Home · controls and screen
See each field, button and Home tab, with screenshots of the system and explanation of their effects.
Reviewed October 23, 2026 · Customer guide
Navigation was checked and controls were checked against the panel code. Save, import, delete, and activate operations were not run on production data for this screenshot.
Control by control
| Control | How to use | Effect |
|---|---|---|
| 1SITIOselect | Change the store or active site. Check this selector before saving, importing, or syncing. | data entryLocated in the actual interface |
| 2Notifications: 18 unreadbutton | Opens account context notices and its unread counter. A historical warning does not confirm a current failure. | ReadingLocated in the actual interface |
| 3inboxbutton | Open the account’s messages and notifications inbox. | NavigationLocated in the actual interface |
| 4MY ACCOUNT ↗to | Open account, sites or subscription management; It is not the editor of the search engine. | NavigationLocated in the actual interface |
| 5Administration ↗to | Open global administration if your account has that permission. It should not be shared with a client without authorization. | Browsing with permissionLocated in the actual interface |
| 6Activate dark modebutton | Toggle the visual theme and retain the browser preference. It does not modify content or commercial data. | Local preferenceLocated in the actual interface |
| 7Previewbutton | Open the associated site to check the published experience. It does not confirm that unsaved changes are published. | NavigationLocated in the actual interface |
| 8Manage contentbutton | Open the “Manage Content” section of the dashboard. Switching views is not a substitute for saving a pending form. | NavigationLocated in the actual interface |
| 9View installationbutton | Open the “View Installation” section of the panel. Switching views is not a substitute for saving a pending form. | NavigationLocated in the actual interface |
| 10Synchronized URLurl | Public address that identifies the connected source. | data entryLocated in the actual interface |
| 11View syncbutton | Open the status and progress of the connected source. It is not equivalent to starting another synchronization. | ReadingLocated in the actual interface |
| 12◎ Knowledge sources Defines which pages you can consult →button | Opens the «◎ Knowledge sources Defines which pages you can consult →» section of the panel. Switching views is not a substitute for saving a pending form. | NavigationLocated in the actual interface |
| 13✦ Agent personality Adjust tone, objectives and limits →button | Open the “✦ Agent Personality Set Tone, Goals, and Boundaries →” section of the dashboard. Switching views is not a substitute for saving a pending form. | NavigationLocated in the actual interface |
| 14◐ Appearance Adapt the agent to your brand →button | Open the “◐ Appearance Adapt the agent to your brand →” section of the panel. Switching views is not a substitute for saving a pending form. | NavigationLocated in the actual interface |
| 15</> Installation Publish the agent to your site →button | Open the “</> Installation Publish the agent to your site →” section of the dashboard. Switching views is not a substitute for saving a pending form. | NavigationLocated in the actual interface |
Steps
- Select the correct store or site in the header.
- Locate the control by its label in the capture and in the table.
- Check if its effect is read, local selection or persistent change before using it.
Before changing data
Check permissions and context. A snapshot documents the observed interface, it does not guarantee that all states, plans or integrations have the same controls. Hidden fields protect real data; They are not example information.
After using a control
In a save, review the confirmation and consult the data again. In a sync, it checks for completion and a sample of the result. Don’t interpret opening a form or copying code as a completed post.
How to verify it worked
The control produces the documented effect and preserves the correct context data and constraints.