> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plato.ae/llms.txt
> Use this file to discover all available pages before exploring further.

# Open And Navigate

> Open Connect360 from Plato Console and understand the main Connect360 sidebar.

Open `Connect360` from the Plato Console when you want to manage customer conversations, campaigns, templates, automation, links, or messaging setup.

The app uses its own sidebar. The back button returns you to the main Console.

<img src="https://mintcdn.com/platoae/qNwZzvSrzTHhpM3n/images/connect360/overview.png?fit=max&auto=format&n=qNwZzvSrzTHhpM3n&q=85&s=9b89f24f457ea4d10ebe3c3d07656fbc" alt="Connect360 navigation overview" width="1280" height="720" data-path="images/connect360/overview.png" />

## Main Areas

The Connect360 sidebar is organized around customer engagement work:

* `Dashboard` gives a quick view of chats, channels, workflows, wallet usage, and new customers.
* `Chats` is the shared inbox for customer and team conversations.
* `Customers` opens the shared customer list.
* `Campaigns` sends a template, workflow, or both to selected customers.
* `Templates` stores reusable message content.
* `Workflows` opens automation rules and execution history.
* `AI Agents` manages the agents used by auto-reply routing.
* `Links` creates and tracks short links for campaigns.
* `Reports` contains chat analytics, customer distribution, campaign insights, template insights, link analytics, and link events.
* `Settings` contains chat defaults, tags, channels, and wallets.

## Recommended First Setup

Before using Connect360 with customers, check these in order:

1. Confirm the workspace has Connect360 access in Console roles.
2. Connect at least one messaging channel.
3. Confirm a messaging wallet exists and has enough balance.
4. Create the first template.
5. Create or import customer records.
6. Send a test conversation or campaign to a safe customer profile.

## When To Use Another Plato Area

Use Console when you are changing workspace-wide access, domains, members, roles, API keys, or workspace settings.

Use Restaurant when you are changing menu products, orders, transactions, tables, reservations, or restaurant reports. Connect360 can reference those records, but the source setup lives in Restaurant.