1-3: Your First Look at the Interface
Now that you understand the building blocks, let's take a tour of the actual interface! This is where you'll spend your time building and managing your automations.
Think of this as your first day at a new job—we'll show you around so you feel comfortable and know where everything is.
1-3.1: The Dashboard - Your Home Base
When you first log in to Uniki, you'll see the Dashboard. This is your mission control—where you can see all your taibles, create new ones, and get a quick overview of what's happening.
The Dashboard - Your Home Base
Taibles
Autonomous processes with human-in-the-loop oversight.
Your Taibles
Customer Conversations
Handle customer inquiries automatically with AI responses
Sales Leads
Automatically enrich and qualify incoming leads
Support Tickets
Track and respond to customer support requests
💡 💡 What You're Seeing
The dashboard has two main areas:
Left Sidebar:
- "Create Taible" button - Start building something new
- "Import" button - Bring in taibles you've exported or downloaded
- Statistics - See how many taibles you have
Main Area:
- Taible Cards - Each card represents one of your automation workflows
- Activity Indicators - See what's currently running or queued
- 🟢 Green with spinning icon = Currently processing
- 🟡 Yellow with clock icon = Items waiting in queue
What Each Card Shows
Every taible card displays:
- Name - What this taible does (e.g., "Customer Conversations")
- Description - A brief explanation
- Column count - How many actions/data fields it has
- Activity status - Whether it's processing items right now
You can click any card to open that taible and see its data.
1-3.2: Inside a Taible - The Main Interface
When you click on a taible, you'll see the main workspace. This is where the magic happens!
Inside a Taible - The Main Interface
Customer Conversations
Handle customer inquiries with AI-powered responses
💡 The Three Main Areas
1. Top Header Bar
- Back arrow (←) - Return to the dashboard
- Taible name and description - Reminds you what you're working on
- Action buttons - The tools you'll use most often (more on these in a moment!)
2. Main Grid Area
- Column headers - Each column is one step in your process
- Rows - Each row is one item being processed (a customer, order, conversation, etc.)
- Cells - The intersection shows the result for that step and item
- Status badges - See what's happening:
- 🟢 "Complete" = This step finished successfully
- 🟡 "Running" = This step is processing right now
- 🔵 "Processing..." = Working on the AI response
3. Bottom Action Bar
- Add Row button - Create a new item manually
- Upload CSV/Excel button - Import multiple items at once
- Row counter - Shows how many items you have
How the Grid Works
The grid is like a living spreadsheet:
- Click any cell to see detailed results
- Watch status badges change in real-time as work happens
- Scroll right to see more columns if you have many steps
- Drag column headers to reorder them (advanced feature)
💡 ✨ The Magic Moment
Here's what makes Uniki special: When a new row appears (from a customer message, order, email, etc.), watch the status badges move across the columns automatically—without you doing anything. It's like watching a team of invisible assistants working through each step!
1-3.3: Common Buttons You'll Use
Let's break down the most important buttons you'll click regularly. Don't worry about memorizing these—you'll learn them naturally as you build.
Common Buttons You'll Use
Main Toolbar (Top Right)
Add Column
Create a new action or data field. Opens a categorized menu of column types to choose from.
Add Trigger
Connect to external sources. Automatically create new rows when emails arrive, webhooks fire, or schedules run.
Dashboards
View summary stats and charts. Create visual reports showing your taible's key metrics and trends.
Filter
Show only specific rows. Filter by status, date, values, or any column to focus on what matters.
Data Actions (Bottom Left)
Add Row
Create a new item manually. Adds a blank row to your taible that you can fill in.
Upload CSV/Excel
Import data in bulk. Upload a spreadsheet file to create multiple rows at once.
When You'll Use Each Button
Building and Configuring:
Add Column - When you want to add a new step to your process
- Example: "Let's add AI to generate responses"
- Example: "I need to send an email after the response is ready"
Add Trigger - When you want data to flow in automatically
- Example: "Start a new row whenever someone emails support@"
- Example: "Check for new orders every 5 minutes"
Monitoring and Organizing:
Dashboards - When you want to see the big picture
- Example: "How many tickets did we close today?"
- Example: "Show me a chart of response times this week"
Filter - When you want to focus on specific items
- Example: "Show only open tickets"
- Example: "Just show me items from this week"
Working with Data:
Add Row - When you want to test something or add a single item
- Example: "Let me add a test conversation to see how the AI responds"
Upload CSV/Excel - When you have existing data to process
- Example: "I have 100 leads in a spreadsheet to import"
1-3.4: Navigation Tips
Here are a few tips to help you navigate smoothly:
💡 💡 Getting Around Like a Pro
To return to the dashboard:
- Click the back arrow (←) in the top left of any taible
To open a taible:
- Click any taible card on the dashboard
To see what's happening:
- Look for colored badges:
- Green = Active and processing
- Yellow = Items waiting
- Gray = Paused or inactive
To understand a button:
- Hover your mouse over it—many buttons show helpful tooltips
The Interface Adapts to You
As you create columns and add features, you'll see more buttons and options appear. For example:
- The Triggers button shows a count of how many triggers you've set up
- The Dashboards button shows a count of dashboards you've created
- The Filter button highlights when filters are active
The interface stays clean and shows you what's relevant to your specific taible.
1-3.5: Don't Worry About Memorizing
You don't need to remember every button and feature right now! In the next section, we'll build your first agent step-by-step, and you'll use these buttons naturally as you go.
💡 🎯 You're Ready!
You now know:
- ✅ Where to find your taibles (the dashboard)
- ✅ What the main workspace looks like (the grid)
- ✅ Which buttons do what (the action toolbar)
- ✅ How to navigate between screens
That's everything you need to start building!
What's Next?
Now that you've seen the interface, it's time to build something real! In the next section, we'll create your first AI agent—a simple chatbot that answers customer questions.
You'll use the buttons and interface we just explored, and by the end, you'll have a working AI agent you can actually test and use.
💡 💡 Ready to Build?
Don't worry if you don't remember every detail of this tour. Building is the best way to learn, and we'll remind you where to click as we go!
Let's build your first agent! →
Previous: 1-2: Understanding the Building BlocksNext: 2-1: Creating a Simple FAQ Chatbot