# 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

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](https://docs.conviapro.com/docs/workspaces-and-teams.md).
- **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](https://docs.conviapro.com/docs/approval-and-review.md).
- **Refer and Earn**. See [Refer and earn](https://docs.conviapro.com/docs/refer-and-earn.md).

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](https://docs.conviapro.com/docs/quickstart.md#the-getting-started-card).
- **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](https://docs.conviapro.com/docs/episodes-and-clips.md).

## 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](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

### 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](https://docs.conviapro.com/docs/get-support.md) 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](https://docs.conviapro.com/docs/workspaces-and-teams.md): switch workspaces and see what each role can open.
- [Quickstart](https://docs.conviapro.com/docs/quickstart.md): the setup milestones on your Dashboard.
- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): everything on an episode's pages.
- [Get support](https://docs.conviapro.com/docs/get-support.md): Help, bug reports and the status page.

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Source: https://docs.conviapro.com/docs/navigating-convia · Section: Getting started · Last updated: 2026-10-03