Page and control index
This page condenses the application's entry points into a searchable, page-by-page list. State-dependent controls appear only when their conditions are met. If a control is disabled, read its tooltip and the relevant known issues; possible causes include session state, missing prerequisites and a product defect.
Find the detailed instructions
Use this index to locate a control. Follow the linked tutorial for prerequisites, steps, expected results and known issues. See Settings overview for the settings panels, task shortcuts for common actions, and Troubleshooting for errors.
Onboarding
| Page, in wizard order | Controls | Result or prerequisite |
|---|---|---|
| Environment | Check again, Continue, check rows | Recheck host requirements; continue after passing |
| Data location | Browse…, Use default location instead, Back, Continue | Choose the data location; a custom choice requires Keep default or Restart confirmation |
| Agent runtime | Framework card, Install, Re-detect, Back, Continue | Install or select a ready active runtime |
| Model provider | Provider type, authentication choice, conditional fields, Test & continue | Validate required inputs and test the provider before advancing |
| Notebook runtime | Interpreter controls, environment setup, Packages, Back, Finish | Optional setup; finish or cancel an environment operation already in progress before leaving |
See First-time setup and Provider configuration for the detailed walkthroughs.
Home and projects
| Page | Controls | Result |
|---|---|---|
| Home header | GitHub, Search, Library, Theme, Messages, Model settings | Open the repository, global search, literature library, appearance menu, notifications, or Model settings |
| Home body | New project, project card, Recent session | Create or open a project or session |
| Theme menu | System, Light, Dark | Set appearance and keep it in sync with General |
| Search | Search input, category, Advanced filters, result detail, Esc | Find messages, files and references with the intended scope |
| Messages | Notification item, read action, Close | Open the source and manage unread items |
| Create project | Name, Description, Agent Context, Cancel, Create project | Create a project; Name is required |
| Project actions | State-dependent Edit, Archive, Delete, and related actions | Change project metadata, archive the project, or confirm deletion |
Workspace sidebar and layout
| Control | Result |
|---|---|
| All projects | Return to Home |
| Project name | Open the project entry point or menu |
| Collapse sidebar | Collapse or expand the left sidebar |
| New | Create a session |
| Customize | Start a Skill/Specialist customization conversation |
| Files | Show the project files panel on the right |
| Library | Open project-linked references in the literature library |
| Session row | Switch sessions; status reports Idle, Running, Permission, or another state |
| Session actions | Pin/Unpin, Edit…, Download all artifacts, View notebook, Export conversation…, Archive, Delete |
| Messages, Settings, GitHub | Open notifications, settings, or the official repository |
| Resize left/right, Collapse preview | Resize a panel or collapse Preview |
Conversation and Composer
| Area | Control or input | Result |
|---|---|---|
| Message | Copy, Edit | Copy the message or create a revision by editing it |
| Revision | Previous, n/N, Next | Browse message revisions |
| Assistant result | Usage, Elapsed, generated file | Inspect usage and time, or open an output |
| Activity | Collapsible title, Details, Copy, Report error | Open tool, code, diff, search, or error details |
| Input | Ask anything, ↑↓, /, @, #, ⌘K/Ctrl+K | Enter text, browse history, select a Skill, reference a file/session, or search |
+ | Attach files, Your files, Review, Context | Stage a new or existing file, request review, or inspect context |
| Attachment chip | Preview, Remove | Inspect or remove a reference before sending |
| Agent controls | Specialist, Delegation, Auto-review, Permission mode | Change the policy for later requests |
| Model | Active model, Reasoning effort | Change the model or effort for later requests |
| Queue/Send | Queue edit/delete/reorder, Send now, Send, Plan first, Side chat, Branch, Stop | Stage or submit follow-ups, choose a mode, or stop the current run |
| Scroll to end | Jump to the latest message |
Permission, plan, and structured questions
| Surface | Controls | Result |
|---|---|---|
| Permission | Impact info, Permission info, expandable Skill document, Allow once, Deny | Inspect and approve or reject a single request |
| Scope confirmation | Cancel, Confirm project/global | Save a broader grant; broad scopes require a second confirmation |
| Plan | Approve/Run, Feedback input, Cancel | Accept a plan, ask for changes, or cancel |
| Elicitation | Structured input or options, Submit, Cancel | Answer an agent question |
| Subagent permission | Identity/pending count, Allow/Deny | Decide a subagent request separately |
Files and Preview
| Control | Result |
|---|---|
| Filter, Search | Filter by All or Artifacts and by file name |
| Grid/List | Change the file layout |
| Expand/Exit full screen | Open the file library full-screen or return to split view |
| Category accordion | Expand uploads or generated files from a session |
| File card/body | Open a modal Preview |
| Download | Save the original file or selected version |
| Open in split view | Add a Preview tab on the right |
| Preview tab, Close tab | Switch or close Preview tabs |
| Full screen preview | Enlarge the current file |
| File actions → Provenance | Open artifact evidence; ordinary uploads do not have this action |
| File actions → Edit/Compare | Publish a new text version or compare it with its predecessor |
| Previous/vN/Next | Change artifact version |
| PDB Cartoon/Stick/Sphere/Surface/Line | Change the three-dimensional representation |
| PDF/Office/Image controls | Navigate/search pages, zoom, select PDF evidence, show thumbnails, or download as supported |
