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Navigating and managing your Fyxer AI Dashboard

Updated this week

Your Fyxer AI Dashboard is your control center. From here you can adjust inbox behavior, personalize drafts, manage meetings, and set up scheduling.

All settings live in the left-hand menu, organized by function.



1. Inbox & Categorization

  • Choose what stays in your inbox vs. gets filed automatically

  • Adjust how categories display:

    • Gmail → colored labels

    • Outlook → folders + category tags

  • Create Email Rules to handle specific senders or subjects

  • Add Alternative Emails to stop self-replies

  • Fine-tune priorities with Response & Marketing Thresholds



2. Draft Settings

  • Tone of Voice – guide Fyxer using the Prompt Box

  • Conversation View – keep threads grouped cleanly

  • Email Signature & Fonts – personalize your replies

  • Follow-Ups – toggle automatic follow-up reminders



3. Meetings & Notetaker

  • View your recordings log with past summaries

  • Manage upcoming calls – decide if the notetaker joins

  • Start ad-hoc recordings for instant recording

  • In Meeting Settings you can:

    • Set notetaker behavior (auto or manual)

    • Add Custom Terminology (e.g. product names, acronyms)

    • Select your transcript language



4. Scheduling

  • Toggle your Fyxer scheduling link on/off

  • Add a third-party link (Calendly, etc.) if you prefer

  • Set your time zone for accurate availability


5. Your Files (Pro plan feature)

  • Upload and manage documents in Your Files

  • For improved meeting context and draft replies



6. Chat

  • Ask Fyxer questions in real time (e.g. “Draft a reply using my last client email”)

  • Pull in content from your inbox, meetings, or uploaded files

  • Great for ad-hoc requests outside your inbox workflow


7. Settings

  • Integrations: connect/disconnect Gmail, Outlook, Zoom, CRMs

  • Billing: view invoices, update plan, manage payment methods

  • Team

    • Add/remove members

    • Assign/manage seats

  • Organization Settings

    • Edit organization name

    • Manage auto-join rules for your domain

    • Upload a custom notetaker image (Pro & Enterprise)



8. Profile (bottom left)

  • Rewards: track referral credits and share invite link

  • Account: edit profile or delete account


💡 Tip: Always click Update Preferences after making changes. Updates apply moving forward (not retroactive).

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