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Interface Overview

A tour of Arketic's interface — where everything is, what you can click, and how the menu changes with your role.


Main Layout​

Platform Interface

Arketic has a simple two-part layout, plus a notification bell.

AreaWhat it does
Sidebar (left)Your navigation: menu items, your recent chats, and your user card
Content area (right)The main workspace — it changes with the page you're on
Notification bell (top-right)Your in-app notifications
info

There is no top navigation bar with menus, search, or an avatar menu. The only control in the top area is the notification bell — and on phones, the menu button that opens the sidebar. Everything else lives in the sidebar, including Settings and Help & Support at the bottom.


The Sidebar​

Top of the sidebar​

ElementWhat it does
Arketic AI logoTakes you back to the chat home screen
Collapse / expand buttonShrinks the sidebar to icons only, or opens it back up (desktop only)
New Chat buttonStarts a fresh conversation
tip

Hovering the collapse button shows Collapse sidebar or Expand sidebar, depending on its current state. When the sidebar is collapsed you still see every icon — hover one to see its name. The sidebar opens again when you move to another page.

See Starting a Chat for what happens after you click New Chat.


The menu is built from your roles. The lists below show what each primary role sees by default: Members see a short, flat list. Executives see the same list plus a few extras. Admins see the same items organised into collapsible groups.

Your administrator can add custom roles on top of your primary role, and each one can add items to your menu — so your menu may contain more than the default list for your role.

:::info Do you manage a department? If you are the manager of a top-level department, you also get Blueprints and Knowledge Base — even if your role would not normally include them. :::

If you're a member​

Your menu is a plain, flat list — no groups.

ItemWhere it takes you
ProjectsYour projects — see Projects Overview
AssistantsThe assistants you can chat with — see Browsing Assistants
TasksYour task board — see Tasks Overview
BlueprintsOnly if you manage a department — see Blueprints Overview
My DocumentsYour own documents — see Managing Documents

Below these you'll find Recent and your recent conversations. At the very bottom sit Settings, Help & Support and your user card.

If you manage a department, a Platform section also appears above Recent, containing Knowledge Base.

If you're an executive​

Your menu is also a flat list, with extras at the top and bottom.

ItemWhere it takes you
DashboardYour organization dashboard — see Dashboard
ProjectsYour projects
AssistantsThe assistants you can chat with
TasksYour task board
BlueprintsSee Blueprints Overview
My DocumentsYour own documents
Knowledge BaseYour organization's shared knowledge — see Knowledge Base Overview
Org ChartYour organization chart, read-only — see Org Chart

Then Recent and your recent conversations. At the bottom: Analytics, Settings, Help & Support, and your user card.

note

As an executive you can view the Org Chart, but not manage it. Creating departments and users stays with administrators.

If you're an admin​

Your menu is organised into collapsible groups.

GroupItems, in order
WorkSpaceProjects, Assistants, Tasks, Blueprints, My Documents, AI Assistants, Models & Providers
PlatformKnowledge Base, Workflows, Prompts
OrganizationOrg Chart, Departments, Users

Dashboard sits above the groups. Then Recent and your recent conversations. At the bottom: Analytics, Settings, Help & Support, and your user card.

tip

A group opens by itself when you're on a page inside it, so you always see where you are. When you collapse the sidebar, the groups close.

:::caution Two different "Assistants" items Assistants and AI Assistants are not the same screen.

  • Assistants is the everyday list of assistants you and your colleagues chat with.
  • AI Assistants is the admin screen where those assistants are created and configured — see Assistant Configuration. :::

If your role is Restricted​

A Restricted account starts with no access. Until your administrator adds a role, the sidebar has no New Chat, no menu items and no recent conversations — only Settings, Help & Support and your user card — and the main area shows "You don't have access to any features yet". Once roles are added, you see exactly the items they allow.


Menu itemMemberExecutiveAdmin
Dashboard—YesYes
ProjectsYesYesYes
AssistantsYesYesYes
TasksYesYesYes
BlueprintsOnly if you manage a departmentYesYes
My DocumentsYesYesYes
AI Assistants——Yes
Models & Providers——Yes
Knowledge BaseOnly if you manage a departmentYesYes
Workflows——Yes
Prompts——Yes
Org Chart—Yes (read-only)Yes
Departments——Yes
Users——Yes
Recent / All ChatsYesYesYes
Analytics—YesYes
SettingsYesYesYes
Help & SupportYesYesYes

This table shows the defaults. A custom role can add any of the "—" items for an individual person.

info

Can't find a menu item you expected? Either your roles don't include it, or — for Tasks and Blueprints — your organization's package doesn't. Ask your administrator — see Roles & Permissions.


