Getting started
Where did it move? A map of the sidebar
The sidebar was rebuilt in October 2026. Pages that used to sit side by side are now tabs on one page, and the old Marketing menu is gone. This article is a map: look up the name you remember, and see where it lives now. Your old links and bookmarks still work.
The new sidebar
From top to bottom, the sidebar has:
- Your workspace in a card at the top. If you manage more than one workspace, click it to switch. Workspace admins also see a line like 3 of 7 channels live, which opens your channel setup on Home.
- Home and Inbox.
- Customers: Leads and Contacts.
- Grow: Campaigns, Social and Ads.
- Manage: Automate, Commerce and Settings. Each opens a short list.
- What's new and your profile, at the bottom.
On a phone, the bottom bar has Home, Chats (the Inbox), Campaigns, Leads and More, which opens the full sidebar.
You only see the pages your plan and your role can use. If something in this article is not in your sidebar, it is not part of your plan, or your workspace admin has not given you access. See What each plan shows.
Old name to new place
| You remember | It is now |
|---|---|
| Marketing menu | Gone. Campaigns, Social and Ads are three separate items under Grow. |
| CRM menu | Customers: Leads and Contacts. |
| Campaigns, Quick Send, Live | Grow → Campaigns. A bar at the top switches between Campaigns, Quick send and Live. |
| Templates | Grow → Campaigns → Templates. Use the WhatsApp and RCS switch for RCS templates. |
| RCS Studio | Grow → Campaigns → RCS |
| Retarget | Not in the sidebar. Press Ctrl + K (⌘ K on a Mac) and type Retarget. |
| WhatsApp Inbox, RCS Inbox, Social Inbox | Inbox, with the tabs WhatsApp, RCS and Social. See Reply, assign & organise conversations. |
| Post Studio | Grow → Social. The page is called Social posts. |
| Content Calendar, Social Analytics | Tabs on Social posts: Calendar and Analytics. The same page also has Posts and Link in bio. |
| Auto Reply for Instagram and Facebook | Manage → Automate → AI Agent, on the Instagram & Facebook tab. The WhatsApp tab next to it is your WhatsApp AI Agent. |
| WhatsApp Ads, Ads Manager, Lead Ads, Social Ads | Grow → Ads. One page with your results, all your ads, Create ad, Audiences and Lead forms. |
| Business profile, WhatsApp Profile | Manage → Settings → Channels & WhatsApp, on the Business profile tab. |
| Opt-in | Settings → Channels & WhatsApp, on the Opt-in tab. |
| Reports, Analytics | Home, on the Analytics & Reports tab. Inside it, the tabs are Messages, Links and Commerce. |
| Clicks, Link Tracking | Home → Analytics & Reports → Links |
| Flows (WhatsApp forms) | Manage → Automate → Forms, on the WhatsApp forms tab. Web forms are on the Web forms tab. |
| Voice Agent page | Manage → Automate → Voice Agent. It opens the Calls page on its Voice Agent tab. |
| WhatsApp calling | The WhatsApp calling tab on the same Calls page. If it is not in your sidebar, press Ctrl + K and type Calling. |
| OTP verify | Manage → Automate → OTP verify |
| Free messages | Settings → Billing & Wallet → Free messages. The free messages counter in the top bar opens it too. |
| Wallet, Invoices, GST, Plans | Settings → Billing & Wallet. Its tabs are Wallet, Invoices & GST, Plan and Free messages. The wallet balance in the top bar opens the Wallet tab. |
| Commerce Home, Loyalty, Appointments, Commerce Analytics | Manage → Commerce → Overview. The tabs are Overview, Analytics, Loyalty and Appointments. |
| Catalog, Connectors, Shopify | Commerce → Products, and Commerce → Integrations. Your connected Shopify store is the Shopify store tab on Integrations. |
| Team, Lead assignment, Custom fields, Files | Settings → Workspace. Its sections are General, Notifications, Team, Lead assignment, Custom fields and Files. |
| API Keys | Settings → Developer |
| Help & Support | Settings → Support Tickets, and Settings → Help Center, which opens this Help Center in a new tab. |
Faster than looking. Press Ctrl + K and type any page name. A few pages are listed there under their older names, for example Post Studio for Social posts. Pick them and you land in the right place. See Keyboard shortcuts and quick search.
