> For the complete documentation index, see [llms.txt](https://docs.unifize.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unifize.com/user-guide/navigating-the-platform.md). # Navigating the platform 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. ## Explore


Profile	Update personal settings, manage preferences, and switch organizations.
My Inbox	Your real-time list of records and conversations needing your attention.
Manage	Admin-level view to search, filter, and oversee records across all processes.
Homescreen	Your launchpad—showing dashboards, priorities, and tasks at a glance.
Contacts	Find and interact with users across your organization.
Direct Messages	Chat 1:1 or in groups—no records needed.
Dashboard	Track key metrics at a glance, live and customizable.

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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.unifize.com/user-guide/navigating-the-platform.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.