Finding Your Way Around

A tour of the everyday parts of MX: the sidebar, your Home launch space, brand choices, notifications, and the keyboard basics that make you faster.

The sidebar groups destinations by the work they support. Work holds Home, Plate, Calendar, and Forms. Make holds Chat, Campaigns, Flows, Documents, Agents, and Prompts. Organization holds Analytics, People & Pods, Brands, Work settings, and Automations. Settings holds Organization, Members, Integrations, Knowledge, Skills, and Trash. Klaviyo is a tab on a brand page, not a sidebar destination.

You can collapse the sidebar to a narrow icon rail to give yourself more room. Use Collapse sidebar / Expand sidebar on the toggle at the top.

Choosing a brand

MX does not keep one global brand selected for the whole app. Open Brands to browse and maintain profiles. When a surface needs a brand, choose it on that surface.

This keeps each piece of work explicit:

Chat binds to the brand chosen in its message box after the first send.
Brand-owned work, such as a campaign or flow, shows its own brand.
Lists use their own brand filter without changing another page.

See Browse and pin brands for profile organization.

Home

Home is your starting point after sign-in.

Home greets you and offers two ways to start:

Composer - type what you want to make, and attach files the way you do in any chat: Attach file or Brand files from the plus menu, drag and drop, or paste. Pick a brand first, or leave it empty for a workspace chat. Files other than images need a brand. Sending opens Chat with your words and your files.
Up next - your most urgent task from your Plate: overdue first, then decisions waiting on you, then what is due today. Select Start to open that task’s own chat. The first time, MX walks you through where it stands and what is next; after that, Start opens the chat as you left it. Use the arrows to see the next few, and the link beside them to open the rest on your Plate. On a phone, Up next is a card just above the composer: swipe it to see the next few.

Up next appears only when a task on your Plate needs you today.

Notifications

The bell at the top of the expanded sidebar shows a count when you have unread notifications. Click it to open the full Notifications page.

Search and keyboard basics

Press Cmd+K (or Ctrl+K on Windows) to open the command palette. From there you can:

Create a new document, campaign, flow, chat, or brand.
Jump to any main sidebar section, such as Chat, Documents, or Brands.
Change the theme between light, dark, and system.

Start typing to filter the list, then press Enter to run the highlighted command.

The command palette does not open while you are typing inside a rich text editor, so Cmd+K there inserts a link instead. Move your cursor out of the editor first if you want the palette.