The interface tour, step by step

Every stop on the Studio Manager interface tour, written out — what each area is, when you would use it, and where to read more. The tour's "Learn more" links land here.

The interface tour walks through every part of the Studio Manager console, one area at a time. It starts from Support › Interface tour in the console header, and you can move with Next or the arrow keys, jump a chapter with Skip section, and stop with End. Most stops point at a heading or entry in the left menu, opening it first. When a stop points at an app your organization does not run, the card shows in the middle of the screen instead of waiting for it.

This page is the same tour with more room: each stop says what the thing is, when you would reach for it, and what happens when you use it, with links to the full documentation.

Chapter: Getting around

Welcome — let me show you the whole thing

The tour covers every area of the product and takes a few minutes. Use Next or the arrow keys to move on, Skip section to jump to the next chapter, and End to stop. You can restart it at any time from Support in the header. Nothing in the tour changes your data.

Read more: Studio Manager · Welcome to Appmint

Every area of the console is a heading in the left menu: App Root, Build Studio, DAM, Storefront, CRM, AI & Automation, Events, Logistics, Finance, Community, Database, Configuration and Account. Each heading opens to show what is inside it, and each area opens on its own dashboard, so you see its current state before you drill in.

The menu is shaped by your roles. Two people in the same organization can see different menus; hiding an area does not change what the server lets them do.

Your dashboard, and Get started

Home shows your site, your plan and your credit balance. The Get started card at the top stays there and tracks what is set up and what is still open — building your website, connecting a domain, turning on services — with a button to do each one.

App Root — the things that span everything

App Root holds what is not specific to one area: the Inbox, Analytic Center, Dashboard Builder, Activity Feed, Domains, Workspace, sites and development environments, services, and the Setup Wizard.

Inbox — everything people send you

One inbox for email, SMS, chat, social messages and calls, threaded by conversation and attached to the customer who sent them. You can reply, reassign and mark messages from here. For most people this is where the day starts; the same inbox is in the mobile app.

Analytics

Traffic, sales and customer numbers across the whole business. The Dashboard Builder beneath it lets you put together your own view from your own data.

Chapter: Your website

Build Studio — where your website is made

Build Studio is where you design and edit pages, forms, presentations and graphics. Opening a page gives you a canvas, a properties panel and an AI bar you can describe changes to. What you drop on the canvas is bound to your real records as you build, so a product list shows your actual catalog.

New Web Page

Starts a blank page on the canvas. Drag sections in, or describe what you want in the AI bar at the bottom and let it build the page for you.

Templates

Complete, real pages you can copy into your own site — the fastest way to a site that looks finished. A template is copied into your organization with its own name and address, so changing your copy never affects anyone else's.

Saved Pages

Every page you have made. Open one to keep editing it; nothing you build is lost behind a wizard. The Build Studio dashboard also lists what was edited recently, with preview and edit buttons.

Manage Root Page

The layout every other page sits inside: your header, footer and site-wide styling. Change it once and every page follows.

Domains

Point a domain you already own at your site, or buy a new one. Until you do, your site lives on the address you were given when it was created.

Chapter: Content & media

DAM — your content and files

DAM holds everything editorial: images and documents, blog posts, categories, tags, navigation menus, site notices and message templates. Anything your pages show, they pull from here.

Content Studio

Write and manage posts, articles and multi-page documents such as courses and trainings — separate from the design, so the same content can appear in several places. You can preview, publish and set who can open each page.

Message Templates

Reusable, branded emails and texts: order confirmations, receipts, reminders. Set one up once and every automation, and the Comm Center, can send it.

Chapter: Selling

Storefront — what you sell

Storefront holds products, orders, invoices, payments, stock, shipping and discounts. There is one catalog and one stock position, so a sale at the till, an order on the website and a marketplace listing all draw from the same inventory.

Products

Add what you sell — physical goods, services, subscriptions or rentals — with name, photos, price and stock. Products can show on your website and sync out to other channels.

Orders

Every sale, wherever it came from: your site, the till, a marketplace or an invoice you sent. Open one to fulfil it, refund it or message the customer.

Invoices

Bill a customer directly. They get a live payment page by email and text, and you see the invoice settle here.

Inventory & shipping

Stock levels per location, and shipping labels across carriers. Both stay in step with orders on their own.

Sales Channels

Push your products out to the marketplaces and shops you sell on, and keep them in sync from one place.

Chapter: Customers & messaging

CRM — the people side

CRM holds contacts, leads, conversations, campaigns, phone, social, forms and tickets. Everything you know about a customer hangs off their one record, so a lead who buys keeps the same history.

Customers

Everyone who has bought, booked or got in touch, with their orders, messages and notes on one screen.

Comm Center

Write and send an email, SMS or social post from one composer, to one person or a whole segment.

Connect your social accounts, schedule posts, and answer comments and direct messages from the same inbox as everything else.

Leads

People who are interested but have not bought yet, on a pipeline you can shape to your own stages, with scoring and automatic assignment to whoever should follow up.

Forms

Contact forms, booking requests, applications. Every submission becomes a real record you can act on, and can start an automation.

Chapter: AI & automation

AI, IVR and Automation

Where you stop doing things by hand: assistants that answer customers, automations that fire on events, and phone menus that route calls.

AI Assistant

Build an assistant that knows your business and can answer customers on chat, email or the phone. You choose the tools it may use and what starts it, and you can test it before it goes live.

Automation

"When this happens, do that." New order → send a receipt. Form filled → create a lead and text the owner. An automation is a trigger, optional conditions and actions, with no code.

Decide what callers hear and where their call goes: to a person, a queue, voicemail, or an AI that can actually help them.

Read more: Phone, SMS & IVR · IVR actions

Chapter: Money

Finance

Wallets, payments and payouts — the money moving through your business, as opposed to the orders that caused it.

Your plan and billing

What you are paying Appmint, your credit balance and your usage. Services such as phone, email and AI draw down credit as you use them.

Read more: Account · How charging works · Plans and pricing

Chapter: Your data

Database — your own data shapes

The product ships with collections for products, customers and the rest. Here you can add your own fields, or whole new collections, and they get screens and forms automatically.

Import and export

Bring your existing customers, products or bookings in from a spreadsheet, and take everything out again whenever you want, as CSV or JSON.

Read more: Database › Import and export

Chapter: Setup & admin

Configuration

Settings, business locations, users and roles, integrations, phone and email — the dials you set once and rarely touch again.

Users, groups and roles

Invite your team and decide exactly what each person can see and do. Groups carry roles, so you set access once per kind of job rather than per person.

Business locations

Your shops, offices or service areas. Stock, staff, tills and delivery all hang off these.

Phone & SMS

Get a real business number, take calls in the browser and text customers. The phone service is provisioned for you, so there is no phone company to deal with.

Setup Wizard

The checklist for switching services on: payments, phone, email, social, shipping and AI. Most of them are run for you — you just turn them on.

Chapter: When you get stuck

What's this? — point at anything

Click What's this? in the header, then click any button or panel and it tells you what that thing does. Clicks are caught while it is on, so pointing at a button is safe. Use it the moment something looks unfamiliar.

The AI agent

Describe what you want in plain words: the AI agent can build pages, draft content, find records and take you to the right screen.

Help, how-tos and support

How do I…? in the Support menu gives you a step-by-step walk through the real screens for one task. Below it are the documentation, a support ticket form and live chat.

Read more: Support menu · All the how-tos

That's everything

You can restart this tour, or ask for a how-to on one specific task, from Support at any time. A good next stop is your website: the Get started card on the dashboard starts it.