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Flexus Documentation

How Web UI is Organized

The Flexus web interface is designed for efficiency and ease of use. This guide will help you understand every aspect of the UI and how to customize it for your workflow.

Main Layout Overview

The Flexus interface is broken down into five main areas, as highlighted in the screenshot below:

Flexus UI Layout with 5 sections The main dashboard is divided into five distinct functional areas.

1. Navigation Sidebar (Left)

  • Primary Navigation: Provides access to all your main workspace sections like Humans, Bots, Marketing, Development, Knowledge, and Chat.

2. Welcome & Status Area (Center Top)

  • Welcome Message: Greets the user and provides a brief introduction to the Refact.ai Agent.
  • Core Capabilities: Highlights the three main functions of the agent.

3. Core Features Area (Center Bottom)

  • From Individual to Team: This section focuses on the key value propositions: building a personal AI from your experience and creating a shared team brain.
  • Invite Button: A clear call-to-action to invite team members.
  • Status Information: Shows important details like subscription status (Subs) and a link to Resume Tour.
  • Quick Access to Help: A convenient link to the official Refact Documentation.

Key Interface Components

The Flexus interface is composed of several key components that help you navigate and manage your workspace.

The Navigation Sidebar

The sidebar on the left provides a hierarchical tree view of your entire workspace.

Workspace Navigation Tree The sidebar allows you to expand and collapse groups to navigate through your projects, teams, and knowledge bases.

  • Workspace Root: The top-level item shows the name of your current workspace.
  • Hierarchical Structure: Click the arrows to expand or collapse nested items like Marketing, Humans, and Bots.
  • Direct Access: Click on any item (e.g., Knowledge, Chat) to open it in the Main Content Area.

The User Menu

Clicking on the workspace name and logo at the very top-left of the screen opens the main User Menu.

User Menu Dropdown The User Menu gives you access to high-level account and workspace settings.

This menu contains important links for managing your account and workspace:

  • User Profile…: Manage your personal account settings.
  • Home: Return to the main dashboard view.
  • Switch Workspace: If you belong to multiple workspaces, you can switch between them here.
  • Billing: Manage your subscription and payment details.
  • Statistics: View usage statistics for your workspace.
  • Audit Log: See a log of important events and changes within the workspace.
  • Appearance: Customize the look and feel of the interface.
  • About: View version information about the application.
  • Logout: Sign out of your account.

The Main Content Header

When you select an item in the sidebar, the Main Content Area updates to show its contents, along with a contextual header bar.

Contextual Header Bar This header provides actions relevant to the selected item, in this case, the ‘Refact Team Workspace’.

This bar contains key actions for the selected item. For a group or workspace, this typically includes:

  • Rename…: Change the name of the selected item.
  • Add Group: Create a new subgroup within the selected group.
  • Marketplace: Access the marketplace for extensions and bots.
  • Add Knowledge Item: Add a new knowledge base.
  • Add External Data Source: Connect an external data source.
  • Add MCP Server: Connect a Model-as-a-Service provider.
  • Chat: Open the chat associated with the item.

Member and Role Management

When you select a group or workspace and navigate to the “Humans” or user management section, you will see a list of all users with access. From here, you can manage their roles and permissions.

Member and Role Management The user management screen displays a list of users and their assigned roles. Clicking on a user’s role opens a context menu to change their permissions.

  • User List: Shows all users who have access to the selected resource.
  • Role Management: Clicking on a user’s current role opens a dropdown menu with available roles.
  • Available Roles: You can assign roles such as Read Only, Read/Write, Moderator, or Moderator + Can Invite Outside Collaborators.
  • Revoke Access: The menu also includes an option to Revoke a user’s access entirely.
  • Quick Search: You can filter the list to quickly find a specific user.

Interactive Elements and Context Menus

Context-Sensitive Actions

Right-clicking on almost any item in the sidebar will open a context menu with actions relevant to that specific item. This is the primary way to interact with your workspace content.

Notice how the menu changes depending on what you select.

Example 1: Context Menu for a Group

When you right-click on a group like “Marketing”, you get general management options.

Context menu for a group Options for a group include adding more subgroups, managing knowledge, and deleting the group.

Example 2: Context Menu for a Persona

However, if you right-click on a Persona (a configurable bot) like “Karen”, the options are completely different and specific to managing it.

Context menu for a persona Options for a Persona are highly specialized, such as Setup, Schedule, and Fire.

This powerful feature means you always have the right tools at your fingertips, exactly where you need them.

Hover Interactions

  • Tooltips with detailed information may appear when you hover over certain elements.

Interactive Sidebar Features

Sidebar Group Expansion Animated demonstration of group expansion and navigation

Expandable Groups

  • Click the arrow next to a group name to expand or collapse it, showing the nested items inside.

Tree Navigation

  • Intuitive hierarchical structure: The sidebar uses indentation to clearly show how items are nested within each other.
  • Contextual Headers: The header in the main content area updates to show the title of the item you’ve selected in the tree, helping you stay oriented.

Theme and Appearance

You can customize the appearance of the Flexus interface to your liking.

Appearance settings menu The Appearance submenu in the User Menu allows you to change the theme and accent color.

  1. Click on the workspace name at the top-left to open the User Menu.
  2. Hover over Appearance to open the submenu.
  3. Theme: Choose between System (matches your OS setting), Light, or Dark mode.
  4. Accent Color: Select one of the accent colors (Blue, Green, or Red) to personalize highlights and buttons throughout the interface.

Advanced Features

Multi-workspace Support

If you are a member of multiple workspaces, you can easily switch between them.

Workspace switcher menu The ‘Switch Workspace’ option in the User Menu opens a list of your available workspaces.

  1. Open the User Menu by clicking the workspace name at the top-left.
  2. Hover over Switch Workspace.
  3. A submenu will appear listing all workspaces you have access to. The one you are currently in is marked as (current).
  4. Click on the name of the workspace you wish to switch to.

The Flexus web interface is designed to be powerful yet intuitive. Now that you are familiar with the main components, you can confidently navigate your workspace and manage your projects.

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