--- title: Layout & navigation: Guide in the XOS Help Center description: The sidebar on the left stays with you on every page. At the top you find the XOS logo, the bell for notifications and an arrow that collapses the bar. url: https://xos.prozessx.com/en/help/layout-navigation/ --- [Help](https://xos.prozessx.com/en/help/) / Getting started All topics Getting started [What is XOS](https://xos.prozessx.com/en/help/what-is-xos/)[Login & initial setup](https://xos.prozessx.com/en/help/sign-in-setup/)[Layout & navigation](https://xos.prozessx.com/en/help/layout-navigation/) Chat & agents [Chat & sessions](https://xos.prozessx.com/en/help/chat-sessions/)[Model choice, dictation & canvas](https://xos.prozessx.com/en/help/chat-tools/)[Plan mode, web & deep research](https://xos.prozessx.com/en/help/plan-research/)[Agents, supervisor & specialists](https://xos.prozessx.com/en/help/agents-supervisor/)[Confirmations for critical actions](https://xos.prozessx.com/en/help/confirmations/) Automation [Building workflows](https://xos.prozessx.com/en/help/workflows/) Connectors [Connect connectors](https://xos.prozessx.com/en/help/connecting-connectors/)[Permissions & approvals](https://xos.prozessx.com/en/help/connector-permissions/)[Available connectors](https://xos.prozessx.com/en/help/connector-list/)[Connect external assistants](https://xos.prozessx.com/en/help/external-assistants/) Workspace & files [Knowledge base](https://xos.prozessx.com/en/help/knowledge-base/)[Workplaces](https://xos.prozessx.com/en/help/workplaces/)[Create documents (PPTX, Word, PDF)](https://xos.prozessx.com/en/help/documents/) Communication & tasks [Inbox](https://xos.prozessx.com/en/help/inbox/)[Activity & history](https://xos.prozessx.com/en/help/activity/)[Team chat](https://xos.prozessx.com/en/help/team-chat/)[Meetings](https://xos.prozessx.com/en/help/meetings/)[Tickets](https://xos.prozessx.com/en/help/tickets/)[Social Media](https://xos.prozessx.com/en/help/social-media/) Daily Work [Tasks](https://xos.prozessx.com/en/help/tasks/)[Projects](https://xos.prozessx.com/en/help/projects/)[Emails](https://xos.prozessx.com/en/help/emails/)[Telephony](https://xos.prozessx.com/en/help/telephony/) Merchandise management (ERP) [Overview](https://xos.prozessx.com/en/help/erp-overview/) CRM & sales [CRM](https://xos.prozessx.com/en/help/crm/)[Sales Hub](https://xos.prozessx.com/en/help/sales-hub/) HR & marketing [HR Hub](https://xos.prozessx.com/en/help/hr-hub/)[Marketing Hub](https://xos.prozessx.com/en/help/marketing-hub/) Account & team [Profile & password](https://xos.prozessx.com/en/help/profile-password/)[Invite & manage your team](https://xos.prozessx.com/en/help/manage-team/)[Organization & settings](https://xos.prozessx.com/en/help/organization/)[Usage, plans & billing](https://xos.prozessx.com/en/help/usage-billing/) FAQ [Frequently asked questions (FAQ)](https://xos.prozessx.com/en/help/faq/) Support & status [Known limitations & contact](https://xos.prozessx.com/en/help/limitations-contact/) # Layout & navigation [Go to the dashboard](https://xos.prozessx.com/workspace/) ## The sidebar at a glance The sidebar on the left accompanies you on every page. At the top are the XOS logo, the bell for notifications and an arrow that collapses the sidebar into a narrow icon column. Below that, a card shows your organization and your user name. - Dashboard : your customizable home page. - Chat : starts a new conversation. If you are already in the [chat](https://xos.prozessx.com/workspace/chat), a click resets the input field. - Inbox : messages and open questions in the [Inbox](https://xos.prozessx.com/workspace/inbox). A number next to the entry shows what is still open. Below are the collapsible groups. You expand what you need, and the rest stays closed. - Core features (Kernfunktionen) : [Workflows](https://xos.prozessx.com/workspace/modules/workflows), [Connectors (Connectoren)](https://xos.prozessx.com/workspace/agents), [Agents (Agenten)](https://xos.prozessx.com/workspace/agenten-verwaltung). - Daily Work : Tasks (Aufgaben), Projects (Projekte), Emails (E-Mails), [Team Chat](https://xos.prozessx.com/workspace/modules/team-chat), Telephony (Telefonie), [Meetings](https://xos.prozessx.com/workspace/modules/meetings). - Knowledge (Wissen) : [Workplaces](https://xos.prozessx.com/workspace/modules/workplaces) and [Organization knowledge (Organisationswissen)](https://xos.prozessx.com/workspace/modules/work-drives). - ERP : Overview (Übersicht), Product Catalog (Produktkatalog), Customers (Kunden), Warehouse (Lager), Purchasing (Einkauf), Sales Orders (Verkauf), Recurring Contracts (Wiederkehrende Verträge), Quotes & Invoices (Angebote & Rechnungen), Documents & Archive (Belege & Archiv), Accounting (Buchhaltung), Commission Statements (Provisionsabrechnung), Inventory (Inventar), Company Data (Firmendaten). - CRM : Dashboard, Contacts (Kontakte), Companies (Firmen), Deals, Pipeline, Lead Scoring. - Areas (Bereiche) : HR Hub, Sales Hub, Marketing Hub and Finance Hub, each with its own modules. The active entry is highlighted. Anything your organization has not booked stays visible, is grayed out and is labeled Not booked (Nicht gebucht) (for plan features From Pro (Ab Pro) ). A click shows you how to add it. Entries marked Soon (Bald) are announced but not yet available. A connected tool you have marked as a favorite appears as a shortcut in the navigation (four at most). A click opens the app in a new tab. On your phone it is the same navigation: at the top left, the menu icon opens a menu with New chat (Neuer Chat) , your recent chats and all groups. Settings, Help and Log out are at the bottom of the menu. ## The dashboard The Dashboard is your home page made of tiles (widgets) that you arrange freely. By default you see a greeting, Connector overview (Connector-Übersicht) , AI usage (KI-Nutzung) (usage this month against your quota), Agents , Recent activity (Letzte Aktivität) and Inbox . You can also add live tiles from your connected tools, such as open GitHub issues or recently edited Notion pages. Which ones are available depends on your connectors. - Click Customize (Anpassen) at the top right (marker 1). - Drag the tiles with your mouse into the order you want. - Remove: click ✕ on the widget. - New tile: open the catalog with Widget and choose one. Some ask for one more detail, such as the repository. - Click Save (Speichern) or discard with Cancel (Abbrechen) . Only Save (Speichern) keeps the new arrangement permanently. ## Your sessions in the sidebar Below the navigation, the sidebar lists your chat sessions, grouped into Today (Heute) , Last 7 days (Letzte 7 Tage) and Older (Älter) . The list scrolls on its own, and the navigation at the top stays visible. A click opens the session in the [chat](https://xos.prozessx.com/workspace/chat). When you hover over a session, a menu icon appears on the right with these entries: - Share (Teilen) : makes the session accessible to others (only for sessions not yet shared). - Rename (Umbenennen) : the name becomes editable in the list. Enter confirms, Escape cancels. - Delete (Löschen) : removes the session permanently. ## Switching organizations and the profile menu The card at the top shows your current organization. If you belong to several, it has an arrow on the right: a click opens the list, and after you choose, XOS reloads and you work in the new organization. You find the same Org switcher (Org-Umschalter) at the bottom above your user row. A click on your user row at the bottom left (profile picture or initials) opens the profile menu: - Settings (Einstellungen) : opens your settings window. - Help (Hilfe) : opens this Help Center in a new tab. - Log out (Abmelden) : logs you out and takes you back to the login. [PreviousLogin & initial setup](https://xos.prozessx.com/en/help/sign-in-setup/)[NextChat & sessions](https://xos.prozessx.com/en/help/chat-sessions/) On this page [The sidebar at a glance](#seitenleiste-ueberblick)[The dashboard](#dashboard)[Your sessions in the sidebar](#sessions)[Switching organizations and the profile menu](#org-profil)