A tour of the app
Auto Appy has one left menu that stays the same on every screen. Here’s what everything does.
- Organisation switcher
- Home
- Automate
- Apps
- Organisation, Settings, Help
- Products
- Your account
- New agent
- Ask Appy
The left menu
Section titled “The left menu”| # | Item | What it’s for |
|---|---|---|
| 1 | Organisation switcher | Shows the organisation (workspace) you’re working in. Click to switch, or to create one. |
| 2 | Home | Today at a glance: tasks used, successful runs, what needs review, what’s next, agent health. |
| 3 | Automate | Agents (all your workflows and AI agents), Company and 3D World (your agents as a team in a building), Schedules (follow-up plans and the activity log). |
| 4 | Apps | Mail, Meetings, Your apps (custom apps and data tables) and All apps (every Auto Appy product and the apps your agents use). |
| 5 | Organisation, Settings, Help | Your team and product access; connections, keys, billing and profile; and a form to reach the Auto Appy team. |
| 6 | Products | Jump to Auto Appy CRM, WhatsApp, AI and other products with the same login. |
| 7 | Your account | Your Profile, Plan and usage, and Log out. |
| 8 | New agent | Create a workflow or AI agent. Also on the Agents page. |
| 9 | Ask Appy | The built-in assistant. Ask questions, open pages, or get help building. Shortcut: ⌘ + / (Mac) or Ctrl + /. |
Click the panel icon next to the logo to collapse the menu into a slim bar of icons.
Home is your daily dashboard. A new account shows Set up in a few minutes with three steps (create your first agent, connect your apps, invite your team) and a suggested first agent. Once agents are running, it shows tasks used, successful tasks, anything that needs review (failed or uncertain runs), what’s coming up today, and the health of each agent.
Agents
Section titled “Agents”Every workflow and AI agent you own, in one table: its name and job, how it’s built (Routine, AI action…), how many times it ran, and its status. Click a row to see its details on the right, or Open to go to the editor.
Company and 3D World
Section titled “Company and 3D World”Company shows your business as a building. Each floor is a department or customer journey (such as Front desk), and each agent sits at a desk on a floor. 3D World is the same layout in 3D, with robots at work. They’re a friendly way to see who does what; changing them never changes how your agents run.
Schedules
Section titled “Schedules”Follow-ups holds follow-up plans: a sequence of timed steps sent to many contacts, such as day 1 WhatsApp, day 3 email. Activity lists everything that ran or will run: current, upcoming, completed and failed work, delays and webhook deliveries.
All apps
Section titled “All apps”The hub you land on after signing in. It lists Auto Appy’s built-in products (Mail, Meetings, WhatsApp, CRM, Contacts…), your own custom apps, and the outside apps your agents use, with who works in each one.