# Navigating the app

> Find your way around Bigly using the top navigation, the Overview dashboard, quick-create buttons and the user menu.

- Section: Using the app (manual) › Get started
- Web page: https://docs.biglysales.com/manual/navigating-the-app
- Video: placeholder — "Finding your way around Bigly" (not yet recorded)

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.

## 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](https://docs.biglysales.com/manual/inbox.md). |
| **Lists** | Your contact lists. See [Lists](https://docs.biglysales.com/manual/lists.md). |
| **Calls** | Call campaigns and API leads. See [Calls](https://docs.biglysales.com/manual/calls.md). |
| **Import** | Upload a spreadsheet of contacts. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md). |
| **Contacts** | Search and filter every contact. See [Contacts](https://docs.biglysales.com/manual/contacts.md). |
| **SMS › Campaigns** / **SMS › 10DLC** | Text campaigns and US texting registration. See [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) and [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md). |
| **Voicemails** | Ringless voicemail drops. Only on accounts with ringless voicemail. See [Ringless voicemail](https://docs.biglysales.com/manual/ringless-voicemail.md). |
| **Statistics › Calls / SMS / RVM / Leads** | Performance reports. See [Call statistics](https://docs.biglysales.com/manual/call-statistics.md). **RVM** appears only with ringless voicemail. |
| **Numbers** | Buy and manage phone numbers. See [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md). |
| **Tags** | Create, rename, merge and delete tags. See [Tags](https://docs.biglysales.com/manual/tags.md). |
| **Pages** | Landing pages. See [Landing pages](https://docs.biglysales.com/manual/landing-pages.md). |
| **Calendars › Main Calendar / Availability** | Appointments and booking hours. See [Calendar](https://docs.biglysales.com/manual/calendar.md) and [Availability](https://docs.biglysales.com/manual/availability.md). |
| **AI** | Your AI agent. Shown when AI is enabled on your account. See [AI agent overview](https://docs.biglysales.com/manual/ai-overview.md). |
| **Scheduled Blasts** | Blasts planned for later. See [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md). |

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](https://docs.biglysales.com/manual/calls.md) and [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md).
- 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.

1. Click **Overview**.
2. Under **Date range**, pick **Today**, **This week**, **30 days** or **+ Custom**. Each number is compared with the period just before it.
3. Under **Success event**, choose what counts as a win: **Live transfer** or **Meeting booked**.
4. 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.

> [Screenshot placeholder: Overview dashboard — 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](https://docs.biglysales.com/manual/profile.md). |
| **Members** | Your team. See [Team members](https://docs.biglysales.com/manual/team-members.md). |
| **Billing and Cards** | Cards, subscriptions and invoices. Only for users allowed to see billing. See [Billing](https://docs.biglysales.com/manual/billing.md). |
| **API Console** | Developer tools. Not on every account. |
| **Add Contact Attribute** / **Attribute Management** | Custom contact fields. See [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md). |
| **AI** | Shortcut to your AI agent. |
| **Email Signature** | The signature on emails you send. See [Email signature](https://docs.biglysales.com/manual/email-signature.md). |
| **Sign Out** | Signs you out. |

**API Keys** and **Integrations** are in the left menu of the **Tenant Details** page. See [API keys](https://docs.biglysales.com/manual/api-keys.md) and [Integrations](https://docs.biglysales.com/manual/integrations.md).

> [Screenshot placeholder: User menu — 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.

## Related

- [Using the Bigly app](https://docs.biglysales.com/manual.md)
- [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md)
- [Team members](https://docs.biglysales.com/manual/team-members.md)

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All documentation pages: https://docs.biglysales.com/llms.txt