Navigating Sophie

Sophie is organized around a simple left-hand menu. Each section has a clear purpose. This guide explains what each one does.

The left-hand menu

You'll find the main menu on the left side of the screen. Here's what you'll see:

Dashboard

Your home base. The dashboard shows a summary of what's happening today — client activity, upcoming meetings, and suggestions from Sophie about what to focus on next.

Clients

Your client list. Here you can view, search, and manage all of your clients in one place. You can also import new clients from a spreadsheet — see Uploading your client list.

Conversations

Where you chat with Sophie. Ask questions, request summaries, and get help with everyday tasks. See Asking Sophie questions for tips.

Connectors

Where Sophie connects to your other tools. Connectors let Sophie securely pull in information from your CRM, calendar, and document storage so you don't have to switch between apps. See Understanding connectors.

Settings

Account and team settings. Here you can update your profile, manage your team, invite new users, and adjust preferences. See Inviting team members.

Tips for getting around

• Use the search bar at the top to find clients, conversations, or settings quickly.
• Click your profile picture (top-right) to sign out, switch settings, or view keyboard shortcuts.
• The chat icon in the bottom corner opens a quick message to our support team — see Getting support.

What's next

• Start a conversation: Asking Sophie questions
• Add your clients: Uploading your client list
• Connect your tools: Understanding connectors