Finding your way around

Two kinds of places#

Across all workspaces (the block called All workspaces): as an advisor you see Cockpit, Chat, Todos, Approvals, Proposals, Agents, Explorer and Workspaces. As a client you see Todos and Explorer here.

Inside the workspace you have open: Today, then the groups Steering, Results, Knowledge and Work. Clients also have Chat here; advisors additionally have Canvas and Brain. Rarely used places such as team, billing and settings sit behind your profile. Not every place exists on every device: Canvas only on the web and the Mac, Tasks only on the web.

On the web in a wide window#

This layout appears from a window width of about 960 pixels.

• Left: the sidebar with the places across all workspaces, then the workspace switcher (a dark chip with the workspace code and the company), then the places of that workspace. The arrows at the top fold the sidebar down to icons.
• Top: the bar with back and forward, the title of the page, the page's own + button, the bell for notifications and the Chat button.
• Right: columns. The chat opens as a column beside the page; the details of a selected item open in a second column. Esc closes it.
• Bottom left: your profile. Its menu holds your settings, language, appearance (system, light or dark) and Log out.

On the web in a phone browser#

Below about 960 pixels the sidebar is replaced by a bar at the bottom of the screen.

• Advisors see five places there: Cockpit, Chat, Approvals (with the number of waiting items), Canvas and Workspace. Clients see Today, Chat, Deliverables and Knowledge.
• ••• (More) opens the full navigation: your workspace's places, language, appearance and Log out. Advisors also find Agents and Usage there. The button is below the five places for advisors and the fifth item for clients.
• Advisors reach the pages of the workspace block through ••• too, including Team, where you invite clients, and the settings areas under Your settings.
• Top right are the bell and the chat button; the chat opens over the page.
• Todos, the Explorer, Proposals and Workspaces are not in this phone layout, and neither is the workspace switcher. To switch workspaces use a wider window or the ARVEMO app.

On the Mac#

• Window: sidebar on the left (the same places as the web, except Tasks), toolbar on top with back and forward, a star to pin a place as favourite, the page's +, the bell and the orange chat bubble (Chat about this page, ⌘J). Details open in a column on the right or in their own window.
• Menu bar: the triangle in the macOS menu bar shows what Arvemo is doing and a number. Click it to ask Arvemo something without opening the window. The Dock icon carries a badge too.
• Settings (⌘,) is a window of its own: profile, notifications, devices, privacy, account and general (language, appearance, Arvemo's voice). Advisors also find writing, agents, approvals and client workspaces there.
• Help menu: share an idea, report a bug, My reports, open the community.
• On launch advisors land in Cockpit, clients in Chat.

On the iPhone and iPad#

• No tab bar. The menu button at top left opens the menu: places across all workspaces, the workspace switcher, then the places of the workspace and your recent chats. At its foot your name, with the caption Settings, opens your settings screen: workspaces, language, push notifications, signed-in devices, sharing ideas and signing out.
• Top right: the bell and, for advisors, the approvals seal with its number.
• Bottom right: the orange chat bubble – tap for a chat about the current page, hold to speak at once – and a round + where the page can create something.
• On a wide iPad the menu stays open as a column beside the page.
• ARVEMO opens in Chat. The iPhone has no light/dark switch of its own: it follows the iOS setting.

The same thing on each device#