# Navigating Enydea: menu, accounts, notifications and help

> Find your way around Enydea: the left menu, the Current Account selector, notifications, the AI button, help, theme and the pages customers see.

Source: https://enydea.com/en/documentation/navigating-enydea · Last updated 2026-10-02

## Before you start

Sign in first. See [Sign in and manage your account](https://enydea.com/en/documentation/sign-in-and-account.md).

## 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.

## The left menu

The menu has these items, in this order:

| Menu item | What it opens | More |
|---|---|---|
| **Dashboard** | Widgets with your key numbers | [Dashboard](https://enydea.com/en/documentation/dashboard.md) |
| **Action Items** | E-mail, tasks, form submissions, draft mailings, chat messages and CRM follow-ups | [Action Items](https://enydea.com/en/documentation/action-items.md) |
| **AI Agents** | AI tasks that run on a schedule | [AI assistant and agents](https://enydea.com/en/documentation/ai-assistant-and-agents.md) |
| **Relations** | Your CRM | [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md) |
| **Visualization** | Scene Creator, Video Editor and Image Editor | [Image and video studio](https://enydea.com/en/documentation/image-and-video-studio.md) |
| **Social Media** | Posts, analytics and WhatsApp Business | [Social media and WhatsApp](https://enydea.com/en/documentation/social-media-and-whatsapp.md) |
| **Advertising** | Google Ads and budgets | [Google Ads and advertising](https://enydea.com/en/documentation/google-ads-and-advertising.md) |
| **Leadfinder** | Market research and lead discovery | [Leadfinder](https://enydea.com/en/documentation/leadfinder.md) |
| **Mailbox** | Your connected inbox | [Mailbox](https://enydea.com/en/documentation/mailbox.md) |
| **Scheduling** | Booking links | [Scheduling and booking links](https://enydea.com/en/documentation/scheduling-and-booking-links.md) |
| **Mailings** | Templates, campaigns and mailing lists | [Mailings and campaigns](https://enydea.com/en/documentation/mailings-and-campaigns.md) |
| **Forms** | Forms and form entries | [Forms](https://enydea.com/en/documentation/forms.md) |
| **Landing Pages** | Public pages for your outreach | [Landing pages](https://enydea.com/en/documentation/landing-pages.md) |
| **Chats** | Website chat widget and chat rooms | [Chat widget](https://enydea.com/en/documentation/chat-widget.md) |
| **Files** | Media library of the selected relation | [Files and media library](https://enydea.com/en/documentation/files-and-media-library.md) |

**Settings** is not in the list. It is the gear icon in the footer of the menu. See [Settings reference](https://enydea.com/en/documentation/settings-reference.md).

## 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:**

1. Click **Current Account**.
2. Type part of the name, or scroll the list.
3. 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:**

1. Open **Relations** and select the relation.
2. 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 **To many Marketing Relations** appears and the box stays unticked. See [Plans and billing](https://enydea.com/en/documentation/plans-and-billing.md).

## Notifications

The bell at the top right shows a badge with the number of unread messages. New messages arrive while you work.

1. Click the bell. A panel titled **System Messages** opens.
2. Click a message to see its details. **Log Type** shows what kind of message it is: **Chat Message**, **Form Submission**, **Email**, **Video**, **Channel Update** or **Relation Update**.
3. In the details, click **Mark as Read** to remove it from the list, or **Navigate** to open the related screen. **Navigate** is shown only for messages that have somewhere to go.
4. Click the **X** on a row to delete the message.

The list shows unread messages only. To choose which kinds of messages you receive, and whether you also get push or e-mail notifications, open **Settings** -> **Account** -> **Notifications**.

## The AI button

The **AI** button at the bottom right opens the Enydea AI assistant on any screen. The panel carries a **BETA** badge and has a chat mode and an agent mode. See [AI assistant and agents](https://enydea.com/en/documentation/ai-assistant-and-agents.md).

## 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](https://enydea.com/en/documentation/sign-in-and-account.md).
- **Switch Account**, shown when two or more accounts have signed in on this browser.
- **Log out**.

## Language

Choose the language in **Settings** -> **Account**. Some screens stay in English in every language: Social Media, Google Ads, Action Items, Chats, Files and AI Agents, and parts of Leadfinder, Mailbox and Advertising.

## 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 |

## Related

- [Team and roles](https://enydea.com/en/documentation/team-and-roles.md)
- [Settings reference](https://enydea.com/en/documentation/settings-reference.md)
- [Glossary](https://enydea.com/en/documentation/glossary.md)