> For the complete documentation index, see [llms.txt](https://docs.patagon.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.patagon.ai/en/getting-started/platform-overview.md).

# Getting to know the platform

Before you set up your agent, it helps to understand how the platform is organized. This page is a quick tour: it shows where each area lives and what it is for. It does not explain each process in detail. For that, every section has dedicated articles, with links along the way.

Everything is navigated from the **sidebar**, split into three groups: **Agent**, **Leads**, and **Organization**.

## Agent selector and date range

Two controls affect everything you see:

* **Agent selector** (top left): each account can have several agents, each with its own WhatsApp number, configuration, and history. The selected agent filters all the data shown. Switch between agents at any time.
* **Date range** (top right): sets the period analyzed on metrics screens, such as Dashboard, Attribution, and Performance Dashboard.

## Agent

This is where you configure and fine-tune your AI agent's behavior.

| Area                        | What it is for                                                                                                                                  |
| --------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **General**                 | Agent settings, [objectives and tone](/en/agent-optimization/objectives-and-tone.md), and [versions](/en/agent-optimization/agent-versions.md). |
| **Playground**              | Test the agent in a simulated chat before publishing changes.                                                                                   |
| **Capabilities**            | Turn on [features](/en/agent-optimization/capabilities.md) and manage [quick replies](/en/agent-optimization/quick-replies.md).                 |
| **Channels & Integrations** | Connect your [WhatsApp number](/en/getting-started/connect-whatsapp.md) and integrate external tools.                                           |
| **Insights**                | [Patterns and recommendations](/en/agent-optimization/insights.md) the agent draws from conversations.                                          |
| **Conversation Feedback**   | Review conversations and [give feedback](/en/agent-optimization/agent-feedback.md) so the agent improves.                                       |
| **Performance Dashboard**   | The agent's [quality metrics](/en/agent-optimization/performance-dashboard.md) over time.                                                       |

## Leads

This is your sales team's command center, with everything related to the leads your agent generates.

| Area              | What it is for                                                                                              |
| ----------------- | ----------------------------------------------------------------------------------------------------------- |
| **Dashboard**     | Funnel health, with the period's [KPIs, rates, and trends](/en/sales-performance/dashboard.md).             |
| **Leads**         | The full lead list, in [Table or Funnel](/en/sales-performance/managing-leads.md) view.                     |
| **Conversations** | [Active and recent conversations](/en/sales-performance/real-time-conversations.md) your agent is handling. |
| **Campaigns**     | Create and track [message campaigns](/en/sales-performance/campaigns.md).                                   |
| **Attribution**   | Conversation volume and quality by [traffic source](/en/marketing-and-attribution/what-is-attribution.md).  |

## Organization

Account, team, and billing settings. These apply to every agent.

| Area                    | What it is for                                                                                                |
| ----------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Settings**            | Organization details (General tab) and [team members](/en/getting-started/invite-your-team.md) (Members tab). |
| **Roles & Permissions** | [Access control](/en/agent-optimization/roles-and-permissions.md) by role.                                    |
| **Billing**             | [Plan, credits, and invoicing](/en/billing-and-plans/plans-and-pricing.md).                                   |

{% hint style="info" %}
Many screens use **inner tabs** and a **search field** at the top. Whenever an article points you to a path like *Agent > General > Versions tab*, it is guiding you through this same navigation.
{% endhint %}

## Next step

Now that you know the platform's map, head to [Self Onboarding](/en/getting-started/self-onboarding.md) and get your agent up and running.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
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```
GET https://docs.patagon.ai/en/getting-started/platform-overview.md?ask=<question>&goal=<endgoal>
```

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