Recent conversations​

Just under the navigation you'll find your chat history.

ElementWhat it does
RecentOpens your full conversation history
The list below itYour most recent conversations — click one to reopen it
All ChatsAlso opens your full conversation history

A conversation that hasn't been given a title yet appears as New conversation. While the list is loading you'll see a small spinner, and if you haven't chatted yet you'll see No conversations yet.

More on this in Chat History.


Settings and Help & Support​

Two items sit at the bottom of the sidebar for every role, just above your user card.

ItemWhat it opens
SettingsYour profile, AI preferences, notifications and interface language. Administrators also find organization-wide options here — see Account Settings
Help & SupportThe in-app help page: ask the help assistant a question, read the answers to common questions, jump to a screen you can reach, open the documentation and look up keyboard shortcuts — see Help & Support

While Settings is open, the sidebar shrinks to icons to give the page more room. Use the expand button next to the logo if you want it back.

tip

Press ? anywhere outside a text field to open Help & Support without reaching for the sidebar. You can switch this key off on the Help & Support page.

note

Inside Settings, a few options still carry a blue Soon label and can't be opened yet. The Settings item itself is fully available.


Your user card​

The card at the very bottom of the sidebar shows:

ElementWhat it shows
AvatarYour photo if you've got one, otherwise your initials
NameYour full name
RoleYour primary role, in blue — for example Member, Executive, or Admin

Your initials come from your name: the first letter of your first name plus the first letter of your last name (so "Eren Kekiç" becomes "EK"). If you only have one name, the first two letters are used.

Click the card — or the ⋮ button on its right — to open its menu.

Menu optionWhat it does
ProfileOpens your profile — your name, photo and password. See Profile
Sign OutEnds your session and returns you to the sign-in screen

To close the menu without choosing anything, press Esc or click anywhere outside it. See Signing In to get back in after signing out.


Notifications​

On a desktop screen the bell is a button fixed in the top-right corner. It stays there on every page except one: it is hidden while the workflow editor is open, so that it doesn't cover the editor's own buttons. On a phone the bell sits in the top bar that also holds the menu button.

A red badge shows how many unread notifications you have; if there are more than 99 it shows 99+. The bell gives a short shake when something new arrives.

Click the bell to open the Notifications panel.

ElementWhat it does
Mark all as readAppears in the panel header when you have unread notifications — clears them all at once
A notification rowShows an icon, the title, an optional detail line, and how long ago it arrived ("now", "5m", "3h", "2d")
Unread rowsHighlighted so they stand out from the ones you've already seen
Load moreAppears when there's older history; it tells you how many are left
No notificationsShown when your list is empty

Clicking a notification marks it as read, closes the panel and takes you to what it's about:

NotificationWhat opens
A workflow is waiting for your approvalThe approval page, where you give your answer — see Approvals in workflows
Something about a specific task — assigned, commented on, completed, deadline approachingThat task, in Tasks
A service request or a blueprint stepThe Tasks area
Anything elseNothing opens — the notification is only marked as read
note

Task and service request notifications open Tasks only when Tasks is part of your organization's package and you can reach it. If it isn't, the notification stays in your list but clicking it doesn't open anything.

What you get notified about — examples include: a task assigned to you or taken off you, task reminders and deadlines approaching, new comments and mentions on a task, an approval you need to give, an approval that was rejected, a task completed or cancelled, a new subtask, escalations, response-time warnings and breaches, a completed blueprint, cross-department requests, new or resolved service requests, and a workflow waiting for your approval.

More detail in Notifications Overview and Notification Bell.


Content Area​

The right-hand side changes with the menu item you pick.

PageWhat you see
ChatYour conversation with the assistant — see Starting a Chat
TasksYour task board — see Kanban Board
ProjectsYour projects — see Projects Overview
My DocumentsYour documents — see Managing Documents
DashboardAn overview of your workspace — see Dashboard
AnalyticsYour organization's numbers — see Analytics
Org ChartYour organization chart — see Org Chart

On a Phone or Tablet​

Arketic adapts to smaller screens.

What changesHow it behaves
SidebarSlides in over the page instead of sitting beside it
Menu buttonSits in a top bar that stays visible as you scroll — tap it to open the sidebar
Notification bellSits in that same top bar
Picking anythingTapping a menu item or a conversation closes the sidebar for you
SettingsThe menu button is not shown while Settings is open — tap Home at the top of the Settings page to leave it
tip

For the best experience, use Arketic on a desktop or laptop. The full-screen editors — Workflows and Blueprints — need the room.


Next Steps​