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

# Navigating Surfais

> A map of the sidebar, brand switcher, and account menu.

Once you're signed in, everything in Surfais is reachable from three places: the sidebar on the left, the brand switcher above it, and the account menu in the top-right corner. This page maps all three, plus the status banners you might see across the top of the app.

## The sidebar

Sections appear in this order:

**Overview** — always visible:

* **Dashboard** — your [AIS Score](/metrics/ais-score) and the widgets that explain it. See [Understanding your dashboard](/getting-started/dashboard).
* **Tracked Brands** — every own-brand on your account. Only shown on agency accounts managing more than one brand.

A section named after your **active brand** appears once you've selected one:

* **Prompt Library** — the questions you're tracking. See [Setting up your prompts](/setup/prompts).
* **Competitors** — the brands you're benchmarked against. See [Adding competitors](/setup/competitors).
* **Mentions** — every scan result where your brand was named. See [The Mentions feed](/analysis/mentions-feed).
* **Citations** — the sources cited alongside your mentions. See [Citations & Source Opportunities](/analysis/citations-sources).
* **Negative Sentiment** — mentions where the tone skewed negative. See [Sentiment monitoring](/analysis/sentiment-monitoring).
* **AI Readiness** — your site's technical readiness for AI crawlers. See [The AI Readiness page](/readiness/readiness-page).
* **Coverage Gaps** — organic queries you rank for but haven't tracked as prompts (requires [Search Console](/search-console/connecting-gsc)). See [Coverage gaps](/search-console/coverage-gaps).
* **Audits** — your Readiness Score and 30-day plan. See [What audits check](/audits/what-audits-check).
* **Reports** — monthly PDF summaries. See [Monthly reports](/reports/monthly-reports).
* **Accuracy** — whether AI platforms describe you correctly against confirmed claims. See [Accuracy monitoring](/analysis/accuracy-monitoring).
* **Usage** — what's counting against your plan's limits. See [Usage](/billing/usage).
* **Brand profile** — your name, domain, aliases, and primary market. See [Brand profile](/setup/brand-profile).

**Connectors** — always visible, currently one entry:

* **Integrations** — connect and manage Google Search Console.

## The brand switcher

If your account tracks more than one brand, a dropdown above the sidebar shows your active brand's name. Click it to switch — the brand-named sidebar section, dashboard, and every brand-scoped page reload for whichever brand you pick. An **Add brand** option sits at the bottom.

Single-brand accounts see a plain label instead, since there's nothing to switch between. See [Managing brands](/agencies/managing-brands) for how the switcher behaves across a full agency portfolio.

## The account menu

Click your avatar in the top-right corner:

* **Profile** — your name, email, and notification preferences.
* **Members** — who else has access to your organisation. See [Managing your team](/setup/team).
* **Settings** — organisation-level configuration.
* **Billing** — your plan, invoices, and payment method. See [Managing your subscription](/billing/subscription).
* **Plans and pricing** — compare and switch plans. See [Plans & limits](/billing/plans-limits).
* **Support** — open a support ticket. See [Getting support](/billing/support).

## Status banners

Surfais surfaces banners across the top of the app when something needs attention. You'll rarely see more than one or two at once.

<AccordionGroup>
  <Accordion title="Payment needs attention / Subscription canceled">
    A card charge failed or your subscription was cancelled. Links straight to your billing portal. See [Managing your subscription](/billing/subscription).
  </Accordion>

  <Accordion title="N days left in your free trial">
    Shown throughout your trial with a countdown and a one-click option to convert early. See [Your trial](/billing/trial).
  </Accordion>

  <Accordion title="Plan change scheduled for [date]">
    A downgrade has been scheduled — shows the effective date and any brands moving to the archive. Cancel it any time before it takes effect. See [Managing your subscription](/billing/subscription).
  </Accordion>

  <Accordion title="Scan in progress — refreshing data">
    A scan is running for your active brand. Mentions appear live on the Mentions page; dashboard scores update once every platform finishes, typically 5–10 minutes. See [What happens in a scan](/scans/how-scans-work).
  </Accordion>
</AccordionGroup>

<Note>
  When more than one applies, banners stack in a fixed order: billing issues first, then trial or scheduled-change notices, then scan-in-progress last. Each disappears on its own once resolved.
</Note>

## Related pages

<CardGroup cols={2}>
  <Card title="Understanding your dashboard" href="/getting-started/dashboard">
    What every widget on the dashboard means.
  </Card>

  <Card title="Quickstart" href="/getting-started/quickstart">
    Onboarding through to your first scan.
  </Card>

  <Card title="Managing brands" href="/agencies/managing-brands">
    How the brand switcher works across an agency portfolio.
  </Card>

  <Card title="Managing your subscription" href="/billing/subscription">
    Upgrade, downgrade, invoices, and cancellation.
  </Card>
</CardGroup>
