Sidebar navigation

The sidebar is the main way to navigate Auxx.ai. It's always visible on the left side of the screen and organizes your workspace into collapsible sections.

Sidebar sections

The sidebar is divided into the following groups:

Me

Your personal mail views:

• Inbox — Messages assigned to you, with an unread count
• Drafts — Replies you've saved but haven't sent
• Sent — Messages you've sent

Views

Custom saved views that filter your inbox by specific criteria like tags, status, or assignee. Click Create a view to set up a new one.

Shared Inboxes

Team-visible mailboxes that pull in messages from connected integrations (Gmail, Outlook, etc.). Each shared inbox shows its own unread count. Shared inboxes are configured in Settings > Inboxes.

Configurations

Quick access to automation and task management:

• Workflows — Automation rules for routing, tagging, and auto-responding
• Tasks — Organization-wide task list

Shopify

If you have a Shopify store connected, this section provides quick access to Shopify-related data. Expand it to see available options.

Resources and Examples

Expandable sections for additional content and reference material.

Records

Structured data views for your organization. Default records include:

• Support Tickets — Trackable support requests
• Contacts — Customer profiles
• Tickets — Alternative ticket views

If you've configured custom entities (e.g., Parts, Products), they also appear here.

Bottom bar

• Settings — Opens the full settings panel
• Notifications — Alerts and updates
• Help and resources — Documentation and support links
• Trial badge — Days remaining on your trial (if applicable)

Customizing the sidebar

Collapse and expand sections

Click any section header to collapse or expand it. Your collapse state is saved automatically and persists across sessions.

Toggle the sidebar

Click the Toggle Sidebar button at the top of the sidebar to collapse it entirely, giving more space to the main content area. Click again to restore it.

Reorder and visibility

Use the Options menu (hover over any section or item to reveal it) to access additional actions:

• Reorder items within a section
• Show or hide specific inboxes or records
• Customize which sections appear in the sidebar

These preferences are saved per-user, so each team member can personalize their own sidebar layout.

User menu

Click your name and avatar at the bottom-left of the sidebar to open the user menu.

From the user menu you can:

Next steps