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Navigating Quotient

How to get around the platform

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Quotient keeps two things side by side: your work, and a conversation about it. There's a fair amount on screen, so here are the shortcuts and small tricks that make moving between them feel quick instead of busy.

The Command Menu (⌘ + K)

The fastest way to get anywhere in Quotient is the command menu. Press ⌘ + K (or Ctrl + K on Windows and Linux) from anywhere, then start typing.

The command menu does two jobs. First, it's a universal search: type the name of an email broadcast, flow, asset, or any other object and jump straight to it. Second, it's a launcher for actions, so instead of hunting through menus you can run a command right from the keyboard.

What makes it powerful is that it's contextual — the actions it offers depend on where you are. If you're looking at an email broadcast, you'll see broadcast actions like "Send a Test" or "Schedule" right at the top. Open it somewhere else and you'll get that page's actions instead.

Once it's in your muscle memory, you'll rarely take your hands off the keyboard. When in doubt, reach for ⌘ + K.

@ Mentioning

When you're chatting with Quotient, you can quickly reference existing objects by @ mentioning them — a campaign, an email broadcast, a memory, another user, and most other things you've created.

This automatically shares all the relevant context with Quotient — like sending a hyperlink to a human colleague instead of describing the thing from memory. So rather than explaining which campaign you mean, just @ mention it and Quotient has everything it needs.

Collapsible Sidebar

Press ⌘ + . to collapse and expand the navigation sidebar, giving your work more room when you need it.

Keyboard Shortcuts

If you like to move fast, Quotient has shortcuts for the things you do most often. Here are the handiest ones:

ActionShortcut
Open the command menu⌘ + K
Start a new chat⌘ + /
Start a new chat in full screen⌘ + ⇧ + /
Go to the previous chat⌘ + ⇧ + ,
Go to the next chat⌘ + ⇧ + .
Attach a file to a message⌘ + U

And for arranging your workspace:

ActionShortcut
Show the chat sidebarCtrl + \
Make the chat full screenCtrl + M
Hide the chat panelCtrl + ⇧ + \
Move the chat leftCtrl + [
Move the chat rightCtrl + ]
Collapse the sidebar⌘ + .

For the complete list, press ⌘ + ; in the app to open the keyboard shortcuts cheat sheet. We keep it up to date as shortcuts change.