> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# What is PipeLime?

> An AI sales agent that finds your ideal customers, verifies them, writes, replies and books meetings. This page shows where each part lives in the app.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

PipeLime is an AI sales agent for outbound. It finds the companies that look like your
customers, researches them, and writes and sends the first message. It follows up, answers
the replies and books meetings. It also identifies the companies behind anonymous visits to
your website and turns them into leads. One agent does all of that on its own, sending
through the accounts you have connected: its own checklist counts **Sending channel
connected** as satisfied by an email account, a LinkedIn account or a WhatsApp account. An
agent with none of them attached sends nothing, whatever else is configured.

All of it sits inside a **workspace**, which holds its own leads, agents, email accounts and
settings. The first time you sign in you go straight to onboarding, which builds that first
workspace from your website. Once you have one, signing in lands you on the workspace picker.
The workspace you open becomes the first segment of every address from then on, so the same
screen in two workspaces has two URLs (`/northwind-outbound/dashboard`). The sidebar (1)
groups those screens under five captions: Overview, Outreach, Leads, Communication and
Integrations. Above them sits a **Workspaces** row that takes you back to the picker. The
switcher in the header (2) swaps the workspace in the URL and keeps the screen you are on.

<Screenshot id="getting-started/what-is-pipelime--dashboard" url="/dashboard" alt="The app inside a workspace: the grouped sidebar on the left, the workspace switcher at the top of the header, and the dashboard's KPI cards and charts filling the page" caption="Every page in this help center describes something in that sidebar, or something you reach from it." marks={[{ n: 1, x: 9, y: 46 }, { n: 2, x: 23, y: 4 }]} />

## Where each part lives

<CardGroup cols={2}>
  <Card title="AI agents" icon="bot" href="/en/ai-agents/overview">
    <UiPath>Outreach → AI Agents</UiPath>: an agent is a campaign plus the lead sources
    feeding it. Start here.
  </Card>

  <Card title="Leads and pipeline" icon="users" href="/en/leads/overview">
    <UiPath>Leads → Prospects</UiPath> for people, <UiPath>Leads → Companies</UiPath> for
    the businesses they work at.
  </Card>

  <Card title="Inbox" icon="inbox" href="/en/inbox/overview">
    <UiPath>Communication → Inbox</UiPath>: where the email conversations land, unread
    ones counted on the sidebar row.
  </Card>

  <Card title="Email accounts" icon="mail" href="/en/email-accounts/overview">
    <UiPath>Integrations → Integrations → Email Accounts</UiPath>: the mailboxes you send
    from.
  </Card>

  <Card title="LinkedIn" icon="messages-square" href="/en/channels/overview">
    <UiPath>Integrations → Integrations → LinkedIn Accounts</UiPath> connects the account;
    <UiPath>Communication → LinkedIn Chat</UiPath> is where those conversations land.
  </Card>

  <Card title="Finding leads" icon="search" href="/en/finding-leads/overview">
    Beyond an agent's own sources: <UiPath>Integrations → Integrations → Website Tracking</UiPath>
    and your own imports.
  </Card>

  <Card title="Apps and CRM" icon="plug" href="/en/integrations/overview">
    <UiPath>Integrations → Integrations → Apps & CRM</UiPath>: where your CRM and the rest
    of your stack connect.
  </Card>

  <Card title="Dashboard and settings" icon="settings" href="/en/analytics/dashboard">
    <UiPath>Overview → Dashboard</UiPath> for the numbers; **Company Settings** in the
    avatar menu for everything about the workspace itself.
  </Card>
</CardGroup>

## One agent, end to end

Open an agent and you get its own screen. It counts how many leads it found, how many it
contacted, what share replied and how many meetings came out of it. Under that sit tabs for
its leads, the sources feeding it, the **Agent Instructions** it writes from, and its
settings. A **Companies** tab joins them once the agent has a tag.

<Screenshot id="getting-started/what-is-pipelime--agent-dashboard" alt="An agent's own page: its status and pause controls in the header, four KPI cards reading Leads Found, Contacted, Reply Rate and Meetings, and the tab strip under them" caption="This is the screen the rest of Getting started builds toward." />

Reading that screen has [a page of its own](/en/ai-agents/agent-dashboard).

## Your sidebar may not look like this

The list you see is usually shorter than the product. A row is missing when your role does
not carry the permission behind it, or when your workspace has been given a menu of its own.
Partner-branded workspaces drop a few rows again.

Some surfaces this help center documents are switched off for everyone right now, so they
have no sidebar entry at all: [Workflows](/en/workflows/overview),
[Web Forms](/en/finding-leads/web-forms-connect), [Meetings](/en/meetings/overview), and the
[WhatsApp, Instagram and MercadoLibre channels](/en/channels/overview). Each has its own
switch, and a switch can be turned back on for one workspace at a time.
[Feature availability](/en/reference/feature-availability) lists where each surface stands.

Nothing is broken when a row is missing. Start with
[Why can't I see a menu item?](/en/settings-team/why-cant-i-see-a-menu-item).

This help center is one click from the app: **Help**, in the avatar menu at the top right.

## Related

<CardGroup cols={2}>
  <Card title="Create your workspace" icon="rocket" href="/en/getting-started/create-your-workspace">
    How a workspace is built from your website, and what you have at the end of it.
  </Card>

  <Card title="Navigating the app" icon="compass" href="/en/getting-started/navigating-the-app">
    The sidebar and the header, screen by screen, in more detail than this page.
  </Card>

  <Card title="AI Agents overview" icon="bot" href="/en/ai-agents/overview">
    What an agent is made of, and what each status means.
  </Card>
</CardGroup>