Find your way around the workspace

This page is a map of the workspace: where the left navigation lives, what each section is for, and what sits in the top bar. Use it when you are new, or when you cannot find a section you expect.

What you see depends on your team’s permissions. Each section appears only when your team can view it, so your sidebar may have fewer items than a teammate’s. If a section named here is missing for you, see Why a navigation item is missing.

The left navigation

The sidebar runs down the left edge of every page. The first time you sign in it starts expanded with labels, so you can see what each icon means; click the panel toggle near the logo (or hover a collapsed sidebar) to switch between icons-only and labels. Once you have collapsed or expanded it yourself, that choice is remembered on every later visit.

From top to bottom, the main sections are:

1. Home - your starting dashboard. Quick access to your saved views, your Agent Training Center, your agents, and learning resources. See the Home dashboard below.
2. Agent Training Center - where you teach your agents about your business: verticals, persona cards, qualification criteria, value proposition, and industry terms. See Agent Training Center.
3. Agent Hub - your library of agents for qualification, research, account planning, plays, and roleplay training. See Agents.
4. Workflows - build, schedule, and run multi-step workflows that chain agents together, from either of the two builders described in Workflows. Shown when your team can view Automations; assembling or editing a workflow needs the Create workflows permission.
5. Accounts - the table of every company in your workspace, with filters, columns, and bulk actions. See Accounts and contacts.
6. Contacts - the table of every person in your workspace, with the same filtering and bulk actions as Accounts.
7. Report - the credit usage report: what your agents have spent, which agents spent it, and where your balance is heading. Shown when your team can view Report. See Read the credit usage report.

Lower down, separated from the main sections:

• Control tower - the live checklist of what your workspace still needs before the agents can do their job, with a button on each gap that takes you to the screen that fixes it. Admins always have it; everyone else sees it only when at least one failing check is theirs to clear. A coloured dot on the entry means something is wrong: red for a blocker, orange for warnings. See Check what your workspace still needs.
• Integrations - connect and manage your CRM and other systems. Shown when your team can view Integrations. See Integrations.
• Settings - manage your teams and people, custom fields, your Digital twin, and other workspace configuration. Shown when your team can view Settings. See Teams, roles, and permissions.
• Knowledge base - opens this documentation site in a new tab.

A support option may also appear here when help chat is switched on for your workspace.

Why your sidebar may differ

Your sidebar shows only the areas your team can view, so it may have fewer items than a teammate’s. A few entries are reserved for Evergrowth staff and are not part of a customer’s everyday navigation. If an area you expect is missing, see Why a navigation item is missing.

The account menu

Click your avatar and name at the bottom of the sidebar to open your account menu. Until you have set a photo the avatar shows your initial. Everyone sees:

• Profile settings - your name, what Eva calls you, your role, timezone, photo, and your own DISC profile. See Set up your profile.
• Notifications - your full notification history. See Manage notifications.
• Log out.

Evergrowth staff see additional internal entries in this menu.

The browser extension notice

If you use a desktop browser the extension can be installed in - Chrome, Edge, Brave, Opera, and other browsers built on Chrome - and the Evergrowth extension is not installed, a small notice may appear at the bottom left of the workspace: Stop switching tabs. Your agents follow you everywhere: LinkedIn, CRM, any website. Its button names your browser - Add to Chrome, Add to Edge, Add to Brave, or Add to Opera, or Get extension where the browser does not say which it is - and opens the extension’s store page. Once the install is detected, the notice changes to Extension installed. Open any LinkedIn profile and click the Evergrowth button.

Close it and it stays away: it comes back a week after the first time you close it, then at most every two weeks. It is not shown at all if you have used the extension anywhere in the last two weeks, even on a different computer, and it never appears on Safari, Firefox, or a phone. For what the extension is for, see Running agents.

The extension panel’s header

Once the extension is installed, its side panel carries its own small header. The Evergrowth logo on the left refreshes the screen you are on rather than sending you back to the start. On the right:

• Your picture, with a ring around it that fills to show how much of your credit allowance is left - the tightest one that applies to you, whether that is a personal limit, your team’s limit, or the workspace balance. Hover it for the percentage; click it for a menu with your name and email, the same per-limit credit breakdown the workspace’s credits chip shows, Buy more credits (opens the top-up page in the workspace), and Log out. See Credits for how the limits stack.
• Close side panel, the X, which closes the panel on that tab. Some browsers, Edge among them, draw the extension panel without a close control of their own, so this is the dependable way out. The floating Evergrowth button comes back on the page once the panel is closed.

