /performance?tab=goals for My Goals, tab=deals for embedded pipeline.

Use Product module map for the full route list.

Mobile and narrow screens

1. Sidebar collapses to a menu icon—tap to expand modules.
2. Filter sidebars (Contacts, Deals) become drawer overlays—close with X or backdrop tap.
3. Reminders Upcoming / Overdue tabs remain horizontal scroll tabs on small screens.

Verify your work

• Each sidebar item you click loads without permission errors for your role
• Settings opens the card hub with Profile, Workspace, Team, and Communications groups
• Browser back button returns within SPA routes without signing you out
• Help link opens the matching docs section in a new tab

Tips

tip

Use workspace search before asking Admins where a page lives—many Settings cards are searchable by keyword.

tip

Pin your tenant URL separately from this Help site to avoid signing into the wrong environment.

See also

• All Settings overview
• Product module map
• Contacts overview