What each plan shows
The sidebar hides what your plan does not include. Here is what each plan unlocks today:
| Plan | You get |
|---|---|
| Starter · ₹999 a month | Inbox (WhatsApp tab), Leads, Contacts, Channels, Opt-in and the Wallet. |
| Growth · ₹2,999 a month | Everything in Starter, plus Campaigns (with Quick send, Live, Retarget and Templates), bulk sending, Analytics & Reports on Home and Link Tracking. |
| Pro · ₹4,999 a month | Everything in Growth, plus Automations, AI Agent, Flow Studio, RCS, Calling, Social (Instagram posting, social inbox and ads), Payments, API access (Developer), Files and Commerce. |
| Custom | Starts from Pro and is tuned for your business. Talk to our team for the price. |
| Free trial | 14 days with everything unlocked. |
Prices are per month, plus GST. A few things also depend on your workspace:
- Voice Agent shows under Automate only for workspaces that have it.
- Commerce shows only when Commerce is switched on for your workspace. Kitchen display and Appointments show only for matching business types.
- Ads: Ads (Grow → Ads) are part of the Pro plan.
- Team roles: teammates who are agents see only the pages a workspace admin has given them. See Add agents to your team.
To change plan, see Manage your plan and invoices.
Channel setup on Home
Workspace admins see a Your channels card on Home. It has one tile for each channel Tanvik offers: WhatsApp, Instagram & Facebook, Click-to-WhatsApp Ads, RCS, SMS, Voice Agent and Commerce. SMS is still under development and shows as coming soon.
- Each tile shows a progress bar and its status: All set, a step count such as 2 of 6 done with the next step, We set this up for you, Not in your plan or Coming soon. SMS shows Coming soon because it is under development.
- Click a tile to open a panel with every step. Click a step to go straight to it. Every tick comes from what you have really set up, not from clicking.
- RCS and Voice Agent need a little work on our side. Click Request activation and our team takes it from there. For a channel outside your plan, click Talk to us.
- Click Collapse to tuck the card away, and Show to bring it back. The sidebar line 3 of 7 channels live jumps here.
On some pages you may also see a short tip about a channel that would help there, such as RCS or Instagram. Click Not now to hide it for a while, or Don't show again.
Free trial banner and product tour
During your 14-day free trial a bar at the top of every page shows how many days are left, with an Upgrade button. When the trial ends, the bar says Your free trial has ended.
In your first days, Home may also show Book your free 20-minute tour with our team. Click Call me now to ask for a call right away, Pick a slot to choose a time, or Not now to close it.
Undo and saved views
- Undo instead of "Are you sure?" When you delete leads or contacts, they disappear straight away and a bar at the bottom of the screen shows Undo for a few seconds. Click it to bring them back. If you do nothing, the delete goes through. Moving leads to another stage also shows an Undo bar.
- Saved views on Leads and Contacts: set your filters, then click + Save current filters as a view and give it a name, for example Qualified this week. Your views appear above the list as one-click buttons, and the × on a view removes it. Views are kept in the browser you saved them in, for you only, so they do not follow you to another computer.
Common problems
A page I used is not in my sidebar
It may be a tab now. Look it up in the table above. If it still is not there, it may not be part of your plan, or you may not have access to it. Ask your workspace admin.
I saved a link to an old page
Old links to pages that moved still work, and take you to the new place.
I do not see the Your channels card on Home
Only workspace admins see it.
Where is the Marketing menu?
It is gone. Campaigns, Social and Ads are separate items under Grow.
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