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

# Platform Overview

> Tour the AgentFlow dashboard and learn your way around

# Platform Overview

**Get familiar with the AgentFlow interface and discover where everything lives.**

<Note>
  **Beta Platform:** AgentFlow is actively being developed. Features marked "Coming Soon" are planned for future releases.
</Note>

This guide will walk you through the main areas of AgentFlow so you can navigate confidently and find exactly what you need.

## Dashboard Layout

<PLACEHOLDER_SCREENSHOT>
  Full screenshot of the AgentFlow dashboard showing the complete interface: header with organization switcher, global search, and user menu; left sidebar with navigation items (Home, Agents, Conversations, Team, Analytics, Settings); main content area displaying the home dashboard
</PLACEHOLDER_SCREENSHOT>

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.   │                                           │
│          │                                           │
└──────────┴──────────────────────────────────────────┘
```

***

## Main Navigation

### Left Sidebar

Your primary navigation menu with quick access to all major features:

<AccordionGroup>
  <Accordion title="🏠 Home" icon="house">
    **Your Dashboard**

    * Recent conversations
    * Active agents
    * Quick actions
    * Usage summary
  </Accordion>

  <Accordion title="🤖 Agents" icon="robot">
    **Agent Management**

    * View all your agents
    * Create new agents
    * Configure agent settings
    * Monitor agent performance
  </Accordion>

  <Accordion title="💬 Conversations" icon="messages">
    **Chat History**

    * All your conversations
    * Search and filter by date
    * Basic conversation management
    * Message feedback (thumbs up/down, comments)
  </Accordion>

  <Accordion title="👥 Team" icon="users">
    **Team Management** (if you have permissions)

    * Team members list
    * Pending invitations
    * Role assignments
    * Access control
  </Accordion>

  <Accordion title="📊 Analytics" icon="chart-line">
    **Usage & Insights** (Coming Soon)

    * Conversation history and search
    * Message feedback tracking
    * Team member activity
    * Basic usage stats
  </Accordion>

  <Accordion title="⚙️ Settings" icon="gear">
    **Configuration**

    * Organization settings
    * Personal preferences
    * Billing & subscription
    * Integrations
  </Accordion>
</AccordionGroup>

***

## Top Header

### Organization Switcher

<PLACEHOLDER_SCREENSHOT>
  Close-up screenshot of the organization switcher dropdown in the top-left corner, showing a list of organizations the user belongs to with the "Create New Organization" option at the bottom
</PLACEHOLDER_SCREENSHOT>

Located in the top-left, this dropdown lets you:

* Switch between organizations
* Create new organizations
* View organization details

<Tip>
  **Keyboard Shortcut**: Press `⌘K` (Mac) or `Ctrl+K` (Windows) to quickly switch organizations
</Tip>

### Global Search

<PLACEHOLDER_SCREENSHOT>
  Screenshot of the global search bar with search results dropdown showing filtered results for conversations, agents, and team members
</PLACEHOLDER_SCREENSHOT>

The search bar (top center) helps you find:

* Conversations by content or title
* Agents by name or description
* Team members
* Settings and features

<Tip>
  **Pro Tip**: Use search filters like `agent:name` or `date:today` to narrow results
</Tip>

### 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

***

## Key Sections

### 1. Home Dashboard

Your personalized overview showing:

<CardGroup cols={2}>
  <Card title="Recent Activity" icon="clock">
    * Latest conversations
    * Recent agent usage
    * Team activity
  </Card>

  <Card title="Quick Actions" icon="bolt">
    * Start new conversation
    * Create agent
    * Invite team member
  </Card>

  <Card title="Usage Summary" icon="chart-simple">
    * Today's token usage
    * Monthly costs
    * Active conversations
  </Card>

  <Card title="Notifications" icon="bell">
    * System updates
    * Team mentions
    * Important alerts
  </Card>
</CardGroup>

