Documentation Index

Fetch the complete documentation index at: https://help.gladly.com/llms.txt

Use this file to discover all available pages before exploring further.

We're updating help docs to reflect our new product naming. Gladly Sidekick (AI) is now called just Gladly, and Gladly Hero (the Platform) is now Gladly Team. Some articles may display outdated names while we update everything. Thank you for your patience! Learn more

We've Refreshed the Main Navigation

Prev Next

The updated main navigation makes it easier to find what you need

  • The nav is now organized into clear groups instead of one long list.

  • Items that used to be buried a few clicks deep, like Changelog and Entry Points, live right in the main menu.

  • You can star your most-used items and collapse or expand sections, and Gladly remembers how you left them.

  • Everything works exactly the same, with no options lost. A clearer, action-oriented layout makes it easier to find what you’re looking for.

▶ Watch a video to see it in action:

Why we're making this change

As we've added more tools to Gladly over time, the navigation grew into a long, flat list that got harder to scan. This update groups related items together so you can find things faster, and it surfaces a few features that were previously tucked inside other pages.

Gladly interface showing navigation options and recent equipment inquiries for team management.

What’s changing

The nav is now organized into two main groups: Gladly AI, which covers your AI tools, and Gladly Team, your everyday Agent workspace.

  • Within Gladly AI, items are further organized by what you're doing:

    • Analyze: AI Conversations, Reviews, Signals, Journeys

    • Manage: AI Agents, Workflows, Answers

    • Test: Simulations

    • Deploy: Changelog, Entry Points

  • Previously, items like Changelog and Entry Points were only accessible by navigating into another page first. They're now direct links in the main menu.

  • Star and organize your own view

  • Two new ways to set up the nav your way:

    • Star any item to pin it to the top of the menu, under a new Starred section.

    • Collapse or expand any group. Your preference is saved, so the nav opens the same way next time.

What's not changing

  • Settings – Contents and location remain unchanged.

  • Access and permissions – You'll see the same items you always have, just organized differently. A few additions to the menu bring key tools to the surface.

  • Data and Reports – Underlying data and reporting is not affected.

What you'll see based on your role

Menu options remain the same for Agents. Admins and Team Managers continue to have visibility into Gladly AI items, as well as Admin settings.

If you use Answers, it will continue to appear in your nav based on your existing access, in both Gladly AI and Gladly Team.

What you'll need to do

Nothing. This update happens automatically, and no action is needed on your end.

Questions?

Reach out to your Account Manager or Contact Gladly Support.