Dashboard Layout
The ShingleAI dashboard is organized into three main areas:- Sidebar - Navigation menu on the left for accessing different sections
- Main Content - The central area where you work with messages, contacts, and other data
- Header - Top bar with organization switcher, search, and account settings
Sidebar Navigation
The sidebar provides quick access to all major features. Here’s what each section does:Home
Your dashboard landing page. View recent activity and quick stats about your communications.Inbox
Your unified email inbox. This is where you’ll spend most of your time managing communications.| View | Description |
|---|---|
| Inbox | Unread and active messages requiring attention |
| Sent | Messages you’ve sent |
| Snoozed | Messages you’ve temporarily hidden to deal with later |
| Archived | Messages you’ve filed away for reference |
Click any message thread to open the full conversation. The thread view shows all related messages in chronological order.
Contacts
Manage your contact database. Store names, email addresses, phone numbers, and notes about the people you communicate with.- View all contacts in a searchable list
- Click a contact to see their full profile and communication history
- Create, edit, and delete contacts
Resources
Resources are the email accounts and phone numbers connected to ShingleAI.| Resource Type | Providers |
|---|---|
| Email accounts | Google (Gmail), Microsoft (Outlook/Office 365) |
| Phone numbers | Twilio (SMS, voice) |
- Connect new email accounts
- View sync status
- Enable or disable resources
- Manage provider settings
Domains
Manage custom email domains for your organization. This section handles:- Domain registration and verification
- DNS configuration
- WHOIS contact management
Domain management is typically handled by administrators. See the Admin Guide for detailed instructions.
Automations
Create and manage automated workflows that respond to incoming messages.- View all automations and their status (active, paused, completed)
- Create new automations with triggers, conditions, and actions
- Monitor automation execution history
Agents
AI agents that can help process and respond to communications.- View configured agents
- Monitor agent activity and conversations
- Configure agent behavior and permissions
Files
Upload, store, and manage files within ShingleAI.- Upload documents and attachments
- Generate shareable links
- Organize files into folders
Header Bar
The header bar at the top of the screen provides:Organization Switcher
If you belong to multiple organizations, click the organization name in the header to switch between them. Each organization has its own:- Contacts and customers
- Email resources
- Automations and settings
- Team members
Search
Use the search bar to quickly find:- Messages by content or sender
- Contacts by name or email
- Files by name
Account Menu
Click your profile icon to access:- Profile settings (name, email, timezone)
- Organization settings
- Sign out
Working with Messages
Thread View
When you click a message in the inbox, it opens in thread view:- All messages in the conversation are shown chronologically
- You can reply directly from the thread
- Related contacts are linked automatically
Message Actions
From any message, you can:- Reply - Send a response
- Archive - Move to archived messages
- Snooze - Hide temporarily and resurface later
- Delete - Remove permanently
Mobile Access
ShingleAI is a responsive web application that works on tablets and mobile devices. While there’s no dedicated mobile app, you can:- Access the full platform from your mobile browser
- Add ShingleAI to your home screen for app-like experience
- Receive notifications if enabled in your browser
For the best experience on mobile, use a modern browser like Chrome or Safari.
Keyboard Shortcuts
Speed up your workflow with keyboard shortcuts:| Shortcut | Action |
|---|---|
G then I | Go to Inbox |
G then C | Go to Contacts |
G then S | Go to Sent |
/ | Focus search |
? | Show all shortcuts |