A Tour of the Omnifox Interface: the Rail, the Modules, and the Workspace Drawer
Get familiar with the narrow icon sidebar (the rail), its main modules, and the Workspace panel where advanced settings live.
The first time you log into Omnifox, most of your day-to-day work happens around a narrow strip of icons on the left edge of the screen — the rail. From there you jump between modules (Conversations, Contacts, CRM, and more) and reach the workspace's advanced settings without ever losing sight of your inbox.
What lives on the rail
- Conversations: your omnichannel inbox (WhatsApp, Instagram, Messenger, Webchat, calls).
- Team: internal chat and mentions with your teammates.
- Contacts: the database of people and companies you talk to.
- CRM and Projects: kanban-style boards for sales and task management.
- Calendar and My Tasks: your personal agenda inside Omnifox.
- Reports: service and team performance metrics.
- Billing: your plan, usage, and payment method.
- Settings: your personal profile and preferences.
- Workspace: the icon that opens the advanced configuration panel — it's not a module itself, it's the door to everything else.
Using the Workspace drawer
- Hover (or tap, on mobile) over the Workspace icon at the bottom of the rail.
- A side panel slides out with grouped sections: Channels, IVRs, Callback Queue, Workflows, AI Agents, Knowledge Base, Quick Replies, Media Library, Webhooks, API Keys, Integrations, Members, Teams, Schedules, Custom Fields, SLA Policies, and General Settings.
- Click the section you need; the drawer closes on its own once you move away or navigate elsewhere.
Example
You need to connect a new WhatsApp number. Open Workspace → Channels, create the channel, and click back to Conversations on the rail — you never lost sight of your inbox.
Tips
- The active icon is highlighted with the accent color so you always know which module you're in.
- While inside a Workspace section, the rail highlights "Workspace" instead of a loose icon, so you don't get confused about where you are.
Troubleshooting
If some modules are missing (CRM or Projects, for example), that's expected — they depend on your role in the workspace. Ask an administrator to check your permissions under Workspace → Members.
Related articles
-
Getting started with Omnifox
Create your account, set up your first workspace, invite your team, and connect your first channel in minutes.
-
Set up your workspace and profile
Take your first steps in Omnifox: complete your workspace, your profile and your key business information.
-
Invite your team and assign roles
Bring your colleagues into Omnifox and assign roles so each person sees and does exactly what they should.
-
Omnifox glossary: key terms worth knowing
A quick glossary of the most-used concepts in Omnifox so you understand the platform from day one.
-
Create an Omnifox account (email and password)
Sign up for Omnifox with your email and password in a couple of minutes and start your 14-day free trial.