PA Hub Guide

The PA Hub is your dedicated section for interacting with and managing your Personal Assistant. It provides a sidebar-based layout with pages organized into logical sections: Home, Work, Communicate, Monitor, and Configure.

Hub Layout

The PA Hub features a sidebar that displays:

• Your PA's avatar and name
• A status badge: Active (green), Paused (amber), or Pending Setup (blue)
• A quick-action Pause/Resume button
• Navigation links grouped by section

Navigation Structure

Section	Pages
Home	Dashboard
Work	Goals, Projects, Calendar
Communicate	Chat
Monitor	Activity, Insights
Configure	Settings

Dashboard

Location: PA Hub home page

The Dashboard provides an at-a-glance overview of your PA's activity and current state.

Components

Component	Description
Greeting	Personalized greeting with time-of-day awareness (e.g., "Good morning, John!")
Status Summary	How many goals are active and how many tasks are pending
Metric Cards	Active Goals count, Tasks Due Today count, and Next Wake-Up time
Recent Activity	Timeline of the last 10 PA actions (email drafts, completed tasks, research, wake-up/sleep events)
Goals Progress	Visual progress bars for each active goal with completion statistics
Quick Actions	Buttons for Chat with PA, Wake Up Now, Add Goal, and View Activity

Quick Actions

Action	Description
Chat with PA	Opens the Chat page for a real-time conversation
Wake Up Now	Triggers an immediate PA wake-up cycle outside the regular schedule
Add Goal	Opens the goal creation form
View Activity	Navigates to the Activity page

info

The "Wake Up Now" button is disabled when the PA is paused. If your administrator has paused your PA, you will see a message explaining the situation.

Real-Time Updates

The Dashboard updates in real time when your PA is actively working. You will see live indicators when your PA starts or completes a work cycle, finishes tasks, or sends chat messages, without needing to refresh the page.

Goals

Location: PA Hub > Goals

Manage your PA's goals with tabs for Active, Achieved, and All goals.

Goal Cards

Each goal card displays:

• Priority badge (High, Medium, Low)
• Goal title and description
• Progress bar with percentage
• Project and task counts (active projects, pending tasks, completed tasks)
• Creation date
• View and Edit actions

Creating Goals

Click Add Goal to create a new goal. Provide a title and description. You can also select from the same example goal templates available during setup. New goals default to Medium priority, which you can adjust afterward.

Goal Detail View

Click a goal card to see the full detail view with:

• Goal header (title, description, priority, status, dates)
• Linked projects with status indicators
• Task breakdown across all projects for this goal
• Activity timeline filtered to this goal
• Edit button to modify the goal

tip

Goals work best when they are specific and measurable. "Draft replies to all routine vendor emails within 2 hours" gives your PA clear criteria, while "Help with email" is too vague to act on effectively.

Deleting Goals

You can remove goals you no longer need. Projects and tasks linked to a deleted goal are preserved but no longer have an active goal driving them.

Projects

Location: PA Hub > Projects

View all projects created by your PA. Projects are generated automatically as your PA breaks down goals into actionable work. Employees typically do not create projects directly; the PA creates them during its execution cycles.

Filtering

Filter projects by:

• Status - Active, Completed, or All
• Goal - Show projects linked to a specific goal
• Priority - High, Medium, or Low

Project Cards

Each project card shows:

• Project name and status
• Linked goal
• Task progress (completed vs. total)
• Estimated and actual time
• Last activity timestamp

Project Detail View

Click a project card to see:

• Project header with description, linked goal, and status
• Task list with status, priority, and due dates
• You can update task status (mark complete, add notes)
• Project activity timeline
• Task dependency visualization (when applicable)

Calendar

Location: PA Hub > Calendar

A visual calendar showing your PA's scheduled activity and task timeline.

Views

• Monthly view (default) - Overview of the entire month
• Weekly view - Detailed view of each week

Color Coding

Color	Meaning
Blue	Scheduled wake-ups
Green	Completed tasks and work
Orange	Task due dates
Red	Overdue items

Click any day to see detailed activity for that date. The calendar also shows your PA's wake-up schedule pattern (e.g., "Every day at 9 AM and 2 PM").

Chat

Location: PA Hub > Chat

A real-time chat interface for direct conversation with your PA.

