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

# Navigation Overview

> Understand how Navigation, Sections, Folders, and Pages organize your workspace in Custral.

The left sidebar is how you move through Custral. It has two halves: the **built-in surfaces** everyone gets (your inbox, calls, calendar, tasks, conversations, and the AI assistant) and a **workspace tree you build yourself** out of Sections, Folders, and Pages. Data models decide *what* you store; navigation decides *where* you reach it.

## The sidebar at a glance

| Part             | What it is                                                                                                                                          |
| ---------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Org switcher** | Jump between the workspaces you belong to (top of the sidebar).                                                                                     |
| **Mode rail**    | Home · Assistant · Conversations · Tasks · Search, switches what the sidebar shows.                                                                 |
| **Modules**      | Pinned shortcuts to built-in surfaces (Inbox, Texts, Calls, Calendar, Tasks, Convos, Workflows, Sequences).                                         |
| **Favorites**    | Pages and records you've starred, for one-click access.                                                                                             |
| **Page tree**    | Your [Sections](/surfaces/navigation/sections) and the [Pages](/surfaces/navigation/pages) and [Folders](/surfaces/navigation/folders) inside them. |
| **Private**      | Pages only you can see.                                                                                                                             |
| **Account menu** | Profile, workspace settings, and sign out (bottom of the sidebar).                                                                                  |

## The workspace hierarchy

The tree you build follows one simple hierarchy: **Sections** hold **Pages** and **Folders**, and each Page opens one or more **Views**.

<img src="https://mintcdn.com/custral/NGCdls_pt-1YDx5S/images/navigation.jpg?fit=max&auto=format&n=NGCdls_pt-1YDx5S&q=85&s=9154779e112aa3017377a15a25c4838a" alt="Navigation model" width="2667" height="1499" data-path="images/navigation.jpg" />

| Layer                                        | What it is                                                     | Example                       |
| -------------------------------------------- | -------------------------------------------------------------- | ----------------------------- |
| **[Section](/surfaces/navigation/sections)** | A top-level, collapsible group, usually a team or area.        | *Sales*, *Success*, *Support* |
| **[Folder](/surfaces/navigation/folders)**   | A page that holds other pages, so you can group related work.  | *Databases*, *Pipelines*      |
| **[Page](/surfaces/navigation/pages)**       | Opens a surface: a dashboard, a database/table, or a document. | *Deals*, *Demos*              |
| **View**                                     | A tab inside a page, a filtered lens on your data.             | *New Deals*, *Closing Deals*  |

<Note>
  A **folder is just a page that holds other pages**. There's no separate "folder" object, only a page shown with a folder icon. Folders nest a couple of levels deep (a folder can hold a subfolder), which keeps large workspaces tidy without turning the sidebar into an endless tree.
</Note>

## Modes

The mode rail at the top of the sidebar swaps what the sidebar body shows, without leaving the page you're on:

<CardGroup cols={2}>
  <Card title="Home" icon="house">
    Your Modules, Favorites, page tree, and Private pages: the default.
  </Card>

  <Card title="Assistant" icon="sparkles">
    Chat with the [AI assistant](/ai/chat-agents/overview) and revisit past threads.
  </Card>

  <Card title="Conversations" icon="comments">
    A live list of open conversations across email, SMS, voice, and chat.
  </Card>

  <Card title="Tasks" icon="list-check">
    Your task queue, grouped and filterable.
  </Card>
</CardGroup>

**Search** sits at the far right of the rail and finds pages, records, and conversations across the workspace.

## Modules, Favorites, and Private pages

* **Modules** are pinnable shortcuts to Custral's built-in surfaces. Hit **Edit** on the Modules rail to pin or unpin Inbox, Texts, Calls, Calendar, Tasks, Convos, Workflows, or Sequences. Everyone tailors their own rail.
* **Favorites** collect the pages and records you star, so they're one click away no matter where they live in the tree.
* **Private pages** are scoped to you alone (scratch notes, a work-in-progress dashboard) and live in their own part of the sidebar, below the shared tree.

## Build your navigation

<Steps>
  <Step title="Create a section">
    A new workspace starts empty. Add your first Section from the page tree and give it a name and icon (for example, *Sales*).
  </Step>

  <Step title="Add pages">
    Inside the section, add Pages: a dashboard, a database of records, or a document.
  </Step>

  <Step title="Group with folders">
    Create a folder, or drag pages onto one another, to group related work. A folder can hold a subfolder, a level or two deep.
  </Step>

  <Step title="Reorder and move">
    Drag pages to reorder them or nest them into a folder. A page's **⋯** menu also lets you rename, duplicate, move it to another section, copy its link, or add it to Favorites.
  </Step>
</Steps>

<Note>
  Your Sections, Pages, and their order are **shared across the workspace** and respect [permissions](/team/permissions/overview): a Section (and everything in it) can be limited to a group, and each Page inherits access from its Section. For a layout only you can see, use a **Private** page instead.
</Note>

## Related

* [Sections](/surfaces/navigation/sections) · [Folders](/surfaces/navigation/folders) · [Pages](/surfaces/navigation/pages)
* [Views overview](/surfaces/views/overview): the tabs a page hosts.
* [Record routing](/surfaces/records/overview): how a record renders its object's views.
* [Entities](/surfaces/entities) · [Permissions](/team/permissions/overview)


## Related topics

- [Folders](/surfaces/navigation/folders.md)
- [Sections](/surfaces/navigation/sections.md)
- [Permissions Overview](/team/permissions/overview.md)
- [Pages](/surfaces/navigation/pages.md)
- [Library](/surfaces/navigation/library.md)