# Behavly Help Center > How each part of Behavly works, described as it actually behaves today. Source: https://behavly.io/help-center · 12 collections · 50 articles. Every article also has a Markdown version: add `.md` to its URL. ## Getting Started What Behavly is, what to set up first, and what each part of the app does. (https://behavly.io/help-center/getting-started, updated October 20, 2026) - [What Behavly Does](https://behavly.io/help-center/getting-started/what-behavly-does): The three things Behavly connects, and why they are more useful together than apart. - [Your First 15 Minutes](https://behavly.io/help-center/getting-started/first-15-minutes): Install the tracking snippet, connect a mailbox or email service, then create a campaign: the three setup steps, in the order that makes each one useful. - [Finding Your Way Around](https://behavly.io/help-center/getting-started/the-left-rail): What each icon in the left rail opens, and which screens have a filter panel. - [Workspaces](https://behavly.io/help-center/getting-started/workspaces): What a workspace contains, when to use more than one, and how switching works. ## Heatmaps & Tracking Installing the tracking snippet, reading the Heatmaps table of identified users and anonymous visitors, filtering it, and opening heatmaps. (https://behavly.io/help-center/user-activity, updated October 25, 2026) - [Install The Tracking Snippet](https://behavly.io/help-center/user-activity/install-the-snippet): Add a domain, paste one script tag, and verify that events are arriving. - [Identified Users](https://behavly.io/help-center/user-activity/identified-users): People the snippet matched to a real person — one row per human in the Heatmaps table, merged across their devices. - [Anonymous Visitors](https://behavly.io/help-center/user-activity/anonymous): Visitors the snippet saw but could not attach to a person — one row per browser profile in the Heatmaps table. - [Filtering The Heatmaps Table](https://behavly.io/help-center/user-activity/filters): Every filter pill in the Heatmaps toolbar, and the OR/AND rule that decides how they combine. - [Heatmaps](https://behavly.io/help-center/user-activity/heatmaps): Four overlay layers painted on your real site, for everyone or for one person. - [Why Identified And Anonymous Counts Don't Add Up](https://behavly.io/help-center/user-activity/lists-dont-add-up): An identified row is a person, an anonymous row is a browser. Adding the two together is meaningless. ## Contacts The four lists, what separates a contact from a lead, and how importing and exporting work. (https://behavly.io/help-center/contacts, updated October 28, 2026) - [The Four Lists](https://behavly.io/help-center/contacts/the-four-lists): Contacts, Leads, Bounces and Unsubscribes — what lands in each and why they are kept apart. - [Contacts vs Leads](https://behavly.io/help-center/contacts/contacts-vs-leads): A form submission is a lead, not a user — and leads are deliberately excluded from All Users. - [Importing And Exporting](https://behavly.io/help-center/contacts/import-and-export): Adding leads or importing a CSV on the Leads tab, exporting any Audience list from its header, and why imported leads count toward your contact limit. ## Campaigns Pattern Campaigns and Trigger Campaigns: who enters, the path of emails, waits and branches, and running one. (https://behavly.io/help-center/campaigns, updated October 30, 2026) - [Create A Campaign](https://behavly.io/help-center/campaigns/create-a-campaign): Name it, choose a Pattern Campaign or a Trigger Campaign, lay out the path, and activate it. - [Who Enters A Pattern Campaign](https://behavly.io/help-center/campaigns/choose-an-audience): All users, a detected or saved pattern, a pattern you describe, form leads, or people you pick, and how Once and Always on read the group. - [Sender And Mailbox](https://behavly.io/help-center/campaigns/sender-and-mailbox): The three sender voices, and which of your mailboxes each person's emails come from. - [Letting Behavly Write, Or Sending Your Own Copy](https://behavly.io/help-center/campaigns/design-step): The two kinds of email step, what an email Behavly writes is written from, and sending a template exactly as you designed it. - [Language](https://behavly.io/help-center/campaigns/language): Each person's email in their own language: detected per person, or set for one step. - [When A Campaign Starts And Sends](https://behavly.io/help-center/campaigns/scheduling): Start right away or on a date, the sending window, and what each person's timezone does. - [Agent Guardrails Across Campaigns](https://behavly.io/help-center/campaigns/sending-rules): One person can be on many campaigns at once. These rules count every campaign together, so nobody gets an email from each of them. - [Review Before Sending: Read This One](https://behavly.io/help-center/campaigns/approval): Review holds every email Behavly writes until you release it. It starts off; here is what each choice means. - [The Campaigns List And Results](https://behavly.io/help-center/campaigns/after-it-sends): One list for every campaign, with its type and status, and where to follow each one's results. - [Building The Path: Steps, Waits And Branches](https://behavly.io/help-center/campaigns/behavly-agents): The path builder: its steps, describing a path in words, previews and tests, A/B tests, the goal, replies, leaving, and the settings for the whole path. - [Start A Campaign From A Trigger](https://behavly.io/help-center/campaigns/agent-triggers): Make a trigger for an event in your product, like a failed payment or an ending trial, and a Trigger Campaign takes the person in the moment it arrives. - [Running A Campaign: Activate, Change, Pause, Stop](https://behavly.io/help-center/campaigns/running-an-agent): What Activate checks, what happens to people already on the path when you publish changes, and how Pause and Stop differ. ## Inbox Reading replies with the sender's site history attached, drafting answers, and triaging with statuses. (https://behavly.io/help-center/inbox, updated October 30, 2026) - [Reading Replies](https://behavly.io/help-center/inbox/reading-replies): The five views, how threads are split, and what arrives attached to each reply. - [Replying](https://behavly.io/help-center/inbox/replying): Reply