Navigation

1. Complete URL Map

Core Sales Modules

Productivity & Tools

Expandable Tool Groups

Vibe Coder Apps

Community / Marketplace Apps

Other Key URLs

2. Sidebar Structure

The sidebar has two types of items:

Expandable Groups (have right_arrow_small icon)

Click the group name text to expand. Sub-items appear as links below. Groups are:

• CRM, Engage, Automate, Library, Analyze, Marketing, Prospect, Voice Agents
• Customer Success, Projects, Live Assist, Meeting Links, Sales Dialer
• E-Sign, Developer Tools, Support

Direct Links (have more_options icon or no arrow)

Click to navigate immediately:

• I Assistant, Dashboards, Forms, Process Design, Unibox, Vibe Coder
• Business Phone, AI Meeting Notetaker, Digital Employees, Developer Center
• Invoice Generator PRO, Data Enrichment, Meeting Router, Business Receptionist
• Mobile App, Landing Page, POS, Content Pilot, Num, Workbox HR
• Add Apps (at bottom) — opens the marketplace at /market

CRM Custom Objects

The CRM group may also contain workspace-specific custom objects (e.g., Funnel, Transactions, Branches, Partners, Brands). These appear as sub-items under CRM at /crm/<object_name>.

3. Global UI Elements

Search Bar ("Search SuperAGI")

• Located in top header bar
• Click to open — navigates to full-page search at /search
• Searches across ALL modules with tabbed results: All, Contacts, Companies, Leads, Deals
• Each tab shows a count of matching records
• Results display as table rows with entity-specific columns (e.g., Contacts show First Name, Last Name, Email, Phone, Company)
• Clicking a result navigates to that record's detail page

Notification Bell

• Top-right header, shows a red badge with unread count (e.g., "25")
• Click to open a dropdown panel titled "Notifications"
• Lists notifications with: icon, type (e.g., "Sequence reply received"), person name, timestamp
• Notifications come from sequences, outreach campaigns, CRM activity, etc.

User Avatar ("AK")

• Top-right corner, shows user initials
• Click to open dropdown with:
  • User info: initials + email (e.g., [email protected])
  • WORKSPACES: list of workspaces with checkmark on current one, option to switch, "Create New Workspace"
  • Billing Overview: shows remaining credits (e.g., "9,964,173 credits remaining")
  • Settings — navigates to /settings
  • What's New? — changelog/release notes
  • Talk to Onboarding Assistant
  • Talk to Sales Assistant
  • Refer a business
  • Logout

4. Settings Page (/settings)

Settings has its own left sidebar with two sections:

PERSONAL

WORKSPACE

5. Core Sales Workflow

The typical sales workflow in SuperAGI follows this sequence:

Step 1: Setup (one-time)

• Connect mailboxes: Settings → Personal Mailboxes (connect Gmail/Outlook for sending outreach)
• Connect LinkedIn: Settings → Personal LinkedIn
• Create value prop templates: Settings → Value Prop Templates (messaging used by AI SDR)
• Configure outreach settings: Settings → Email Campaign Settings

Step 2: Find Leads (Prospecting)

• Prospect → Prospect Leads (/prospect/find_leads): Use filters or AI search to find matching leads by role, company, industry, location, company size, etc.
• Prospect → Prospect Companies (/prospect/find_companies): Search for companies, then find contacts within them
• Prospect → Signals (/signals): Monitor intent signals — job changes, funding rounds, news mentions, website visits

Step 3: Enrich

• Auto-enrich email addresses when saving leads from Prospect
• Data Enrichment (/data_enrichments): Bulk enrich phone numbers, company data, and other fields

Step 4: Save to CRM

• Save prospects to a List (CRM → Lists at /list) for organized outreach
• Or save directly to CRM → Leads (/crm/leads)
• Prospects become Leads once saved to CRM

Step 5: Outreach (choose one approach)

• Cold Outreach (/cold-outreach): AI SDR handles prospecting + personalization + follow-ups at scale. Create a "Campaign" — the AI writes, sends, and follows up.
• Sequences (/sequences): Build manual multi-channel sequences with full control per step (email, LinkedIn, call, task). More hands-on than Cold Outreach.

