This manual is written for businesses using the platform day to day. It explains what each major area does, how to move from one tool to another, and how to use AI, email, invoicing, collaboration, marketplace, and finance workflows without guessing.
The dashboard is your command center. It is the fastest way to move between your business tools, check what needs attention, and open the workspace you need next.
It gathers your major platform areas into one place so you do not have to remember routes manually. From here you can jump into AI, mail, marketplace, invoices, messages, portals, finances, support, and the rest of the platform.
Most tools include a direct “Back to Dashboard” link. The top navigation also keeps your notifications and profile menu available across the platform, so you can move without losing context.
Start on the dashboard, scan notifications, open email and messages for anything urgent, then move into the tool tied to your main work for the day. For example: AI for planning and first drafts, Email for sending, Marketplace for offers, Invoices for billing, and Portals for shared collaboration.
Think of the dashboard as the hub and each module as a focused workstation. The platform works best when you use each tool for its specific job instead of forcing one tool to do everything.
Your profile represents your business across search results, contacts, marketplace listings, portals, and invoice screens. Your settings area is where you manage the core account details that support those workflows.
Other businesses see your identity through your name, profile image, bio, industry, location, website, and contact details. Incomplete profile details make it harder for other businesses to trust listings, contact requests, and invoice records.
The information you save here can appear elsewhere automatically. Marketplace listings show your business identity, invoices use your business details, and profile data helps people decide whether to connect, message, or buy from you.
Search helps you discover businesses. Contacts turn that discovery into an active business relationship you can build on across messaging, marketplace, and collaboration areas.
Search is best when you already know what kind of business, company name, brand, or username you want to find. Open profile results and review them before sending a request.
Contacts act like a trusted network layer inside the platform. Once a relationship is established, it becomes easier to move into direct conversation and repeated collaboration.
Use contact requests when you expect an ongoing relationship, recurring communication, or future deals. If you only need to browse a profile or check a listing, a contact is not always necessary yet. Treat your network like a curated business graph, not a random contact list.
The feed is your public-facing activity stream. Use it to share updates, publish announcements, highlight offers, and stay visible to other businesses on the platform.
Good posts are useful, timely, and easy to understand. They can announce a launch, introduce a service, share milestones, explain availability, or direct people toward a listing, invoice, or portal conversation.
The post composer includes the same practical drafting helpers used elsewhere on the platform, so you can get from a rough idea to a publishable update faster.
The rewrite menu gives you six practical directions so the same message can fit different audiences and outcomes.
Other businesses can react, comment, and continue the conversation around your post. A strong post often becomes the first step toward a contact request, direct message, marketplace visit, portal invite, or invoice conversation. Watch comments for buying signals, answer quickly while momentum is still high, and update older posts if price, timing, or availability changes.
Messages is your direct business chat area. Use it for follow-ups, relationship-building, quick clarifications, and real-time collaboration that does not need the formality of email.
Messages works well for quicker exchanges than email. It is useful when you need to ask a short question, confirm a timeline, follow up after a search result or listing, or move an active relationship forward.
Your chat inbox lets you return to past conversations, monitor unread threads, and continue discussions over time. This helps you avoid losing context across partnerships and client relationships.
Xblivian AI is your general-purpose assistant for business thinking and writing. Use it when you need ideas, structure, rewriting help, summaries, research framing, or first drafts before you move into sending or publishing.
Use the AI for brainstorming offers, clarifying messaging, drafting policy language, preparing sales angles, summarizing ideas, outlining campaigns, and breaking a large problem into smaller tasks.
You can start a new conversation, switch the model tier your plan allows, and manage conversations over time. If your plan includes personalization, you can tailor how the assistant responds to your business style.
When the assistant returns an answer, do not stop at reading it. Copy useful pieces into email drafts, rate responses so you keep track of quality, and use the listen feature if you want to review long output by ear. Always review important output before sending it to clients, publishing it, or using it in financial decisions.
Model access and limits depend on your subscription. If a model tier is unavailable, visit Billing and Plans to compare what your account can unlock.
Xblivian Mail is the platform’s full business email workspace. It covers mailbox setup, inbox management, search, folders, tags, signatures, rules, blocked senders, rich compose tools, and message organization.
