For the complete documentation index, see llms.txt. This page is also available as markdown.
Finding your way around
Learn Convia's layout, including the header, the launcher at the bottom left, the sidebar, episode pages and the controls you see on most pages.
On this page
Convia Pro's layout has four parts you use every day: the header across the top, the launcher at the bottom left, the sidebar, and the page itself. This page explains each one, where every area lives, and the controls you'll see on most pages.
The header
From left to right, the header holds:
- The Convia logo, which takes you to your Dashboard.
- Your show's name. If you belong to more than one workspace it has a down arrow; click it to switch. See Workspaces, teams & roles.
- The trial badge, during a free trial, showing the days left. Click it to open Billing.
- New (the plus button), with New Episode, New Post, New Article and New Campaign.
- The notifications bell. Notifications about comments that mention you open your My Mentions page.
- Your avatar menu, with your plan, your AI credit balance, Top up credits and My Tasks.
What you see depends on your role. Viewers don't get the New button, and only owners and managers see the trial badge, the plan and Top up credits.
The launcher
The launcher is the button at the bottom left showing your workspace name and the email you're signed in with. Click it to open a menu of every area:
| Launcher section | What's in it |
|---|---|
| Across the top | Dashboard, Calendar, Campaigns and Analytics |
| My Content | Episodes, Clips Library, Posts, Articles and Media Library |
| In Motion | Ideas, Scripts, Content Lab, Content Automations and Trend Monitor, which also holds Feed Manager |
| Show | Brand Brain, Collaboration (Hosts and Guests) and Social Channels |
| Workspace | Integrations, Settings and Billing |
| Support | Report Bugs, What's New, Help & Guide, and Getting Started if the setup card has been hidden |
| Account | My Account, View My Appearances if you've been a guest on a show, and Sign Out |
Entries depend on your role and plan. Content Automations, Social Channels, Integrations, Settings and Billing appear for owners and managers. A page your plan doesn't include is either hidden or, like Analytics, shows a lock with a View plans button.
Brand Brain, Collaboration, Integrations and Settings each open a page listing what's inside them. For example, Settings lists Members, Client Portal, Publishing, Publishing history, Workflow & Tasks, AI Settings and Trash, and Integrations lists your connected services, such as OpusClip, Descript, ElevenLabs, HeyGen, Website analytics, RSS Feed and MCP Connections.
The sidebar
The sidebar shows the pages of the area you're in. Open Episodes and it lists the My Content pages. Open Voice & Tone and it lists Brand Brain's pages under Voice & Tone, Templates and Prompts. On the Dashboard it lists Dashboard, Calendar, My Tasks, Campaigns and Analytics.
Two links stay at the bottom of the sidebar on every page:
- Approvals, with a live count of items that need attention, opens the Approval Queue. See Approval & review.
- Refer and Earn. See Refer and earn.
On a tablet, the sidebar collapses to a rail of icons.
Where things moved
Help topics and some guides name five tabs: Home, Content, Planning, Brand Brain and Settings. The page names haven't changed, so Settings → Publishing or Voice & Tone still mean the same pages. Here's where each older area is now:
| Older name | Where it is now |
|---|---|
| Home | Dashboard, Calendar, Campaigns and Analytics across the top of the launcher. Approval Queue is Approvals at the bottom of the sidebar, and My Tasks is in your avatar menu |
| Content | My Content in the launcher. Tags & Hashtags and Text Snippets moved into Brand Brain |
| Planning | In Motion in the launcher |
| Brand Brain → Social Channels | Social Channels, its own entry under Show in the launcher |
| Brand Brain → Hosts, Guests (My Network) | Collaboration → Hosts and Collaboration → Guests, under Show |
| Brand Brain → RSS Feed | Integrations → RSS Feed, under Workspace in the launcher |
| Settings → OpusClip, Descript, Website analytics, MCP Connections | Integrations, under Workspace in the launcher |
| Settings → Billing | Billing, under Workspace in the launcher |
| Content → Trash | Settings → Trash |
| Settings → Refer and Earn | Refer and Earn at the bottom of the sidebar |
The Dashboard
The Dashboard is your starting page. It shows:
- Getting started, the setup milestones card, for owners and managers until setup is done. See Quickstart.
- Channel consistency, with every connected channel across the last week, today and the next two weeks, and a state for each such as Healthy, Slowing, No queue or Dormant. It measures against your publishing cadence or your Autopilot setup where you have one. Hover or click a day with posts to see them and open one.
- Recent content and quick stats.
Episode pages
An episode has its own sidebar listing its pages, in this order:
| Page | What it holds |
|---|---|
| Overview | Title, description, guests and status |
| Episode Prep | Planning before you record |
| Recording | Original recording, final edit and audio, with upload and Descript actions |
| Clips | The episode's clips and the Add clips menu |
| Images | The Thumbnail Studio launcher |
| Transcript | The episode transcript |
| Insights | Themes, takeaways and tags |
| Distribution | YouTube details, podcast description, chapter markers and thumbnail selection |
| Social Content | Articles, posts and campaigns linked to the episode |
| Analytics | Performance of the episode's published posts across platforms |
The header above every episode page carries Magic Repurpose, Notify Guests and Comments. See Episodes & clips.
Common interface patterns
Status badges
Badges are color-coded by status:
| Color | Status |
|---|---|
| Blue | Draft |
| Yellow | Pending Approval |
| Green | Scheduled or Active |
| Dark green | Published or Complete |
| Red | Failed or Error |
Lists, filters and search
Most content lists offer a Grid view of cards and a Table view of compact rows; toggle them with the icons at the top right of the list. Use the status and platform filters to narrow a list, sort by date, and search by title or description.
Side panels
Many pages have side panels: Comments for team discussion and, on an article, Version History for its earlier versions and Related Content (open it with Repurpose → View Related Content) for the posts made from it. An idea lists what was made from it under Content Created.
Modals and detail pages
Posts open in a modal for quick editing. Close one with the X at the top right; Convia asks before discarding unsaved changes. Articles and episodes open as full pages.
Times and time zones
Every time in Convia shows in your workspace's time zone, not your computer's, with a small badge such as EDT beside it. Set the time zone in Settings → Publishing. See Calendar & scheduling.
Open several pages at once
Cmd-click or Ctrl-click an item in the sidebar or a menu to open it in a new browser tab. Each tab keeps its own workspace.
Help inside Convia
Open the launcher and look under Support:
- Help & Guide opens a help panel you can search.
- What's New lists recent releases by date.
- Report Bugs opens Reports & Feedback, where you can send a bug report, a feature request or feedback.
See Get support for every way to get help.
On a phone
Convia is built for a desktop browser. On a phone-sized screen, workspaces with the mobile view switched on get a smaller app for approving posts, capturing ideas and creating posts. Other workspaces see Mobile is coming soon and are asked to use a desktop browser, with the option to try a different workspace.
Related
- Workspaces, teams & roles: switch workspaces and see what each role can open.
- Quickstart: the setup milestones on your Dashboard.
- Episodes & clips: everything on an episode's pages.
- Get support: Help, bug reports and the status page.