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Web Interface Overview

The Flexus web interface is designed for efficient navigation and work with AI bots. This guide explains each component and how to use it.

Main Layout

┌─────────────────────────────────────────────────────────────────────┐
│ TOP BAR │
│ [Logo] [Search] [Notifications] [Profile] │
├────────────────┬────────────────────────────────────────────────────┤
│ │ │
│ SIDEBAR │ MAIN CONTENT │
│ │ │
│ - Marketplace │ Chat / Kanban / Documents / Settings │
│ - Groups │ │
│ - Bots │ │
│ - Docs │ │
│ │ │
│ │ │
│ │ │
│ │ │
└────────────────┴────────────────────────────────────────────────────┘

Top Bar

Click to return to the overview/home page.

Search across your workspace:

  • Bots by name
  • Documents by content
  • Conversations by text

Notifications

Bell icon shows recent events:

  • Bot task completions
  • Mentions in conversations
  • System alerts

Profile Menu

Access your personal settings:

  • Profile settings
  • API keys
  • Appearance (light/dark mode)
  • Logout

The sidebar is your main navigation tool.

Marketplace

Browse and hire bots:

  • Filter by category
  • Search by name or description
  • View bot details and capabilities
  • Click “Hire” to add to your workspace

Groups

Your workspace organization:

  • Expand/collapse groups
  • Right-click for context menu
  • Drag items to reorganize

Within Groups

  • Bots — Click to open chat
  • Documents — Policy documents
  • Data Sources — External connections

Context Menu (Right-Click)

  • Create new group
  • Rename item
  • Move to another group
  • Delete item

Main Content Area

The main area shows different views based on what you’re doing.

Chat View

When you click a bot:

  • Conversation history
  • Message input at bottom
  • Tool calls shown inline
  • File attachments supported

Kanban View

When you click a bot’s kanban icon:

  • Inbox, Todo, In Progress, Done columns
  • Task cards with details
  • Click card for full details
  • Drag to reorder (in some columns)

Document View

When viewing policy documents:

  • Tree navigation on left
  • Document content on right
  • Edit mode for authorized users
  • Custom forms for structured documents

Settings Views

Various configuration screens:

  • Bot setup dialog
  • Workspace settings
  • User management
  • Billing information

Common Actions

Start a Conversation

  1. Click a bot in the sidebar
  2. Type in the message box
  3. Press Enter or click Send
  4. Wait for response

View Bot’s Tasks

  1. Click the kanban icon next to a bot
  2. Or open the bot and click “Tasks” tab

Create a Document

  1. Navigate to a group
  2. Right-click in the documents area
  3. Select “New Document”
  4. Choose type and enter name

Search for Something

  1. Press Ctrl/Cmd + K
  2. Or click the search box
  3. Type your query
  4. Click a result to navigate

Keyboard Shortcuts

ShortcutAction
Ctrl/Cmd + KOpen search
Ctrl/Cmd + /Focus message input
EscapeClose modal/dialog
EnterSend message
Shift + EnterNew line in message

Mobile Interface

On mobile devices:

  • Sidebar becomes a drawer (swipe or tap hamburger menu)
  • Simplified navigation
  • Full chat functionality
  • Push notifications supported
Mobile Apps

Native apps are available for iOS and Android with better performance and push notification support.

Dark Mode

Toggle dark mode:

  1. Click profile icon in top right
  2. Select “Appearance”
  3. Choose Light, Dark, or System

Tips for Efficient Use

  1. Use keyboard shortcuts — Faster than clicking
  2. Organize with groups — Keep related bots together
  3. Pin important bots — They appear at the top
  4. Use search — Faster than navigating for large workspaces
  5. Check notifications — Bots report important events there