Menu map: every menu item and where it is explained

The 9bx menu is one sidebar for every module: My space (pages for your kind of work plus every page you star, in your order, with Recent under it) and All modules, where each module opens in place. The grid button (or the M key) shows All of 9bx, every page on one screen. Each module's setup pages are in the gear row at the bottom of the module (for example CRM settings). This page lists every menu item, what its page is for, and the guide that explains it.

Contents: How the menu is arranged · Home · CRM · Contacts · PBX & Call Center · Chat & Messaging · HR · Assets & Inventory · Media · Reports · Settings · Old menu names

How the menu is arranged

• You only see the apps and items your role and plan allow. A missing item is hidden, not broken.
• You never switch module to find an item: every module you can use is in the same sidebar under All modules. Type in Find in menu to narrow the whole menu, hub cards included.
• Each module has at most seven sections, and each section at most seven rows. Rarely used pages sit on a hub: one row (with an arrow) that opens a page of cards for several related pages, for example Attendance in HR. Click the row, then pick the card.
• Every page that was in the menu before is still there, with the same web address, so bookmarks and links in emails keep working.
• Setup pages are for administrators. Agents and employees never see them.
• Each part of the path in the top bar (for example HR / Time & attendance / Leave) opens a list of its neighbours.
• Press Ctrl+K to jump to any page by name, or G then two letters (jump keys). See Layout and navigation.

Home

Menu item	What the page does	Guide
Dashboard	Your widgets, filtered by period, branch and scope	Dashboard and widgets
My work → My schedule	Your shifts and schedule requests	Workforce
My work → My evaluations	Quality evaluations of your calls	Quality
My work → My progress	Your points, badges and rank	Gamification
My work → Notifications	Alerts sent to you	Notification preferences

CRM

Section	Menu item	What the page does	Guide
Work	Tasks	Your follow-ups and reminders	My tasks
Work	Calendar	Meetings and events (was Events)	Events and calendar
Customers	Clients	Customer records and timeline. Always available, even when CRM is off: then the CRM app shows Clients only	Clients
Customers	Companies	Businesses and everything linked to them	Companies
Sales	Leads	Prospects, board and score	Leads
Sales	Deals	Pipeline and forecast	Deals
Sales	Quotes	Quotes sent to clients	Quotes
Sales	Sequences	Follow-up cadences	Sequences
Sales	Sales targets, Sales commission	Goals and commission per person or team	Sales targets
Service	Tickets	The help desk	Tickets
Service	Incidents	One outage, many tickets	Incidents
Service	Field visits	Technicians at the customer	Field visits
Service	Payment links	Ask a customer to pay by link	Payment links

CRM settings (gear row)

Section	Page	What it does	Guide
Sales setup	General	Basic CRM options	CRM setup
Sales setup	Pipelines & lost reasons	Deal stages and why deals are lost	Deals
Sales setup	Lead scoring	How leads earn points	Lead scoring
Sales setup	Products, Services, Call topics	Lists used on quotes, records and calls	Quotes, CRM setup
Sales setup	Workflows	When-if-then rules	Workflows
Access & sharing	Territories	Regions that decide who owns a record	Territories
Access & sharing	Record sharing, Field permissions	Who sees which records and fields	Record sharing
Access & sharing	Quote approval flows	Which quotes need approval, and who approves	Quotes
Access & sharing	Privacy requests	Export, erase and consent requests	Privacy and GDPR
Service desk setup	General, Teams, Statuses	Ticket basics	Ticket setup
Service desk setup	Assignment routing	Who gets tickets and chats	Assignment routing
Service desk setup	SLA policies	Response and resolution targets	SLA policies and reports
Service desk setup	Ticket fields	Your own ticket fields	Ticket fields
Templates & forms	Templates, Macros	Ticket templates and one-click replies	Ticket setup, Ticket macros
Templates & forms	Web forms, Knowledge base	Public forms and the customer ticket page	Customer self-service
Templates & forms	Calendar & booking	Calendars and booking links	Calendar and booking
Tasks & email	Task categories, Task areas	Lists used on tasks	Ticket setup
Tasks & email	Personal email sync (Gmail / Outlook)	Connect your own mailbox	Email sync

Contacts

Menu item	What the page does	Guide
All contacts	The shared address book. Groups, duplicates and import are tabs on the page	Contacts, Import, export and merge

PBX & Call Center

Phone system, call center and the agent performance tools (quality, scheduling, leaderboards and screen recordings) are one app.

