User guide
Explore each main area below. Every section includes a short explanation and links to open the feature in the app. Topics under Top bar match the icons along the top of the signed-in workspace; nested pages (for example individual Settings tabs) also have their own entries in the sidebar.
Main app areas
Home
After you sign in, Home is your dashboard: a quick read on what needs attention, how the business is doing, what your team is shipping, and headline numbers.
Read guide →Audience
Audience is your customer layer: people you store as contacts, the messages you exchange with them, and the articles or emails you author for marketing.
Read guide →Products
Products is your catalog (Digital, Services, Physical), your Coupons rules, and the Orders list that records every customer checkout. What buyers actually pay on is a public payment page powered by Stripe (your connected account from Settings → Payments).
Read guide →Pages
Pages is where you build what visitors see: your main website, guided sales funnels, booking flows, and standalone forms.
Read guide →Finances
Finances is where you record money coming in (quotes, invoices, purchase orders, credit notes), money going out (Expenses), and read summaries (Reports).
Read guide →Done-for-you
Done-for-you is a premium service: you delegate the technical and operational heavy lifting to Okinta so your team can stay focused on what matters most to the business. Eligible workspaces use it to submit done-for-you work—you pick the kind of build (wizard), describe the job in a rich-text brief, and track each ticket until the team picks it up and you collaborate in a per-request thread.
Read guide →AI Agents
AI is deeply integrated across Okinta—from a floating assistant that follows you everywhere, to autonomous automation that runs tasks on a schedule. This page explains how each AI feature works, what it can do, and how to get the most out of it.
Read guide →Team
Team is your internal workspace: Members (people, roles, HR-style records, and access), Conversations (channels and DMs—not customer mail), and Recruitment (job posts plus a per-job applicant board). App availability and edit actions follow workspace app access and each person’s role.
Read guide →Top bar
Tools along the top of the screen—search, calendar, help, notifications, language, settings, and more.
Search in the top bar
The search field opens a jump menu so you can reach any major screen or nested app without hunting the sidebar.
Read guide →Trial and billing notices
Badges near your profile call attention to trials, renewals, or payment issues on your Okinta subscription.
Read guide →Team messages
When your workspace has at least one active teammate who is not the workspace owner, a Team Conversations control (message icon) appears in the top bar. A s…
Read guide →Calendar
The calendar icon opens the Calendar page: your own timed events, Appointments bookings from the product, and—if you connect it—Apple Calendar, toge…
Read guide →Help menu
The Help control (question-circle icon) in the top bar opens a dropdown. The icon uses primary styling when you are on the in-app Help page, Roadmap…
Read guide →Notifications
The Notifications bell in the top bar opens a dropdown feed of in-app alerts your workspace creates (titles and types vary by event). When something is unre…
Read guide →Settings
Settings is the workspace control center. The app bar runs left to right through Account, Company, Domains, Emails, Website, **Legal Pag…
Read guide →Log out
Log out sits on the right of the top bar after Settings (log-out icon and tooltip). Choosing it opens the logout flow instead of staying on the page…
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