Navigating the app
Find your way around Bigly using the top navigation, the Overview dashboard, quick-create buttons and the user menu.
A walk across the top navigation and its dropdowns, the Overview dashboard and its filters, the New Blast and plus buttons, search, and everything in the user menu including switching company.
Every screen in Bigly shares the same top bar. It holds the main navigation, a few quick-action buttons and your user menu. This page explains what's where.
The full top navigation bar: the Bigly logo, Overview and Inbox links, the main menu items with the SMS, Statistics and Calendars dropdowns open in turn, the New Blast button, the plus button, the search icon and the initials avatar.
Before you start
Some menu items depend on your account and your role. If you can't see an item described here, it isn't turned on for your account or your role doesn't include it. Ask an admin on your team, or contact support.
The main navigation
| Menu item | What it opens |
|---|---|
| Overview | Your performance dashboard (see below). Not on every account. |
| Inbox | All text and email conversations. See Inbox. |
| Lists | Your contact lists. See Lists. |
| Calls | Call campaigns and API leads. See Calls. |
| Import | Upload a spreadsheet of contacts. See Importing contacts. |
| Contacts | Search and filter every contact. See Contacts. |
| SMS › Campaigns / SMS › 10DLC | Text campaigns and US texting registration. See SMS campaigns and 10DLC registration. |
| Voicemails | Ringless voicemail drops. Only on accounts with ringless voicemail. See Ringless voicemail. |
| Statistics › Calls / SMS / RVM / Leads | Performance reports. See Call statistics. RVM appears only with ringless voicemail. |
| Numbers | Buy and manage phone numbers. See Phone numbers. |
| Tags | Create, rename, merge and delete tags. See Tags. |
| Pages | Landing pages. See Landing pages. |
| Calendars › Main Calendar / Availability | Appointments and booking hours. See Calendar and Availability. |
| AI | Your AI agent. Shown when AI is enabled on your account. See AI agent overview. |
| Scheduled Blasts | Blasts planned for later. See Scheduled blasts. |
Click a menu with a dropdown (SMS, Statistics, Calendars) to see its pages. On a phone or narrow window, the menu collapses behind the menu button and the dropdowns become sections.
Accounts set up only for browser-based AI calls don't use phone numbers, so SMS, Numbers, Scheduled Blasts and the SMS and Leads statistics are hidden.
Quick actions
- New Blast starts a new call, text, email or voicemail blast. See Calls and SMS campaigns.
- The + button opens a menu with New Member (invite a teammate) and New Contact (add one contact by hand).
- The search icon opens a search box for finding contacts and conversations.
The Overview dashboard
Overview is a one-page summary of how your calling is going. It isn't on every account. When it is, it's the first page you see after signing in. Otherwise you land in the Inbox.
- Click Overview.
- Under Date range, pick Today, This week, 30 days or + Custom. Each number is compared with the period just before it.
- Under Success event, choose what counts as a win: Live transfer or Meeting booked.
- Under Slice by, split the numbers by Contact source, Blast, Intro or Call list, or leave it on Nothing to see the whole account.
The page shows your headline numbers, a funnel from dials to transfers or meetings, transfer problems, how leads from each API vendor are getting through, your best sources, a performance chart, any blasts running right now and your spend so far this month.
The Overview page with the Date range, Success event and Slice by controls at the top, the KPI cards, the funnel and the sources section below.
The user menu
Click your initials at the top right to open the user menu.
| Item | What it does |
|---|---|
| Switch Company | Listed when you belong to more than one company account. Click a company to open it. |
| Tenant Details | Your profile and company settings. See Your profile and tenant details. |
| Members | Your team. See Team members. |
| Billing and Cards | Cards, subscriptions and invoices. Only for users allowed to see billing. See Billing. |
| API Console | Developer tools. Not on every account. |
| Add Contact Attribute / Attribute Management | Custom contact fields. See Custom attributes. |
| AI | Shortcut to your AI agent. |
| Email Signature | The signature on emails you send. See Email signature. |
| Sign Out | Signs you out. |
API Keys and Integrations are in the left menu of the Tenant Details page. See API keys and Integrations.
The user menu open from the initials avatar, with the Switch Company list, Tenant Details, Members, Billing and Cards, Add Contact Attribute, Attribute Management, AI, Email Signature and Sign Out.
Common questions
A menu item is missing. It may be off for your account (for example Voicemails or Overview), or your role may not include it. Ask your admin or contact support.
How do I get back to the Inbox? Click the Bigly logo.