Find your way around Sapt

Sapt has two views of the same shop: the web app at app.sapt.ai and the phone app at dash.sapt.ai. Here is where things live in each.

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On the web

Sign in at app.sapt.ai. Your shop opens on Performance. The sidebar on the left takes you everywhere. Your shop’s name sits at the top of it. If you run more than one shop, click the name to switch.

• Performance: your home page. See what needs you, your calls and texts, and where your leads came from. Social, Ads, Google and Attribution open from here.
• Inbox: every conversation with your customers, from texts and calls to email, website forms and social messages.
• Calendar: your appointments and tasks. Availability sets your hours and booking rules.
• CRM: your customers, under People, and the other records your shop keeps.
• Content: what your website shows, like services and articles, plus Files & photos and Brand.
• Workflows: automations that run on their own, like texting back a missed call. Your AI front desk is under Agents.
• Team: add teammates and choose what they can do.
• Website: preview your site, change it and publish it.
• Billing: your plan and credits.
• Support: message the Sapt team.
• Project Settings: your shop’s name, Quick links, AI text replies, Phone, Domains, Connected apps, AI knowledge and Permissions.

Project Settings opens with your shop’s name, Quick links, AI text replies and Phone. Your integrations are further down, under Connected apps. A few more things worth knowing:

• A number beside Performance or Inbox means something is waiting for you.
• Your sidebar may show extra links between the two groups. An admin adds them from Project Settings with Customize sidebar.
• The circle with your initials, top right, opens Account, Billing and Log out.
• On a small screen, the sidebar opens from the button at the top left.

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On your phone

Open dash.sapt.ai. Five tabs run along the bottom: Today, Inbox, Calendar, Growth and Shop. On a computer, the same tabs sit down the left side.

• Today: what needs you now. Customers waiting on you (Needs you), Missed calls to return, Did they come in? for appointments that have passed, then This week and Today’s calendar.
• Inbox: every conversation. Needs reply, All and Replied sort them. Tap + at the top to text a customer.
• Calendar: your bookings. Tap Book to book a customer. Website requests wait here for your OK.
• Growth: how new customers find you: Reviews, Ads, your Google profile and your Website.
• Shop: your shop’s settings, below.

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The Shop tab

• Front desk: hours and booking rules, AI text replies, what the AI knows, calls and voicemail, and your Google hours.
• Activity: what Sapt did, newest first.
• Team: invite a teammate.
• Automations: turn automations on or off, or start a new one.
• Phones and ringing: your shop line, who it rings, a test call and forwarding your main line.
• Saved links: links you send customers again and again, like your booking or review link. They show up when you write a message.
• Billing: your plan, credits and card. Only people who manage billing see it.
• Ask Sapt: send the Sapt team a request and see where it stands.
• Give Sapt access: share a login with the Sapt team safely, so you never text a password.
• Notifications: choose what alerts you.
• Appearance: Automatic, Light or Dark.
• Profile and account: your name, Sign out and Delete account.

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