# Dashboard tour {% hint style="success" %} * [What is the Dashboard?](#what-is-the-dashboard) * [Categorization](#categorization) * [Drafts](#drafts) * [Notetaker](#notetaker) * [Scheduling](#scheduling) * [Chat](#fyxer-chat) * [Settings](#settings) * [Profile and account](#profile-and-account) {% endhint %} ### What is the Dashboard? The [**Dashboard**](https://app.fyxer.com/) 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**](https://support.fyxer.com/en/articles/11523479-stay-in-control-of-how-fyxer-organizes-your-inbox) 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" * **Add an** [**alternative email**](https://support.fyxer.com/en/articles/10989482-what-is-the-difference-between-connecting-another-email-vs-adding-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
{% hint style="info" %} Over time, Fyxer learns your preferences and adapts automatically, so you spend less time sorting, more time doing. {% endhint %} *** ### 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**](https://support.fyxer.com/en/articles/11130280-how-often-drafts-appear-and-how-long-they-re-kept) and when they're automatically deleted 2. [**Adjust your follow-up timing preferences**](https://support.fyxer.com/en/articles/10042890-check-your-follow-ups-never-lose-track-of-replies) to stay on top of replies you're waiting for 3. Add **tone of voice guidance** in the [custom tone](https://support.fyxer.com/en/articles/11463848-make-drafts-sound-more-like-you-with-draft-prompt) box 4. Switch to the **Signatures** tab and [**set up your email signature**](https://support.fyxer.com/en/articles/10090669-how-do-i-add-my-signature), so it appears automatically in Fyxer drafts 5. Select the **Custom files** tab and [upload files](https://support.fyxer.com/en/articles/11798528-upload-documents-to-make-your-drafts-smarter) such as brochures, briefs, contracts, or key documents that **help Fyxer understand your work** {% hint style="info" %} The more relevant context you give Fyxer, the better it understands your world and the more natural your drafts become. {% endhint %} *** ### 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](https://support.fyxer.com/en/articles/11968737-how-to-record-a-meeting-in-fyxer), or [upload an existing recording](https://support.fyxer.com/en/articles/11968737-how-to-record-a-meeting-in-fyxer#h_c5b875eea9). Next to the record button is a gear cog. Here you can [configure how Notetaker behaves](https://support.fyxer.com/en/articles/12579063-configure-your-meeting-notetaker), including which meetings it should join, summary preferences, and custom words to improve accuracy. You'll see there are two tabs: **Recorded** and **Upcoming**. Under **Recorded** you can: * Review and [edit past meeting summaries](https://support.fyxer.com/en/articles/12495757-customize-your-meeting-summaries) * View meeting transcripts and actions 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. {% hint style="info" %} Return here when you want to **manually record a meeting** or **revisit past recordings and summaries.** {% endhint %} *** ### 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](https://support.fyxer.com/en/articles/13185615-team-scheduling-in-fyxer)) * Select "Update meeting settings" and: * 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](https://support.fyxer.com/en/articles/11054984-connect-your-calendly-or-other-link-with-fyxer)) {% hint style="info" %} Once your calendar is connected, scheduling links appear automatically in drafts and your availability is always up-to-date. {% endhint %} *** ### 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**](https://support.fyxer.com/en/articles/11785792-chat-with-fyxer-your-ai-on-demand) * 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](https://support.fyxer.com/en/articles/10923983-set-up-fyxer-for-your-team-quick-start-guide) * [Manage your subscription and billing](https://support.fyxer.com/en/articles/11325961-managing-your-fyxer-ai-billing-subscription) * 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?
* Next: [**Explore key features**](https://docs.fyxer.com/get-started/get-started/quickstart)