Dashboard Tour
Welcome to your Fyxer Dashboard - your control center for settings, preferences, and insights.
Once you've connected your inbox and calendar, this is where you fine-tune how Fyxer works for you.
Before You Begin
You won't spend much time in the Dashboard day to day.
It takes about 5-10 minutes to customize your settings once. After that, Fyxer runs in the background.
You'll only return here to:
Update settings or preferences
Review meeting recordings and summaries
Use Fyxer Chat directly in the app
Everything else - inbox organization, draft replies, and scheduling - happens automatically.
Dashboard
Your dashboard view is the first screen you see when you log in.
Here you'll find:
Your onboarding setup steps
Overview of upcoming meetings
Quick access to your scheduling links
Your dashboard updates in real time - your daily snapshot of what's happening today and what's next.
Categorization
Fyxer organizes incoming emails into 8 clear categories so you see what matters first.
You can customize how this works:
Go to Categorization and choose which categories stay visible in your inbox or which ones skip the inbox and get filed directly
Set up custom email rules - Create custom rules to tell Fyxer how to handle certain emails
Add an alternative email - If you sometimes email yourself or use a second address (for example, CC'ing your own work or personal email), add it here so Fyxer knows it's still you
Over time, Fyxer learns your preferences and adapts automatically - so you spend less time sorting, more time doing.
Drafts
This is where you manage how Fyxer writes and follows up on your emails.
In Drafts, you can:
Add tone of voice guidance in the custom tone box.
Set up your email signature so it appears automatically in Fyxer drafts.
Configure your follow-up preferences to stay on top of pending replies.
Adjust your reply and filter settings - Fine-tune how Fyxer drafts replies and filters messages.
Upload files such as brochures, briefs, contracts, or key documents that help Fyxer understand your work.
The more relevant context you give Fyxer, the better it understands your world - and the more natural your drafts become.
Notetaker
The Notetaker section is where you manage and review all meetings connected to your calendar.
Here you can:
View upcoming meetings and join directly from the dashboard.
See if the Fyxer Notetaker is scheduled to attend and remove it from specific meetings if needed.
Record an in-person meeting, or upload an existing recording.
Access the Recorded tab to review and customize past recordings and summaries.
Under Notetaker Settings, you can configure how the Notetaker behaves - including default participation, summary preferences, and terminology for improved accuracy.
Return here when you want to manually record a meeting or revisit past recordings and summaries.
Scheduling
The Scheduling section is where you manage how people book time with you and how Fyxer handles meeting links.
From here, you can:
Enable or disable your Fyxer scheduling link
Choose whether Fyxer includes your scheduling link in draft emails
Add a third-party scheduling link (like Calendly) instead of using Fyxer's
Copy and share your personal or team scheduling links
View booking activity and basic meeting stats
Once your calendar is connected, scheduling links appear automatically when replying - no need to return here daily.
Fyxer Chat
The Fyxer Chat section is your direct line to Fyxer. Ask questions, search your inbox, or draft emails from scratch.
Here, you can:
Ask Fyxer to search your inbox or meeting notes for specific information.
Find past email threads or summaries without manually searching
Draft new emails from scratch using quick prompts or guidance.
Ask for web context to support replies or research.
All chat history stays in-app, so you can return to past prompts and refine responses anytime.
Settings
The Settings tab is where you control your preferences and integrations.
You can:
Manage connected accounts (Inbox, Calendar, Hubspot, Zoom)
Manage your organization preferences
You can disconnect integrations anytime.
Profile and Account
In the bottom-left corner of your Dashboard, you'll find your Profile menu.
From here, you can:
View your rewards and account status.
Edit your profile details, such as name and email.
Delete your account if needed.
Log out of Fyxer.
Stay up to date
We're always improving Fyxer - adding new features, refining drafts, and enhancing integrations to save you even more time.
View the latest updates in our Changelog → See what's new and what's coming next.
Next Steps
You've set up your Dashboard - now make Fyxer work for you.
Customize your settings in about 10 minutes, then let Fyxer handle the rest. Check back here occasionally to manage meetings, chat, or settings.
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