Skip to main content
The app shows you one workspace at a time. The sidebar on the left lists that workspace’s pages. The header across the top carries the things that belong to you rather than to the page, and the address of every screen starts with the workspace you are in. The row at the very top (1) is the way out: it takes you back to the workspace picker. Every other row opens a page, except Integrations (2), which opens into a sublist and holds most of the connection screens.

​
How it behaves

​
The sidebar, group by group

Under the Workspaces row the pages sit in groups under uppercase captions, always in this order. This is what a workspace starts with, before your role or your workspace’s own menu takes anything away. Several rows are built and switched off for everyone right now, so they are in no sidebar at all: Workflows under Outreach; WhatsApp Chat and MercadoLibre under Communication; a whole Meetings group holding Meeting Links and Bookings; and WhatsApp Accounts, Instagram Accounts, MercadoLibre Accounts, Web Forms and Domains inside the Integrations list. AI Agents carries a small chip reading New. That is a label on the feature, not on anything you have done. A row under Communication carries a red count while something is waiting for you there, and carries nothing at all when nothing is. Both Inbox and LinkedIn Chat count what is unread on their own screen, so an empty row is not a broken one. Two more groups are hidden until someone turns them on for your workspace: Legacy, which holds AI Campaigns (Legacy), AI Engine and Google My Business, and Lead Generation, which holds Manual Search. All four are superseded surfaces, kept reachable for workspaces that still use them. Leave the workspace and the sidebar is a different list entirely: Workspaces, Billing, Pricing and Whitelabel. Nothing that belongs to a workspace is in it, because no workspace is selected.

​
Every address starts with your workspace

Each sidebar link puts the workspace in front of the page, so the same screen in two workspaces has two addresses: app.pipelime.ai/northwind-outbound/dashboard and app.pipelime.ai/acme-outbound/dashboard. The Workspaces row is the exception: it deliberately leaves the workspace behind. That is why a link a colleague sends you opens their workspace, not yours, and why the switcher in the header keeps you on the page you are looking at when you move between workspaces: it swaps the first part of the address and leaves the rest. Where this help center writes a route as , those are the sidebar’s own words, in the order you click them.

​
The header

The header runs left to right: the workspace switcher, then Upgrade, the credits pill, the language flag, the Activity Monitor icon, the notification bell, the dark-mode toggle, and your avatar. The hamburger to the left of the switcher collapses and expands the sidebar. The switcher (1) moves you between workspaces. Your avatar (2) opens the account menu. Several of these come and go, and not because anything is broken:
  • Upgrade is there while your account is not on an active paid plan and your role can manage subscriptions. It is never shown in a partner-branded workspace.
  • The credits pill appears once your account has a credit allowance, a subscription or an active license. Its number turns red as the balance runs down.
  • The flag switches the app between English and Spanish and saves the choice to your account. There is no menu of other languages; it is a two-way toggle.
  • The Activity Monitor icon and the notification bell need a workspace selected, so neither is in the header on the workspace picker.
  • The lifebuoy icon opens this help center, on the page for the screen you are on. It sits between the bell and the dark-mode toggle, and it is one of two ways in: the Help row in the avatar menu is the other, and does the same thing.
On a phone or a narrow window the header keeps only what fits, and it sheds things in two steps. The credits card, the language flag and the dark-mode toggle go first. They are not lost, they move down into the sidebar. Narrow the window further and the Activity Monitor icon goes too, leaving the switcher, Upgrade, the bell and your avatar.

​
The avatar menu

Your avatar opens a short list under your name and email address. Profile Settings and Logout are always there. Company Settings and Integrations are only there while a workspace is selected, because both belong to a workspace. Whitelabel, Subscription and Billing are about the account rather than the workspace, and they are not offered to members of a partner-branded workspace. Help opens this help center in a new tab, at the page that documents the screen you were just on, in whichever of English or Spanish the app is set to. Only a screen nothing has been written about yet lands you on the home page. Inside a partner-branded workspace it opens the partner’s own help center instead (their link, untouched), and when the partner has not set one, neither the row nor the lifebuoy is shown at all.
Company Settings is the workspace’s own settings: its profile, team, roles, prompts and sending rules. Profile Settings is you: your own account, and the notifications it receives. The two sit next to each other in the same menu and are easy to confuse.

​
Collapsing the sidebar

The hamburger in the header shrinks the sidebar to a rail of icons and expands it again. In the collapsed state the group captions are gone, the row names are gone, and the red counts on the top-level rows go with them. The only way to tell two icons apart is to hover one: on a desktop-width window, the row’s name appears beside it.

​
Why a page you read about is not in your sidebar

Four things decide whether a row is in your sidebar, and the app applies them in this order.
  1. Your role. A row is dropped when your role cannot read that kind of record at all. This is the only one of the four that also closes the page.
  2. Your workspace’s own menu. A workspace can be given a menu of its own, with individual rows switched on or off. It is set up for a workspace on request; no screen in your own settings changes it. It wins over everything below it. It can show a row the defaults would hide and hide one they would show, but it can never grant a row your role does not allow.
  3. Whether the feature is switched on. The rows listed as switched off above are off for everyone, and nothing you can buy or configure turns them on. Seven rows carry a second, softer check on top of that switch: LinkedIn Chat, WhatsApp Chat and MercadoLibre, and the four account rows LinkedIn Accounts, WhatsApp Accounts, Instagram Accounts and MercadoLibre Accounts. That check asks whether your account holds a seat for the channel, and it can only ever add a row. The switch above it is tested first, so buying seats does not bring back a row that is switched off. It also reads your account rather than the workspace, so it cannot make one of your workspaces differ from another.
  4. Partner branding. A few rows are marked as not for a partner-branded workspace. Billing, Pricing and Whitelabel leave the workspace picker’s sidebar, and Domains carries the same mark on top of its own switch. Partners point their users at their own help center rather than this one.
The first rule is the fastest way to tell which of the four is holding a page back. Paste the address into the browser. If the page opens, the row was hidden by the workspace’s menu, by a feature switch or by partner branding: hiding a row never removes the page, and the breadcrumb above it still resolves. If you land back on the Dashboard, it is your role, and no menu configuration will change that. Why can’t I see a menu item? takes it from there.

​
A read-only role does not mean a shorter sidebar

A permission only removes a row when the role cannot read that kind of record at all. A read-only member can read everything (that is what read-only means), so their sidebar has exactly the same rows as the owner’s. What a read-only member does lose is Upgrade in the header, because changing the subscription is not something they may do. The roles that genuinely produce a shorter sidebar are the narrower ones: a role built for one job, with whole record types left out of its grid.

​
Screens with no sidebar row

A few screens are reachable but have no row anywhere. The Activity Monitor is the one most people go looking for: it lives on the header icon and nowhere else.

​
Limits

Switch and create workspaces

The switcher in the header, the picker behind it, and what a second workspace is for.

Why can't I see a menu item?

The four layers again, from the other end: you know the page exists and want it back.

Notification center

What the bell collects, and what each kind of notification means.

Activity Monitor

The screen behind the header icon: what the workspace is doing right now.