# Navigate your dashboard

> A tour of the Home overview and the Caramel sidebar.

When you open a business, you land on **Home** — your overview of how the business is performing and what to do next. The sidebar on the left gives you access to every area of Caramel.

<!-- screenshot: the full dashboard showing the sidebar on the left and the Home overview on the right -->

## Home

**Home** shows a real-time snapshot of your business. What you see depends on how far along your setup is:

- **During setup** — the **Getting Started** checklist appears (see [Onboarding checklist](onboarding-checklist)) alongside key performance indicators (KPIs).
- **After setup** — KPIs, your most recent marketing activity, top automations, and next best actions to grow engagement.

The KPI cards at the top cover metrics like total customers, recent form submissions, and active campaigns. Exact cards shown depend on which features are active.

> **Note** The Home view is visible to Owners and Managers only. Employees see a limited view.

## Sidebar navigation

The sidebar collapses to icons — click the **panel** icon at the top of the sidebar to toggle it.

| Section | What it's for | Route |
|---|---|---|
| **Home** | Overview, KPIs, and next best actions | `/business/:id?tab=home` |
| **AI Agent** | AI-generated campaign suggestions and the template library | `/business/:id/marketing/ai-generator` |
| **Omnichannel** | Marketing analytics, journeys, segments, broadcasts, templates, and WhatsApp Flows | `/business/:id/marketing` |
| **Customers** | Your unified customer list and segments | `/business/:id/customers` |
| **Concierge** | Signature Concierge conversational AI (premium) | `/business/:id/concierge` |
| **Forms** | Forms builder, analytics, and submissions | `/business/:id/forms` |
| **Integrations** | Connect third-party tools | `/business/:id/integrations` |
| **Settings** | Business profile, branding, payments, team, and more | `?tab=settings` |

### AI Agent sub-pages

| Sub-page | What it's for |
|---|---|
| **Campaigns** | Generate and manage AI campaign drafts |
| **Template Library** | Browse and deploy pre-built campaign templates |

### Omnichannel sub-pages

| Sub-page | What it's for |
|---|---|
| **Analytics** | Marketing performance metrics |
| **Journeys** | Ongoing automated campaign sequences |
| **Segments** | Customer groups for targeting |
| **Broadcasts** | One-time sends to a segment |
| **Templates** | Reusable email, SMS, and other message templates |
| **WhatsApp Flows** | Interactive WhatsApp message templates |

### Forms sub-pages

| Sub-page | What it's for |
|---|---|
| **Forms** | Build and manage your forms |
| **Analytics** | Submission trends and conversion data |
| **Submissions** | View individual form responses |

## Plan and access indicators

Some sidebar items show a lock icon or a **Premium** badge when a feature requires an upgrade or special access. Click a locked item to see upgrade options or request access.

> **Tip** Click **All businesses** (the back arrow at the top of the sidebar) to switch between workspaces or create a new one.

## Help and support

At the bottom of the sidebar, the **Help Center** section links directly to this documentation and to the support email (`support@caramelme.com`).

## Next steps

- [Choose a plan](choose-a-plan)
- [Invite your team](invite-your-team)
- [Onboarding checklist](onboarding-checklist)