Section	Menu item	What the page does	Guide
(top)	Overview	Phone health and activity	Phone dashboard
Calls	Live calls	Who is on a call now	Live calls
Calls	Call history	Every call, recordings, wrap-up notes	Call history
Calls	Voicemail	Messages left for you	Voicemail
Calls	Callbacks	Missed callers to ring back	Callbacks
Calls	AI insights	Transcripts, summaries, live assist	Call insights
Call center	Switchboard	Operator console	Switchboard
Call center	Queues, Queue wallboard	Waiting lines and the wall board	Queues
Call center	Outbound campaigns	Outbound calling by list	Dialer campaigns
Call center	Do-not-call list, Call outcomes	Numbers never to call, and result choices	Dialer campaigns
Team performance	Quality checks hub: Review queue, Evaluations, Scorecards, Score calibration, QA reports	Score calls	Quality
Team performance	Scheduling hub: Live staffing, Schedules, Forecast, Time-off & swap requests, Scheduling reports	Staffing and adherence	Workforce
Team performance	Leaderboards & contests hub: Leaderboard, Wallboard, Badges, Contests	Points and motivation	Gamification
Team performance	Screen recordings	Consent-based screen capture	Screen recordings
Setup	Extensions & devices hub: Extensions & call groups, Phone devices	Lines, groups and desk phones	Extensions and call groups, Phone devices
Setup	Numbers & trunks hub: Inbound routes, Trunks, Outbound routes, WhatsApp calling	Numbers, provider connection, outgoing rules	Routes, Trunks and rate decks, WhatsApp calling
Setup	Call routing hub: IVR menus, Call flows, Office hours, Audio library, AI receptionist	Menus, hours, audio, virtual receptionist	Call flows, IVR, hours, audio, AI receptionist
Advanced (folded)	Call controls hub: Blocked numbers, Authorization codes, Number masking, Call tracking, Rate decks, Conference rooms, Paging & hot desk	Blocking, PINs, private calls, source tracking, prices, rooms, paging	Advanced features, Authorization codes, Number masking, Call tracking, Trunks and rate decks
Advanced (folded)	Phones & import hub: Phone vendors, Phone firmware, Firmware rollouts, IP phone guide, Import from 3CX	Zero-touch setup, firmware, phone guides, import	Phone firmware and zero-touch, Phone devices, 3CX import

Agents see only Overview, Calls, Call center and Team performance. Setup and Advanced are for administrators.

PBX & Call Center settings (gear row)

Section	Pages	Guide
Calling	Dialer settings, Feature codes & security, Phone server, AI call analysis	Dialer campaigns, Advanced features, Phone server, AI settings
Team performance	QA settings, WFM setup, Gamification setup, Recording policy	Quality, Workforce, Gamification, Screen recordings

The web softphone and click-to-dial: Web softphone, Browser extension.

Chat & Messaging

Section	Menu item	What the page does	Guide
Team chat	Team chat	Messages and calls with colleagues	Team chat
Live chat	Chat inbox	Answer chats, email, web forms, missed calls	Chat inbox
Live chat	Live chat board	Queues, agents, visitors now	Live chat board
Live chat	Chat analytics	Chat volume and speed	Chat analytics
Messages	Message log	Every SMS, WhatsApp, email, push	Message log
Messages	Broadcasts	One message to many people	Broadcasts
Messages	Usage	Monthly volume and delivery	Usage

Chat settings (gear row)

Section	Pages	Guide
Live chat	Chat settings, Channels, Widgets	Chat settings, Channels, Widgets
Live chat	Teams and agents, Chatbot, Message flows, Saved replies	Teams and agents, Chatbot, Message flows, Knowledge base
Content	Knowledge base, Quick templates, Events & templates	Knowledge base, Events and templates
Team chat	Team chat integrations, Team chat settings	Team chat: settings and integrations
Providers & channels	Providers, Sender IDs, Routing, WhatsApp, Telegram	Providers, sender IDs, routing, Opt-outs, WhatsApp, Telegram
Messaging rules	Automation, Opt-out & DNC, Settings	Automation, Opt-outs, Messaging settings