### 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)

### 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)

<Note>
  **Coming Soon:** Folders, tags, favorites, conversation sharing, and bulk actions are planned for future releases.
</Note>

### 4. Analytics Dashboard

<Note>
  **Coming Soon:** Advanced analytics including usage tracking, cost analysis, and custom reports are planned for future releases.
</Note>

**Currently Available:**

* Conversation history
* Message feedback viewing
* Basic activity tracking

### 5. Settings Hub

**Configure everything:**

<Tabs>
  <Tab title="Organization">
    * Organization name and details
    * Branding and customization
    * Default settings
    * Danger zone (delete org)
  </Tab>

  <Tab title="Team">
    * Member management
    * Roles and permissions
    * Invitation settings
    * SSO configuration (Enterprise)
  </Tab>

  <Tab title="Billing">
    * Beta access information
    * Future pricing updates
    * Cost management guidance
    * AI provider billing
  </Tab>

  <Tab title="Security">
    * Two-factor authentication
    * Session management
    * API keys
    * Audit logs (Enterprise)
  </Tab>

  <Tab title="Integrations">
    * Connected services
    * API access
    * Webhooks
    * Third-party apps
  </Tab>
</Tabs>

***

## Quick Actions Menu

Press `/` anywhere in AgentFlow to open the command palette:

<CardGroup cols={2}>
  <Card title="Conversation Actions" icon="message">
    * `/new` - New conversation
    * `/search` - Search messages
    * `/agent` - Switch agent
  </Card>

  <Card title="Agent Actions" icon="robot">
    * `/create` - Create agent
    * `/connections` - View AI connections
    * `/settings` - Agent settings
  </Card>

  <Card title="Organization" icon="building">
    * `/invite` - Invite member
    * `/team` - View team
    * `/analytics` - View stats
  </Card>

  <Card title="Settings" icon="gear">
    * `/preferences` - Update preferences
    * `/profile` - Edit profile
    * `/help` - Get help
  </Card>
</CardGroup>

***

## Mobile Access

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

***

## Keyboard Shortcuts

Boost your productivity with these shortcuts:

### Global

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

### Conversations

* `⌘Enter` / `Ctrl+Enter` - Send message
* `⌘↑` / `Ctrl+↑` - Edit last message
* `Esc` - Close conversation
* `⌘⇧F` / `Ctrl+Shift+F` - Search in conversation

### Navigation

* `G then H` - Go to Home
* `G then A` - Go to Agents
* `G then C` - Go to Conversations
* `G then T` - Go to Team

<Tip>
  Press `⌘/` or `Ctrl+/` anytime to see all available shortcuts
</Tip>

***

## Tips for New Users

<AccordionGroup>
  <Accordion title="Customize your sidebar" icon="bars">
    * Drag to reorder menu items
    * Hide sections you don't use
    * Pin favorite agents for quick access
  </Accordion>

  <Accordion title="Use folders and tags" icon="folder">
    * Organize conversations by project or topic
    * Tag conversations for easy filtering
    * Create smart folders with auto-rules
  </Accordion>

  <Accordion title="Set up notifications wisely" icon="bell">
    * Enable notifications for mentions
    * Set quiet hours for focus time
    * Use digest emails for daily summaries
  </Accordion>

  <Accordion title="Explore the command palette" icon="terminal">
    * Access any feature quickly with `/`
    * Learn keyboard shortcuts
    * Create custom commands (Pro)
  </Accordion>
</AccordionGroup>

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Create Your First Agent" icon="robot" href="/agents/creating-your-first-agent">
    Build your first AI agent
  </Card>

  <Card title="Start a Conversation" icon="message" href="/getting-started/your-first-conversation">
    Have your first AI chat
  </Card>

  <Card title="Understand Key Concepts" icon="book" href="/getting-started/understanding-the-platform">
    Learn AgentFlow terminology
  </Card>

  <Card title="Invite Your Team" icon="users" href="/organization/inviting-team-members">
    Bring your team to AgentFlow
  </Card>
</CardGroup>

***

**Have questions?** Check our [Support Center](/support/getting-help) or email [support@agentflow.live](mailto:support@agentflow.live)