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User GuideGetting StartedNavigating the UI

Navigating the UI

The AEGIS interface is organized around a sidebar, a top bar, and a main content area. This guide walks you through each element so you can find what you need quickly.

Page Layout

The screen is divided into three regions:

  • Sidebar (left) — Navigation links to all major sections of the platform
  • Top bar (top) — Tenant information, search, display settings, and your account controls
  • Main content area (center) — The active page content, which changes as you navigate

Screenshot placeholder — to be added in a future update.

The sidebar provides quick access to every section of AEGIS. The navigation items are:

Menu ItemWhat It Opens
ComplianceThe compliance dashboard with summary cards, the entity × domain matrix, and charts
FilingsThe filing review queue where you approve or reject agent-generated filing packages
ApprovalsNon-filing human-in-the-loop approvals — agent pauses that aren’t regulatory filings
FlaringThe flaring dashboard with R-32 authorization tracking, volume charts, and predictive alerts
EventsThe events log for tracking compliance-relevant activities
ConversationsThe AI console where you ask questions and prepare filings in plain language
Entity ExplorerBrowse and manage your entities — wells, facilities, leases, and any other configured types
Skill BuilderAuthor new agent skills conversationally with the Creator agent

Below a divider, Power Users and Administrators also see a Configuration section (hidden for other roles). It gathers the tenant’s agent-behavior and data-model settings:

Sub-ItemWhat It Opens
Entity TypesDefine the types of entities in your system (drives the Entity Explorer tabs and matrix rows)
Relationship TypesDefine how entities relate to each other
Event TypesConfigure the kinds of events you track
CapabilitiesThe capability actions the rules engine can trigger
PromptsSystem and skill prompt templates and versions
SkillsSkill definitions and their routers
Skill RoutersThe topic routers that pick a skill for a conversation
Compliance PoliciesThe rules engine’s triggers and policies
Catalogs & CategoriesShared catalogs and category taxonomies
Prompt Approvals(Admin only) Review and approve proposed prompt changes
Platform Settings(Admin only) The tenant’s AI runtime configuration — default/fallback model and token/cost budgets
Eval RunsAgent evaluation runs and results

Collapsing the Sidebar

To save screen space, you can collapse the sidebar to icon-only mode:

  1. Click the collapse arrow at the bottom of the sidebar.
  2. The sidebar shrinks to show only icons. Hover over any icon to see a tooltip with its label.
  3. Click the expand arrow to restore the full sidebar.

Your collapse preference is remembered between sessions.

Active Page Indicator

The currently active page is highlighted in the sidebar with a blue indicator bar on the left edge and brighter text. This helps you stay oriented as you move between sections.

Tenant Information

At the bottom of the sidebar (when expanded), you will see the context configured for your tenant. On this environment — which runs the RRC oil & gas vertical — that reads as your RRC district and basin, for example “RRC District 08 — Permian Basin.”

Top Bar

The top bar runs across the top of every page and contains several controls:

Tenant and Organization

On the left side, you will see your organization name (for example, “Permian Basin Energy LLC”) and tenant identifier.

Click the Search button (or press Cmd+K on Mac) to open the global search. This lets you quickly find entities, conversations, or pages across the platform.

Display Density

Three density options let you control how tightly information is packed on screen:

  • Compact — Tighter spacing, more data visible at once. Best for experienced users with large monitors.
  • Comfortable — Balanced spacing. The default setting.
  • Spacious — More breathing room between elements. Easier to scan on smaller screens.

Click the density icons in the top bar to switch between modes. Your preference is saved.

If you have administrator access, the Admin link takes you to the administration area at /admin/users, which opens on Users & Roles — the tenant user directory where admins create accounts via invite links, edit roles, and deactivate/reactivate users.

Theme Toggle

Click the theme icon to switch between:

  • Light mode
  • Dark mode (default)
  • System mode (matches your operating system preference)

Account Controls

On the right side of the top bar, you will see:

  • A role badge showing your highest role (Admin, Power User, Reviewer, or Operator)
  • Your user ID
  • A Sign out button

Keyboard Shortcuts

ShortcutAction
Cmd+KOpen global search

The AEGIS interface uses a dark theme by default, designed for extended use in office environments. You can switch to light mode at any time using the theme toggle in the top bar.

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