Navigating the app
The Shadows app has two main areas: a top bar across the top of the screen, and a sidebar on the left. Pages open in the main area to the right of the sidebar.
The sidebar
Section titled “The sidebar”The sidebar lists the main pages of the app, in this order:
| Item | What it’s for |
|---|---|
| My Tasks | Every open task across your deals in one list: alerts, buyer requests, methodology steps, meetings, and your own action items. A number badge shows how many tasks are open. See Tasks. |
| Revenue Co-Pilot → Deals | Your pipeline, as a list or a board. This is where you’ll spend most of your day. See Deals list. |
| Revenue Co-Pilot → Companies | The accounts you sell to. See Companies. |
| Revenue Co-Pilot → Contacts | The people at those accounts. See Contacts. |
| Business Insights → Revenue metrics | Goals, pipeline health, deal insights, and what the Shadow has been doing. See Revenue metrics. |
At the bottom of the sidebar you’ll find:
- Your name and avatar. Click it to see your email and your role in this workspace, and to Sign out.
- The gear icon. Opens Settings. While you’re in Settings, the sidebar switches to the Settings menu. Use its back link to return to the app.
Collapse the sidebar
Section titled “Collapse the sidebar”Click the panel icon at the top of the sidebar to collapse it to icons only, and click it again to expand it. When the sidebar is collapsed, hover over an icon to see its name.
On a phone or a narrow window, the sidebar is hidden. Tap the menu button at the top left to open it.
The top bar
Section titled “The top bar”From left to right:
- Shadows logo. Takes you to Revenue metrics.
- Support. Opens a form for contacting the Shadows team. Choose a topic (Something broke, Idea / request, Question, or Billing), describe the issue, and optionally attach a screenshot.
- Workspace switcher. Shows the workspace you’re in. Click it to switch workspaces, create a new one, or (for admins) open Manage organization. See Sign in and workspaces.
Ask Shadow
Section titled “Ask Shadow”A floating Ask Shadow button appears on every page. It opens the Co-Pilot chat. You can ask it about your deals, or ask it to prepare an action for you to approve. Buttons labeled “Ask Shadow” on alerts and tasks open this same chat. See Co-Pilot.
Inside a deal
Section titled “Inside a deal”Click any deal in the Deals list to open its Deal Cockpit. The Cockpit has these tabs:
- Cockpit
- Tasks
- Pricing
- Buyer Space
- Activity
- Intelligence
- CRM details
- Documents
Settings
Section titled “Settings”The gear icon opens Settings. Some sections are only visible to admins and managers. The menu includes:
- Profile
- My Shadow
- Company
- Integrations
- Deal flow
- Space templates
- Products
- Payment & Pricing
- Partners
- Team
- Languages
- Emails
See Settings.
What you see depends on your role
Section titled “What you see depends on your role”Your role in the workspace decides what you can see and change:
- Admins and Managers see every deal, company, and contact in the workspace.
- Sales Reps see the records they own or are associated with.
- Viewers can read but not change anything. Buttons like New deal don’t appear for them.
See Key concepts for the details.