# Studio Manager: complete interface tour

Optional reference for the [signup and first-setup guide](appmint-getting-started.md). Follow it when you want an explanation of all 44 tour stops; you can complete your organization setup without reading this reference first.

## Opening the tour

In a newly created account, Studio Manager opened with the **Getting around** tour over Home. The opening card is **Welcome — let me show you the whole thing**, marked **1 of 44**. The dimmed screen behind it is the application; the card is explaining the highlighted area.

![The actual first-run tour over Studio Manager Home, at step 1 of 44.](assets/onboarding/tour-01.png)

### How to follow the tour

Use **Next** to advance through the cards below. **Back** revisits a card; **Skip section** advances to another chapter; **End** closes the tour. The final card has **Done**. You can reopen the tour through **Support → Interface tour**.

To follow the complete tour, advance through the cards in order. The following walkthrough uses the tour’s own step numbers, so you can read the relevant explanation alongside the card on your screen. Advancing the tour explains the interface; it does not submit products, send messages, activate payments or provision a phone number.

[Watch the actual signup and all 44 tour cards](assets/onboarding/signup-and-full-tour.webm). This is a screen recording of the walkthrough; pause on a card while reading its explanation.

### Getting around — steps 1–6

After the opening card, **step 2** introduces the left navigation. This is how you move between business areas. When the sidebar is collapsed, use **Expand sidebar** at the top. In the expanded navigation, the area name opens its overview; the adjacent arrow expands its menu items.

**Step 3**, **Your dashboard, and Get started**, points to Home’s starting area. Home also shows the organization, plan, balance and active site. You return here to orient yourself before beginning another workflow.

**Step 4** introduces **App Root** and expands its menu. It groups the tools that span the business: Inbox, analytics, activity, domains and related organization-wide tools.

![App Root expanded during step 4, with its navigation visible beside the tour card.](assets/onboarding/tour-04.png)

**Step 5**, **Inbox**, introduces incoming customer communication—email, SMS, chat, social messages and calls. **Step 6**, **Analytics**, introduces the overview of traffic, sales and customers; **Dashboard Builder** is the adjacent area for assembling a custom view.

The relationship to remember is practical: Inbox is where you work on communication; analytics is where you review activity and results. Neither should be confused with the website editor introduced next.

### Your website — steps 7–12

At **step 7**, the tour expands **Build Studio**. This is where you design pages, forms, presentations and graphics.

![Build Studio expanded at step 7, showing its creation, saved-page and template navigation.](assets/onboarding/tour-07.png)

Continue through the next five cards:

- **8 — New Web Page:** begins a blank page. Choose this when you want to start the design yourself.
- **9 — Templates:** provides existing page designs to use as a starting point.
- **10 — Saved Pages:** returns you to pages you have already created. Use it to continue work rather than creating another page for the same purpose.
- **11 — Manage Root Page:** introduces the shared page structure, including header, footer and site-wide styling. This is different from editing one page’s individual content.
- **12 — Domains:** introduces connecting an owned domain or obtaining one. Keep using the site link supplied by Appmint until you complete domain setup.

These cards establish the structure of website work: choose a starting point, edit a page, return to it through Saved Pages, and manage shared layout and domain settings separately.

### Content and media — steps 13–15

**Step 13** expands **DAM**, the content-and-file area. The menu includes Content Studio, categories, navigation, tags, comments, documents, site notices and message templates.

![DAM and its content navigation during step 13 of the tour.](assets/onboarding/tour-13.png)

**Step 14 — Content Studio** introduces writing and managing articles and other content independently of page design. **Step 15 — Message Templates** introduces reusable email and text content, such as receipts and reminders.

For example, the page layout belongs in Build Studio, while the article or reusable message it presents may be managed here. Keeping those purposes separate helps you change content without rebuilding its layout.

### Selling — steps 16–21

**Step 16** expands **Storefront**, the selling area. This is where the tour groups products, orders, invoices, stock, shipping and discounts.

![Storefront navigation expanded during the selling chapter.](assets/onboarding/tour-16.png)

Follow the sequence from what you sell to what happens after a sale:

- **17 — Products:** introduces the catalog of goods, services, subscriptions or rentals.
- **18 — Orders:** introduces the sale record and the work associated with it, such as fulfilment, refunds and customer communication.
- **19 — Invoices:** introduces billing a customer directly.
- **20 — Inventory & shipping:** introduces stock by location and delivery-related work.
- **21 — Sales Channels:** introduces managing products across connected selling channels.

