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

# Platform Tour

> Timely.ai is organized into clear and modular sections that guide how you navigate, build, and manage your AI ecosystem.

***

## Workspaces

Each **workspace** represents an independent environment where you manage Agents, Teams, Channels, and Settings. <br />
You can switch between workspaces from the top-left corner of the interface or create new ones as needed.

***

## Main Structure

The platform is divided into three main areas:

**Builder**

The **Builder** is where creation happens. <br />
It centralizes everything related to building and configuring your AI stack:

* **Agents** and **Squads**
* **Channels**
* **Tables**
* **Knowledge**
* **Workflows**
* **Broadcast**

This is where you define behavior, logic, tools, and data used by your Agents.

***

## Inbox

The **Inbox** area centralizes conversations, support flows, and human handoff.

It is divided into two distinct sections:

* **Chat** <br />
  Contains **all conversations**, including:
  * Fully automated Agent interactions
  * Conversations that were later transferred to humans.
* **Workers** <br />
  Contains all conversations, including:

This separation helps teams clearly distinguish operational support from overall interaction history.

***

## CRM

The **CRM** area centralizes contacts, sales tracking, audience targeting, and human team configuration.

It is divided into five distinct sections:

* **Pipelines** <br />
  Kanban boards that organize **leads and opportunities** by funnel stage, including:
  * Manual drag-and-drop between stages
  * Automatic transitions via Agents, workflows, or pipeline rules
  * Qualification scores and metrics per stage
* **Attendants** <br />
  The registry of **human operators** who receive escalated conversations, including:
  * Profiles linked to workspace roles and permissions
  * Assignment to CRM Teams for ticket routing and distribution
  * Visibility into active workload and conversation ownership
* **Tags** <br />
  Free-text labels applied to **contacts and conversations**, used to:
  * Filter records in the CRM, Inbox, and Analytics
  * Trigger automations (workflows, pipeline rules, follow-ups)
  * Target audiences in Broadcasts and campaigns
* **Segments** <br />
  Saved filter combinations that define **contact audiences**, including:
  * Criteria such as tags, custom fields, health score, and last interaction
  * Reusable lists for Broadcasts, Follow-ups, and operational review
  * AND logic across multiple conditions for precise targeting
* **Groups** <br />
  Static collections that bundle **contacts or attendants** for organization, including:
  * Manual membership for curated lists
  * Bulk actions across group members
  * Separation by product line, region, or support scope

This structure keeps sales tracking, audience targeting, and human handoff configuration in one place — separate from live conversation handling in the Inbox.

***

## Analytics

The **Analytics** section provides visibility into how your workspace and Agents are performing.

From here, you can monitor metrics such as:

* Usage by channel
* Credits consumption per Agent
* Message volume over time
* Tickets created in a given period
* Average messages per user

Analytics helps you understand adoption, optimize Agent behavior, and track operational efficiency.

***

## Settings

The **Settings** area contains all workspace-level configuration, billing, and integrations.

Available sections include:

* **Overview** — workspace information and identification.
* **People** — manage users and permissions.
* **Billing** — plan details, payment method, invoices, and subscription management.
* **Usage** — detailed credit and consumption tracking.
* **Providers** — available integration providers.
* **Connections** — authentication for MCPs and Channels.
* **API Keys** — create and manage keys for API access and external integrations.

> ℹ️ Subscription management is fully integrated into the **Billing** section.

***

## Navigation

* **Sidebar** — provides structured access to all modules in a clear hierarchy.
* **Main Area** — updates dynamically based on the selected section.

You can freely move between Builder, CRM, Analytics, and Settings using the sidebar.

***

## Command Palette

Press **Ctrl + K** (Windows/Linux) or **Cmd + K** (macOS) to open the **Command Palette**.

With it, you can:

* Jump directly to any page or module.
* Switch workspaces.
* Search for Agents, Workflows, or Channels.

This is the fastest way to navigate Timely.ai without leaving the keyboard.

***

## Summary

The platform is organized into the following sections:

| Section             | Purpose                                                                                                  |
| ------------------- | -------------------------------------------------------------------------------------------------------- |
| **Workspaces**      | Manage independent environments for Agents, Teams, Channels, and Settings.                               |
| **Builder**         | Create and configure Agents, Squads, Channels, Tables, Knowledge, Workflows, and Broadcast.              |
| **Inbox**           | Centralize conversations, support flows, and human handoff across Chat and Workers.                      |
| **CRM**             | Track leads and opportunities, manage attendants, and organize contacts with Tags, Segments, and Groups. |
| **Analytics**       | Monitor channel usage, credit consumption, message volume, and operational metrics.                      |
| **Settings**        | Configure workspace details, billing, usage, integrations, connections, and API keys.                    |
| **Navigation**      | Move between modules via the sidebar and dynamic main area.                                              |
| **Command Palette** | Jump to pages, switch workspaces, and search resources with **Ctrl + K** or **Cmd + K**.                 |