Platform overview
The spaces in the Unifunl dashboard, what each one is for, and what your role lets you open.
The Unifunl dashboard is built around a fixed sidebar — on the left on desktop, in a slide-out menu on mobile. Each icon opens one workspace. This article covers what each one does and who can open it.
The sidebar spaces
For an e-commerce business the order is always the same:
| Space | What it is for |
|---|---|
| Inbox | The main workstation: every customer conversation, across every channel. |
| Orders | The orders synced from your store, with their analytics. |
| Support | Your open tickets with the Unifunl team. |
| Leads | The CRM: contacts, scoring and follow-up. |
| Automations | Follow-ups and campaigns. |
| AI Center | Where you configure your AI agent. |
At the bottom of the rail, Settings opens the workspace settings.
Commerce or services
The business type on your profile changes the sidebar.
- An e-commerce business sees Orders.
- A services business sees Bookings instead, with a badge counting the pending ones, and gains a Resources section in settings.
Every other space is the same in both cases. Services mode overview covers the services side end to end.
What your role changes
A Unifunl workspace has three roles: owner, admin and member.
| Role | What they can open |
|---|---|
| Owner | Everything, billing included. |
| Admin | Everything except billing. |
| Member | Inbox, Orders or Bookings, Support, Leads, plus Channels, Integrations and their own profile in settings. |
Automations and AI Center do not appear in a member's sidebar.
Support and the help center
Two things have similar names and do different jobs:
- Support, in the sidebar, is your ticket list. You open a request with the Unifunl team there and follow the reply.
- The help center is this site. It holds the guides; it does not open tickets.
The floating help button in the dashboard and the link at the foot of settings both open the help center in a new tab. You can drag that button between screen corners, and it remembers where you left it.
Next
If your store is not connected yet, that is the first step: connect your store.