How the menu is organized
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
The side menu has three sections. It only shows what your plan, enabled modules, and your role on the team allow you to see.
| Section | What it includes |
|---|---|
| Your day | Home, To review, Conversations, Handoffs, Schedule (appointments, recorded meetings, waitlist, services, and hours) and Tasks. |
| AI teams | AI Agents, Customer Service, Sales, Marketing, and Izy Studio. |
| Company | Customers (contacts, companies, and segments), Knowledge, Automations, Marketplace, and Results. |
| Footer | Refer and earn, Settings, and your account menu (theme, language, active department, and sign out). |
Sign in with your Cognizy account to save your progress.
Sign in