HR

Section	Menu items	Guide
Me	My HR hub (your own pages: work, money and documents, growth, company, help and wellbeing), My attendance, My leave, My timesheet, My expenses, My goals, Team dashboard	Employee self-service, HR assistant, Chat app approvals
People	Employees, Org chart & directory hub, Contractors, Positions, Probation & contracts hub, Documents hub (templates, letters, signatures, expiring documents, AI writing)	Employees, Org chart, Contractors, Documents and letters, Signatures, AI writing help
Time & attendance	Attendance hub (attendances, all employees, summary, overtime, corrections, work arrangements, import)	Attendance
Time & attendance	Leave hub (calendar, balances, short and late leaves, adjust, encashment)	Leave
Time & attendance	Shifts hub (roster board, all employee shifts, work schedules, rotations, overrides, open shifts, swaps, change requests, availability)	Shifts, Shift change requests
Time & attendance	Holidays hub, Timesheets hub, Approvals hub (approval inbox, requests, delegations)	Holidays, Timesheets, Approvals
Pay & benefits	Payroll hub: Run payroll (runs, consolidated, retro pay, accounting, year-end statements) and Employee pay (salary structures, bonuses, adjustments, loans, provident fund, tax declarations)	Payroll runs, Corrections and accounting, Marking payments paid
Pay & benefits	Expenses & travel hub (claims, travel and advances, card statements, expense checks), Benefits hub, Compensation hub	Expenses, Travel and advances, AI documents and expense checks, Benefits, Salary bands and raise cycles
Hiring & lifecycle	Hiring hub (job openings, candidates, requisitions, referrals, duplicates, recruiting analytics), Onboarding & offboarding hub (onboarding cases, check-ins, templates; exit cases, resignations, clearances, final settlements, terminations, exit interviews, exit checklists, alumni)	Hiring, Pipeline and sourcing, Onboarding, Offboarding, Final settlement
Engagement	Reviews & goals hub (team and all reviews, cycles, templates, analytics; goals, competencies, feedback, one-on-ones, check-ins, improvement plans), Talent	Performance, Goals, feedback and development, Succession and 9-box
Engagement	Culture hub (announcements, policies, acknowledgments; company feed, moderation, recognition, polls, events; surveys, results), Employee relations hub, Safety & wellbeing hub, Forms & requests hub	Announcements and policies, Recognition, polls, events and feed, Engagement surveys, Employee relations and safety, Forms
Insights	HR reports, HR dashboards	HR reports, Report builder and dashboards

HR settings (gear row)

Section	Pages	Guide
General	HRM setup, Employee IDs and probation, Custom fields, HR reminders, Automations, Setup checklist, Data import	HRM setup, Automations, Employee sync
Organisation	Teams, Locations, Employee relations settings	HRM setup, Employee relations and safety
Attendance	Attendance policies, Attendance sources, Access-control devices, Access-control punch logs, Geofences, Face verification, Face review	Attendance, Access control, Face verification
Leave & shifts	Leave types & policies, Approval workflow, Approval flows, Shift types, Shift rotations, Weekly off	Leave, Approvals, Shifts
Payroll	Salary templates, Tax, Pay calendars, Bonus guidelines, Company payment accounts, Compliance, Payroll settings	Payroll setup, Compliance
Hiring	Interview kits, Candidate message templates, Job description library, Job boards and providers, Hiring settings	Hiring, AI screening
Expenses	Travel rates, Expense setup	Expenses
Privacy & apps	Data subject requests, Consent records, Privacy settings, Developer API, Chat apps, Integrations, AI in HR	Privacy, Integrations and API, AI in HR

Exchange rates for payroll moved to Settings → Reference data, next to Currencies. See Multi-currency payroll.

Country-specific pages (tax, provident fund, statutory files, letters) are in the country guides: Bangladesh, India, Singapore, Malaysia, United Kingdom, UAE and Saudi Arabia.

