Navigating Enydea: menu, accounts, notifications and help
Before you start
Sign in first. See Sign in and manage your account.
The screen at a glance
After you sign in, the screen has four parts:
- A left menu with the areas of the product, the Current Account selector, and a footer with your name and a row of icons.
- The menu icon at the top left and the notifications bell at the top right.
- The main area, which shows the screen you opened.
- A round AI button at the bottom right.
On a wide window (1200 pixels or more) the left menu opens by itself. On a narrower window, click the menu icon at the top left to open it. The close icon inside the menu closes it. On a phone the screen is arranged differently; see On a phone below.
The left menu
The menu has these items, in this order. The first three stand on their own. The others are grouped under the headings Sales & CRM (Relations to Scheduling), Marketing (Mailings to Landing Pages) and Content (Visualization and Files).
| Menu item | What it opens | More |
|---|---|---|
| Dashboard | Widgets with your key numbers | Dashboard |
| Action Items | E-mail, tasks, form submissions, draft mailings, chat messages and CRM follow-ups | Action Items |
| AI Agents | AI tasks that run on a schedule | AI assistant and agents |
| Relations | Your CRM | Relations and CRM |
| Leadfinder | Market research and lead discovery | Leadfinder |
| Mailbox | Your connected inbox | Mailbox |
| Chats | Website chat widget and chat rooms | Chat widget |
| Scheduling | Booking links | Scheduling and booking links |
| Mailings | Templates, campaigns and mailing lists | Mailings and campaigns |
| Social Media | Posts, analytics and WhatsApp Business | Social media and WhatsApp |
| Advertising | Google Ads and budgets | Google Ads and advertising |
| Forms | Forms and form entries | Forms |
| Landing Pages | Public pages for your outreach | Landing pages |
| Visualization | Scene Creator, Video Editor and Image Editor | Image and video studio |
| Files | Media library of the selected relation | Files and media library |
Settings is not in the list. It is the gear icon in the footer of the menu. See Settings reference.
The Current Account selector
Under the menu items you find the field Current Account, with the hint Select Relation. It sets the marketing relation you work in. A marketing relation is a relation in your CRM that has the Marketing Relation box ticked. Several areas keep their data per marketing relation, such as connected social accounts, mailings, forms and files. They need to know which one you mean.
If none is selected, you see a message instead of the screen:
| Area | What you see without a selection |
|---|---|
| Mailings | Please select Relation |
| Social Media | No Relation Selected |
| Files | Please select a relation first |
| Forms | Please select a relation first, when you create a form |
| Visualization | An empty page |
To choose a marketing relation:
- Click Current Account.
- Type part of the name, or scroll the list.
- Click the relation.
The list shows only marketing relations. During sign-up Enydea creates a relation with your company name, marks it as a marketing relation, and selects it for you. A newly invited team member can start with an empty field and must pick one.
To add another marketing relation:
- Open Relations and select the relation.
- Tick Marketing Relation.
Only company admins can tick this box. Your subscription limits how many marketing relations you can have. When the limit is reached, the message Too many marketing relations appears and the box stays unticked. See Plans and billing.
Notifications
The bell at the top right shows a badge with the number of unread notifications. New ones arrive while you work.
- Click the bell. A panel titled Notifications opens, newest first. Each row shows what happened, for example
New entry on "Contact", a short recap such as the values a visitor filled in, and the type and time, for exampleForm entry · 5 min ago. - Click a row to open the item itself. The notification is marked read and leaves the list.
- To mark one read without opening it, click its tick (Mark as read). The X (Delete) deletes it. Mark all read at the top marks the whole list read.
Where a click takes you:
| Notification | Opens |
|---|---|
| Form entry, also from a landing page | Forms, with that entry open from Form entries |
| Chat | Chats, with that chat room open |
| File, for example a finished video | The relation's Files tab |
| LeadFinder | Leadfinder |
| Mailing | Mailings |
Some older form notifications do not name their entry. They open the entry submitted within five minutes of the notification, if there is one. If the form was deleted, That form is no longer available appears.
The list shows unread notifications only. Read ones stay listed under Settings -> System Logs -> Log Messages until you delete them. To choose which kinds of notifications you also get by push or e-mail, open Settings -> Account -> Notifications. The link in such a push message or e-mail opens the same item as a click in the bell.
The AI button
The AI button at the bottom right opens the Enydea AI assistant on any screen. On a phone it is the Enydea logo at the right of the top bar. The panel carries a BETA badge and has a chat mode and an agent mode. See AI assistant and agents.
Help
The question-mark icon in the menu footer has the tooltip Start Tour. It starts a short intro with two steps. It is not a walkthrough of the product. The intro also starts by itself when you sign in, until you skip it. Enydea has no other help centre inside the app. This documentation is the manual.
Theme, account and sign-out icons
The footer of the menu also holds these icons:
- Settings, the gear icon.
- Toggle to dark theme or Toggle to bright theme. See Sign in and manage your account.
- Switch Account, shown when two or more accounts have signed in on this browser.
- Log out.
On a phone
Enydea works in the web browser of a phone. Open https://app.enydea.com/login and sign in as you do on a computer; there is nothing to install. On a screen narrower than 768 pixels:
- A bar at the top holds the menu icon, the name of the area you are in, the notifications bell and the AI button.
- The menu slides over the page. It closes when you pick an item or tap beside it.
- Dialogs fill the width of the screen when you hold the phone upright.
- Screens with a list and a detail show one at a time. Tap an item to open it and the back arrow at the top to return to the list. This works in Relations (also on its Calls/Messages, Contact Person and Opportunities tabs) and in Mailings -> Campaigns.
- On screens such as Relations, Mailings and Settings the tabs show only their icons.
The drag-and-drop editors need a larger screen. On a phone Mailings opens on Campaigns, and the Template Editor shows a note that it works best on a computer or tablet. Use a computer or tablet for the mail template editor and for Visualization.
Language
Choose the language in Settings -> Account. Every screen is available in English, Dutch, German and French.
Pages that need no sign-in
Some pages are for people outside your team. They show no left menu.
| Page | Who sees it |
|---|---|
| Sign-in, create account and reset password | Anyone |
| Team invitation | The person you invite, from the e-mail link |
| Contract signing | Your customer, from the link in the signing e-mail |
| Booking page | Your customer, from your booking link |
| Shared video | Anyone you give the share link to |
Landing pages, with an address that contains /p/ | Visitors you send there |