Getting started
Keyboard shortcuts and quick search
Press Ctrl + K (⌘ K on a Mac) on any page to search your leads, chats, contacts and templates, or to jump to any page by name. A few other keys take you to your most-used pages without touching the mouse. Press ? at any time to see the list.
The shortcut list
This is the same list that opens when you press ?. On a Mac, use ⌘ instead of Ctrl.
| Keys | What it does |
|---|---|
| G then O | Go to Home (the list calls it Overview) |
| G then I | Go to Inbox |
| G then L | Go to Leads |
| G then C | Go to Contacts |
| Ctrl K (⌘ K) | Open the command palette (quick search) |
| Ctrl \ (⌘ \) | Collapse or expand the sidebar |
| ? | Show the shortcuts list |
| Esc | Close any dialog |
How the G shortcuts work: press G, let go, then press the second letter straight away (within about a second). They do nothing while you are typing in a box, or while a dialog or the search is open. They only open pages your plan and role can use, so a page your sidebar hides will not open.
? also does nothing while you are typing in a box.
Quick search (command palette)
01
Open it
Press Ctrl + K (⌘ K on a Mac), or click the search box in the top bar. The box says Search leads, conversations, templates, or jump to…
02
Type what you want
A page name such as campaigns or billing, a person's name, or at least three digits of a phone number. Results appear in groups as you type.
03
Pick a result
Use the ↑ and ↓ keys to move and Enter to open. Esc closes the search. You can also click a result.
| Group | What it finds | Opens |
|---|---|---|
| Navigate | Pages, by name. Only pages your plan and role can open are listed. | That page |
| Leads | Leads by name or phone number. Up to 5 results. | The lead, inside Leads |
| Conversations | Chats by the lead's name or phone number. Up to 5 results. | The lead, inside Leads |
| Contacts | Contacts by name or phone number. Up to 5 results. | The Contacts page |
| Templates | Message templates by name. Up to 5 results. | Campaigns → Templates |
Find pages that are not in the sidebar. Some pages, such as Retarget and Calling, are not listed in the sidebar. Open the quick search and type their names to jump straight there. A few pages are still listed under their older names (for example Post Studio for Social posts, or Social Inbox). Pick them and you land in the right place.
Keys in the Inbox
| Keys | What it does |
|---|---|
| Enter | Send your reply |
| Shift + Enter | Start a new line in your reply |
| / in the reply box | Open your saved quick responses. See Reply, assign & organise conversations. |
| Esc | Close the in-chat search |
Common problems
Ctrl + K does not open the search
Click once on the Tanvik page so the keys go to it, then try again. You can also click the search box in the top bar.
G then L does nothing
Make sure the cursor is not inside a text box and no dialog is open. Press the two keys one after the other, not together. If your sidebar does not show Leads, the shortcut will not open it either.
The search does not find a lead or contact
Search by name, or type at least three digits of the phone number. Each group shows only the five newest matches, so type more of the name to narrow it down.
A page I want is not in the results
The search lists only the pages your plan includes. See Where did it move? for where each page lives now.
Was this article helpful?