Find your way around the dashboard

Home

Home is the first tab, and the first row in its sidebar, above the conversation queue. It is the review queue: everything waiting on a person, one item at a time, decided on the page.

• The item in front shows its kind, the thing itself, where it came from, and the buttons that settle it.
• Deciding takes it off the queue and brings the next one forward. If the decision fails, the item comes back with the reason above it.
• Skip sends the item to the end of the queue until you leave the page. It shows only when something else is waiting.
• Other lists everything else waiting, in the order it comes up. Press a row to bring it to the front.
• With nothing waiting, Home reads All clear.
• Shortcuts, under the queue, lead to the settings pages you open most. See Shortcuts.

Conversations waiting on you are in the conversation queue under Home, not on the page. See Work the inbox.

Order

Oldest first within each kind, except approvals, which go soonest to expire first.

1. Tool approvals
2. Questions from the agent
3. Urgent signals
4. Fixes to confirm
5. Knowledge suggestions
6. Suggested tools
7. Feedback posts waiting for approval
8. Other open signals, highest priority first
9. Things that need fixing

Items

Needs fixing shows one item per kind of problem. Problems with email, Slack, Discord or an issue tracker never show here.

Shortcuts

Four tiles for the settings pages you open most in this browser. Recent visits count for more than old ones, so the tiles follow your habits as they change. Until your visits fill all four, the rest are Behavior, Sources, Widget and Members.

A page your role cannot open, like Billing for a member, never gets a tile. Visits are kept in the browser, not your account, so another computer starts from the defaults.

Tabs

The tabs run across the top bar as outlined icons, and the one you are on is filled. Hover one to see its name. Each tab has its own sidebar.

Related rows open a page in another tab that sets something this tab shows. An arrow marks them.

The All row under Signal counts open signals, up to 100.

Getting around

Top bar

• Search opens the command palette.
• The Median mark between Search and Help, Assistant, opens the assistant in a sidebar on the right. The Median logo at the far left opens Median's home page.
• The question mark opens Help. A dot on it means a support reply is unread.
• The organization switcher and your avatar sit at the right end.

In Home, drag the sidebar's edge to resize it, from 264 to 480 pixels. Double-click the edge to reset the width. On a small screen, the menu button opens every tab and its pages as one list, and the queue and your documents move into the page.

Account menu

Select your avatar in the top right.

Organizations

The organization switcher lists every organization you belong to, with a check on the current one. Pick another to switch.

New organization opens Create an organization. If invitations are waiting for your address, it opens on You have been invited instead, with Join beside each one and Create a new organization below.

Create organization makes you its owner and switches you into it.

What each role can do is in Roles and permissions.

How text settings save

Text settings have no Save button. This covers the name and slug on Settings → General and every field on Agent → Profile.

Keyboard shortcuts