--- title: "Find your way around a project" description: "Switch between Preview and Dashboard at the top. Keep Buildy beside your work or focus on one view." canonical: "https://www.buildy.ai/docs/getting-started/find-your-way-around" last_updated: "2026-10-28" --- # Find your way around a project On a computer, use **Preview** and **Dashboard** at the top left. **Dashboard** shows the grouped business tools and returns to your last section. Chat with Buildy on the right. Drag the grip between chat and the page to resize them. Drag near either outer edge and release to focus on one view. Click the grip for **Chat only**, **Show both**, or **Preview only** (**Dashboard only** when Dashboard is selected). In chat-only view, the grip stays at the left edge. When chat is hidden, click the **Buildy** tab halfway down the right edge to reopen it. Your draft and chosen split stay in place. Switching between Preview and Dashboard keeps chat at the same width, unless the page needs more room to stay readable. On a phone, use **Chat**, **Preview** and **Tools** at the bottom. **Tools** opens the grouped menu. Choose a tool to close the menu and see its page. **Publish** stays visible at the top. ## Take the project tour Open **Dashboard > Help > Help Center** and select **Take a tour**. On a phone, open **Tools > Help > Help Center**. This button is available inside a project. The seven-step tour shows chat and voice, Preview, your business tools, the full Home setup checklist, publishing, rewards and Help. Rewards points can become credits or Prize Tickets for a chance to win prizes. On a computer, the tour highlights the **Preview** and **Dashboard** selector before the business tools menu. Use **Next**, **Back**, or **Skip tour**. You can press Escape to exit. Replaying the tour returns you to the page and chat layout where you started. Your first project asks **Take a quick tour of your project?** Choose **Take tour** to start or **Skip for now** to continue without it. Skipping saves your response, so the invitation does not appear again. You can start the tour later from Help. ## See what's new In project **Help > Help Center**, select **See what's new** for a separate tour of the updated layout and customer tools. It shows chat and voice, the business tools menu, Home's checklist, AI Receptionist, the shared Business Phone Number, Follow-ups and Business profile. On a computer, it highlights the **Preview** and **Dashboard** selector before the business tools menu. It also shows the chat layout grip. Your sequences are in **AI Receptionist > Follow-ups**. The Business Phone Number handles calls and texts; older voice-agent numbers can still exist. Existing users may see **See what's new in Buildy** when they next open a project. Choose **Take tour** to start this update tour, or **Not now**. Accepting or dismissing the offer saves your response for this update. Both tours remain available in project Help and return you to your starting page and chat layout when you exit. On a computer, steps about a business page highlight its sidebar button and the page area at the same time. ## The chat - **Message Buildy** is the message box. It starts as one row and grows as you type. Attachments appear above your text. Press Enter to send. Press Shift+Enter for a new line. - **Attach** adds images, PDFs and other files to a message. Up to 5 files at a time. - **History** beside the Buildy contact lists every saved version. Click **Restore** on one to go back. - **Start voice call** in the voice panel above the message box starts a live voice conversation. Talk naturally, and Buildy listens and speaks back to guide you. Paid plans only. Each reply shows how many Building credits it used. A status strip above the voice panel shows when Buildy is working, even after a reply ends. You can keep chatting while Buildy works. The strip closes when no work remains. If Buildy needs an answer or the connection drops, the strip tells you. You can send a correction while Buildy works, such as "make the header blue". Buildy reads it before its next step and passes relevant changes to its helpers. It finishes the step already running first. Your message appears between the earlier reply and the continued reply. If Buildy is already giving its final answer, it handles your message next. Free preview repairs and ordinary requests run separately, so one waits while the other finishes. Click the current work label below Buildy's picture to see what is running. Use **Stop** in the empty message box to stop the work. If you have a draft or attachments, clear them to show **Stop** again. When Buildy hands work to teammates, a **Your team is on it** card under the reply shows each teammate and its latest step. Click **Show actions** for more detail. See [Chat with Buildy](/docs/build/chat-with-buildy). ## Preview and settings - **Preview**, at the top left, shows your site as it looks right now, including changes you have not published yet. Use the page field in the center of its toolbar to choose a page. Refresh and desktop/mobile controls are on the left. Open preview and Edit are on the right. - **Edit**, at the far right of the preview toolbar, opens the Visual Editor. Click part of your site to change its text, colors and spacing. Use a desktop computer. - **Open preview in new tab** asks you to confirm before opening. This link is for your own viewing. Use **Publish & Share** to get a link to share with others. - **Dashboard > Site & App Settings** opens your website and app name, icon, description, app access and admin login. Click **Preview** to return to the same preview page. ## Business tools Click **Dashboard** to show these tools. - **Home** shows your next setup step and its Rewards Points, with the full checklist underneath. Click a task to open its details and actions. When setup is complete, the checklist collapses. Use **Show checklist** to reopen it. Foundation and checklist bonuses stay visible during unfinished setup. Open **Explore Buildy** below the checklist for tool shortcuts, including Market research. Business counts appear below that. - **Setup** holds **Domain & Email** and **Site & App Settings**. - **Products** holds **Courses** and **Commission Machine** when they are available for your project. These tools work as before. - **Grow** holds **Ads**, **Social Media**, **Blog**, **SEO & AI Search** and **Images & Video**. - **Customers** holds **Contacts**, **AI Receptionist** and **Email & Text Broadcasts**. In **Ads**, use the single compact account card's **Connect ad accounts** or **Manage connections** button to manage all platforms and their tracking settings. This card stays the same when you choose an **Ad network** to manage campaigns. In **Social Media**, select **Needs review** to approve, schedule or skip drafts. The sidebar badge shows how many drafts need review. Open **Blog** for articles and **SEO & AI Search** for search visibility. **Images & Video** still has a **Files** section for documents and audio. **AI Receptionist** has sections for the receptionist, **Business profile**, **Business Phone Number** and **Follow-ups**. Broadcasts are one-time messages. Automated follow-ups stay with the receptionist. **AI Agents (legacy)** shows only when the project has an existing voice or text agent. Those agents keep working. **Other** holds **Help** and **Advanced**. **Advanced** - Click **Advanced** to open it. It holds **Data Management**, **Backend Functions**, **Integrations** and **Developer**. ## Project and account controls On a computer, these controls stay in the header in both Preview and Dashboard. Some buttons use icons to fit the space. Point at an icon to see its name. On a phone, rewards points, **Help**, **Upgrade**, your profile picture and **Publish** stay at the top. Tap the question-mark icon for **Help**. On narrow screens, tap the crown icon for **Upgrade**. - **Upgrade** opens plans and billing. - The coin balance opens your rewards. The phone header uses compact totals, such as **2.5K** for 2,500 points. Open **Rewards** to see the exact total. The computer header also shows the exact total. - **Publish & Share** puts your latest changes on your live site. Nothing goes live until you click it. - **Help** in the header opens **Help Center**, **Contact support** and **Your tickets**. You can also use **Dashboard > Help**, or **Tools > Help** on a phone. - **Share & Earn** gives you a link to invite friends and earn credits. On a phone, use **Share & Earn** on your home page. - Your profile picture opens **Profile Settings**, your credits and **Sign out**. On a computer, your project name appears at the top left. Click the back arrow beside it to return to your list of businesses. Point at the project name and click the pencil to rename it. To duplicate or delete a project, open its three-dot menu in the projects list. Use Collapse sidebar at the top right of the sidebar to make the menu smaller. Click Expand sidebar to see the full menu again. Click the Advanced arrow to show or hide its tools in the full or collapsed sidebar. On a phone, open the navigation menu at the top left. Tap **Projects** to return to your businesses, or tap the pencil beside the project name to rename it. Duplicate and Delete are in each project card's three-dot menu in the projects list. If your project has a Business Phone Number ready for incoming calls, this menu also has the **Available** or **Unavailable** phone button. Use it to choose whether you can answer calls in Buildy. On a computer, the phone button stays in the header. ## Related - [Build with Buildy](/docs/build) - [Publish your site](/docs/publish) - [Plans, credits & billing](/docs/billing)