Navigating a powerful platform like Myra should be intuitive and lightning-fast. The interface is designed to keep your most-used tools within one or two clicks at all times.
The Global Navigation
The sidebar is your primary map on desktop. It keeps the most-used tools visible while leaving the top of the app for compact workspace controls:
- Dashboard: A bird's-eye view of your business health, including conversion rates and revenue.
- Pipeline: Your visual sales board for managing deals and opportunities.
- Contacts: The central database for every lead, client, and partner.
- Communications (Inbox & Social): Where all your 1-to-1 and 1-to-many messaging lives.
- Marketing (Forms & Designer): Tools for capturing leads and creating beautiful assets.
- Operations (Calendar & Tasks): Managing your time and your team's to-do lists.
- Automation & AI: The "brain" of your workspace, including workflows and AI staff.
- Settings: Workspace configuration and user management.
Tip: On mobile, tap the menu icon in the top controls to open the navigation drawer.
Top controls
The compact top control area is always visible and contains workspace actions without stretching across the full screen.
- Workspace Switcher: If you manage multiple businesses or sub-accounts, use the account selector to switch between them instantly.
- Notifications: Open unread communication alerts from the bell icon.
- Theme Toggle: Switch between light and dark mode.
- User Menu: Open profile options, sign out, or use agency tools such as Login As / View as client when your role allows it.
The Command Palette (⌘ K / Ctrl K)
For power users, the Command Palette is the fastest way to move. Press ⌘ K (Mac) or Ctrl K (Windows) to open the overlay.
Capabilities:
- Navigation: Type "Pip" to jump to Pipeline, or "Set" to jump to Settings.
- Search: Search for a contact (e.g., "Sarah Smith") and hit Enter to go straight to their profile.
- Actions: Type "Email" to open a blank email composer, or "Task" to create a new reminder.
- Switching: Search for other workspaces you have access to.
Keyboard Shortcuts
Myra is built to be used without a mouse. Once you master these shortcuts, your productivity will skyrocket.
| Shortcut | Action |
|---|---|
G then D |
Go to Dashboard |
G then P |
Go to Pipeline |
G then I |
Go to Inbox |
G then C |
Go to Contacts |
C |
Create new Contact |
N |
Create a new Note (on a record) |
T |
Create a new Task |
/ |
Focus the Search bar |
? |
Show the Shortcuts Help dialog |
Esc |
Close any open drawer or modal |
Workspace Customization
Depending on your role, you may want to reorder or hide certain sidebar items.
- Go to Settings → Workspace → Sidebar.
- Drag and drop items to change their order.
- Use the toggle to hide features your team doesn't use (e.g., if you don't use Social Posts, hide it to reduce clutter).
- These changes can be applied to yourself or as a default for the whole team.
Common Pitfalls
- Losing Work: Always ensure you click "Save" on pages like the Designer or Automation builder. The sidebar will warn you with a red dot if there are unsaved changes before you navigate away.
- Search Scope: The global search defaults to "Contacts." If you are looking for a specific automation or setting, make sure to use the Command Palette (
⌘ K) instead.
FAQs
Can I change the sidebar color? Yes, this is handled in Settings → Branding. Changing the primary color will update the sidebar highlight and icons.
Is there a "Back" button? We recommend using the breadcrumbs in the header or the standard browser back button. The app is fully state-aware and will return you to exactly where you were.