DialNexa Navigation Reference

Use the DialNexa navigation reference to understand sidebar behavior, active routes, workspace switching, collapsed navigation, profile actions, and account readiness states.

The DialNexa navigation reference explains how users move through the dashboard. The left sidebar contains the primary product areas, the workspace switcher controls organization context, and readiness states can affect which actions are available.

The sidebar is not just decoration. It is the fastest way to understand what part of the product owns the thing you are about to change.

Primary Navigation Items

Normal workspace navigation centers on these operational areas.

Item	Purpose
Agents	Build, test, publish, organize, duplicate, export, move, and delete agents.
Phone Numbers	Buy, link, route, assign, test, and manage phone numbers.
Batch Calls	Create list-based outbound campaigns with CSV recipients and retries.
Workflows	Create node-based lead automation with calls, waits, conditions, and actions.
Integrations	Connect tools and inspect available integration actions.
Call History	Review call logs, details, transcripts, recordings, transfers, and exports.
Keys	Create API keys and webhook secrets.
Webhooks	Configure the external event delivery endpoint.

Navigation Areas Besides The Tab List

Several controls live around the main tab list.

Workspace switcher

Changes organization context and the data loaded by dashboard pages.

Wallet area

Shows balance and recharge action where enabled.

Profile menu

Opens account actions and workspace-related settings available to the user.

Route highlight

Shows the current product area based on the active dashboard route.

Navigate With Less Guesswork

1. Pick the product owner

   Use the tab whose name matches the object: agent, number, batch, workflow, integration, key, webhook, or log.

2. Check workspace first

   Switching workspaces changes visible data.

3. Watch disabled states

   A disabled item usually points to readiness, permissions, or missing configuration.

4. Use Call History as the final proof

   After configuration changes, review actual calls in Call History.

Navigation Questions

Why is Batch Calls unavailable?

The workspace may need KYC verification before batch calling is enabled.

Why did Keys redirect?

Some specialized workspace layouts can route key management through workspace settings.

Why is a page empty?

Check workspace, filters, date range, and whether the object has been created yet.

Why is the sidebar collapsed?

Expand it if labels are easier than icons while learning the platform.

Related Reading

Platform Map

Use the full dashboard map.

Workspaces

Understand organization context.

KYC And Outbound Readiness

Interpret locked outbound features.