Can't find a menu or feature? Check your plan and team
If a menu item is missing from the left menu, it is usually your plan, the team you are viewing or a collapsed sidebar. Here is how to check each.
Menu items only appear when your plan includes them. If something is missing, check your plan first, then which team you are viewing, then whether the sidebar is collapsed.
Which items depend on your plan?
Section titled “Which items depend on your plan?”| Menu item | What you need |
|---|---|
| Outbound | Pro plan or higher |
| FAQ and Knowledge Base (under AI Phone Agents) | A plan with Knowledge Bases (Essential and up) |
| Connect Number (under AI Phone Agents) | A plan with AI calling services (Essential and up) |
| Form and Reviews Widget (under Website Widgets) | A plan that includes them (Essential and up) |
| Sending texts from the inbox | A paid plan |
To see what your plan includes, open Team, then Subscription.
Check which team you are viewing
Section titled “Check which team you are viewing”Your menu reflects the team you are currently in. If you belong to more than one team, switch teams under My Account, then Teams.
Show the menu labels
Section titled “Show the menu labels”If you see only icons, the sidebar is collapsed. Select the arrow at the top of the sidebar to expand it. Sub-menus such as AI Phone Agents and Team open when you select them.
Look for the other menu locations
Section titled “Look for the other menu locations”- Subscription, Usage, Users, Settings and Audit Logs are under Team.
- Teams, Invitations and Profile are under My Account.
- Compliance is under Settings in the left menu (open the Compliance page).
- Refer & Earn is shown only to the account owner.
Still missing?
Section titled “Still missing?”Upgrade from Team, then Subscription, or email [email protected] with the name of the item you are looking for.