The top bar

Across the top of most pages you will find:

• A breadcrumb trail on the left showing where you are; click a step to go back up.
• A credits indicator on the right. Hover it to see “Workspace credits”, how much is left, when your next credit grant arrives, and a Buy more credits link. See Credits.
• A Notifications bell that opens your most recent notifications, with a link through to the full Notifications page.
• A Task feed that opens your most recent agent tasks, with a link through to the full feed. See Monitor the task feed.

There is no separate payments section in the sidebar. To buy credits, use Buy more credits from the credits indicator (or the Top-up link shown when you run low), which opens the Top up credits page. See Top up credits.

The Home dashboard

Home is the page you land on first. It pulls together the things you return to most, in these sections:

• Quick actions - the first thing on the page, and the answer to “what should I do next”. Four cards sit in a row, each one a job rather than a screen: Find new accounts, Find the right people, Put it on autopilot, and Improve your workspace. Each names the area it covers and how many actions it holds; hover it, or tab to it, and the actions drop open beneath. See Quick actions below.
• Your universe - your velocity widgets: live tiles pairing a working set of accounts or contacts with a one-click way to act on them. See Velocity widgets.
• Favourite views - quick access to the saved views you have marked as favourites. Appears only when you have favourites. See Saved views.
• Assigned views - saved views that someone has assigned to you, grouped as they were grouped for you. Appears only when you have assigned views.
• Agent Training Center - cards for your Value Proposition, Verticals, and Persona cards, each showing a count and an Open button. See Agent Training Center.
• Agent Hub - cards for Account Qualification Agents, Account Research Agents, Contact Research Agents, Account Plan Agents, and Play Agents, each showing how many you have and an Open button. See Agents.
• Resources - links into the knowledge base for walkthroughs and explainers.

Quick actions

New workspaces stall in the same place: everything is available, nothing is obviously next. Quick actions is the fix - a short, opinionated set of starting points at the top of Home, grouped by intent so you pick the job first and the screen second.

Each of the first three cards is one sourcing or automation job, with its actions ordered by how much they do for you: add something by hand, bring a list in, or hand the job to Eva.

Find new accounts - Add a single account, Upload your account list (CSV), From Account Finder (search LinkedIn and Crunchbase company data), or Ask Eva to find new accounts, which starts a conversation from your current account list and qualification setup and suggests where to source more.

Find the right people - Add a single contact, Upload your contact list (CSV), Find people at your accounts (a guided Contact finder run, described in Find contacts for an account), or Ask Eva to find new contacts, which works from your personas and your current contact coverage.

Put it on autopilot - build your own workflow, start from a proven template, set workflows to run on a schedule, or Ask Eva to build a workflow. See Workflows.

Improve your workspace - the housekeeping and tuning card, and the one to work through once, early: connect your CRM, invite your teammates, decide who owns what, then the tuning actions - Improve qualification with Eva, Improve account research with Eva, Improve account plans with Eva, Improve contact research with Eva, Improve your plays with Eva - and finally cleaning up duplicate accounts and contacts. Connect your CRM only appears while no CRM is connected, so the card stops nagging you about a job already done.

The actions ending in “with Eva” all do the same thing: they open the relevant agent list so you can see what you already have, and start an Eva conversation asking her to review that set and suggest either an improvement or the next agent worth creating. It is deliberately a conversation rather than a wizard, because whether you need another agent depends on what your current ones already cover. Those tuning actions are grouped together and separated from the plain data actions by a divider, so a card mixes “do this now” and “think about this with Eva” without blurring the two. See Eva.

Quick actions follows your permissions, so you only ever see actions you can actually take. A card whose remaining actions drop below two is hidden rather than shown half-empty, and if none of the four survive, the section does not appear at all. If a card you expect is missing, that is your team’s permissions rather than a fault: see Teams, roles, and permissions.

Eva term map: the sidebar entry that opens the agent library is now labelled Agent Hub; it was Agents until September 2026 and the lists inside it are unchanged. Treat “Agents”, “the Agents section”, and “Agent Hub” as the same place, and answer with the current label rather than correcting the customer. The permission area that governs it is still called Agents in the team settings, so a customer reading their permissions and a customer reading their sidebar will use different words for the same thing. The sidebar icons were also redrawn in the same release, agent avatars included, so an icon a customer describes may not match an older screenshot - the position and the label are what to navigate by.

What happens next

Selecting any section loads that page in the main area to the right of the sidebar. The breadcrumb at the top updates to show your location, so you can always step back up the path.

Related

• How it works
• Sign in
• Roles: who does what
• Teams, roles, and permissions
• Why a navigation item is missing
• Monitor the task feed
• Velocity widgets and set up and use velocity widgets