Your 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.


Home

Your Home 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 Join meeting links

Home 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 Settings and choose which categories stay visible in your inbox or which ones skip the inbox and get filed directly

  • Set up email rules - Create custom rules to tell Fyxer how to handle certain emails

  • Adjust your reply and filter settings - Fine-tune how Fyxer drafts replies and filters messages.

  • 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


Drafts

This is where you manage how Fyxer writes and follows up on your emails.

In Drafts Settings, you can:


Meetings

The Meetings 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 AI 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 Recordings tab to review and download past recordings and summaries.

Under Meeting 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 control how Fyxer manages your availability and meeting links.

Here, you can:

  • Replace it with your own third-party scheduling link if preferred.

  • Set your default meeting duration and adjust your timezone.

Once your calendar is connected, scheduling links appear automatically when replying - no need to return here daily.


Add Files

Note: This feature is available on the Pro plan

The Your Files section gives Fyxer the context it needs to write smarter, more accurate replies and summaries.

Here, you can:

  • Upload files such as brochures, briefs, contracts, or key documents that help Fyxer understand your work.

  • View a log of all uploaded files, including who shared them.

  • Share files with your organization or delete them when they’re no longer needed.


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:

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.

Last updated

Was this helpful?