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Home

After you sign in, Home is your dashboard: a quick read on what needs attention, how the business is doing, what your team is shipping, and headline numbers.

Audience

Audience is your customer layer: people you store as contacts, the messages you exchange with them, and the articles or emails you author for marketing.

Products

Products is your catalog (Digital, Services, Physical), your Coupons rules, and the Orders list that records every customer checkout. What buyers actually pay on is a public payment page powered by Stripe (your connected account from Settings → Payments).

Pages

Pages is where you build what visitors see: your main website, guided sales funnels, booking flows, and standalone forms.

Finances

Finances is where you record money coming in (quotes, invoices, purchase orders, credit notes), money going out (Expenses), and read summaries (Reports).

Done-for-you

Done-for-you is a premium service: you delegate the technical and operational heavy lifting to Okinta so your team can stay focused on what matters most to the business. Eligible workspaces use it to submit done-for-you work, you pick the kind of build (wizard), describe the job in a rich-text brief, and track each ticket until the team picks it up and you collaborate in a per-request thread.

AI Agents

AI is deeply integrated across Okinta, from a floating assistant that follows you everywhere, to autonomous automation that runs tasks on a schedule. This page explains how each AI feature works, what it can do, and how to get the most out of it.

Team

Team is your internal workspace: Members (people, roles, HR-style records, and access), Conversations (channels and DMs: not customer mail), and Recruitment (job posts plus a per-job applicant board). App availability and edit actions follow workspace app access and each person’s role.

Search in the top bar

The search field opens a jump menu so you can reach any major screen or nested app without hunting the sidebar.

Trial and billing notices

When something needs your attention on your Okinta subscription, a short message appears in the top bar (next to the other header icons).

Team messages

When your workspace has at least one active teammate who is not the workspace owner, a Team Conversations control (message icon) appears in the top bar. A s…

Calendar

The calendar icon opens the Calendar page: your own timed events, Appointments bookings from the product, and: if you connect it: Apple Calendar, to…

Help menu

The Help control (question-circle icon) in the top bar opens a dropdown. The icon uses primary styling when you are on the in-app Help page, Roadmap…

Notifications

The Notifications bell in the top bar opens a dropdown feed of in-app alerts your workspace creates (titles and types vary by event). When something is unre…

Settings

Settings is the workspace control center. The app bar runs left to right through Account, Company, Domains, Emails, Website, **Legal Pag…

Log out

Log out sits on the right of the top bar after Settings (log-out icon and tooltip). Choosing it opens the logout flow instead of staying on the page…