| Preview content context menu | Copy path, Download, Save as artifact, Provenance, or return to context when applicable |
Literature Library
| Area | Controls | Result |
|---|---|---|
| Sidebar | Inbox, All references, Duplicates, Trash, Projects, Collections, Citation settings | Choose the catalog scope or citation-style manager |
| Add | Add reference, Import PDF, Import references | Create metadata or preview PDF/BibTeX/RIS/NBIB import |
| Catalog | Search, Sort, Filters, Customize columns, page size | Narrow and arrange references |
| Selection rail | Collection/project destination, full-text lookup, move to Trash, export | Apply a bounded bulk action to selected references |
| Reference detail | Metadata edit/complete, identifiers, collections, projects, attachments, citation, full text | Inspect or update one reference |
| Inbox | Accept, Dismiss, batch selection, Undo | Review agent-discovered candidates before library admission |
| Duplicates | Select groups, Compare, field choices, Merge | Review and merge records while preserving associations |
| Background tasks | Pause, Resume, Review, Cancel | Control bulk metadata/full-text operations |
Notebook and Provenance
| Page | Controls | Result |
|---|---|---|
| Notebook | Agent filter, Python/R/Bash tabs, Variables | Filter runs or inspect the live kernel namespace |
| Notebook cell | Copy, Show/Hide output | Copy input or expand output |
| Notebook footer | Download .ipynb, Close | Download when cells can be converted, or close the dialog |
| Provenance | Version arrows, Close Provenance | Change version or return to Preview |
| Provenance tabs | Code, Execution Log, Messages, Environment, Review | Change the evidence type |
| Code | Generate script, Download, Copy | Create a derived script or save the producer block |
Bookmarks and side discussions
| Entry | Controls and behavior |
|---|---|
| Private reading bookmark | Selection → For me → Bookmark; Composer Bookmarks opens the list. Edit notes, return to the source or remove the bookmark. Details |
| Side Chat tab | Independent tab and follow-up draft; annotation transfer; cancellation and destructive-close confirmation. Details |
Global Settings controls
Search settings navigates across the four panel groups. Back, Forward, breadcrumbs, Maximize/Restore, Close settings, mobile navigation and error Dismiss apply throughout Settings. See Settings overview for groups and search shortcuts.
Skills
Conversation Skill imports, source filter, Search, Add skill, category collapse, Skill detail, enable switch, Create/Upload/Import, Preview, Edit, Export, Delete, Cancel, and Save.
Memory, Tags, Credentials, and Usage
Memory category/entry Create, Edit, Delete, and Clear; Tags create/edit/delete, assignment, Favorites, filters, and reorder; Credentials create/recover/remove, health, usage, and Connector binding; Usage period, metric, heatmap, daily chart, Turns/Calls, and grouping controls.
Connectors
Filter/Search, Add/Import, Enable, Detail, Test/Reconnect, Edit, Export, and Remove. The Add form contains Type, Display name, ID, Description, Command, Arguments, Environment variables, URL, Transport, Authentication, OAuth scopes, Authorization server URL, Client metadata URL, Headers, Trust, Cancel, and Add/Save.
Specialists
Category filter, Search, Enable, Detail, Actions, Create, and Import. The Editor contains Icon, Color, Name, Description, Instructions, Full access, Capability type, Skill/Connector searches, selected capabilities, Cancel, and Save. Import contains Select ZIP, Preview, Diagnostics, Cancel, and Import.
Compute
Add host, Host card/enable, Probe/Retry, Detail/Edit/Remove, Resources, Direct SSH/Slurm execution mode, Details document, Scratch root Edit/Input/Save/Cancel, and Concurrent job limit Edit/Input/Save/Cancel. Execution approvals offer Deny, once, session, project, and global.
Network
Check again; Proxy System/Manual/Direct; Notebook domain allowlist; Package mirror Configure/Edit; Conda channel, pip index, and CA bundle; View mirrors, Cancel, and Save.
Model
Active model, Reasoning radios, and Subagent/Reviewer/Vision/Session-details model policies; Provider Test/Edit/Delete/Add. The Provider form contains all fields from the Onboarding Model page plus Cancel and Save.
Agent
OpenCode/Claude/Codex/CodeBuddy framework card, Switch, Install source, Install/Cancel/Retry, Install log, Repair, Sign in/auth, Import config/home, and Uninstall confirmation.
Permissions
Default profile, scope filter, grant scope link, connector hint, Revoke and confirmation, and incomplete-store warning or refresh.
Runtimes
Python/R; environment Enable, Add interpreter, Download/setup, Repair, Allow package install, Packages, Filter, Add/Install/Remove package, Disable/Uninstall, and confirmation.
Storage
Application storage Reveal/Repair; Data location Change, Path, Browse, checks, Migrate/Adopt/Cancel; migration progress Cancel/Retry/Restart/Discard; expandable Disk usage categories.
General
Task notifications, Theme radios, App icon radios, close behavior, GitHub token Open/Input/Save/Clear, and About/Check updates/install update.
Remote control
Start/Stop/Refresh, Copy/Open URL, and QR; Remote.It setup/retry/disconnect; Trusted browser Revoke; pairing request Reject/Allow once/Always trust.
Archived
Project Manage, Restore project, Delete project; Session Restore/Delete; deletion confirmation Cancel/Confirm.
Literature screening and resource access
| Area | Controls | Guide |
|---|---|---|
| Library | Smart collection, Scope, Inclusion criteria, Exclusion criteria, Use available full text, Live rule preview, Update automatically | Smart collections |
| Smart collection | Trial run, decision views, Evaluation details, Include, Exclude, Use model decision, export included references | Screen and review papers |
| Classification models | Independent Smart collections and Automatic capability selection bindings; Check model | Model binding |
| Skills / Connectors | Manage access, Main Agent, Specialist associations, read-only role bindings | Resource access |
| Session | Export diagnostics, selected sources, Export, Show in folder | Local diagnostic export |