Navigating the Console
The Kaily console has two levels of navigation: a global navigation bar always visible on the left, and a per-agent sidebar that appears when you open a specific agent.
Global navigation bar
The narrow dark strip on the far left is the global navigation bar. It is always visible no matter what page you're on.
| Icon | Section | Where it goes |
|---|---|---|
| Home | Dashboard | Your organization's main dashboard |
| Agents | Agent listing | All your AI Agents (/accounts/:orgId/cp) |
| Insights | Analytics | Organization-level usage analytics |
| Helpdesk | Helpdesk | Threads and Contacts |
Click Agents to open the agent listing and manage your AI Agents.
Agent listing
The agent listing shows all AI Agents in your organization as a table. Each row shows:
| Column | Description |
|---|---|
| Agent Name | Avatar and name of the agent |
| Created by | Who created the agent |
| Last Modified By | Who last updated the agent |
| No. of knowledge bases | Count of attached knowledge bases |
| Deployment | Icons for the channels the agent is deployed on |
| Action | Status toggle and a context menu for renaming or deleting |
From the listing you can:
- Search agents by name using the search bar.
- Filter by status using the status dropdown.
- Click an agent row to open it and start configuring it.
- Create a new agent — click Create AI Agent in the top-right corner (visible to Admin and Owner roles).
In-agent sidebar
When you click an agent card, the console opens that agent and shows the in-agent sidebar on the left. This sidebar is the primary way to navigate between an agent's features.
Available tabs
| Tab | Description | Roles |
|---|---|---|
| Overview | AI Architecture canvas — interactive bird's-eye view of the agent | Admin, Owner, Advisor |
| Dashboard | Usage metrics and analytics for this agent | All |
| Insights | Conversation insights and intent analysis | All |
| Configuration | Agent settings (Basic Info, Appearance, Welcome, Memory, Voice, Video, Data Collection, Human Handoff) | Admin, Owner, Advisor |
| Inbox | Live and historical conversations (Conversations, Data Collection, Traces) | All |
| Knowledge Base | Knowledge topics and data sources for this agent | Admin, Owner, Advisor |
| Deploy | Deployment channels (web widget, WhatsApp, Slack, etc.) | Admin, Owner, Advisor |
| Actions | AI actions — workflows, MCP, marketplace, skills, sub-agents | Admin, Owner, Advisor |
| Integrations | Third-party integrations for this agent | Admin, Owner, Advisor |
Tabs marked Admin/Owner/Advisor are hidden for Member and Support roles. The tabs that appear depend on the role assigned to your account in this organization.
Configuration sub-menu
The Configuration tab expands to show sub-sections:
- Basic Info
- Appearance
- Welcome Settings
- Agent Memory
- Voice
- Video
- Data Collection
- Human Handoff
Click the tab to expand the sub-menu, then click any section to navigate directly to it.
Inbox sub-menu
The Inbox tab expands to show:
- Conversations
- Data Collection
- Traces (Admin and Owner only)
Collapsing the sidebar
Click the circular collapse toggle button (positioned at the right edge of the sidebar) to collapse the sidebar to icons-only mode (56 px wide). This gives more horizontal space to the main content area. Click it again to expand back to the full 224 px width with labels.
When collapsed:
- Each tab still shows its icon.
- Hovering over an icon shows a tooltip with the tab name.
- Clicking a tab with a sub-menu automatically expands the sidebar before opening the sub-menu.
Returning to the agent listing
Click the exit button (the arrow icon at the top of the sidebar) to leave the current agent and return to the agent listing. The agent name and icon are shown next to the exit button so you always know which agent you are working in.