Assets & Inventory

Section	Menu item	What the page does	Guide
(top)	Overview, Asset reports	Totals and asset reports	Assets, Work orders, audits, reports
(top)	My assets, My work orders	What you hold, jobs assigned to you	My assets, requests and problems
(top)	Scan	Scan a tag	Tags, labels and scanning
Assets	Assets	Units and assignment	Assets and assignments
Assets	Asset requests, Asset problems	Requests for items, reported problems	My assets, requests and problems
Assets	Bookings, Licenses	Booking shared items, software seats	Licenses, contracts, bookings and kits
Assets	Maintenance schedules, Disposals	Upkeep and retirement	Maintenance, stock audits, disposals
Inventory	Inventory, Products, Kits, Transfers, Low stock, Expiries	Bulk stock	Inventory, Products and setup, Alerts, Transfers
Inventory	Audits hub: Stock audits, Scan audits	Counts	Maintenance, stock audits, disposals
Field & tracking	Work orders, Customer equipment	Jobs and devices at customers	Work orders, scan audits, reports, equipment
Field & tracking	Tracking hub: RFID, GPS, IT discovery	Tag readers, trackers, computer discovery	RFID, GPS trackers and IT discovery
Buying & costs	Procurement, Vendors, Contracts, Depreciation	Purchasing, suppliers and value	Procurement, Vendors, Depreciation and costs
Buying & costs	Cost reports hub: Cost views, Total cost	What things cost over time	Depreciation and costs

Asset settings (gear row): Asset setup (categories, brands, units), Locations and Device keys. See Products and setup and RFID, GPS trackers and IT discovery.

Media

Menu item	What the page does	Guide
Media	Your files, folders and files shared with you	Media

Reports

Menu item	What the page does	Guide
All reports	Every report in one place	Reports
Custom reports	Build and save your own	Reports, Report builder
Scheduled reports	Reports emailed on a schedule	Reports
Pinned: Call summary, Queue report, SLA report, Deal report	Shortcuts to the most used reports	Reports

Settings

Section	Menu item	What the page does	Guide
Organization	Organization, Branches, Legal entities, Organization defaults	Company details, offices, legal entities, inherited defaults	Organizations and branches
People & access	Team members, Roles	People, invitations, permissions	Team members and roles
People & access	Workspace admins	Who administers the workspace	Workspace admins
People & access	Security, Single sign-on, Directory sync	Two-factor policy, SSO, directory	Security and single sign-on, Directory sync
People & access	Audit log	Activity records	Developer API, privacy and audit
Plan & modules	Plan & billing	Plan and invoices	Plan and billing
Plan & modules	Modules (was Modules Setup)	Turn modules on or off and choose their menu items	Modules
Workspace	AI, AI knowledge hub	AI provider, keys, minutes, what the AI learns from	AI settings, AI knowledge hub
Workspace	Storage, Dashboards	Recordings and files, who sees which home page	Storage, Dashboards
Workspace	Custom domain	Your own address	Custom domain
Reference data	Reference data hub: Currencies, Exchange rates, Countries, States / divisions, Cities	Lists used across the app	Regional settings, currency and languages

AI call analysis moved to PBX & Call Center settings.

Old menu names

Older guide pages and screenshots may use names from before the menu was simplified. Search (Ctrl+K) still finds pages by their old names.

Old name	Now
Module setup, Administration	Each app's gear row (for example CRM settings), and the Settings app
Phone, Phone setup, Phone settings	PBX & Call Center, its Setup and Advanced sections, and PBX & Call Center settings
Performance, Team performance	PBX & Call Center → Team performance
Performance settings	PBX & Call Center settings → Team performance
Call back	Callbacks
Intraday	Live staffing (in the Scheduling hub)
Calibration	Score calibration
Modules Setup	Settings → Modules
Performance (in HR)	Reviews & goals
Exits	Exit cases
Events (in CRM)	Calendar
Files	Media

For a short time you can switch back to the old menu: open your user menu and turn on Classic menu. The old menu will be removed in a later update.

(Screenshot to add: the sidebar with My space and All modules, and All of 9bx.)