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UnifyDemoMay 25, 2026

Top Nav Proposal

Unify, a sales platform, had become chat-first, and its navigation hadn't caught up. This proposal makes chat the landing screen that turns into a movable sidebar everywhere else, with clear homes for data, outreach and automation.

0:00 / 5:02

Chat as the landing surface

Summary

Unify had rebuilt its sales platform around an AI assistant, but its navigation still reflected the old product, and feedback said the structure wasn't landing. It had several issues: multiple views within the app didn't show the top-level navigation, the vertical navigation was very dense, and the whole thing felt heavy for a product meant to feel light. This spike reorganizes the app around chat without letting chat crowd out everything else.

  • Chat first, then out of the way. First-time users land in full-screen chat. Navigate anywhere and it animates into a sidebar you can move, close and reopen, with pinned and recent chats a click away and full screen one click back. It adapts to the page, so on an account it answers questions about that account.
  • Clear homes. A second level of navigation replaces the old sub-nav: companies, people, lists and audiences under data; email sequences and the phone dialer under their own home; Plays, Unify's automated workflows, under automation; insights on its own.
  • Quick access. Star a list you care about and it becomes a shortcut in the nav.
  • A calmer account menu. It absorbs the credit balance, the theme toggle moves into settings, and refer-and-earn retires ("doesn't really make sense financially anymore when we have $20 plans").
  • Settings keeps the main nav mounted, so there's no more "back to app," and chat gets its own container, which balances the whole layout.