> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mypraxos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Guide

> Navigate and customize your Praxos dashboard

## Dashboard Overview

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

## Dashboard Layout

### 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

## Default Widgets

### 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

### 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

### 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

### 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

### Quick Stats

Key metrics at a glance:

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

### Activity Feed

Recent activity across all integrations:

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

## Customizing Your Dashboard

### 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

### 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)

### 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

## Quick Actions

### 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

### 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

## Search Functionality

### 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`

### Search Filters

Refine results with filters:

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

## Notifications Center

### Notification Types

The bell icon shows:

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

### 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

### 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

## Dashboard Themes

### Light/Dark Mode

Switch between themes:

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

### Compact View

For more information density:

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

### Custom Accent Color

Personalize your interface:

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

## Mobile Dashboard

### Mobile Layout

On mobile devices, the dashboard adapts:

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

### Mobile Widgets

Priority widgets shown first:

* Recent conversations
* Today's calendar
* Urgent tasks
* Quick actions

### Pull to Refresh

Update your dashboard:

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

## Performance Tips

### 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

### Data Sync

Control sync frequency:

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

## 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`  |

## Dashboard Presets

### 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

### 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

## Integration Widgets

### 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

## Analytics Dashboard

### 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

### 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

## Troubleshooting

### Widgets Not Loading

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

### Outdated Information

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

### Layout Issues

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

## Best Practices

### 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

### Regular Maintenance

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

## Next Steps

<CardGroup cols={2}>
  <Card title="Chat Interface" href="/webapp/chat-interface">
    Learn about the conversation interface
  </Card>

  <Card title="Connect Integrations" href="/webapp/integrations-setup">
    Set up your services and tools
  </Card>
</CardGroup>
