Getting started

The workspace shell

Two fixed pieces frame every screen: a dark icon rail on the left and a command bar across the top. Everything else is content.

The rail

Top to bottom: Today, Tasks, Notes, New Business, Renewals, Forecast, CRM, Reports. Below the divider sit Team (the manager surface), Settings (admin) and your avatar. The rail is icon-only by default at 66px; the toggle under the logo expands it to 208px with text labels. Detail screens highlight their parent — a deal highlights New Business or Renewals, an email highlights Today.

The command bar

The breadcrumb and date sit left. The centre is not a search box — it is “Ask Marvin, or run a command…”, and it opens the ⌘K palette. On the right: help, the detected-issues badge, the Marvin tile, the territory chip and the sync pill.

The ⌘K palette open over the Today queue, showing Marvin, Jump to and Actions sections — ⌘K — one input for asking, jumping and acting.

The territory chip

The globe chip filters the whole app to a region or sub-region. While scoped, a banner sits under the command bar naming the territory and its manager. The wording is precise: managed by X means an outright assignment; no manager assigned; rolls up to X means it was inherited from the region or the Head of Sales. The chip is hidden entirely if you only have one option.

Note

Changing territory refetches every page, so numbers on Reports and Forecast will move. That is the filter working, not a data problem.

OppFlow.ai docs · by Traversal · v0.1.32