AutoCRM UI Navigation Guide: Where to Click, Key Views & Visual Walkthrough

This user guide provides a complete, click-by-click manual on how to navigate the AutoCRM workspace, find every setting, execute daily sales workflows, and monitor the AI Copilot.

🖥️ The 3-Zone Workspace Anatomy

Whenever you log into AutoCRM (https://app.auto-crm.com), the screen is divided into three functional zones:

1. Zone 1: The Left Navigation Sidebar

Contains all core modules organized into logical workflows:

• + New Quick Create Button: Instant modal creator for Contacts, Companies, Deals, or Tasks.

• Workspace & Pipeline: Dashboard, Contacts, Companies, Deals, and Proposals.

• Communications: Chat Hub (WhatsApp/Live Chat) and Inbox & Comms (Gmail/IMAP).

• Productivity: Tasks, Calendar, and Reports & Analytics.

• Management (Admins): Team & Access.

• Bottom Tray: User Profile, Theme Switcher, and Settings (gear icon).

2. Zone 2: The Main Stage Canvas

The central area where deep work occurs. Dynamically adapts based on your selected view (e.g., Kanban drag-and-drop board for Deals, high-density table for Contacts, or conversational feed for Communications).

3. Zone 3: The Right Collapsible Drawer

A persistent companion pane on the right side of the screen. You can expand, collapse, or resize it by dragging its left border. It contains:

• Schedule Tab: Upcoming meetings, calendar appointments, and overdue tasks.

• Audit Tab (Robot Icon): The live AI Audit & Agent Thread Feed. When you click into a specific deal or contact in Zone 2, this drawer automatically filters to show the internal AI monologue and tool logs for that exact record.

🔌 1. Where to Click: Connecting Channels & Integrations

To start receiving leads and synchronizing communications, configure your integrations in Settings.

📬 2. Where to Click: Inbox & Communications Hub

The Communications Hub (/communication) is your centralized inbox for all email and omnichannel threads.

[Left Sidebar] -> Click "Inbox & Comms"
  ├── Top Action Bar:
  │    ├── View Toggle: Click [Thread Feed Icon] vs [Table List Icon]
  │    ├── Channel Filter: [All] | [Email] | [WhatsApp] | [Calls] | [Meetings]
  │    └── Search Bar: Type contact name, company, or subject
  │
  └── Click any Communication Card -> Opens Communication Detail View:
       ├── AI Summary Box: Highlights commercial intent & urgency at top
       ├── Noise Filter Banner: (If filtered) [Override & Process with AI] | [Always Allow Sender]
       ├── Message Content: Full rendered email/chat with markdown & attachments
       └── Right Info Panel: Linked Contact, Company, and Deals

Key Clickable Actions in Communication Detail:

• Overriding a Filtered Email: If a message is flagged with a yellow banner ("This email was filtered out"), click Override & Process with AI to force deal and task creation, or click Always Allow Sender to permanently whitelist the address.

• Starting a WhatsApp Chat: If the contact has a phone number, click the green WhatsApp button in the top-right header to instantly switch to the Chat Hub.

• Deleting Communication: Click the red Delete button to remove the record.

💬 3. Where to Click: The WhatsApp Chat Hub

The Chat Hub (/chats) provides a native, high-speed WhatsApp messaging experience:

Navigation & Layout:

1. Click Chat Hub in the Left Sidebar.

2. Left Panel (Conversation List): Shows active chat sessions sorted by recent activity. Unread messages display a blue badge.

3. Search & Filter: Type a customer name or phone number in the top search bar.

4. Chat Window (Center Panel):

   • Header: Contact name, avatar, phone number, and 1-click link to their CRM profile.

   • Chat History: Renders incoming/outgoing text bubbles, audio player for voice notes, and clickable thumbnails for PDF quotes.

   • Bottom Input Bar: Text input field, emoji picker, attachment paperclip (send PDFs/images), and send button.

