Dashboard Guide

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Dashboard Overview

Your Praxos dashboard is your command center, providing at-a-glance insights into your AI assistant’s activity, integrations, and upcoming tasks.

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Dashboard Layout

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Main Sections

The dashboard is organized into key areas: Header Section

• Welcome message with date/time
• Quick search bar
• Notification center
• User profile menu

Content Area

• Customizable widgets
• Activity feed
• Quick actions panel

Sidebar

• Navigation menu
• Integration status
• Shortcut links

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Default Widgets

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Recent Conversations

Shows your latest chat sessions:

• Last 5-10 conversations
• Conversation preview
• Timestamp
• Platform icon (web, Telegram, Discord, etc.)

Actions:

• Click to resume conversation
• Archive conversation
• Delete conversation

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Upcoming Events

Displays events from connected calendars:

• Next 7 days by default
• Event time and title
• Attendees (if any)
• Location/meeting link

Actions:

• Click to view details
• Join meeting (if virtual)
• Reschedule event
• Add to another calendar

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Task Summary

Overview of your tasks and reminders:

• Pending tasks (count)
• Completed today (count)
• Overdue tasks (if any)
• Next upcoming deadline

Actions:

• View all tasks
• Mark task complete
• Snooze reminder
• Create new task

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Integration Status

Monitor your connected services:

• Active integrations
• Connection health status
• Last sync time
• Any errors or warnings

Actions:

• Re-authorize integration
• Test connection
• View integration details
• Disconnect service

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Quick Stats

Key metrics at a glance:

• Messages sent/received this week
• Tasks completed
• Files processed
• API usage

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Activity Feed

Recent activity across all integrations:

• New emails received
• Calendar events created
• Tasks completed
• Files uploaded
• Integration connections

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Customizing Your Dashboard

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Add/Remove Widgets

1. Click the Edit Dashboard button (top-right)
2. Click Add Widget
3. Select from available widgets
4. Drag to position
5. Click Save when done

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Rearrange Widgets

In edit mode:

1. Click and hold widget header
2. Drag to new position
3. Drop in place
4. Resize by dragging corners (if supported)

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Widget Settings

Each widget has its own settings:

1. Click the settings icon on widget
2. Configure options:
   • Data source
   • Display count
   • Time range
   • Sort order
3. Save changes

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Quick Actions

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Common Actions

Access frequent operations quickly:

• New Chat - Start a conversation
• Schedule Event - Create calendar event
• Upload File - Upload and process file
• Create Task - Add reminder or task
• Connect Integration - Add new service

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Custom Quick Actions

Create your own shortcuts:

1. Go to Settings > Dashboard > Quick Actions
2. Click Add Custom Action
3. Define:
   • Action name
   • Command or link
   • Icon
4. Save

Examples:

• “Daily Briefing” → Triggers morning summary
• “Check Email” → Opens unread emails
• “Today’s Schedule” → Shows calendar

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Search Functionality

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Global Search

The search bar (Ctrl/Cmd + K) finds:

• Past conversations
• Messages
• Files
• Tasks
• Calendar events
• Integration data

Search Tips:

• Use quotes for exact phrases: "project alpha"
• Filter by type: type:file, type:task, type:email
• Filter by date: date:today, date:this week
• Filter by integration: from:gmail, from:trello

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Search Filters

Refine results with filters:

• Date Range - Specific time period
• Content Type - Messages, files, tasks, etc.
• Integration - Specific service
• Status - Complete, pending, archived

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Notifications Center

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Notification Types

The bell icon shows:

• System - Updates, maintenance, features
• Integration - Connection issues, new data
• Tasks - Reminders, due dates
• Activity - Mentions, responses, shared items

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Managing Notifications

Mark as Read:

• Click individual notification
• Or click “Mark all as read”

Notification Settings:

• Go to Settings > Notifications
• Enable/disable by type
• Set quiet hours
• Configure email digests

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Do Not Disturb

Temporarily pause notifications:

1. Click notification bell
2. Click Do Not Disturb
3. Select duration:
   • 30 minutes
   • 1 hour
   • Until tomorrow
   • Custom time

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Dashboard Themes

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Light/Dark Mode

Switch between themes:

• Click profile picture
• Select Appearance
• Choose Light, Dark, or Auto (system)

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Compact View

For more information density:

• Settings > Appearance > Compact View
• Reduces padding and spacing
• Shows more content

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Custom Accent Color

Personalize your interface:

• Settings > Appearance > Accent Color
• Choose from presets
• Or enter custom hex code

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Mobile Dashboard

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Mobile Layout

On mobile devices, the dashboard adapts:

• Single column layout
• Collapsible sections
• Swipe gestures
• Bottom navigation bar

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Mobile Widgets

Priority widgets shown first:

• Recent conversations
• Today’s calendar
• Urgent tasks
• Quick actions

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Pull to Refresh

Update your dashboard:

• Pull down from top
• Release to refresh
• Updates all widgets

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Performance Tips

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Load Time Optimization

Speed up your dashboard:

• Limit widgets to essential ones
• Reduce data ranges (e.g., last 7 days vs 30)
• Disable unused integrations
• Clear cache regularly

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Data Sync

Control sync frequency:

• Settings > Advanced > Sync Frequency
• Options: Real-time, 5 min, 15 min, hourly
• Balance between freshness and performance

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Keyboard Shortcuts

Navigate faster with shortcuts:

Action	Shortcut
Focus Search	Ctrl/Cmd + K
New Chat	Ctrl/Cmd + N
Refresh Dashboard	Ctrl/Cmd + R
Open Notifications	Ctrl/Cmd + Shift + N
Open Settings	Ctrl/Cmd + ,
Navigate Widgets	Tab / Shift + Tab

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Dashboard Presets

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Templates

Choose from preset layouts:

• Focus Mode - Minimal, conversation-focused
• Power User - All widgets, maximum info
• Productivity - Tasks and calendar focused
• Communication - Email and messaging focused

To apply:

1. Edit Dashboard
2. Click Load Preset
3. Select template
4. Customize if needed
5. Save

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Save Your Layout

Save custom layouts:

1. Arrange dashboard as desired
2. Click Save Layout As…
3. Name your preset
4. Switch between layouts anytime

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Integration Widgets

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Integration-Specific Widgets

When you connect services, new widgets become available: Gmail Widget:

• Unread count
• Recent emails
• Priority inbox

Google Calendar Widget:

• Today’s events
• Week view
• Meeting rooms status

Trello Widget:

• Active boards
• Assigned cards
• Due soon items

Notion Widget:

• Recent pages
• Database views
• Quick create

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Analytics Dashboard

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Usage Statistics

Premium feature showing:

• Message volume over time
• Most used integrations
• Task completion rates
• Response time metrics
• Peak usage hours

Location: Dashboard > Analytics tab

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Export Data

Download your activity data:

1. Go to Dashboard > Analytics
2. Click Export
3. Select date range
4. Choose format (CSV, JSON, PDF)
5. Download

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Troubleshooting

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Widgets Not Loading

• Refresh page
• Check internet connection
• Verify integration status
• Clear browser cache

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Outdated Information

• Click refresh icon on widget
• Check sync settings
• Re-authorize integration if needed

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Layout Issues

• Reset to default layout
• Clear browser cache
• Try different browser
• Report issue to support

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Best Practices

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Dashboard Organization

• Keep frequently used widgets at top
• Limit widgets to 6-8 for optimal performance
• Group related widgets together
• Use custom quick actions for workflows

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Regular Maintenance

• Review and remove unused widgets weekly
• Update integration connections
• Archive old conversations
• Check notification settings

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Next Steps