A catalog item, an order and a payment are different records with different purposes. The tour introduces Finance later for the movement of money; payment-provider and channel setup are separate procedures from this orientation.

### Customers and messaging — steps 22–28

**Step 22** expands **CRM**. Its purpose is to bring customer relationships, conversations and follow-up together.

![CRM expanded during step 22, introducing customer and communication tools.](assets/onboarding/tour-22.png)

The following cards move through the customer workflow:

- **23 — Customers:** the customer’s history, orders, messages and notes.
- **24 — Comm Center:** composing communication for a person or audience.
- **25 — Phone & SMS:** business calling and text messaging. This introduces where phone work belongs; number acquisition, registration and assignment require their own setup.
- **26 — Social Media:** connected accounts, scheduled posts and social conversations.
- **27 — Leads:** prospective customers and sales follow-up before a purchase.
- **28 — Forms:** collecting enquiries, booking requests and applications as records you can work with.

For example, a website form can be the start of a relationship, a lead can represent the follow-up work, and a customer record provides the longer-term history. The welcome tour establishes where these activities belong before you configure a particular workflow.

### AI and automation — steps 29–32

**Step 29** expands **AI, IVR, Automation**. Here the tour introduces automated work and call handling.

![AI, IVR, Automation expanded during step 29.](assets/onboarding/tour-29.png)

**Step 30 — AI Assistant** introduces business-specific assistants. **Step 31 — Automation** introduces rules triggered by events, such as an action following an order or form submission. **Step 32 — IVR** introduces the phone menu and routing callers to people, queues, voicemail or AI assistance.

Use this distinction when planning setup: an assistant answers or acts within a defined role; an automation responds to an event; an IVR governs the caller’s route. The tour explains these roles without configuring them for your organization.

### Money — steps 33–34

**Step 33 — Finance** introduces wallets, payments and payouts: the movement of money through your business.

**Step 34 — Your plan and billing** moves to **Account**. This concerns your Appmint subscription, credits and usage. These are separate from the sales and payments you collect from customers.

![Account navigation expanded at the plan-and-billing step.](assets/onboarding/tour-34.png)

This separation is useful when locating a bill: a customer invoice belongs to selling; your Appmint subscription and usage belong to Account. The tour also explains that services such as phone, email and AI consume credits as used; review their setup and rates before using them operationally.

### Your data — steps 35–36

**Step 35 — Database** introduces the data structure behind the application: existing collections and the ability to define additional fields or collections. **Step 36 — Import and export** introduces moving existing business data into and out of the system.

![Database navigation at step 35, including collection, schema and data-management entries.](assets/onboarding/tour-35.png)

For developers, this is the point where the administrative interface connects to data modeling. For business operators, it explains why importing a spreadsheet is a distinct task from entering one customer or product. Plan the structure and mapping before attempting a bulk import.

### Setup and administration — steps 37–40

**Step 37** expands **Configuration**, introducing settings, business locations, access and integrations.

![Configuration expanded at step 37.](assets/onboarding/tour-37.png)

**Step 38 — Users, groups and roles** covers who can access the organization and what they can do. **Step 39 — Business locations** covers shops, offices or service areas associated with operational work. **Step 40 — Setup Wizard** introduces the service-setup checklist for areas including payments, phone, email, social, shipping and AI.

These are different kinds of setup. Adding a colleague concerns access; adding a location concerns the operating structure; setting up a service concerns the capability you intend to use. Return to the signup and first-setup guide to complete your organization profile.

### Help and completion — steps 41–44

**Step 41 — What’s this?** introduces contextual assistance. Select the toolbar control, then select or point at the interface element you want explained.

**Step 42 — The AI agent** introduces the assistant in the top toolbar. **Step 43 — Help, how-tos and support** introduces task guidance, documentation, support tickets and live chat. **Step 44** completes the tour and explains how to restart it.

![Final tour card, 44 of 44, with the Done button.](assets/onboarding/tour-44.png)

Select **Done**, then return to [organization setup](appmint-getting-started.md#4-enter-your-business-information-in-account-profile). If you ended the tour earlier, **Support → Interface tour** reopens it. For guidance on one task instead of the full tour, use **Support → How do I…?**.

The sidebar also contains **Events**, **Logistics** and **Community**, which do not receive their own chapters in this 44-stop tour. They remain separate work areas in the interface; completing the tour does not mean you have configured them.