The new dashboard
A new layout for Terry, with a single menu on the left, one search, a Status pill and a Tasks page. Your owners turn it on for your workspace, and you can switch back to Classic at any time.
The new dashboard is a new layout for the same Terry. Your people, conversations, flows and settings are the same in both. Only where things sit on the screen changes.
Who gets it
The new dashboard is a beta. Terry's owners turn it on for a whole workspace, so you see it only once your workspace has it. Ask us if you would like to try it.
Once it is on, each person still chooses for themselves:
- Switch to Classic. Press your initials at the top right and choose Switch to Classic. It changes your own view only, not your teammates'.
- Back to the new dashboard. In Classic, press Try the new dashboard in the bar at the top of the page. The button only shows while your workspace has the new dashboard and you chose Classic.
Your choice is saved with your account, so it follows you to another browser or computer.
What is different
- The menu on the left: Home, Inbox, Chat, Calendar, Tasks, Prospects, Flows, Agents, Social, Broadcasts and Analytics, then Integrations, Settings and Help at the foot. Each item follows the same rule as in Classic for who sees it, so a channel your workspace does not have stays hidden.
- + New at the top of the menu: draft an email, add a person, import a list, find leads, start a flow from a starter or send a broadcast, as your role and plan allow.
- Search people and settings at the top of every page finds people and settings. Press / or Cmd K to jump to it.
- The Status pill beside the search shows what Terry is sending: whether a flow is live, sent today against the cap, the send hours and the brake. Press it for the detail. Admins can press Pause all live flows in it. Drafts a person approves still send.
- The bell beside the pill opens your alerts.
- Your menu (your initials at the top right) holds Your account, Notifications, Switch to Classic and Sign out.
- Tasks holds everything waiting for a person: drafts to approve, calls to make, LinkedIn tasks and texts to send from your phone.
- Settings is a directory in four groups: Sending, Writing and AI, Workspace, and You. Type in Find a setting to find one, and each Change opens a short guide, one question at a time.
- Home follows your workspace's plan: Sales, Creator, Campaigns or Receptionist each open on their own Home. View: Operations shows the classic Home.
Where things moved
| Thing | Classic | New dashboard |
|---|---|---|
| Drafts to approve | Inbox, Approvals | Tasks, Approve |
| LinkedIn to do list | Social, LinkedIn | Tasks, LinkedIn (also still on Social) |
| Texts to send from your phone | Chat | Tasks, Texts from your phone |
| Agents | Settings, Agents | Agents in the menu |
| Sending pace and the brake | Settings, Sending & safety | Settings, Pace and limits; Settings, Safety brake |
| Team | Settings, Team | Settings, Team and seats |
| AI credits and allowances | Settings, AI provider | Settings, AI and credits |
| Compliance | Settings, Compliance | Settings, Compliance and consent |
| Claude | Settings, Claude Desktop | Settings, Claude |
| Keys for lead files, Claude and your systems | Settings | Settings, API and keys |
| Mailboxes, LinkedIn, chat apps | Integrations, in folds | Integrations, as tiles you press |
| Alerts | Inbox, Alerts tab | The bell at the top of the page |
| Folders (Waiting on you, Time to nudge) | Below the menu | Inbox, as tabs or under Filter |
| Notifications and your account | Settings | Settings, or your menu at the top right |
| Add a person, import a list | Prospects | + New, or Prospects, Add people |
| Saved lead searches | Not offered | Find leads, Saved searches |
| Older conversations | Inbox filters | Inbox, the date and sort menu beside Find (it reads Any time, Newest until you change it) |
The guides in this help center describe the new dashboard first. Where Classic is different, a guide ends with a short In Classic section with the Classic path.
What does not change
Nothing about sending, consent or billing changes. Every message passes the same consent rules, caps, send hours and checks. Your plan, your invoice and your AI credits are the same. Switching between Classic and the new dashboard never sends anything, changes no setting and costs nothing.