Working on your phone
The bottom bar, the module picker and the chat in a contact.
Agency-Flow runs in the browser and can be added to your home screen like an app: in Safari, Share → Add to Home Screen.
The bottom bar
- Contacts (cleaning staff see My day here), Inbox and Calendar have a fixed place.
- The button in the middle opens the module picker: your pinned modules first, then the ones you open most, then the rest. The search box finds every module. Below are All features and Create (contact, note, task).
- More holds the dashboard, notifications, account switch, theme, settings and sign out.
Chat in a contact
- In a contact's Chat tab, every conversation shows its channel (email, SMS, WhatsApp), direction (received or sent) and a line marked as Preview. If there is no email with this contact yet, it says so: "No email history yet".
- Tapping the conversation opens it full screen, just like the inbox: reply, snooze, assign, switch channel.
- The Email quick action writes from the CRM, not from your phone's mail app. That way the email goes out through the company mailbox, with signature, and shows up in the history.
On a computer, the chat in a contact shows a compact preview. Full screen gives you every inbox feature.