Dashboard
The home page, the sidebar, getting around the app, and what each role can do.
Home page
Dashboard is the first entry in the sidebar. It shows four stats, a box to ask the assistant, and Needs attention.
Stats
| Tile | Counts | Window |
|---|---|---|
| Open conversations | Conversations with the Open status, outside the archive | Shows 200+ once more than 200 are open |
| New this week | Conversations started, with a per-day sparkline and the change against the week before. The hint reads vs last week, or Same as last week | The last 7 days |
| Satisfaction | Average star rating, to one decimal, with N ratings in 30 days under it. With no ratings it shows None yet and No ratings in the last 30 days | The last 30 days |
| Open signals | Bugs and suggestions nobody has triaged yet | Up to 100 |
Ask box
The Ask Median anything box starts a chat with the assistant and opens it. Attach files with the plus button, by dropping them on the box, or by pasting. View chat history under the box lists your earlier chats. See Assistant.
Needs attention
One card per kind of waiting work. A card appears only when it has something in it. Each shows its count, the three newest rows, and View all. With nothing waiting, the section reads All clear.
| Card | Appears when | Who sees it | Rows open | Read more |
|---|---|---|---|---|
| Needs your reply | An open, unsnoozed conversation where the agent asked for a person, or one a teammate took over that has an unread customer message and belongs to you or to nobody | Everyone | The conversation | Inbox |
| Tool approvals | A tool call from the agent is waiting for a yes or no | Everyone | The conversation | Approvals |
| Knowledge suggestions | The agent proposed a new document or an edit | Admins and owners | Knowledge | Knowledge |
| Suggested tools | A customer needed something the agent had no tool for | Admins and owners | Agent → Tools | Agent |
| Open signals | A bug or suggestion has the Open status. Urgent rows say Urgent | Everyone | The signal | Signal |
| Fixes to confirm | A commit looks like it fixes a signal that is not done or declined | Everyone | The signal | Issue trackers |
| Needs fixing | One of the problems below | Everyone | See below |
Needs fixing has no View all. It lists one row per kind of problem.
| Row | Opens |
|---|---|
| A document failed to index, or N documents failed to index | Knowledge |
| owner/repo is not syncing, naming a GitHub repository or docs site connected to Knowledge | Knowledge |
| A tool endpoint is failing, or N tool endpoints are failing | Agent → Tools |
| A webhook is failing to deliver, or N webhooks are failing to deliver | Settings → API, for admins and owners. Members see Ask an admin and no link |
Sidebar
| Entry | Pages inside | What it is for | Count on the row |
|---|---|---|---|
| Dashboard | Stats and waiting work | ||
| Analytics | Charts over conversations, ratings, signals and spend | ||
| Logs | What happened in the organization, and who did it | ||
| Inbox | Every conversation, from every channel | Conversations waiting on you | |
| Customers | Everyone who has written in | ||
| Agent | Profile, Behavior, Tools | Who the agent is and what it may do | |
| Knowledge | What the agent answers from | ||
| Signal | All, Integrations | Bugs and suggestions from conversations | Signals with the Open status |
| Site | Overview, Help center, Feedback, Appearance | Your public help center, support chat and feedback board | |
| Integrations | Email, Discord, Slack | Channels besides the widget | |
| Settings | General, Billing, Members, API | The organization, people, plan and keys |
The inbox count follows the same rule as Needs your reply. The signal count stops at 100. A count of zero hides the badge.
Getting around
Sidebar and header
- Search at the top of the sidebar opens the command palette.
- Collapse at the bottom folds the sidebar to icons. Expand brings it back. A folded row shows a dot in place of its count.
- Drag the sidebar’s edge to resize it. Drag it all the way in to fold it. Double-click the edge to reset the width. Your browser remembers both.
- On a small screen, the menu button in the header opens the sidebar as a drawer, and a search button replaces the sidebar’s Search.
- The lifebuoy button in the header opens a chat with the Median team. When you have unread replies, a count replaces the icon. Docs opens this site.
Organizations
The organization switcher sits in the header, beside the logo. It lists every organization you belong to, with a check on the current one. Pick another to switch.
New organization opens Create an organization.
| Field | Rules |
|---|---|
| Picture | Optional. PNG, JPEG, WebP, GIF or AVIF, up to 4 MB |
| Name | 2 to 60 characters |
| Slug | 3 to 32 characters. Lowercase letters, numbers, and single dashes. Shows acme is free. when available |
Create organization makes you its owner and switches you into it. Invitations waiting for your address are listed above the form.
| Error | Cause |
|---|---|
| “acme” is already taken. Try another one. | Another organization has the slug |
| This slug is reserved. Choose a different one. | The slug is a reserved word such as admin, api or support |
| You can be in 50 organizations at once. Leave one to make room. | You already belong to 50 organizations |
Account menu
Select your avatar in the top right.
| Item | Does |
|---|---|
| Manage account | Opens your account settings, with your name, email addresses and password |
| Documentation | Opens this site in a new tab |
| Contact support | Opens a chat with the Median team |
| Share feedback | Sends feedback to the Median team |
| Theme | System, Light or Dark |
| Sign out | Signs you out on this browser |
How text settings save
Text settings have no Save button. This covers the name and slug on Settings → General and every field on Agent → Profile.
