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Dashboard tour

Learn how to customize how Fyxer works.

What is the Dashboard?

The Dashboard is where you fine-tune how Fyxer works for you.

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 your preferences

  • Review meeting recordings and summaries

  • Use Fyxer Chat

Everything else – inbox organization, draft replies, and scheduling – happens automatically.

Let's go through each Dashboard section and look at the main things you might want to customise. Support articles are linked if you need help with this.

Categorization

Fyxer organizes your emails into categories, labeled and ranked by priority. You can customize how this works.

From the left-hand menu, select Categorization and choose which categories stay visible in your inbox and which ones skip the inbox and get filed directly.

You may also want to:

  • Set up custom email rules to tell Fyxer how to handle certain emails. For example, you may want emails from a particular address or domain to always land in "To do" or "To respond"

  • Add an alternative email if you use a second address or sometimes CC yourself. It helps Fyxer recognize it's still you, avoiding duplicate or irrelevant drafts

Over time, Fyxer learns your preferences and adapts automatically, so you spend less time sorting, more time doing.

Drafts

The next section on the Dashboard is Drafts. This is where you manage how Fyxer writes and follows up on your emails.

Go through and customize each of the settings below:

  1. Choose how often drafts are created and when they're automatically deleted

  2. Adjust your follow-up timing preferences to stay on top of replies you're waiting for

  3. Add tone of voice guidance in the custom tone box

  4. Switch to the Signatures tab and set up your email signature, so it appears automatically in Fyxer drafts. Outlook users: yours is extracted automatically when you connect

  5. Upload custom 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.

You'll see a Record meeting button, where you can record an in-person meeting, or upload an existing recording. Learn more: How to record a meeting in Fyxer.

Next to the record button is a gear cog. Here you can configure how Notetaker behaves, including which meetings it should join, summary preferences, and custom words to improve accuracy.

You'll also see there are two tabs: Recorded and Upcoming.

Under Recorded you can:

Under Upcoming you can:

  • View and join upcoming meetings

  • Check that Notetaker is scheduled to attend a meeting, or remove it from specific ones

You can also explore past meetings using the Explore your meetings pane on the right.

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.

In Scheduling you can:

  • View booking activity and basic meeting stats

  • Share your personal scheduling link (or team scheduling links)

  • Select "Update meeting settings" and:

Learn more: Set up your personal scheduling link.

Once your calendar is connected, scheduling links appear automatically in drafts and your availability is always up-to-date.

Chat

The Chat section is your direct line to Fyxer. Ask questions, search your inbox, or draft emails from scratch.

Chat lets you:

  • Search your inbox or meeting notes for specific information

  • Find past email threads or summaries without manually searching in your inbox

  • Draft emails from scratch

  • Ask for web context to support replies or research

Your chat history is saved. You can pick up where you left off, revisit past prompts, or refine responses any time.

Settings

Go to Settings to control your preferences and integrations.

Here you can:

  • Manage your organization preferences

  • Invite teammates

  • Manage your subscription and billing

  • Manage connected accounts under Integrations (Inbox, Calendar, Hubspot, Zoom)

    • You can disconnect integrations at any time

Profile and account

In the bottom-left corner of your Dashboard, select your name and email address to bring up 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

  • Log out of Fyxer

Next up

You've now customized how Fyxer works for you. Ready to explore some key features?

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