Interface Overview
Tour of the Polaris AI dashboard and all its features
Interface Overview
Let's tour the Polaris AI dashboard so you feel at home. Here's everything you need to know to navigate like a pro.
Dashboard Layout
When you log in, you'll see the main dashboard divided into several sections:
┌─────────────────────────────────────────┐
│ [Logo] [Search] [Settings] [User] │ ← Top Bar
├──────────┬──────────────────────────────┤
│ │ │
│ Sidebar │ Main Chat Area │
│ │ │
│ • Chat │ Conversations happen here │
│ • Vault │ Messages, confirmations │
│ • Apps │ Results displayed │
│ │ │
│ │ │
├──────────┴──────────────────────────────┤
│ [Input Area] [Send Button] │
└─────────────────────────────────────────┘Left Sidebar
The sidebar contains your main navigation:
Chat History
- "New Chat" button — Start a fresh conversation
- Chat list — All your past conversations organized by date
- Search chats — Find old conversations quickly
Tip: Click any chat to resume that conversation.
Vault
- File storage — All your uploaded files in one place
- Access your documents — Reference files when chatting
- Organize files — View by type, date, or search
Apps & Integrations
- Connect services — Gmail, Calendar, GitHub, etc.
- View status — See which apps are connected
- Manage permissions — Control what Polaris AI can access
Main Chat Area
The center of the screen is where the conversation happens:
Message Bubble
Your messages appear on one side (usually right), Polaris AI's responses on the other:
You: "Send an email to Sarah"
└─ Message displays here with timestamp
Polaris AI: "I'll send that for you..."
└─ Response shows here with optionsTimeline View
For complex tasks, you'll see a Timeline showing what Polaris AI is doing:
Searching memories...
Memory retrieved: "Sarah's usual subject"
Processing your request...
Gmail agent preparing email...
Email ready for confirmationThis helps you understand what's happening behind the scenes.
Confirmations
For important actions (sending emails, scheduling meetings), you'll see a Preview:
┌─────────────────────┐
│ Review Before Send │
├─────────────────────┤
│ To: sarah@email.com │
│ Subject: Team Sync │
│ Body: [preview] │
│ │
│ [✓ Confirm] [✗ Cancel]
└─────────────────────┘Always review before clicking Confirm!
Top Bar
Search
Search through:
- Past conversations
- Messages
- Files in your vault
- Connected integrations
Settings
Access:
- Appearance — Dark/light mode, theme
- Memory — View and manage learning preferences
- Notifications — Email alerts, sounds
- Account — Profile, password, preferences
- Privacy — Data handling, memory settings
Profile Menu
Click your avatar or name to:
- View profile
- Sign out
- Access account settings
Bottom Input Area
Chat Input Box
Type your message here. Just talk naturally:
"Send an email to john@example.com about tomorrow's meeting"Send Button
Click the send button or press Enter to send.
File Attachment Button
Click the paperclip button to:
- Upload files
- Reference existing vault files
- Attach to your message
Supported Files: Documents (PDF, DOC), Images (PNG, JPG), Spreadsheets (XLSX, CSV), Videos, and more. Max size: 100MB per file.
Tabs (When Connected)
Once you connect integrations, you'll see tabs at the top:
Main Agent
Your primary chat interface for everything.
Schedules
View and manage:
- Scheduled reminders
- Recurring tasks
- Upcoming events
Vault
Access all your:
- Uploaded files
- Recognized documents
- File references
Apps
Quick access to manage:
- Connected integrations
- Connection status
- Permissions
Key Features
Real-Time Status
- App is connected
- Connecting or syncing
- Not connected
File Previews
Click any attached file to:
- Preview images
- View PDFs
- Download files
- See metadata (size, type, date)
Notifications
Get alerts for:
- Scheduled reminders
- Action completions
- Important updates
- Errors
Voice Input (Optional)
If voice is enabled, click the microphone button to:
- Speak your command
- Hands-free operation
- Automatic transcription
Keyboard Shortcuts
Speed up your workflow:
| Shortcut | Action |
|---|---|
| Enter | Send message |
| Shift + Enter | New line in message |
| Esc | Close settings/modals |
| /cmd | Quick commands (if enabled) |
| Cmd/Ctrl + K | Open command search |
Mobile View
On phones and tablets, the layout adapts:
- Sidebar slides from left (swipe to open)
- Full-width chat area
- Easier to tap buttons
- All features still available
Understanding Response Types
Message Response
Regular text responses with information or confirmation.
Rich Formatting
Some responses include:
- Formatted text with headings, lists, bold, italics
- Links to click
- Code snippets to copy
- Tables for data
Timeline Events
Multi-step processes show real-time updates:
- What's happening
- Current status
- Estimated time
Actions
After processing, you'll see:
- Success confirmation
- Warnings (review carefully)
- Errors (with solutions)
Settings Access
Quick Access
Click the Settings icon in the top right.
Tabs in Settings
- Appearance — Theme and display options
- Memory — How Polaris AI learns about you
- Notifications — Alert preferences
- Account — Profile and password
- Privacy — Data handling
File Attachment Area
When you attach files:
- Preview thumbnail appears
- File name displayed
- File size shown
- Remove button (X) to unattach
- Click to preview if supported
Pro Tips
Still Learning?
- Learn Tips & Tricks — Master the platform
- Explore Features — See what's possible
- Try a Use Case — Real examples
- Get Help — Common questions
Next: Learn about Core Features →