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Platform Overview

Get familiar with the AgentFlow interface and discover where everything lives.
Beta Platform: AgentFlow is actively being developed. Features marked “Coming Soon” are planned for future releases.
This guide will walk you through the main areas of AgentFlow so you can navigate confidently and find exactly what you need.

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Dashboard Layout

When you log in to AgentFlow, you’ll see a clean, organized interface divided into key sections: 
┌─────────────────────────────────────────────────────┐
│  Header (Organization, Profile, Search)              │
├──────────┬──────────────────────────────────────────┤
│          │                                           │
│ Sidebar  │        Main Content Area                 │
│          │                                           │
│ • Agents │    (Changes based on selected section)   │
│ • Chats  │                                           │
│ • Team   │                                           │
│ • etc.   │                                           │
│          │                                           │
└──────────┴──────────────────────────────────────────┘
Your primary navigation menu with quick access to all major features:
Your Dashboard
  • Recent conversations
  • Active agents
  • Quick actions
  • Usage summary
Agent Management
  • View all your agents
  • Create new agents
  • Configure agent settings
  • Monitor agent performance
Chat History
  • All your conversations
  • Search and filter by date
  • Basic conversation management
  • Message feedback (thumbs up/down, comments)
Team Management (if you have permissions)
  • Team members list
  • Pending invitations
  • Role assignments
  • Access control
Usage & Insights (Coming Soon)
  • Conversation history and search
  • Message feedback tracking
  • Team member activity
  • Basic usage stats
Configuration
  • Organization settings
  • Personal preferences
  • Billing & subscription
  • Integrations

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Top Header

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Organization Switcher

Located in the top-left, this dropdown lets you:
  • Switch between organizations
  • Create new organizations
  • View organization details
Keyboard Shortcut: Press ⌘K (Mac) or Ctrl+K (Windows) to quickly switch organizations
The search bar (top center) helps you find:
  • Conversations by content or title
  • Agents by name or description
  • Team members
  • Settings and features
Pro Tip: Use search filters like agent:name or date:today to narrow results

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User Menu

Click your profile picture (top-right) to access:
  • Profile Settings: Update your personal information
  • Preferences: Customize your experience
  • Notifications: Manage alerts
  • Keyboard Shortcuts: View all shortcuts
  • Help & Support: Get assistance
  • Sign Out: Log out of your account

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Key Sections

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1. Home Dashboard

Your personalized overview showing:

Recent Activity

  • Latest conversations
  • Recent agent usage
  • Team activity

Quick Actions

  • Start new conversation
  • Create agent
  • Invite team member

Usage Summary

  • Today’s token usage
  • Monthly costs
  • Active conversations

Notifications

  • System updates
  • Team mentions
  • Important alerts

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2. Agents Page

Manage all your AI agents:
  • Grid/List View: Toggle between layouts
  • Filter & Sort: By model, date, usage
  • Search: Find agents quickly
  • Create Button: Build new agents
Agent Cards Show:
  • Agent name and description
  • AI model used
  • Recent activity
  • Quick actions (chat, edit, duplicate)

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3. Conversations Page

Your chat history hub: Available Now:
  • Complete conversation history
  • Filter by date
  • Search conversations
  • Switch between AI connections during conversations
  • Provide feedback on messages (thumbs up/down, comments)
Coming Soon: Folders, tags, favorites, conversation sharing, and bulk actions are planned for future releases.

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4. Analytics Dashboard

Coming Soon: Advanced analytics including usage tracking, cost analysis, and custom reports are planned for future releases.
Currently Available:
  • Conversation history
  • Message feedback viewing
  • Basic activity tracking

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5. Settings Hub

Configure everything:
  • Organization
  • Team
  • Billing
  • Security
  • Integrations
  • Organization name and details
  • Branding and customization
  • Default settings
  • Danger zone (delete org)

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Quick Actions Menu

Press / anywhere in AgentFlow to open the command palette:

Conversation Actions

  • /new - New conversation
  • /search - Search messages
  • /agent - Switch agent

Agent Actions

  • /create - Create agent
  • /connections - View AI connections
  • /settings - Agent settings

Organization

  • /invite - Invite member
  • /team - View team
  • /analytics - View stats

Settings

  • /preferences - Update preferences
  • /profile - Edit profile
  • /help - Get help

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Mobile Access

Coming Soon: Dedicated mobile apps for iOS and Android are planned for future releases. Currently, you can access AgentFlow through your mobile web browser.

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Keyboard Shortcuts

Boost your productivity with these shortcuts:

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Global

  • ⌘K / Ctrl+K - Command palette
  • ⌘/ / Ctrl+/ - Keyboard shortcuts
  • ⌘N / Ctrl+N - New conversation
  • ⌘F / Ctrl+F - Search

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Conversations

  • ⌘Enter / Ctrl+Enter - Send message
  • ⌘↑ / Ctrl+↑ - Edit last message
  • Esc - Close conversation
  • ⌘⇧F / Ctrl+Shift+F - Search in conversation
  • G then H - Go to Home
  • G then A - Go to Agents
  • G then C - Go to Conversations
  • G then T - Go to Team
Press ⌘/ or Ctrl+/ anytime to see all available shortcuts

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Tips for New Users

  • Drag to reorder menu items
  • Hide sections you don’t use
  • Pin favorite agents for quick access
  • Organize conversations by project or topic
  • Tag conversations for easy filtering
  • Create smart folders with auto-rules
  • Enable notifications for mentions
  • Set quiet hours for focus time
  • Use digest emails for daily summaries
  • Access any feature quickly with /
  • Learn keyboard shortcuts
  • Create custom commands (Pro)

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What’s Next?

Create Your First Agent

Build your first AI agent

Start a Conversation

Have your first AI chat

Understand Key Concepts

Learn AgentFlow terminology

Invite Your Team

Bring your team to AgentFlow
Have questions? Check our Support Center or email support@agentflow.live
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