with Behavly drafts an answer from the thread and the sender's site history, or reply manually. Nothing is sent until you press send. - [Lead Statuses](https://behavly.io/help-center/inbox/statuses): Why an untriaged thread shows as Lead, and how to edit the status list. ## Insights Site activity, Behaviour signals and Campaign performance: the question each reporting tab answers, and how to read a date range honestly. (https://behavly.io/help-center/insights, updated October 14, 2026) - [The Three Tabs](https://behavly.io/help-center/insights/the-three-tabs): Site activity, Behaviour signals and Campaign performance, over a date range you choose. - [Campaign Performance](https://behavly.io/help-center/insights/email-engagement): Aggregate sending performance, and how it differs from a single campaign's chart. - [Reading A Date Range Honestly](https://behavly.io/help-center/insights/reading-a-date-range): Why a longer range is not always a better one, given how much data a view loads. ## Behavly Agent The chat that works in your workspace: what it reads, how it makes a change, and the controls around it. (https://behavly.io/help-center/agent, updated October 30, 2026) - [What Behavly Agent Can See And Do](https://behavly.io/help-center/agent/what-behavly-agent-can-see): Behavly Agent reads your workspace to answer, and makes a change only after you confirm it. - [Connect AI Apps And Other Tools: API And MCP](https://behavly.io/help-center/agent/connect-ai-apps-mcp): Connect any AI app that supports MCP, such as Claude, ChatGPT or Cursor, or any other app through the Behavly API, with your role and your plan's limits. ## Notifications What Behavly tells you about, why items vanish on their own, and where read state is stored. (https://behavly.io/help-center/notifications, updated October 13, 2026) - [What You Get Notified About](https://behavly.io/help-center/notifications/what-you-get-notified-about): The four kinds of notification, including the thirteen audit events that qualify as news. - [Why Notifications Disappear On Their Own](https://behavly.io/help-center/notifications/how-read-state-works): Nothing is stored: every item is a live read, so it resolves itself. Read state is per-browser. ## Settings & Workspace Connecting a mailbox or email service, managing members and roles, and where each settings page lives. (https://behavly.io/help-center/settings, updated October 30, 2026) - [Connect A Mailbox](https://behavly.io/help-center/settings/connect-a-mailbox): Send from your own mailbox over IMAP/SMTP, or through an email service like Resend or Amazon SES: how to connect each, where replies go, and the bounce limit. - [Members And Roles](https://behavly.io/help-center/settings/members-and-roles): The four roles, exactly what each can do, and which one cannot be invited. - [Where Each Setting Lives](https://behavly.io/help-center/settings/where-settings-live): A map of Settings: Email, Agent guardrails, Usage, Billing, Workspace, API, MCP and Account, and why your brand has its own page in the sidebar. ## Data & Privacy What the snippet collects, how data reaches AI models, retention, and the audit log. (https://behavly.io/help-center/privacy, updated October 20, 2026) - [What The Snippet Collects](https://behavly.io/help-center/privacy/what-the-snippet-collects): Everything the tracking snippet records, how it recognises who is signed in, what it never reads, and the switches that turn parts of it off. - [AI Controls](https://behavly.io/help-center/privacy/ai-controls): Switching AI off for the workspace, choosing how customer data is handled, and the six features that use it. - [Data Retention](https://behavly.io/help-center/privacy/retention): How long behavioural data is kept, and the one thing deletion leaves behind. - [Audit Logs](https://behavly.io/help-center/privacy/audit-logs): Who did what, when: account, campaign, workspace and compliance activity with the actor and time, filterable by type and exportable as CSV. - [Data Subject Requests](https://behavly.io/help-center/privacy/dsar): Handling a request from one of your users to see or delete their data. ## Plans & Billing What each plan includes, what counts against a limit, and what happens when you hit one. (https://behavly.io/help-center/plans, updated October 30, 2026) - [Comparing Plans](https://behavly.io/help-center/plans/comparing-plans): The four plans side by side — limits and the features that separate them. - [What Counts Against A Limit](https://behavly.io/help-center/plans/what-counts-against-a-limit): Which limits are live counts, which reset monthly, and when the month turns over. - [When You Hit A Limit](https://behavly.io/help-center/plans/hitting-a-limit): A limit blocks only the action that would exceed it. What keeps working, how feature locks differ from volume limits, and how to resolve each one. ## Troubleshooting The failures people actually hit, each with the cause and the fix: no events arriving, a campaign that won't start, numbers that look wrong. (https://behavly.io/help-center/troubleshooting, updated October 30, 2026) - [Tracking Is Installed But No Events Arrive](https://behavly.io/help-center/troubleshooting/no-events-arriving): Work through this in order — the cause is almost always one of five things. - [A Campaign Won't Start](https://behavly.io/help-center/troubleshooting/campaign-wont-send): The three things Behavly refuses to start without, where to fix each, and what to check when nothing arrives. - [The Numbers Look Wrong](https://behavly.io/help-center/troubleshooting/numbers-look-wrong): Five behaviours that look like bugs and are not, with the reason for each. - [Limits Worth Knowing](https://behavly.io/help-center/troubleshooting/known-limits): Real constraints in the current build. Knowing them saves you misreading a screen. ## More - Behavly Agent: https://behavly.io/features/agent - Paths: https://behavly.io/features/paths - Campaigns: https://behavly.io/features/campaigns - Triggers: https://behavly.io/features/triggers - Heatmaps: https://behavly.io/features/heatmaps - Replies: https://behavly.io/features/replies - Guides: https://behavly.io/guides - Comparisons: https://behavly.io/compare - API documentation: https://behavly.io/api/v1/docs - Pricing: https://behavly.io/pricing.md - Questions: hello@behavly.io