4.1 General User Interface
Last updated
Last updated
The interface is organized into two main sections: the Sidebar Menu on the left and the Main Workspace on the right.
The Sidebar Menu on the left side of the screen provides easy access to the platform’s core functionalities:
New Chat: At the top of the sidebar, the "New Chat" button allows users to initiate a new chat session with the platform's AI copilot. This feature is designed for users to ask questions, perform searches, or request insights directly.
Settings: Access the platform’s settings to customize your experience, manage user preferences, and configure system options.
Concept Management: This section allows users to manage and organize key concepts that are crucial for their research and analysis, ensuring that all relevant information is easily accessible.
Research Library: The Research Library is a centralized repository where users can store and manage all research-related documents, reports, and data sets.
Portfolio Management: This tool helps users manage their investment portfolios, track performance, and analyze market trends in relation to their assets.
Share: The Share option allows users to easily share data, reports, or insights with team members or external collaborators.
Bot Marketplace: The Bot Marketplace is where users can access and deploy various bots to automate their workflows. This section provides a gateway to the platform’s automation capabilities.
Knowledge Base: This section provides access to the platform's extensive knowledge bases, allowing users to search and browse through a vast amount of pre-processed data and information.
History: The History section logs the user's past activities, searches, and interactions within the platform, providing a convenient way to revisit previous work.
User Profile: At the bottom of the sidebar, the user profile section displays the user’s name and account type, with options to manage account settings or log out.
The Main Workspace on the right side of the screen is where the core interactions and workflows take place:
Search Bar: At the top, the Search Bar allows users to enter queries directly. It supports both text-based searches and chat interactions, providing flexibility in how users access information. The bar also includes options to filter searches by entity, knowledge base, date range, and more.
Active Bot Dashboard: Below the Search Bar, the Active Bot Dashboard displays a list of currently active bots. These are curated picks that the user has selected or that have been recommended based on recent activity. Each bot is accompanied by relevant tasks and batch operations, with visual indicators showing their status.
System Bot Section: Further down, the System Bot section presents additional bots that are available for deployment. This section highlights bots that users may not have activated yet, offering quick access to automation tools that can enhance their research and analysis processes.
