Where things live
A map of the app: what each place in the left rail is for, and which one answers which question.
BeReach is one page with a rail down the left. Six places, each answering a different question. If you know which question you are asking, you know where to click.
The rail
| Place | What it holds | Go here when |
|---|---|---|
| Chats | Every conversation with the agent, and where each one stands | You want to start work, or check on work you started |
| Contacts | Everyone your chats have found, with their verdict and their stage | You want to look someone up, or see the whole list |
| Drafts | Every message and invite waiting for your approval | You want to know what is waiting on you |
| Automation | What is running right now across every Live chat | You want to know what the agent is doing |
| Connections | Invites you sent, and the ones that were accepted | You want to know whether an invite landed |
| Settings | Your connected accounts, plan, usage, and the Claude connector | You want to connect, change, or check an account |
About you, reached from Settings, is the one that is easy to miss. It holds what the agent knows about your business and who you target, and it is reused across every chat, so filling it once stops you repeating yourself.
The filters that matter
Each list narrows the same way, by the question you are asking.
| List | Filters | What they mean |
|---|---|---|
| Chats | All, Live, Needs attention, Done | Live is working in the background. Needs attention is blocked on you. |
| Contacts | All, Invited, Connected, Chatting | Where the conversation is, not whether they were a good fit |
| Drafts | Awaiting approval, retrying, sending soon | Awaiting approval is the only one that is waiting on you |
Contacts filters on the conversation, not the verdict. Someone can be a strong fit and appear under none of Invited, Connected or Chatting, because nothing has been sent to them yet. The two are tracked separately on purpose.
The counts you will see
- Drafts carries a number. That is how many things are waiting for your approval. It is the only badge that is a to-do list.
- A chat shows found, qualified and replied. Found is everyone it turned up, qualified is everyone who matched your ideal customer, replied is everyone who wrote back.
- All caught up on a Live chat means the agent has nothing waiting on you, not that the work has finished.
You do not have to navigate
Anything on this page can be asked for in the chat instead. "Show me who is waiting for approval" and clicking Drafts land in the same place.