| Action | Result |
|---|---|
| Press Enter | Saves. In a multi-line field, Enter adds a line instead |
| Leave the field | Saves |
| Press Esc | Puts the saved value back |
| Save succeeds | A check mark shows next to the field for a moment |
| Save fails validation | The reason shows under the field. Your text stays until you fix it or press Esc |
Keyboard shortcuts
| Keys | Where | Does |
|---|---|---|
⌘ K or Ctrl K |
Anywhere | Opens or closes the command palette |
Esc |
Command palette | Clears the search, then closes |
Y, N |
Command palette, while a call waits | Approve and run, or deny |
Enter |
Inbox reply box, assistant | Sends |
Shift Enter |
Inbox reply box, assistant | Adds a line |
/ |
Start of the inbox reply box | Opens the command menu |
Arrow keys, Enter or Tab, Esc |
Inbox command menu | Move, pick, close |
⌘ S or Ctrl S |
Knowledge document editor | Saves the document |
Esc |
Knowledge library | Clears the selection |
Esc |
Inbox search | Closes the search |
Shift click |
Inbox list, knowledge library | Selects a range |
| Left and right arrows | Attachment viewer | Previous or next attachment |
Roles
Every member of an organization has one role. The roles are Member, Admin and Owner. Change roles on Settings → Members. See Settings.
| Action | Member | Admin | Owner |
|---|---|---|---|
| See the home page, Analytics and the explorer | Yes | Yes | Yes |
| Read and reply in the inbox, add notes, change status, snooze, archive | Yes | Yes | Yes |
| Delete conversations and run Auto-resolve | Yes | Yes | Yes |
| Approve or deny the agent’s tool calls, and run tools on a conversation | Yes | Yes | Yes |
| Reach out to customers, edit and delete customers, remove learned facts | Yes | Yes | Yes |
| File, edit, triage, merge and delete signals, and confirm fixes | Yes | Yes | Yes |
| Read the knowledge library | Yes | Yes | Yes |
| Use the assistant, and link a Slack or Discord account to it | Yes | Yes | Yes |
| See who is in the organization, and leave it | Yes | Yes | Yes |
| View Logs, and the Activity log dataset in the explorer | No | Yes | Yes |
| Manage the plan, credits, add-ons and payment method | No | Yes | Yes |
| Edit the agent’s profile, behavior, tools and suggested tools | No | Yes | Yes |
| Add, edit and delete knowledge, connect sources, review suggestions | No | Yes | Yes |
| Connect Linear or GitHub issues on Signal → Integrations | No | Yes | Yes |
| Turn on email, and connect Discord and Slack | No | Yes | Yes |
| Rename the organization, change its slug and picture, change Site | No | Yes | Yes |
| Invite people, change roles, remove people | No | Yes | Yes |
| Create and revoke Median keys, manage webhooks and MCP connections | No | Yes | Yes |
| Delete the organization | No | No | Yes |
The assistant acts with the role of the person talking to it. A member who asks it to rename the organization gets the same refusal the page would give.
Ranking rules
| Rule | Error |
|---|---|
| You cannot give a role above your own. Only an owner can make someone an owner | Only an owner can make somebody owner. |
| You can change or remove only people who rank below you. Owners can change or remove anyone, including other owners. So an admin can make a member an admin, but cannot touch another admin | You cannot manage admins. |
| You cannot change your own role | You cannot change your own role. Ask another owner, or leave from settings. |
| The last owner cannot leave | Assign another owner before leaving this organization. |
A role change applies to the person’s next action. Nobody has to sign out.
What members see on admin pages
Some pages are hidden from members. Others stay visible and read-only.
| Page | A member sees |
|---|---|
| Logs | The row stays in the sidebar. The page says Only admins and owners can see logs. |
| Agent | Profile, Behavior and Tools, locked, with Only admins and owners can change these settings. Suggested tools are hidden |
| Knowledge | The library and documents, read-only. The add buttons and the review queue are hidden. Add pages say Admin access required |
| Signal → Integrations | Hidden |
| Site | Locked switches, with Only admins and owners can change these settings. |
| Integrations | Each channel’s status, without its controls |
| Settings → General | Locked name, slug and picture. Delete this organization shows for owners only |
| Settings → Billing | Hidden |
| Settings → Members | The member list. Invitations and the controls on each row are hidden |
| Settings → API | Hidden |
The command palette leaves out the hidden pages too.
Getting started
Create an organization
A new account opens on Create an organization. Pick a name and a slug. You become the owner.
Pick a plan
The agent replies to customers on Standard and Pro only. Choose a plan on Settings → Billing. See Plans.
Set up the agent
Give it a name and a personality on Agent → Profile. Choose what it may do alone on Agent → Behavior. See Agent.
Add knowledge
Write documents, upload files, or connect Notion, GitHub, an API spec, a docs site or a website. See Knowledge and Connected sources.
Open a channel
Add the widget to your site with the Quickstart, turn on email, or connect Discord.
Invite the team
Use Invite members on Settings → Members. Members can work the inbox straight away. See Settings.