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

# Navigating Merciv

> The sidebar, top bar, global search, and where your work lives.

## Home

Home is your landing page after login. At the top is a large chat prompt box — type a question and press Enter to start a new chat, or click a prompt template in the carousel below it to pre-fill the box.

Below the prompt box, three tabs organize your work:

* **Recent** — a carousel of your projects, a list of your recent work (reports, galleries, chats, and artifacts) with filter and sort controls, and a sidebar of your recent stories.
* **Playbooks** — your organization's playbook catalog.
* **Projects** — every project you can access, most recent first.

<Note>
  Playbooks are available on select plans. Contact your Merciv representative if you don't see the tab.
</Note>

## Left sidebar

The sidebar is always visible on desktop. On mobile, it slides in from the left via the panel icon in the top bar. From top to bottom:

* **Search** — opens global search (see below).
* **Home** — the landing page.
* **Discover** — the reading feed for published stories.
* **Trackers** — create and manage your scheduled research agents.
* **Playbooks** — pre-built guided workflows.
* **Portfolio** — the product-intelligence dashboard.
* **Knowledge** — your document library.
* **Inbox** — a notifications panel (press **Cmd/Ctrl+I** to toggle it). A badge shows your unread count.
* **Recent** — a panel of your recent items.
* **Recent Chats** — a collapsible list of your 10 most recent chats, with a **+** button to start a new one.

Your account menu sits at the bottom of the sidebar.

<Note>
  Some destinations — Playbooks, Portfolio, and Knowledge — are available on select plans. Items your plan doesn't include may be hidden or show a lock icon. Contact your Merciv representative if you don't see one you expect.
</Note>

## Top bar

Every page has a top bar with breadcrumbs on the left. On the right:

* A **...** actions menu for the current item (rename, move to project, delete, and similar).
* The **New** button — a dropdown to create a **New Project**, **New Chat**, **New Report**, or **New Gallery**. (New Project is hidden while you're already inside a project; New Gallery appears on select plans.)
* A **chat panel toggle** that opens chat in a side panel (see below).

## Global search

Press **Cmd/Ctrl+K** anywhere — or click **Search** at the top of the sidebar — to open the command palette.

* Search covers **reports, galleries, chats, and projects** in your active organization: your own items plus anything shared with you. A filter dropdown narrows results by type.
* Before you type, the palette shows your 15 most recent items.
* Each result shows the item's name, its project (if any), and when it was last updated. Click to open it.

Global search does **not** cover artifacts, stories, or Knowledge files. To find those:

* **Artifacts** — Home's **Recent** tab with the Artifacts filter, or the project that contains them.
* **Stories** — the stories sidebar on Home's Recent tab, or [Discover](/discover/overview).
* **Knowledge files** — the [Knowledge](/knowledge/overview) page.

## Chat: side panel or full screen

Chat runs in two layouts:

* **Side panel** — the chat toggle in the top bar opens a resizable panel next to whatever page you're on, so you can chat while looking at a report or dashboard.
* **Full screen** — chats also open as full pages. Use **Move to Side Panel** and **Expand to Full Screen** on a chat to switch between the two.

On mobile, the side panel is unavailable — chat always opens full-screen.

## Where your work lives

* **Home → Recent tab** — everything you've touched lately, filterable by type.
* **Projects** — containers that group related chats, reports, galleries, and artifacts under one name, with per-user sharing. Use **Move to Project** from any item's **...** menu to file it. See [Projects](/projects/overview).
* **Recent Chats** — your latest conversations, always one click away in the sidebar.
* **Knowledge** — your uploaded documents, in [Organization and Personal tabs](/knowledge/organizing-and-sharing).

## Inbox

The Inbox shows in-app notifications: when someone shares an item with you, when a new member joins your organization, and when a story is published to you. Click a notification to open the linked item; use the check icon to mark everything read.

Notifications are scoped to your active organization — if you work in more than one, switch organizations to see that organization's feed. Email notification preferences live under **Settings → Notifications**, where available.