💼 4. Where to Click: Deals & Pipeline Management

Manage your sales funnel through visual drag-and-drop Kanban boards or tabular views.

1. The Deals Pipeline (/deals):

• Click Deals under Workspace & Pipeline on the Left Sidebar.

• Switch Views: Click Kanban Board or Table View in the top-left switcher.

• Creating a Deal: Click the blue + New Deal button in the top-right corner.

• Moving Stages: Click and drag any deal card across columns: Inquiry → Qualified → Proposal Sent → Negotiation → Closed Won

2. The Deal Detail Page (/deals/:id):

Clicking on any deal card opens its 360-degree command center:

• Top Header: Deal Title, Stage Stepper, Estimated Amount, and Win Probability score.

• Stage Navigation: Click any stage in the top stepper to advance the deal manually.

• Center Timeline: Chronological stream of all emails, WhatsApp chats, proposals, and notes attached to this deal.

• Right Panel (Deal Memories):

  • Click + Add Memory to manually record custom steerable context ("Client requested net-30 payment terms").

  • Click the Edit (pencil icon) on existing memories to adjust facts used by the AI.

• Proposals: Click Generate Proposal to launch the Quote Builder for this deal.

📄 5. Where to Click: Proposals & Quote Builder

AutoCRM allows you to generate and dispatch formal pricing quotes directly from your deals.

[Deal Detail Page] -> Click "Generate Proposal" (or Sidebar -> "Proposals" -> "+ New Proposal")
  ├── Step 1: Client & Currency Selection (USD, EUR, GBP, INR, etc.)
  ├── Step 2: Line Items Table -> Click "+ Add Item"
  │    ├── Enter SKU, Item Description, Quantity, and Unit Price
  │    └── Set Item Discount (%) or Tax Rate (%)
  ├── Step 3: Terms & Notes -> Add delivery timeline and payment terms
  └── Step 4: Dispatch Options:
       ├── Click [Download PDF] -> Exports high-resolution branded PDF
       └── Click [Send via WhatsApp / Email] -> Dispatches link directly to client

🤖 6. Where to Click: Inspecting the AI Audit & Agent Threads

To see why the AI performed an action, modified a deal, or scheduled a task:

[Any Screen] -> Look at the Right Drawer -> Click the "Audit" Tab (Robot Icon)
  ├── Global Activity Feed: Shows all recent multi-agent actions across the workspace
  │
  ├── Contextual Filter: When viewing Deal #AC-9402, the drawer automatically
  │   switches to show ONLY actions related to Deal #AC-9402
  │
  └── Inspecting an Action Card:
       ├── View Agent Identity: (Contacts Agent, Deals Agent, Tasks Agent)
       ├── Read Reasoning Monologue: "Detected price confirmation in email thread."
       ├── Expand Tool Invocation: Click to inspect arguments and return payloads
       └── Overseer Verification: Green badge indicates "Policy Approved (Confidence 96%)"

📊 7. Where to Click: Reports & Sales Intelligence

To analyze your team's performance, pipeline velocity, and omnichannel SLAs:

1. Click Reports & Analytics under Productivity in the Left Sidebar (/reports).

2. Select Scope: In the top filter bar, toggle between Personal (your numbers) and Team (organization-wide).

3. Select Time Range: Choose This Month, This Quarter, Year to Date, or Custom Range.

4. Switch Report Dimensions:

   • Overview: Total Pipeline Value, Weighted Forecast, Win Rate, and Average Deal Size.

   • Clients: Account Lifetime Value (LTV) and risk rating.

   • Trends: Month-over-month revenue growth and pipeline expansion.

   • Team: Rep activity breakdown, closed revenue, and quota progress.

   • Channels: Omnichannel SLA response times across WhatsApp, Email, and Calls.

   • Market: Win/loss reason breakdown and competitor pulse tracking.

5. Exporting Data: Click the Export CSV button in the top-right corner to download a spreadsheet summary.

⚡ Quick Reference: Keyboard Shortcuts & Fast Actions