Open the area in the sidebar, then choose its tab. On desktop, open workspace Settings from the header gear beside the social shortcut. On mobile, use More → Settings at the bottom. Tabs and actions follow your permissions.
Choose an area
- AI Home: Overview, AI Agent, Knowledge, Usage and Settings. Assistant work views appear only when enabled; the header AI button retains your existing Assistant access.
- WhatsApp: Overview, Connections, Broadcasts, Templates and Flows. Open a connection for its business tools. Select the correct sending number before reviewing a campaign or template.
- Social Home: Publishing, Analytics, Comment-to-DM and Connections. Supported operations vary by channel.
- Dashboard, Inbox, Contacts, Pipelines, Appointments, Commerce and Automations retain direct access.
Old bookmarks redirect to the corresponding destination. On mobile, open More or the navigation menu, then choose the area. Profile, Settings and Sign out stay at the bottom of the menu while destinations scroll above them. Use the globe to change language. Wide tables, pipeline boards and tab rows scroll sideways within their own area.
Browse longer lists
Scroll down to load more contacts, Inbox conversations, pipeline leads, commerce products, campaign recipients and import results. Each pipeline column scrolls separately. Keep search and filters applied to narrow results. Existing Assistant task and catalog lists also load as you scroll. Scroll up in a conversation to load older messages while keeping your reading position. If loading stops after an error, choose Try loading more to retry.
Find the setting owner
- Customer response mode and published instructions: AI Home → AI Agent.
- Assistant pairing, notifications and reviewed permissions: AI Home → Settings.
- Routing, SLA and snippets: Inbox → Inbox settings.
- Services, availability and Google Calendar: Appointments → Appointment settings.
- Store connections and commerce notification mappings: Commerce → Integrations.
- Profile, appearance, team, billing, tags and custom fields: Settings. API keys are under Developer.
Save drafts before leaving an editor. A missing tab does not grant permission through an old link. Approvals, consent, Do not disturb and channel delivery limits still apply.
Lead Finder is unavailable in ordinary workspaces. Only platform administrators and authorized members of the configured internal Replify Assistant workspace can use it. Imported numbers do not establish messaging consent.
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