How It Works

• Type a message and press Send to start a conversation
• Sending a message triggers an immediate PA wake-up with an employee_message trigger type
• Your PA's avatar and name appear on assistant messages; your avatar appears on your messages
• Conversation history is preserved and accessible from the conversation list sidebar
• You can have multiple conversations, each with its own topic and history

Use Cases for Chat

• Ask your PA to research a topic immediately
• Request a status update on a goal or project
• Give your PA new instructions or context
• Ask questions about work it has completed
• Request email drafts or document reviews

info

Chat messages trigger a PA wake-up regardless of the scheduled frequency. This allows you to interact with your PA in real time without waiting for the next scheduled cycle. Chat-triggered wake-ups count toward the daily execution limit.

warning

Chat is disabled when your PA is paused. You will see a "Your PA is currently paused" message in the chat interface until the PA is resumed.

Activity

Location: PA Hub > Activity

A detailed timeline log of all PA actions with filtering capabilities.

Activity Types

Icon	Activity Type
Wake-up / Sleep	PA started or completed a work cycle
Goal assigned / updated / achieved	Goal lifecycle events
Project created / completed	Project milestones
Task created / completed / blocked	Task status changes
Email drafted / sent	Email actions
Research completed	Research deliverables
Message sent	Communications to the employee

Filtering

Filter the activity log by:

• Activity type - Show only specific types of activity
• Date range - Filter to a specific time period
• Goal - Show activity related to a specific goal
• Project - Show activity within a specific project

Click any activity item to expand it and see full details. The log is paginated at 50 items per page.

Insights

Location: PA Hub > Insights

Analytics and productivity metrics showing how your PA is performing over time.

Period Selector

Choose from Last 7 Days, Last 30 Days, or Last 90 Days.

Metric Cards

Metric	Description
Total Executions	Number of times your PA woke up and performed work
Tasks Completed	Total tasks marked complete across all projects
Emails Drafted	Number of email drafts created

Charts and Tables

Chart	Description
Activity Over Time	Line or bar chart showing executions and tasks completed per day
Goal Performance	Table showing tasks completed, activity level, and trend direction for each goal
Tool Usage	Horizontal bar chart showing how often each tool was used
Time Distribution	Pie chart showing time spent per goal

Settings

Location: PA Hub > Settings

Manage all PA configuration options from a single page.

Sections

Section	What You Can Change
Personalization	Name, avatar, communication style, custom instructions
Data Access	Primary mailbox access level, calendar, contacts, OneDrive, and meetings toggles
Schedule	Wake-up frequency (1-4x per day), weekend work toggle. Working hours are set by your admin and displayed as read-only.
Summaries	Summary frequency (none, daily, per-cycle) and delivery channel (email, in-app, both)
Tools	Assign or remove tools from the admin-approved pool. Shows available vs. assigned counts.
LLM Model	Select your preferred AI model from the admin-approved list. Current selection is highlighted.
Status	View current status, Pause or Resume your PA
Danger Zone	Request PA deactivation (sends a request to your administrator)

warning

If your PA has been paused by your administrator, the Resume button is disabled. You will see a message: "Paused by your administrator. Contact them to resume." Your administrator must resume the PA from their side.

Changing Personalization

When you update personalization settings (name, avatar, style, or instructions), changes take effect on your PA's next wake-up cycle. A confirmation message shows: "Personalization updated. Changes will take effect on [PA Name]'s next wake-up."

If you change your PA's name, the agent's display name is also updated.

Summary Reports

Your PA can send you summary reports based on your configured preferences.

Daily Summary

If you selected "Daily summary" during setup, your PA sends a single comprehensive report at the end of its last scheduled wake-up each day. The summary includes:

• Completed tasks across all wake-up cycles for the day
• Goal progress updates
• Items needing your attention
• Overview of emails processed (if inbox management is active)
• Upcoming items for tomorrow

Per-Cycle Summary

If you selected "After each cycle," your PA sends a brief update after each scheduled wake-up (not after real-time email triggers, which would be too frequent). Each summary covers what was accomplished during that specific work session.

Delivery Channels

Summaries are delivered through the channel you configured:

Channel	How It Works
Email	Sent from the PA's shared mailbox to your primary mailbox
In-app	Bell icon notification in the Control Bridge header; click to navigate to PA Hub > Activity
Both	Delivered through both email and in-app notification

Notifications

Your PA Hub also displays notifications when your administrator makes changes that affect your PA:

• Tools added to or removed from your available pool
• LLM models added or removed
• PA paused or resumed by administrator
• Working hours or daily execution limit changed
• Privacy policy changed

These notifications appear as in-app alerts and, if your summary channel includes email, as email messages from the PA's shared mailbox.

Related Topics

• Admin Setup Wizard - How administrators provision a PA
• Employee Setup Wizard - Initial setup and activation
• Privacy & Governance - Privacy levels and admin controls