Find your way around the Embers app

Every screen in Embers sits in the same frame: a sidebar on a tablet or computer, a top bar across every page, and a tab bar along the bottom on a phone. The command palette on Cmd K (Ctrl K on Windows and Linux) reaches almost every page, including most of the ones the sidebar leaves out. This page maps all of it, plus the keyboard shortcuts.

The sidebar

On a tablet or computer, from top to bottom:

• The Embers logo, which opens the dashboard, and Collapse sidebar, the last button on the same row.
• The workspace you are in: its photo or initials, its name, and a chevron. Click it to open Switch workspace, which lists every workspace you can open with your role and its plan, and holds Add workspace and Workspace settings. See switch between workspaces.
• Add monitor, which opens the Watchlist with the Add monitor panel, for a profile, company page, keyword, or post. See the Watchlist.
• Search, which opens the command palette.
• Three groups of pages, each under a small caption:

• Lists, between Review and Signals once the workspace has a lead list: one row per list with how many leads are on it. A row opens the leads list narrowed to that list. Point at a row for its … (Rename and Delete list), and use the + beside the caption for a New list. Past six lists, Show N more opens the rest. See lead lists.
• Finish setup, for the account owner while the workspace is still being set up: “2 of 6 done”, a bar with one segment per step, the next step as a link, and See every step. It goes away once setup is complete. See the setup checklist.
• Ask a human and Book a call, side by side. Ask a human opens the chat with the Embers team; if the chat cannot load, it starts an email instead. A blue dot appears on it when the team has replied and you have not read it yet. Book a call books time with the Embers team in a new tab.
• You, at the foot: your name and email with a Sign out icon beside them. One click signs you out.

Collapse sidebar folds the sidebar to a rail of icons with each label in a tooltip. Add monitor becomes a +, the Lists fold away, Finish setup becomes a progress ring that opens Setup, Ask a human and Book a call become two icons, and the Sign out icon stays at the foot. To open the sidebar again, select Expand sidebar, the first button at the top of the rail, where the logo sits when the sidebar is open. Embers remembers the choice in that browser.

The top bar

Every page opens with the same bar. From left to right:

• The page title. A page inside another shows its parents first, such as Settings › Team, Leads › and the person’s or the list’s name, or Integrations › Slack. Select a parent to go back to it.
• The page’s own buttons, in the table below.
• What’s new, a bell with a blue dot while the latest product update is unread. It shows that update, marked New if you had not read it yet, with how long ago it shipped, such as “Yesterday” or “3 days ago”. All updates opens the changelog in a new tab.

On a phone

On a screen narrower than 768 pixels there is no sidebar. A tab bar runs along the bottom of every page:

Posts, Comments, and Watchlist share a switcher under the top bar. More holds the workspace (tap it to switch), Add monitor, Clients on an agency portfolio, Agents, ICP, Integrations, Settings, Help center, your lead Lists once you have one, and your name and email with Sign out.

The top bar shows the page title, a search button that opens the command palette, and the What’s new bell. A page’s own buttons sit in a full-width row under it.

Get help from any page

The ? button in the bottom-right corner of every page opens the help menu, the same one this site has. On a phone it sits just above the tab bar.

• Search docs finds help center articles as you type; each result opens in a new tab.
• Help center, Developers, and Changelog open this site in a new tab.
• Share feedback sends a bug, a request, or an idea to the team, with the page you are on attached.
• Email us starts an email to viraj@useembers.com.
• Chat with us opens the support chat. When the team replies, a dot appears on the ? and the row says New reply.
• Book a call books time with the Embers team.

The button steps aside while a dialog or side panel is open, and while the chat is open it closes the chat.

On a tablet or computer, Ask a human and Book a call also sit at the foot of the sidebar, above your name.

Settings

Settings, the last row of the Setup group in the sidebar, swaps the page groups for the Settings sections, and Back to workspace returns you to the last page you had open. On a phone, open More, then Settings; the sections sit in a strip under the top bar that scrolls sideways.

Switches, choices, and dropdowns in Settings save the moment you change them: the top bar shows Saving, then Saved, and a failed save puts the setting back with an error. Account settings covers what each section holds.

Pages the sidebar does not list

A few screens have no sidebar row. Open them from the command palette or by path:

• Reports (/reports): client and stakeholder reports. See client reports.
• Keywords (/keywords) and Qualify Post (/qualify-post): the posts your tracked keywords matched, and qualifying a single post. Add monitor adds both kinds of source.
• Priority Queue (/priority-queue; the older /today redirects there): by path only, because the command palette does not list it either. See the Priority Queue.
• Setup (/setup): the checklist that follows onboarding. While setup is unfinished, the account owner also reaches it from See every step on the sidebar’s Finish setup card.

Search with the command palette

1. Open the palette

   Press Cmd K or Ctrl K from any page, or choose Search in the sidebar. On a phone, use the search button in the top bar.

2. Type what you are looking for

   With nothing typed, the palette opens on your Hot leads (up to three, with their photo and fit; choose one to open their lead page), then Actions, starting with Add monitor and ending with Help center, then Go to, the app’s pages from Dashboard and Leads to Integrations and Setup, and your workspaces. Type two or more characters and it also searches your leads (names, companies, job titles), your posts, and your comments, showing up to five of each, plus a “Search leads for …” row that opens the full filtered list.

3. Pick a result

   Move with the arrow keys, open with Enter, and close with Esc. Picking a lead opens its full lead page, with notes and follow-up dates.

On the Leads page the palette adds Search leads and Export leads. Administrators also get Webhooks and Connected apps, and the account owner gets Billing.

Keyboard shortcuts

Press ? anywhere to open the full list for the page you are on. Letter shortcuts never fire while you are typing in a field.

The Leads shortcuts and export follow the plan: on Free, where the list is a preview, row navigation and CSV export stay off.

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