FlexiAgent Dashboard Overview

Modified on Wed, 15 Jul at 6:38 PM

The FlexiAgent Dashboard is your central workspace for managing AI agents, monitoring usage, scheduling recurring tasks, and maintaining your business knowledge. This guide walks you through each section of the dashboard and explains what it's for.

Think of the dashboard as the office building where your AI team works. The Overview is the reception board showing today's activity at a glance. Chat is the meeting room where you talk to your agents. Sessions is the filing cabinet holding records of every past meeting. Cron is the office calendar with recurring reminders your agents follow automatically. And the Vault is the company library every agent can read from. Once you know which room is which, everything in FlexiAgent feels simple.

? NoteFlexiAgent is continuously evolving. Additional features and functionality will be introduced in future updates.

Dashboard Sections

1. Overview

The Overview tab provides a quick summary of your FlexiAgent account activity. Here you can view:

Requests Today — total requests processed
Tokens Today — total tokens consumed (in and out)
Credits — how many credits remain, when they reset, and a link to buy more
Agents — how many of your agents are currently running

This section helps you monitor your AI usage at a glance.

The FlexiAgent Overview tab showing Requests Today, Tokens Today, Credits remaining, and Agents running

✅ Why this mattersThink of tokens as the "fuel" your AI agents run on — every question and answer consumes some. Checking the Overview regularly (especially the Credits card, which shows your reset date) means you'll never be caught off guard by running out of fuel in the middle of a busy day.

2. Usage

Right next to Overview, the Usage tab provides detailed analytics about your AI consumption. You can:

View token usage over different time periods
Filter usage by a specific date range
Select an individual AI agent to review its activity
Monitor token consumption and associated costs

This information helps you understand exactly how each agent is being utilized — for example, whether your Sales agent or your Support agent is consuming more tokens this month.

3. Chat

The Chat section is where you'll spend most of your time interacting with your AI agents. From here, you can:

Select any available AI agent
Start a New Chat
Continue previous conversations
Communicate naturally — just as you would with AI assistants like ChatGPT or Claude

The FlexiAgent Chat section with the Select agent dropdown, New Chat button, and conversation list

If your account contains multiple agents, use the Select agent dropdown at the top to switch between them and keep separate conversations with each one:

The Select agent dropdown open, showing two agents: Sid-Support and Olive-Sales

4. Sessions

The Sessions tab stores the complete history of conversations initiated by all your AI agents. Here you can review:

Previous chat sessions
Complete conversation history and messages exchanged
Agent responses
Agent reasoning and execution history
Which agent handled each session, plus context and message counts

The Sessions tab showing a searchable table of past conversations with agent, context usage, messages, and last-updated columns

✅ Why this mattersSessions are your quality-control tool. If a customer says "your chatbot told me the wrong price," you don't have to guess what happened — open Sessions, find that conversation, and see exactly what the agent said and why. It's like having security-camera footage for every customer interaction.

5. Cron

The Cron section allows you to automate recurring tasks. Examples include:

Sending an email every day at 9:00 AM
Publishing a post every morning
Running scheduled workflows
Executing repetitive business processes automatically

The Cron section for scheduling recurring agent tasks, with the New Job button in the top-right corner

There are two ways to create recurring tasks:

Method 1: Using the Cron tab. Click + New Job and configure:

Name — a label for your job
Agent — which AI agent performs the task
Schedule Type — Every (repeat at an interval), Cron (advanced custom schedule), or Once (run a single time)
Interval / timing — how often or when it runs
Message — the instruction telling the agent what to do

Click Create to save the cron job and automate the task.

The Create Cron Job window with Name, Agent ID, Schedule Type, Interval in seconds, and Message fields

⚠️ Two details people miss in this form1) The job name only accepts lowercase letters, numbers, and hyphens — "My Daily Task" will be rejected, while my-daily-task works.
2) The "Every" interval is in seconds, not minutes or hours. So "every hour" = 3600, and "every day" = 86400. Typing 60 means every 60 seconds — your agent would run the task once a minute!

Recommended- Method 2: Using Chat. You can also create scheduled tasks directly from a conversation with an AI agent. For example, simply type:

"Send an email to my mailing list every day at 9:00 AM."

The agent can create the recurring task for you without leaving the chat interface.

6. Vault

The Vault is FlexiAgent's centralized knowledge base. It stores all the documents and files that your AI agents use while answering customer queries.

Instead of storing business information inside the agents themselves, you upload knowledge files to the Vault and connect each one to the right agent — keeping your business information organized in one place.

The Vault section showing the Knowledge Vault with document folders and content-type filters

✅ Why this matters — a quick exampleSuppose you have two agents: Olive (Sales) and Sid (Support). Each gets its own dedicated knowledge base file in the Vault — Olive's covers Power House Gym's plans, pricing, and benefits; Sid's covers policies, troubleshooting, and how-to answers. When a customer asks a question, the agent retrieves the facts from its connected file. Need to update your pricing? Change the file in the Vault instead of re-training the agent — the agent immediately starts answering from the updated version.

When uploading, you choose the destination. The recommended practice is selecting a specific Agent and giving each agent its own dedicated knowledge base file, written for that agent's role. (A Shared option also exists for making a file available across agents.)

The Upload to Vault window with Shared or Agent destination options and the file drop area

⚠️ Important: Markdown (.md) files onlyThe Vault currently accepts only Markdown (.md) files. PDF, Word (.docx), Text (.txt), and Excel (.xlsx) files are not supported. If your business information is in another format, copy the content into a plain text editor and save it with the .md extension first, then upload it.

Benefits of using the Vault:

Centralized knowledge management
Shared information across multiple AI agents
Consistent and accurate responses
Easy document updates without modifying individual agents

7. Appearance Mode

FlexiAgent lets you switch between Light Mode and Dark Mode based on your preference. Click the sun/moon toggle in the top-right corner of the dashboard (next to your account name) to change the interface theme instantly.

The Toggle theme button in the top-right corner of the FlexiAgent dashboard, next to the account name

8. Social Media (Coming Soon)

The Social Media section is currently under development. Once released, it will provide tools for managing and automating social media activities directly within FlexiAgent. A dedicated guide will be available when this feature launches.

Quick Answers

❓ "Do I need a separate knowledge base file for each agent?"Yes — that's the recommended practice. Give each agent its own dedicated file tailored to its role (sales-focused for the Sales Agent, support-focused for the Support Agent), even if they cover the same products. A Shared destination also exists for files meant to be available across agents.

❓ "My cron job name keeps getting rejected."Names accept lowercase letters, numbers, and hyphens only. Replace spaces and capital letters — e.g., use daily-email-9am instead of "Daily Email 9AM".

❓ "My scheduled task is running way too often."Check the interval — it's measured in seconds. For hourly use 3600, for daily use 86400. Alternatively, use the Cron schedule type for precise timing, or just ask the agent in Chat (e.g., "do this every day at 9 AM") and let it set up the schedule for you.

❓ "Where can I see what my agent said to a customer yesterday?"Open the Sessions tab, search for the conversation, and click it to review the full message history and the agent's reasoning.

❓ "Why can't I upload my PDF to the Vault?"The Vault currently accepts Markdown (.md) files only. Copy your PDF's content into a plain text editor, save it with the .md extension, and upload that instead.

❓ "The dashboard looks too bright / too dark."Use the Toggle theme button in the top-right corner to switch between Light Mode and Dark Mode.