Step 6: Track & Respond

• Unibox (/unibox): Unified inbox — see replies across all channels (email, LinkedIn) in one place
• Engage → Conversations (/conversations): Conversation threads
• Engage → Emails (/emails): Email-specific tracking
• Engage → LinkedIn (/linkedin/logs): LinkedIn activity logs
• Campaign dashboards (within Cold Outreach/Sequences): Track Outputs, Replies, Opens, Analytics

Step 7: Convert

• Move engaged leads to CRM → Deals (/crm/deals): Create deal records, manage through pipeline stages
• CRM → CRM Tasks (/tasks): Track follow-up tasks
• CRM → Contacts (/crm/contacts): Full contact records with activity history

Step 8: Analyze

• Analyze → Analytics (/analytics): Performance reports and dashboards
• Analyze → AI Analytics (/ai-analytics): AI-powered insights
• Dashboards (/dashboards): Custom dashboards

6. Feature Dependency Chain

What must be set up before what:

Settings → Personal Mailboxes     ──→  Cold Outreach / Sequences (email steps)
Settings → Personal LinkedIn      ──→  Sequences (LinkedIn steps), Engage → LinkedIn
Settings → Value Prop Templates   ──→  Cold Outreach (AI uses these for messaging)
Settings → Email Campaign Settings ──→ Cold Outreach / Marketing Campaigns

Prospect → Find Leads             ──→  Save to List or CRM Leads
CRM → Lists                       ──→  Cold Outreach / Sequences (select leads from list)
CRM → Leads                       ──→  Deals pipeline

Add Apps (/market)                 ──→  Some sidebar items only appear after enabling the app

Key dependencies:

1. You MUST connect at least one mailbox before creating email outreach campaigns
2. You MUST connect LinkedIn before using LinkedIn sequence steps
3. Value Prop Templates improve Cold Outreach AI quality but aren't strictly required
4. Some sidebar sections (e.g., Voice Agents, Support, E-Sign) require enabling via Add Apps (/market) first
5. CRM custom objects appear in sidebar only after creation in CRM settings

7. Terminology Glossary

8. How to Navigate

To reach a page by URL (fastest):

Navigate directly: browser_open https://sales.superagi.com<path> using the URL map above.

To reach an expandable sidebar section:

1. browser_snapshot to see the sidebar
2. Find the group with right_arrow_small icon (e.g., StaticText "Prospect")
3. The group text is NOT a link ref — use browser_eval to click it:

   browser_eval: (function(){ const spans = document.querySelectorAll('span'); for(const s of spans){ if(s.textContent.trim()==='Prospect') { s.click(); return 'expanded'; }} return 'not found'; })()
   

4. browser_snapshot again — sub-items now appear as link refs (e.g., link "Prospect Leads more_options" [ref=eNN])
5. Click the sub-item ref: browser_click @eNN

To reach a direct link in sidebar:

1. browser_snapshot — find the link ref (e.g., link "dashboards_icon Dashboards more_options" [ref=eNN])
2. browser_click @eNN

To reach Settings:

• Direct: browser_open https://sales.superagi.com/settings
• Or: click AK avatar → Settings

9. Key Gotchas

1. Sidebar group collapse: Expanding one group collapses the previously expanded group. If you expanded "Engage" then click "Prospect", Engage sub-items disappear.

2. Expandable groups are NOT link refs: They appear as generic elements with StaticText + right_arrow_small image, not as clickable link refs. You must use eval with JS click or click the text content directly.

3. Some sections need apps enabled first: Items like Voice Agents, E-Sign, Support (inbound agent), etc. may not appear or may show empty states until enabled via Add Apps (/market).

4. Settings page loads async: After navigating to /settings, the settings sidebar and content load asynchronously. Wait 1-2 seconds before snapshotting.

5. Refs become stale after navigation: After clicking a link that changes the page URL, all previously captured @eNN refs are invalid. Always re-snapshot after navigation.

6. Search navigates away: Clicking the "Search SuperAGI" bar and typing will navigate to /search — you leave the current page. Use browser back or direct URL to return.

7. Custom objects in CRM: The CRM section may contain workspace-specific custom objects (e.g., movies, test sources, Funnel). These are NOT standard — they vary by workspace.

8. URL inconsistency: Some URLs don't follow a consistent pattern — e.g., Lists is /list (not /crm/lists), CRM Tasks is /tasks (not /crm/tasks), Unibox is /unibox. Always use the URL map above.