---
title: "Tour of the app"
description: "A tour of the Prosyo app: the main menu, plan card, SalesGPT bar, workspace menu, notifications, help chat, Dashboard and keyboard shortcuts."
url: https://prosyo.com/docs/getting-started/app-tour/
section: "Getting started"
updated: 2026-11-06
---

# Tour of the app

![The Prosyo app: the left menu with the plan card, the SalesGPT search bar, the workspace menu and notification bell, and the Integrations page](https://prosyo.com/wp-content/uploads/prosyo-docs/builds/20261105-205402-lvcu5rib/assets/assets/integrations.webp)

![Prosyo dashboard with meetings booked, positive reply rate, reply rate, actions in the last 7 days, prospects, outreach activity and the pipeline](https://prosyo.com/wp-content/uploads/prosyo-docs/builds/20261105-205402-lvcu5rib/assets/assets/dashboard.webp)

## Main menu

| Menu | What it's for |
|---|---|
| **Dashboard** | Your daily overview: what needs your attention, meetings and reply rates, outreach activity, your pipeline and the activation checklist. |
| **Prospects** | Every person in your workspace, with lists, stages, import, enrichment and export. |
| **Intent** | People who fit your ideal customer and show, on their own, that they need what you sell: asking for it on LinkedIn, reaching out to you, filling in a form, or a moment such as funding. **Today** lists who to reach now with a drafted first message. |
| **Campaigns** | Your sequences, audiences, sending limits and reports. |
| **Inbox** | LinkedIn and email conversations in one place. |
| **Integrations** | HubSpot, Pipedrive, Slack, Zapier, custom webhooks, Claude, ChatGPT and the Chrome extension & API. Click a card to open its details in a panel on the right. If your workspace has connectors, a second tab, **Connectors** (Beta), lets Penny use your other tools. |
| **AI Agents** | If your workspace has it: Agent Penny, your AI sales assistant, in a full-page chat with its own menu (Scheduled tasks, Agents, Approvals, Skills, Knowledge and more). See [Agent Penny](https://prosyo.com/docs/ai/agent-penny.md). |
| **Video** | If your workspace has it: personalized video, with its own menu (**Dashboard**, **Studio**, **Media**, **Storage**). Creating videos is included with Multichannel, Agency / Team and Penny SDR All-in. See [Record a video in Studio](https://prosyo.com/docs/video/record-in-studio.md). |
| **Settings** | **Accounts**, **Workspace** (General, Ideal customer, What you sell), **Clients** for agencies, **Profile**, **Billing** (Plan, Credits, Invoices, Transactions), **Templates** and **Custom fields**. |

### Plan card

At the bottom of the menu, a card shows your plan, its status (**Active**, **Trial**, **Payment due** or **Ended**, or **Paused** in a client workspace) and your credit balance. Its button reads **Start free trial** before a trial starts, **Upgrade** during a trial or after it ends, **Renew plan** after a paid plan ends, or **Manage plan**. A client workspace shows that it runs through its agency, with no button.

## Top bar

- **SalesGPT search bar** ("Ask SalesGPT about your pipeline..."). Ask about your workspace or draft a message. Each message uses 1 credit. Press `Ctrl+K` on Windows or `⌘K` on Mac. On a phone, tap the sparkle button. See [SalesGPT](https://prosyo.com/docs/ai/salesgpt.md).
- **Workspace menu.** Shows the workspace you're in. Switch workspaces (and agency clients) here. On a phone it sits inside the account menu.
- **Notification bell.** Replies, account, campaign and billing alerts. See [Notifications](https://prosyo.com/docs/inbox/notifications.md).
- **Account menu** (your name). **SalesGPT**, **Your profile**, **Team settings** and **Sign out**.

## Workspace menu

If you belong to more than one Prosyo workspace, open the workspace menu at the top and pick one under **Workspace**. Your role shows next to each one. Agencies see their clients listed under **Clients of** the agency's name. Dashboard, prospects, Intent, campaigns, inbox and settings stay inside the workspace you select.

Owners and admins of a workspace with more than one teammate also see an **Account** section. Pick **Whole team** to see everything, or one teammate to see only their stats, campaigns, inbox and connected accounts.

The menu also links to **Manage clients** (agency owners and admins), **Workspace settings**, **Invite teammates** (**Invite people** in a client workspace; owners and admins only) and **Manage sending accounts** (**Connect an account** when nothing is connected yet).

Each campaign chooses its own sending accounts on its **Sending & safety** tab, and each LinkedIn import asks which LinkedIn account to use.

See [Team seats and invites](https://prosyo.com/docs/billing/team-seats.md) and [Client workspaces](https://prosyo.com/docs/billing/client-workspaces.md).

## Reading the Dashboard

- **New campaign.** Starts a campaign from the top of the page.
- **Launch your first campaign.** The activation checklist: connect a sending account, add or import prospects, build your first sequence, launch it, handle your first reply. It disappears when you've done all five.
- **Attention cards.** Accounts that need attention (**Fix accounts**), unread replies (**Open inbox**), interested prospects (**Book meetings**), follow-ups due (**Review**), overdue steps (**Check campaigns**) and failed sends in the last 24 hours (**Investigate**).
- **Numbers.** **Meetings booked**, **Positive reply rate**, **Reply rate**, **Actions (7d)** and **Prospects**.
- **Outreach activity — last 30 days.** LinkedIn actions and emails per day.
- **Pipeline.** How many people are at each stage. Click a stage to see them.
- **Ready to contact.** The top people from Intent, with **Open Today**.
- **Active campaigns** and **Conversations to work.** Your active campaigns with their reply rates, and the conversations waiting on you.
- **Workspace activity.** Recent sends, replies, imports and campaign changes.

> **Note:** People waiting on a delay, a daily cap or working hours are normal pacing, not a problem. A yellow **queued actions overdue** card appears only when a step was due more than 30 minutes ago and still hasn't run. See [Troubleshooting](https://prosyo.com/docs/help/troubleshooting.md).

## Help chat

Where it's switched on, a help chat sits in the corner of most pages (not inside **AI Agents**). Search these help articles, ask a question, or choose **Talk to a person** to reach the Prosyo team. Its assistant is also called Penny. It answers questions about using Prosyo and never changes anything in your workspace. It's separate from Agent Penny in **AI Agents** and from SalesGPT.

## Keyboard shortcuts

| Shortcut | Action |
|---|---|
| `Ctrl+K` / `⌘K` | Open SalesGPT |