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Interface Overview

The Finch Fusion interface is designed to help you work efficiently with your documents and reports. This guide walks you through the main areas of the application.

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Main Layout

The workspace is divided into three primary areas:

1. Sidebar (left) - Navigation and project management
2. Main Content Area (center) - Report viewing and editing
3. Chat Panel (right) - AI assistant and generation controls

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Header Bar

The top navigation bar provides:

• Logo - Click to return to the home view
• Projects Menu - Switch between projects or create a new one
• New Report - Start generating a new AI-powered report
• Templates - Access and manage report templates
• Trial/Billing Indicator - Shows your current plan and remaining reports (e.g., “5 of 5 trial reports remaining”)
• User Menu - Access your profile, settings, change password, or sign out

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Sidebar

The sidebar provides quick access to all your content and navigation options.

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Project Selector

At the top of the sidebar, you’ll find the project selector dropdown. Click it to:

• Switch between your projects
• Create a new project
• Access project settings

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Navigation Sections

The sidebar contains collapsible sections for different content types:

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Sidebar Actions

• Upload Button - Add new documents to your project (drag-and-drop also supported)
• Collapse Button - Minimize the sidebar to maximize your workspace

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Main Content Area

The central area displays your reports and documents.

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Report Tabs

When you have multiple reports open, they appear as tabs at the top of the content area. You can:

• Click a tab to switch between reports
• Drag tabs to reorder them
• Close tabs you no longer need

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Report View

When viewing a report, you’ll see:

• Report Title - The name and type of report at the top
• Sections - Individual report sections with headings
• Section Content - The generated or edited text for each section
• Entity Highlights - Color-coded entities (companies, people, dates) within the text
• Preview/Entities Toggle - Switch between report content and entity extraction view

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Editing Mode

Click on any section to enter editing mode:

• A rich text editor appears for manual content changes
• Formatting tools are available in the toolbar
• Click outside the section to save changes

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Document Preview

When viewing a document, you’ll see the original content with:

• Preview Tab - The rendered document with page navigation and zoom controls
• Entities Tab - Extracted entities from the document with color-coded highlights
• Processing status indicator

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Chat Panel

The right-side panel is your interface for interacting with the AI assistant.

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Chat Input

At the bottom of the panel:

• Text Input - Type your questions or requests
• Report Type Selector - Choose the type of report to generate
• Send Button - Submit your message
• Upload Documents - Attach files directly from the chat
• Add Web Source - Include a URL for the AI to reference
• Graph Mode Toggle - Enable knowledge graph queries

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Chat History

Above the input, you’ll see the conversation history:

• Your messages appear on one side
• AI responses appear on the other
• Generated reports are linked in the chat for easy reference

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Mode Selector

Toggle between different AI modes:

• Chat - Quick answers and general questions
• