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Run the workspace from the app: Clients, Team, the AI assistant and Channels

5 min readFor owners, admins and managersUpdated

All Mobile app guides
On this page
  1. 1. Clients
  2. 2. Team
  3. 3. The AI assistant and Libraries
  4. 4. Channels
  5. Good to know
  6. If something looks wrong

In short

Four Menu tiles cover the people and the tools: Clients, Team, AI assistant with Libraries, and Channels.

1. Clients

  1. Find someone

    Menu › Clients: search under Search by name, number or message, or filter with ★ VIP and your most used tags.

  2. Open them

    Tap a person: Message, Mark VIP, Tag, their marketing and lists, their Internal notes and every conversation you can open.

  3. Add someone

    The person icon at the top is Add a person: a name, a WhatsApp number, and whether they agreed to get offers. Clients is the one address book Growth sends to.

VIP and tags need edit access to Clients; without it: “VIP and tags are set by an owner or admin.”

2. Team

Menu › Team has up to five tabs, in a row you can swipe:

TabWhat it holds
AgentsEveryone on the team; Access on a person opens their role and access — what each one means. Owners and admins only.
PerformanceWho answered, how fast — details.
RulesThe team’s rules and their breaks — details.
Quick RepliesThe saved answers, with New reply — details.
AnnouncementsSend a message to the team — details.

3. The AI assistant and Libraries

  • Menu › AI assistant: Right now with Pause everywhere, To do, What it knows, Where it replies, Try it and Settings. Only an owner or admin changes them.
  • Menu › Libraries: everything the AI knows — files, pages and highlights — how to teach it.
Two phones: Menu › Clients with the search Search by name, number or message, the All, ★ VIP and tag filters and a list of clients; and Menu › Team on the Agents tab, with the tab row and the owner, an agent and an admin, each with Access, Password and Reset lock PIN.
Find a client, then look after the team, from the Menu. Illustration with sample names.

4. Channels

Menu › Channels lists your accounts and their state, with Check now or Reconnect. Each one’s ⋯ has Welcome & menu, Refresh permissions, Edit channel, Disconnect and Remove. Connecting Instagram, WhatsApp, a Facebook Page or TikTok opens their own sign-in window on the web; Telegram connects in the app with its Bot token.

Good to know

  • Only owners and admins change channels; everyone else can look and use Check now.
  • The tiles follow your access — a missing one isn’t part of your role.
  • The rest of the Menu — Workspace, Billing, Notifications, Security — tile by tile.

If something looks wrong

“Your account can’t open Clients.”

Your access doesn’t include Clients. An owner or admin can change it in Team › Agents.

“Only an owner or admin can change these settings.”

You can read the AI assistant; an owner or admin changes it.

Ready?

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Related guides

Manage your workspace from the phoneWhat each Menu tile in the MirageCHAT app does, what the + button creates, Workspace and Billing on the phone, and which buttons open the web.5 minFind and organise your customersOne list of everyone: who wrote on any channel, and who you add or import. Six ready-made groups, your own lists, marketing consent, and the next step: a tag, a list, a follow-up, a campaign.6 minSet up the AI assistantChoose where the AI suggests or replies, how it sounds, which model answers and its limits — and test it before a customer sees it.10 min

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