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Your Fyxer Dashboard: Where everything lives

Updated over 3 weeks ago

Your Fyxer AI Dashboard is your control center. 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 and category tags

  • Create Email Rules to handle specific senders or subjects

  • Add Alternative Emails to stop self-replies

  • Fine-tune your Reply & Filter Settings



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

  • Record via mic for in-person meetings

  • In Meeting Settings you can:

    • Set notetaker behavior (auto or manual)

    • Add Custom words (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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