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AI Assistant Home Screen Guide ​

Introduction ​

The AI Assistant Home Screen serves as your personalized gateway to organizational knowledge, tools, and resources. This intelligent launch pad organizes content into visual sections based on your access permissions, showcasing relevant resources, featured content, and topic-based collections for immediate access to the information you need.

Accessing the Home Screen ​

The AI Assistant Home Screen appears automatically:

  • When you first log in to the platform
  • When you click the Home icon in the navigation menu
  • After closing a conversation by clicking "New Chat"
  • When selecting "Home" from any dropdown menu

Home Screen Interface Overview ​

The Home Screen is organized into a personalized welcome section followed by customizable content sections:

1. Welcome Header ​

The top section provides:

  • Personalized greeting with your name
  • Brief welcome message
  • Global search for finding content across all sections

2. Content Sections ​

Below the welcome header, you'll find multiple horizontal sections:

  • Each section has a descriptive title
  • Content is organized by type, topic, or administrative configuration
  • Sections only appear when they contain viewable content
  • The order and presence of sections is configured by your administrator

Navigating Content Sections ​

The Home Screen contains several types of content sections, each with unique features:

Featured Content ​

The Featured section highlights important or new content:

  • Visual cards with images and descriptions
  • Selected by administrators to emphasize key resources
  • Typically appears at the top of the Home Screen
  • Provides quick access to high-priority information

To use Featured content:

  1. Locate the "Featured" section heading
  2. Browse horizontally through the image cards
  3. Click any card to open the associated content
  4. Visual indicators show the content type

Topic Sections ​

Topic sections organize content by subject matter:

Dynamic Topic Rows ​

These expandable topic sections show:

  • Row of topic buttons at the top
  • Clicking a topic reveals relevant content below
  • Content filtered to match the selected topic
  • Visual indicators for each content type

To use Dynamic Topic Rows:

  1. Click any topic button to select it
  2. View the filtered content that appears below
  3. Click a different topic to switch views
  4. Click the same topic again to collapse the view

Topic Columns ​

These pre-expanded topic sections show:

  • Each topic as its own titled section
  • Content organized horizontally within each topic
  • All topics visible simultaneously without clicking
  • Visual indicators for different content types

Custom Topic Sections ​

These administrator-configured sections contain:

  • Content filtered by specific topic and tag combinations
  • Custom visual styling (colors may differ from other sections)
  • Pre-filtered content relevant to specific functions or teams
  • May include specialized resources

Content Types and Interactions ​

The Home Screen displays various content types, each with specific behaviors:

Documents ​

Document cards are represented as text boxes with the document name:

  • Click to open the document viewer
  • Supported formats include PDF, Word, text, and more
  • Documents open in a specialized viewer within the platform
  • Some document types may prompt download instead

Blueprints ​

Blueprint cards provide structured conversation templates:

  • Basic blueprints open a new AI conversation with predefined context
  • Conversation Starter blueprints offer specific question options
  • Visual styling matches other content cards
  • May include specialized icons for different blueprint types

Web link cards have a distinctive appearance:

  • Custom icon representing the link type
  • Titled with the link name
  • Click to open the destination in a new browser tab or window
  • Visual styling may include brand colors or custom backgrounds

Search Functionality ​

The global search at the top of the Home Screen helps you find specific content:

To search across all content:

  1. Click in the search field at the top-right
  2. Type keywords related to what you're looking for
  3. Results update automatically as you type
  4. All sections filter simultaneously to show only matching content

Search Behavior ​

The search feature:

  • Searches across content names and tags
  • Maintains section organization while filtering
  • Shows a loading indicator while refreshing results
  • Temporarily hides sections with no matching content
  • Can be cleared by clicking the "X" icon

Home Screen Customization ​

While the basic layout is configured by administrators, you can customize your experience:

Dark/Light Mode ​

To change the visual theme:

  1. Click your profile icon in the top-right
  2. Select "Dark Mode" or "Light Mode"
  3. The Home Screen immediately updates with appropriate colors
  4. Content cards adjust their appearance based on mode

Content Filtering ​

To focus on specific content types:

  1. Use the global search to filter by keywords
  2. Select topics to see just content in those areas
  3. Use the navigation menu to access specialized content views
  4. Recently used content may appear in a dedicated section

Content Card Interactions ​

Content cards provide visual feedback during interaction:

Hover Effects ​

When hovering over content cards:

  • Cards elevate slightly with enhanced shadows
  • Scale increases slightly for visual emphasis
  • Border highlights may appear
  • Cursor changes to indicate clickability

Selection Behavior ​

When clicking content cards:

  • Documents open in the document viewer
  • Blueprints start new AI conversations
  • Web links open in new browser tabs
  • Conversation starters prompt for topic selection before opening

Best Practices for Using the Home Screen ​

Finding Information Quickly ​

For optimal navigation:

  • Use the global search for specific content
  • Browse topic sections for subject-matter exploration
  • Check featured content for important updates
  • Scan section titles to locate relevant content areas

Content Exploration ​

To discover available resources:

  • Scroll through the entire Home Screen initially
  • Click different topics to see what's available
  • Use search with broad terms to explore content categories
  • Look for visual patterns in content organization

Efficient Workflow ​

For daily productivity:

  • Start with featured content for important updates
  • Use topic sections for routine tasks
  • Search for specific needs
  • Pay attention to new content that appears in sections

Troubleshooting ​

Issue: Content not appearing in sections

  • Try clearing the search field if active
  • Check if you're in a filtered topic view
  • Verify you have permission to access the content
  • Contact your administrator if content should be visible

Issue: Search not finding expected content

  • Try different keywords or partial terms
  • Check if content was recently added (may need refresh)
  • Verify spelling of search terms
  • Look in specific sections if global search isn't working

Issue: Content cards not responding

  • Check your internet connection
  • Try refreshing the page
  • Clear browser cache if problems persist
  • Verify you're logged in with appropriate permissions

Issue: Home Screen appears empty

  • Check for active search filters
  • Try refreshing the page
  • Verify you have been assigned to content groups
  • Contact your administrator to check permission settings

For additional assistance with the AI Assistant Home Screen, please contact your system administrator or support team.