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Getting Started

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]            │
└─────────────────────────────────────────┘

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 options

Timeline 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 confirmation

This 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 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:

ShortcutAction
EnterSend message
Shift + EnterNew line in message
EscClose settings/modals
/cmdQuick commands (if enabled)
Cmd/Ctrl + KOpen 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?


Next: Learn about Core Features

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