Navigating the platform
Your guide to getting around Unifize with confidence.
Last updated
Your guide to getting around Unifize with confidence.
Last updated
This section covers the key areas of the Unifize interface—so you can quickly find what matters, take action, and stay organized. Whether you’re reviewing tasks, updating records, or managing team activity, these pages help you move easily.
Master the core areas of the Unifize interface to work faster, stay focused, and collaborate better. Each page here breaks down a key workspace to help you get the most out of the platform.
Update personal settings, manage preferences, and switch organizations.
Your real-time list of records and conversations needing your attention.
Admin-level view to search, filter, and oversee records across all processes.
Your launchpad—showing dashboards, priorities, and tasks at a glance.
Find and interact with users across your organization.
Chat 1:1 or in groups—no records needed.
Track key metrics at a glance, live and customizable.