Email gives your business a structured communication center that goes beyond direct chat. It is the right place for formal replies, client records, attachments, ongoing conversations, and mailbox management rules that keep your communication organized over time.
If your account is not yet ready for email, opening the Email area can lead to one of several setup states. You may see an upgrade prompt, a mailbox claim flow, a mailbox creation form, a pending status page, or your full inbox. The page shown to you depends on your plan and current email setup stage.
When email is available on your account, the platform guides you with the screen your business needs next. Follow the prompts exactly as shown rather than assuming every account starts the same way.
The workspace is split into three practical areas so you can triage mail quickly.
Folders separate mail by storage and workflow. Use them for location-based organization.
Custom folders are best when the email truly belongs in its own storage bucket, such as a project, department, client, or recurring workflow.
Tags are flexible labels that sit on top of messages. Use them when you want to classify mail across folders without changing where the email is stored.
When you open a message in the reading pane, the action bar lets you continue the conversation or reorganize it without leaving the message.
Deleting does not always need to be permanent. The Trash area is there to catch mistakes and reduce the chance of losing an important thread.
The basic search bar is useful for quick lookups, but advanced search is where the real productivity comes from when your mailbox grows.
The compose window is a full rich editor, not just a plain text box. You can address multiple recipients, format content, attach files, choose a signature, and use built-in AI helpers before sending.
The email rewrite menu uses the same six tone options as the post composer, but email usually needs more discipline because recipients may treat it as a formal record.
The compose footer contains a signature dropdown so you can switch the identity attached to an outgoing message without leaving the draft.
The settings modal is where email becomes scalable instead of manual. The most important tabs each solve a different organization problem.
Use the right action for the right problem so your mailbox stays clean without hiding messages you still need.
A good mailbox usually needs only a few folders and a reliable tag vocabulary. For example, keep folders for true storage buckets such as clients, legal, operations, or active projects, and use tags for cross-cutting status labels such as “Invoice”, “Urgent”, “Follow-up”, “Contract”, or “Campaign”. If you start needing the same manual move every day, convert that habit into a rule.
Folders answer “Where does this belong?” Tags answer “What is this about?” Rules answer “Can the system do this for me next time?”
Calendar helps you structure time, deadlines, meetings, reminders, and task-style commitments. It is useful both for your own planning and for turning email conversations into scheduled action.
You can switch the calendar between Month, Week, Day, and Agenda views depending on how much detail you need. Events can be organized by type so your calendar is easier to scan visually.
A complete event includes more than a title. Add the dates, mark whether it is all-day or time-specific, include a location or meeting link, and use the description field for the context you will need later.
If your plan includes calendar email reminders, you can set them on individual events and also define a default reminder preference in settings. Calendar settings also let you choose the default view, week start day, time format, and whether weekends should stay visible.
The share tools let you share a single event, the next 30 days, the current month, previous month, next month, or a custom date range. Use this when a client, partner, or teammate needs visibility into availability or upcoming commitments.
When you are reading an email that clearly needs a meeting, deadline, or reminder, use the Add to Calendar action from the reading pane. That reduces context switching and helps you convert communication into execution immediately.
Marketplace is where businesses discover, sell, and buy products or services from other members. It supports both browsing as a buyer and operating as a seller.
The listing search area lets you narrow offers before you click into them. This is useful when the marketplace has enough listings that casual browsing stops being efficient.
Create listings when you want to package a product or service into something buyers can understand quickly. Listing forms support structured details such as category, price, quantity, description, and condition where relevant.
The marketplace overview is not just for browsing. It also shows your selling activity so you can monitor demand and manage ongoing commercial work.
A strong listing should create momentum, but the real business value often comes after someone shows interest. Use messages, portals, or invoices to move from listing discovery into actual collaboration and delivery.
Create a listing, share the link, answer buyer questions quickly, then formalize the relationship through direct communication, a portal, or an invoice. Marketplace is often the front door. The rest of the platform helps you close and manage the work.
Invoices gives your business a structured way to bill clients, track status, email invoices, share secure invoice links, and record payment activity.
Invoice creation is structured so you can bill accurately instead of typing everything manually from scratch.
The invoice flow supports repeatable billing work. If you invoice the same clients or sell the same services often, save those details so new invoices take less effort to build.
