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Interface Navigation

The Flowbotic platform features an intuitive, user-friendly interface designed to help you efficiently manage your AI assistants, knowledge base, and communications. This guide will help you understand the interface layout and navigation elements.

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Interface Layout

The Flowbotic interface consists of several key areas: [Screenshot placeholder: Full interface with numbered sections]

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1. Sidebar Navigation

The sidebar is your primary navigation tool, providing access to all major sections of the platform: [Screenshot placeholder: Sidebar with labels]

• Dashboard: Main overview with key metrics and recent activity
• Assistants: Manage your AI assistants
• Knowledge Base: Upload and manage knowledge files
• Tickets: Handle support tickets and customer inquiries
• Analytics: View detailed performance reports and statistics
• Settings: Configure account and platform settings

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2. Top Navigation Bar

The top navigation bar includes: [Screenshot placeholder: Top navigation bar with labels]

• Organization Switcher: Switch between organizations (if you belong to multiple)
• Search Bar: Global search function to find content across the platform
• Notifications Bell: View system notifications and alerts
• Help Center: Access documentation and support
• User Profile Menu: Access your profile settings and logout option

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3. Main Content Area

This central area displays the active section’s content and changes based on your selection in the sidebar:

• Shows different views, forms, and data visualizations
• Adapts to the selected section
• Includes section-specific action buttons and filters

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4. Context Menu

Many items throughout the interface have context menus for quick actions:

• Click the ⋮ (three dots) icon to open context menus
• Access quick actions without navigating to detail pages
• Common options include Edit, Delete, Duplicate, and Share

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Navigation Patterns

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Breadcrumbs

At the top of the main content area, breadcrumbs show your current location in the platform hierarchy: [Screenshot placeholder: Breadcrumb navigation example] Click on any segment to navigate to that level.

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Tabs

Many sections use tabs to organize related information: [Screenshot placeholder: Section with tabs] For example, when viewing an assistant’s details, tabs might include:

• Overview
• Conversations
• Settings
• Analytics
• Knowledge

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Search Functionality

The global search function helps you quickly find what you need:

1. Click the search icon or press Ctrl+K (Windows) or ⌘+K (Mac)
2. Type your search query
3. Results are categorized by type (Assistants, Knowledge, Tickets, etc.)
4. Click a result to navigate directly to that item

[Screenshot placeholder: Search results with categorized items]

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Keyboard Shortcuts

Flowbotic supports various keyboard shortcuts to enhance productivity: To view all available keyboard shortcuts, press ? anywhere in the platform.

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Responsive Design

Flowbotic adapts to different screen sizes:

• Desktop: Full interface with expanded sidebar
• Tablet: Collapsible sidebar with optimized layouts
• Mobile: Streamlined interface with priority on essential functions

[Screenshot placeholder: Platform on different devices]

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Customization Options

Personalize your interface with these options:

1. Theme Preferences:
   • Go to User Profile > Settings > Appearance
   • Choose between Light, Dark, or System theme
2. Display Density:
   • Adjust between Comfortable, Standard, and Compact views
   • Found in User Profile > Settings > Appearance
3. Default Views:
   • Set your preferred landing page after login
   • Configure default filters for lists and reports

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Next Steps

Now that you’re familiar with the interface, you’re ready to start using Flowbotic’s features: