Workspace Tour

Complete guide to navigating and mastering the BroxiAI workspace

Master the BroxiAI interface with this comprehensive tour of every feature, tool, and capability available in your workspace.

Interface Overview

Main Areas

The BroxiAI workspace is organized into five main areas:

Top Navigation Bar

Left Section

  • BroxiAI Logo: Return to dashboard

  • Flow Name: Click to rename current workflow

  • Save Status: Auto-save indicator

  • Breadcrumb: Current project path

Center Section

  • Zoom Controls: + / - buttons and percentage

  • Fit to View: Auto-center and scale workflow

  • Grid Toggle: Show/hide background grid

  • Snap to Grid: Align components automatically

Right Section

  • Run Button: Execute current workflow

  • Playground: Test and chat with your workflow

  • Publish: Deploy workflow to production

  • Settings: Flow and account settings

  • Profile Menu: Account options

Component Sidebar

Organization

Components are organized in logical categories for easy discovery:

Input & Output

  • Chat Input/Output

  • File Input/Output

  • Text Input/Output

  • Audio/Video components

AI Models

  • OpenAI (GPT-3.5, GPT-4)

  • Anthropic (Claude)

  • Google (Gemini)

  • Azure OpenAI

Agents

  • Basic Agent

  • Tool-calling Agents

  • Specialized Agents (CSV, SQL, etc.)

Data Processing

  • Text Splitter

  • Document Loader

  • JSON/CSV Processors

  • Data Transformers

And More...

  • Vector Databases

  • Memory Components

  • Tools

  • Logic & Control Flow

Using the Sidebar

Search Components

  1. Use the search bar at the top

  2. Type component names or functions

  3. Filter by category

  4. View component descriptions

Add Components

  1. Drag & Drop: Drag component to canvas

  2. Double-Click: Adds to center of view

  3. Right-Click: Context menu options

Component Information

  • Hover for quick description

  • Click info icon for detailed help

  • View input/output types

  • See configuration options

Canvas Workspace

Navigation

Pan (Move Around)

  • Mouse: Hold middle mouse button and drag

  • Trackpad: Two-finger scroll

  • Keyboard: Arrow keys

Zoom

  • Mouse Wheel: Scroll to zoom in/out

  • Trackpad: Pinch to zoom

  • Keyboard: Ctrl/Cmd + Plus/Minus

  • Controls: Use + - buttons in top bar

Selection

  • Single: Click on component

  • Multiple: Ctrl/Cmd + click

  • Box Select: Drag to create selection box

  • All: Ctrl/Cmd + A

Working with Components

Positioning

  • Drag: Click and drag to move

  • Snap to Grid: Automatic alignment

  • Precise Movement: Use arrow keys

  • Alignment Tools: Right-click for options

Connecting Components

  1. Find Connection Points: Look for ⚪ handles

  2. Start Connection: Click and drag from output handle

  3. Complete Connection: Drop on input handle

  4. Visual Feedback: Lines show valid connections

Connection Types

  • Solid Lines: Active data connections

  • Dashed Lines: Optional connections

  • Red Lines: Error or invalid connections

  • Gray Lines: Inactive connections

Component States

Visual Indicators

  • Green Border: Successfully executed

  • Red Border: Error state

  • Orange Border: Warning or timeout

  • Blue Border: Currently selected

  • Gray: Not yet executed

Status Icons

  • ✅ Success

  • ❌ Error

  • ⏳ Running

  • ⚠️ Warning

  • ⏸️ Paused

Properties Panel

Component Configuration

Basic Properties

  • Name: Display name for component

  • Description: Documentation and notes

  • Icon: Visual identifier

  • Color: Custom component coloring

Functional Settings

  • Model Selection: Choose AI model

  • Parameters: Temperature, max tokens, etc.

  • Prompts: System and user prompts

  • Advanced: Expert-level configurations

Connection Management

  • Input Ports: Configure incoming data

  • Output Ports: Configure outgoing data

  • Data Types: Specify expected formats

  • Validation: Input/output validation rules

Dynamic Configuration

Context-Aware Settings

  • Properties change based on component type

  • Required fields highlighted

  • Optional parameters collapsible

  • Smart defaults provided

Real-Time Validation

  • Immediate feedback on changes

  • Error highlighting

  • Suggestion tooltips

  • Auto-correction where possible

Playground Panel

Chat Interface

Testing Your Workflow

  1. Send Messages: Type and press Enter

  2. File Upload: Drag files for processing

  3. Voice Input: Use microphone button

  4. Clear History: Reset conversation

Message Types

  • User Messages: Your input

  • AI Responses: Workflow output

  • System Messages: Debug information

  • Error Messages: Issue notifications

Advanced Testing

Session Management

  • New Session: Fresh conversation start

  • Session ID: Track specific conversations

  • Session History: Review past interactions

  • Export Sessions: Save for analysis

Debug Mode

  • Component Outputs: See intermediate results

  • Execution Timing: Performance metrics

  • Token Usage: Cost tracking

  • Error Details: Detailed error information

Toolbar Features

File Operations

New Workflow

  • Blank: Start from scratch

  • Template: Use pre-built workflows

  • Duplicate: Copy existing workflow

  • Import: Load from JSON file

Save & Export

  • Auto-Save: Continuous saving

  • Manual Save: Ctrl/Cmd + S

  • Export JSON: Download workflow

  • Share Link: Collaborate with others

Edit Operations

Undo/Redo

  • Undo: Ctrl/Cmd + Z

  • Redo: Ctrl/Cmd + Y

  • History: View change history

  • Revert: Return to previous version

Copy/Paste

  • Copy: Ctrl/Cmd + C

  • Paste: Ctrl/Cmd + V

  • Duplicate: Ctrl/Cmd + D

  • Clone: Create exact copy

View Options

Layout Controls

  • Auto-Layout: Automatic component arrangement

  • Manual Layout: Custom positioning

  • Alignment Tools: Snap and align

  • Spacing: Consistent component spacing

Display Options

  • Component Labels: Show/hide names

  • Connection Labels: Data type indicators

  • Grid: Background alignment grid

  • Minimap: Overview of large workflows

Settings & Configuration

Workspace Settings

General Preferences

  • Theme: Light/dark mode

  • Language: Interface language

  • Timezone: Local time settings

  • Notifications: Alert preferences

Editor Preferences

  • Grid Size: Alignment precision

  • Snap Sensitivity: Connection assistance

  • Auto-Save Interval: Save frequency

  • Component Defaults: Standard configurations

Flow Settings

Flow Information

  • Name: Workflow title

  • Description: Detailed description

  • Tags: Organization labels

  • Version: Version tracking

Execution Settings

  • Timeout: Maximum execution time

  • Concurrency: Parallel execution limits

  • Error Handling: Failure behavior

  • Logging Level: Debug information detail

Productivity Tips

Keyboard Shortcuts

Essential Shortcuts

Ctrl/Cmd + S     Save workflow
Ctrl/Cmd + Z     Undo
Ctrl/Cmd + Y     Redo
Ctrl/Cmd + C     Copy selection
Ctrl/Cmd + V     Paste
Ctrl/Cmd + D     Duplicate
Ctrl/Cmd + A     Select all
Delete           Delete selection
Space            Pan mode

Navigation Shortcuts

Arrow Keys       Move selection
+/-              Zoom in/out
0                Fit to view
1                100% zoom
Tab              Next component
Shift+Tab        Previous component
Enter            Edit component
Escape           Cancel operation

Workflow Organization

Best Practices

  • Logical Flow: Left to right progression

  • Clean Layout: Avoid crossing connections

  • Consistent Spacing: Use grid alignment

  • Clear Naming: Descriptive component names

  • Documentation: Add notes and descriptions

Color Coding

  • Input Components: Blue theme

  • Processing: Orange theme

  • AI Models: Yellow theme

  • Output: Purple theme

  • Tools: Green theme

Collaboration Features

Sharing Workflows

  • View Links: Read-only sharing

  • Edit Links: Collaborative editing

  • Team Workspaces: Shared environments

  • Permission Control: Access management

Comments & Notes

  • Component Notes: Documentation

  • Flow Comments: Collaboration feedback

  • Version Comments: Change descriptions

  • Review Mode: Feedback collection

Troubleshooting Interface Issues

Common Problems

Components Not Connecting

  • Check data type compatibility

  • Verify component states

  • Look for error indicators

  • Try reconnecting

Slow Performance

  • Reduce zoom level

  • Simplify complex workflows

  • Clear browser cache

  • Close unnecessary tabs

Missing Components

  • Check component library

  • Verify subscription level

  • Update browser

  • Contact support

Layout Issues

  • Reset zoom to 100%

  • Use fit-to-view option

  • Clear browser cache

  • Try different browser

Getting Help

Built-in Help

  • Component Tooltips: Hover for information

  • Help Panel: Contextual assistance

  • Documentation Links: Direct access

  • Video Tutorials: Visual learning

Support Options

  • Community Forums: Peer assistance

  • Chat Support: Real-time help

  • Email Support: Detailed issues

  • Screen Sharing: Complex problems

Advanced Features

Custom Layouts

Layout Templates

  • Linear: Sequential processing

  • Branching: Parallel paths

  • Circular: Iterative workflows

  • Hierarchical: Multi-level processing

Layout Tools

  • Auto-arrange: Automatic organization

  • Alignment guides: Visual assistance

  • Spacing tools: Consistent gaps

  • Grouping: Logical clusters

Performance Monitoring

Real-time Metrics

  • Execution Time: Component performance

  • Memory Usage: Resource consumption

  • API Calls: External service usage

  • Error Rates: Success/failure tracking

Optimization Insights

  • Bottleneck Detection: Slow components

  • Cost Analysis: Usage expenses

  • Performance Suggestions: Improvement tips

  • Resource Recommendations: Scaling advice

Next Steps

Now that you know the workspace:

  1. Practice Navigation: Explore all interface areas

  2. Build Workflows: Apply your knowledge practically

  3. Try Shortcuts: Speed up your workflow

  4. Customize Settings: Optimize for your preferences

Continue Learning

You now have complete knowledge of the BroxiAI workspace! Practice using these features to become a power user and build workflows more efficiently.

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