Navigating the Interface
This guide introduces you to the main areas of the Mainbranch interface so you can find your way around quickly.
Interface Overview
Section titled “Interface Overview”The Mainbranch interface is organized into several key areas:
- Sidebar — Navigation and quick access to features
- Main Content Area — Where you interact with the AI Assistant and view content
- Chat History — Access to your previous conversations
The Sidebar
Section titled “The Sidebar”The sidebar on the left side of the screen provides access to all main features.
Primary Navigation
Section titled “Primary Navigation”At the top of the sidebar, you will find quick access to:
| Area | Description |
|---|---|
| Dashboard | Your home screen with the AI Assistant |
| The Vault | Your secure document repository |
| Meetings | Meeting recordings and transcripts |
App Drawer
Section titled “App Drawer”Below the primary navigation, the App Drawer contains specialized tools:
- Smart Forms — AI-powered form extraction and autofill
- Transcription Studio — Audio and video transcription
- Deep Dive — Comprehensive research tool
- Data Visualizer — Generate charts and diagrams
- Visual Creator — AI image generation
- Email Assistant — Draft professional emails
- Docu-Chat — Chat with uploaded documents
Click any tool to open it in the main content area.
User Settings
Section titled “User Settings”At the bottom of the sidebar, click your profile avatar to access:
- Profile settings — Update your name, photo, and preferences
- Workspace settings — Access admin settings (if you are an administrator)
- Search Chats — Find previous conversations
- Sign out — End your session
The Dashboard
Section titled “The Dashboard”The Dashboard is your starting point when you sign in. It features:
AI Chat Interface
Section titled “AI Chat Interface”The central chat area where you interact with the AI Assistant. You can:
- Type questions or requests in natural language
- Attach files for the AI to analyze
- View AI responses with source citations
Quick Actions
Section titled “Quick Actions”Shortcuts to common tasks:
- Record/Transcribe — Start a new transcription session
- Start New Report — Launch Smart Forms
- Search The Vault — Query your document repository
Chat History
Section titled “Chat History”On the right side, you can access your previous conversations. Click any past chat to continue the conversation or review the discussion.
The Vault
Section titled “The Vault”The Vault is your secure document storage area. From here you can:
Browse Files
Section titled “Browse Files”View all files you have access to, organized by:
- File type — Documents, spreadsheets, images, audio, video
- Date — Filter by when files were added or modified
- Source — Filter by connected data source
Upload Files
Section titled “Upload Files”Click the upload area or drag and drop files to add them to The Vault. Uploaded files are automatically indexed and become searchable.
Search Within The Vault
Section titled “Search Within The Vault”Use the search bar to find specific files. You can combine search terms with filters for more precise results.
Meetings
Section titled “Meetings”The Meetings section shows your recorded meetings with:
Meeting List
Section titled “Meeting List”A chronological list of meetings that have been recorded and transcribed.
Meeting Details
Section titled “Meeting Details”Click a meeting to view:
- Video recording — Watch the meeting playback
- Transcript — Read the full text with speaker identification
- AI Chat — Ask questions about what was discussed
Keyboard Shortcuts
Section titled “Keyboard Shortcuts”Speed up your workflow with these keyboard shortcuts:
| Shortcut | Action |
|---|---|
⌘K (Mac) / Ctrl+K (Windows) | Search chats |
Enter | Send message in chat |
Shift+Enter | New line in chat input |
Tips for Effective Navigation
Section titled “Tips for Effective Navigation”- Start from the Dashboard — The AI Assistant can help you find what you need
- Use search — When in doubt, search for what you are looking for
- Check chat history — Your previous conversations are saved and searchable
- Explore the tools — Each tool in the App Drawer serves a specific purpose
Next Steps
Section titled “Next Steps”Now that you know your way around, try performing your first search to see Mainbranch in action.