Quick actions
At a glance
Dashboard quick actions allow you to perform common operations directly from the centralized view, without navigating to each module individually.
Before you start
- Access to a workspace with at least one active module (Ontology, Workflows, Agent Studio).
- The Dashboard is configured and accessible.
Accessing quick actions
Quick actions appear as buttons in each Dashboard section, and as a global drawer accessible via the Actions button in the top right corner.
Actions by module
Ontology
| Action | Description |
|---|---|
| View the graph | Opens the Modeler to visualize and edit your ontology |
| Create an entity | Opens the form to create a new entity |
| View orphans | Filters entities without relations so you can connect them |
Workflows
| Action | Description |
|---|---|
| View workflows | Opens the workflow list |
| Retry a failure | Displays failed executions with a retry option |
| New workflow | Opens the editor to create a new workflow |
API Manager
| Action | Description |
|---|---|
| Test an API | Opens the interactive test panel |
| Create a key | Opens the API key creation form |
Agent Hub
| Action | Description |
|---|---|
| View Agent Hub | Opens the agent conversations kanban |
| New conversation | Starts a new session with an agent |
| View required actions | Filters conversations requiring intervention |
Using the actions drawer
- Click the Actions button in the top right corner of the Dashboard.
- The drawer opens with the list of all available actions, organized by module.
- Click an action to execute it.
The drawer is contextual: if a module displays an alert or a required action, the corresponding action is highlighted.
Expected outcome
You can trigger the most frequent actions directly from the Dashboard, without navigating to each module. The contextual actions drawer highlights priority actions.
Limitations and common errors
| Situation | Solution |
|---|---|
| The actions drawer is empty | No module is configured. Configure at least one module (Ontology, Workflows, etc.). |
| A quick action fails | Check your permissions and that the target module is operational. |
| The "Retry a failure" action does not appear | No failed workflow has been detected. Check the history in the Workflow Builder. |
See also
- Dashboard — Overview
- KPI Indicators — Understanding metrics
- Diagnostics and health — Responding to errors
Need help?
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