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 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:
Choose how often drafts are created and when they're automatically deleted
Adjust your follow-up timing preferences to stay on top of replies you're waiting for
Add tone of voice guidance in the custom tone box
Switch to the Signatures tab and set up your email signature, so it appears automatically in Fyxer drafts
Select the Custom files tab and 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.
You'll see a Record meeting button, where you can record an in-person meeting, or upload an existing recording.
Next to the record button is a settings cog. Here you can configure how Notetaker behaves, 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
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.
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:
Enable or disable your Fyxer scheduling link
Choose whether Fyxer includes your scheduling link in draft emails
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
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
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
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