Once the invoice is ready, you can distribute it in the format that suits the client relationship best.
Invoices are not done once they are sent. The invoice detail screen helps you monitor what happened next.
Create the invoice only after scope, pricing, and client details are final. Send a share link when the client wants immediate access, send email when context matters, and download the PDF when they need a formal attachment. If the invoice relates to work being run inside a client portal, keep the communication aligned there as well.
The Wallet and Finances area shows what your business has on-platform, what is available to withdraw, what is still maturing through a hold period, and what activity has already been posted to your account.
You can add funds to the balance directly from the finances screen. Those funds can be used on-platform immediately, while withdrawal availability follows the wallet release schedule shown in the interface.
When money is available for payout, the withdrawal form collects the banking details needed to route funds correctly.
The transaction table records credits, debits, status, release timing, and references so you can see how the wallet changed over time.
Do not treat all wallet funds as equally liquid. Operationally, the most important numbers are the amount currently available for withdrawal and the release dates on pending funds. If you plan around those two values, surprises become much less likely.
Withdrawal requests include a 4.5% processing fee and go through a review and bank-processing path before they land in your bank account.
Billing and Plans is where you compare subscriptions, review your current plan, pay for upgrades, and view your billing history and receipts.
Plan access affects which tools and limits your business gets across the platform. AI model availability, mailbox setup availability, and usage limits can all depend on the subscription attached to your account.
When online checkout is available, you can upgrade directly. If the page displays manual payment instructions instead, follow the details shown there so your membership can be activated through the path currently supported for your account.
The history table is useful for internal finance records and subscription accountability.
Client portals create private spaces for progress updates, deliverables, shared communication, and structured collaboration with specific clients.
Use a portal when the relationship is ongoing and shared context matters. A portal is much better than scattering status updates across unrelated messages, email threads, and files.
New portals include a name, description, and optional reference website so the workspace starts with clear context from day one.
Inside the portal you can invite clients by email or username, see whether access is pending or approved, and manage the member list over time.
The portal includes a shared post feed plus the member roster. Use the feed for updates, milestones, next steps, and structured collaboration that should stay inside that client relationship instead of being mixed into your public feed.
Client portals work especially well alongside invoices and email. Use the portal for the relationship and project context, use invoices for billing, and use email when something still needs formal direct correspondence. This creates a cleaner separation between collaboration, finance, and communication.
Team portals are private workspaces for your own people. Use them for onboarding, training, internal announcements, resource sharing, and team-specific coordination.
Like client portals, team portals start with a name, overview, and optional resource link. Use those fields to tell people exactly what the workspace is for before they even enter it.
You can invite people by email or username and manage membership over time. This keeps the workspace limited to the people who should be there.
Every portal combines shared posting with member visibility. That makes it useful both as an internal communication board and as a clear list of who currently belongs in the space.
Notifications is the activity layer that keeps you from missing what changed while you were working elsewhere. It ties together the rest of the platform by surfacing important events in one place.
Notifications can reflect platform activity such as incoming messages, email changes, support replies, marketplace activity, connection updates, and other events that need your attention.
Treat notifications like a signal board. It tells you where attention is needed, but the action itself should usually happen inside the original tool: reply in Messages, sort in Email, follow up in Marketplace, or answer in Support.
The Help area gives you two different kinds of assistance: this guide for self-service learning, and support tickets for account-specific or technical issues that need a response.
Use the guide when you are trying to understand a workflow, find the right feature, or remember how one area connects to another. It is ideal for process questions and feature discovery.
Create a ticket when the problem is specific to your account, data, billing state, email setup, or an unexpected technical behavior that the guide cannot solve.
The support center separates active, waiting, closed, and complete history views so you can see what still needs your follow-up.
Search this guide first, try the documented workflow second, and open a ticket third if the behavior still does not match what should happen. That sequence is usually the fastest route to resolution.
The platform works best when each tool has a clear job in your process: AI for thinking and drafting, Email for formal communication, Calendar for scheduling, Marketplace for offers, Invoices for billing, Wallet for funds, Portals for collaboration, Messages for fast discussion, and Support when something needs direct help. Once you use those tools in their proper roles, the entire platform becomes much easier to operate.
Try broader words like email, invoices, portal, billing, AI, tag, folder, support, or calendar.