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Everything in MorningAI is reachable from the side menu on the left. This page walks down that menu once, so you know what each item is for and where to look when you need something.
The side menu
| Item | What you will find |
|---|---|
| New | Start a conversation with the Agent from anywhere. |
| Home | Your day at a glance: the composer, Brand Pulse, Playbooks, Your week ahead and Due today. Customizable. See How to Customize Your Home Page. |
| Calendar | Every planned, scheduled and published post, in month, week, day, list or queue view. See How to Create and Schedule a Social Post. |
| Tasks | Shared to-do lists with checklists, repeats and comments. What is due shows up on Home. |
| Agents | The main workspace. Chat is the conversation with the Agent; Website is the Website Agent for changes to your site. See Meet MorningAI Agents. |
| Apps | Focused tools for one job each. |
| Studio | Images, video and audio in your brand style. See How to Create Images in Studio. |
| Files | Everything the Agent has made and everything you have uploaded, in your drive and shared drives. |
| Channels | Performance for each social channel, plus Email and Web, on one date range. |
At the bottom of the menu:
- Your brand name. Click it to switch brands. Each brand has its own DNA, Calendar, Files and connectors.
- DNA, with a setup percentage. See Set Up Your DNA.
- Settings: Users and Roles for your team and what each person can do, plus Organization, Credits and Billing. Your profile and usage insights open from your avatar in the top bar.
The top bar
The search icon next to the logo finds conversations, files and pages. On the right you will find Invite teammates, the theme toggle, your avatar (your profile and usage insights), notifications, and the help icon, which opens this Resource Center. On Home, the sliders icon opens Customize home.
The Agent is never far away
You do not have to go back to Agents to ask for something. On Brand DNA, Customer DNA, Product DNA, Tasks and the Calendar, open the panel on the left and ask for the change there. The Agent shows an approval card before it saves. See The Agent Sidebar and Approval Cards.
Three habits that make the workspace fast
- Start on Home. Due today and Brand Pulse tell you what needs attention before you open anything else.
- Use @ and / in the composer. @ brings in a product, persona, style, connector or output format; / runs a Playbook. Both work on Home and in Agents.
- Let Files be the archive. Anything the Agent produces is already there. Search it instead of re-asking.
Next Steps
Open Home and set it up the way you want with How to Customize Your Home Page, then try your first real request in Meet MorningAI Agents.