How is the Agent Studio workspace laid out?#
The sidebar picks the module and the module's tabs pick the tool inside it. GoHighLevel users will recognize the two-level model. The groups run agency-first, then the CRM, then the studio where you build agents.
| Group | Items | Use it to |
|---|---|---|
| Agency | Clients, Sub-accounts, Prospecting, SEO projects | Find, win and run client accounts |
| Customers | Dashboard, Conversations, Calendars, Contacts, Pipelines, Payments, Documents, Phone line | Talk to customers, book them, close them and get paid |
| Grow | Automations, Marketing, Sites & forms, Memberships, Reputation, Reporting | Bring in more leads, reviews and repeat business |
| Build | Agents, Runs, Connections, AI companies | Build agents, watch every run and connect your apps |
| Earn | Portfolio, Agent commerce, Resources | Publish agents and track what they earn |
Where are the settings in Agent Studio?#
Settings is a menu at the foot of the sidebar, not a page. Open it to reach every account-level control.
| Entry | What you set there |
|---|---|
| CRM settings | Business details, custom fields and how the CRM behaves |
| Phone numbers | Local and toll-free numbers, call flows and the Voice AI agent |
| Team | Invite Admins and Users and choose what each one sees |
| Your plan | A sub-account's plan, shown inside client accounts that have one |
| Billing | Your credit balance, top-ups and every charge |
| Payment settings | How you take card payments from your customers |
| Agency identity | Your agency's name and brand on client work |
| Connections | The apps and accounts your agents use |
How do I jump to any page fast?#
Press Cmd+K on a Mac or Ctrl+K on Windows to open the command palette, type a few letters of the page you want and press Enter. The palette reads the same table as the sidebar, so anything you can see you can jump to.
What changes when I open a client's account?#
Inside a client's sub-account the sidebar switches to client view and shows that account's Customers and Grow modules, the way GoHighLevel's sub-account menu does. Your agency tools return when you switch back to your own account. Team members and agency staff see the client view on every page, scoped by the role you gave them.
Where do I see my credit and spend?#
The credit chip keeps your balance in view on every page. Open Credit to see the balance, top up, read Recent activity line by line and check what each action costs.
Take the five-minute tour
Step 1: Open your CRM dashboard
See today's leads, deals and conversations at a glance.Open Dashboard
Next, read the CRM overview to see how contacts, deals and conversations connect, and decide who sees what in team roles.