Dashboard Guide
Complete walkthrough of the inbox.dog dashboard and all its features.
Navigation
The main navigation bar provides access to all sections:
| Link | Description | When to Use |
|---|---|---|
| Agents | Manage your AI agents | Create, edit, pause agents |
| Insights | Analyze your inbox | Get agent suggestions |
| Logs | View agent activity | Monitor what agents are doing |
| Docs | Documentation | Learn how to use features |
| Help | Support resources | Get help and answers |
Agents Page
The main hub for managing your AI agents.
Agent List View
Features:
- Agent cards - See all agents at a glance
- Status indicators - Active/Paused badges
- Quick actions - Edit, pause, delete buttons
- Search & filter - Find specific agents
Creating an Agent
- Click "New Agent" button
- Fill in configuration form:
- Name and description
- System prompt
- Trigger and action
- Tool permissions
- Knowledge base files
- Click "Create Agent"
Agent Detail Page
View and edit individual agent configuration:
Sections:
- Configuration - Edit agent settings
- Activity - Recent agent actions
- Files - Knowledge base documents
- Chat - Test agent with chat interface
Insights Page
Get AI-powered suggestions for new agents based on your inbox patterns.
Features:
- Inbox analysis - AI analyzes your email patterns
- Agent suggestions - Recommended agents for your inbox
- Impact estimates - Time savings per agent
- One-click creation - Create agents from suggestions
Generating Insights
- Click "Analyze Inbox"
- Wait for analysis (30-60 seconds)
- Review suggested agents
- Click "Create Agent" on any suggestion
Logs Page
Real-time view of all agent activity.
Log Features
| Feature | Description |
|---|---|
| Real-time updates | See actions as they happen |
| Filter by agent | View specific agent logs |
| Search logs | Find specific events |
| Export logs | Download log data |
| Clear logs | Reset log history |
Log Entry Details
Each log entry shows:
- Timestamp - When action occurred
- Agent - Which agent performed action
- Email - Email that was processed
- Actions - Tools executed
- Result - Success/failure status
Chat Interface
Test agents interactively using natural language.
Using Chat
- Select an agent from dropdown
- Type your message or question
- Agent responds using its tools
- See tool executions in real-time
Example:
You: How many unread emails do I have?
Agent: [calls searchEmails tool]
Agent: You have 12 unread emails in your inbox.
Account Switcher
Switch between multiple Gmail accounts.
Features:
- Multiple accounts - Connect several Gmail accounts
- Quick switching - Change active account instantly
- Account indicators - See which account is active
- Add account - Connect new Gmail account
Organization Switcher
Switch between organizations (for team accounts).
Features:
- Team organizations - Access shared agents
- Member management - Invite team members
- Billing - View organization billing
- Settings - Organization-level configuration
Settings & Configuration
Account Settings
Access via account dropdown:
Options:
- Profile - Update your information
- Gmail connections - Manage connected accounts
- Notifications - Configure alerts
- API keys - Manage integrations
Agent Settings
Per-agent configuration:
- Basic info - Name, description
- AI behavior - System prompt
- Triggers - Email filters
- Actions - What agent does
- Tools - Enabled permissions
- Schedule - When agent runs
- Knowledge base - Uploaded files
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Cmd/Ctrl + K |
Quick search |
Cmd/Ctrl + N |
New agent |
Esc |
Close modals |
Cmd/Ctrl + / |
Show shortcuts |
Mobile View
The dashboard is responsive and works on mobile devices.
Mobile features:
- Collapsible navigation - Hamburger menu
- Touch-optimized - Large tap targets
- Responsive tables - Scrollable on small screens
- Mobile chat - Full chat functionality
Tips & Best Practices
Organizing Agents
- Use descriptive names - "Support Triage" not "Agent 1"
- Group by purpose - Support, Sales, Operations
- Pause unused agents - Keep dashboard clean
- Document complex agents - Add notes in description
Monitoring Activity
- Check logs daily - Review agent actions
- Watch for errors - Address failures quickly
- Review insights - Get new agent ideas
- Track metrics - Monitor usage and costs
Optimizing Performance
- Refine triggers - Make filters more specific
- Improve prompts - Better system prompts = better results
- Update knowledge base - Keep documents current
- Test with chat - Validate agent behavior