legacy platform sidebar spec

• Opens a popup that lets the Super User choose to view the system as an Agency or a Business, and offers a dropdown menu to select a particular user to impersonate.

1. Dashboard
2. Services
   1. Current Services
      • Knowledge
        1. Preview Knowledge
      • Memory
      • Voice
      • Paper
      • Chat
        1. Chat Branding & Styling
        2. Embed Snippets
        3. Sessions
        4. Preview Chat
      • Contact
   2. Coming Soon (Grayed Out)
      • Webinar
      • Markdown
      • Insights
      • Browse
      • Tools
      • People
      • Marketplace
      • Community
      • Sign
      • CRM
      • Outbound
      • Hire
      • Dial
      • Desk
      • Post
      • Total
      • Omni
      • Fluid
      • SpareTime
      • Studio
3. Agencies
4. My Team (Shows Super User Admins and Staff)
5. All Users
6. Billing
   1. Billing Reports
   2. Billing Settings
7. Reporting

1. My Account
2. Platform Settings (defaults shown to Agency users)
   1. Business Information
   2. Dashboard Settings
   3. White-label Domain Settings
   4. Global Integrations
   5. Email Settings
   6. Billing
3. Sign Out

​

Agency User Platform Menu

• Opens a popup that lets the Agency user choose to view the system as one of their Business Clients. For security reasons, Agency Users can not log in as a particular user. They can only log in as an Business Admin user.

8. Dashboard
9. Services
   1. Enabled Services
      • Knowledge
        1. Preview Knowledge
      • Memory
      • Voice
      • Paper
      • Chat
        1. Chat Branding & Styling
        2. Embed Snippets
        3. Sessions
        4. Preview Chat
      • Contact
   2. Coming Soon (Grayed Out)
      • Webinar
      • Markdown
      • Insights
      • Browse
      • Tools
      • People
      • Marketplace
      • Community
      • Sign
      • CRM
      • Outbound
      • Hire
      • Dial
      • Desk
      • Post
      • Total
      • Omni
      • Fluid
      • SpareTime
      • Studio
10. Business Clients (Shows all clients assigned to this agency)
11. My Team (Shows other Agency admins and staff)
12. Billing
    1. Agency Billing Reports
    2. Agency Client Billing Settings
    3. Internal Billing
13. Reporting

4. My Account
5. Agency System Settings (Overwrites Super User defaults for the Agency and its clients)
   1. Agency Business Information
   2. Dashboard Settings (Overwrites the entire theme of the platform for the agency and its clients)
   3. White-label Domain Settings (where the agency can overwrite the sec-admn.com default domain with their own custom-domain.com)
   4. Global Integrations (Allows the agency to provide infrastructure like API keys)
   5. Global Email Settings (Allows the Agency to provide mail service for their clients)
6. Sign Out

​

Business User Platform Menu

14. Dashboard
15. Services
    1. Knowledge
       • Access Knowledge App
       • Settings
       • Data
    2. Memory
    3. Voice
    4. Paper
    5. Chat
       • Chat Branding & Styling
       • Embed Snippets
       • Sessions
       • Access Chat App
    6. Contact
16. Leads
17. My Team (Shows other Agency admins and staff)
18. Billing
19. Reporting

7. My Account
   1. Business Information
   2. White-label Domain Settings (where the agency can overwrite the sec-admn.com or the agency-domain.com default domain with their own custom-business-domain.com)
   3. Integrations
   4. Email Settings
8. Sign Out

• Chat
• Voice
• Contact
• Mail
• Schedule
• Social (engagement)
• Support
• Team

• FAQ (APP: Profound)
• Paper
• Blog
• Documentation (Internal & External)

• Account Management (App: Front)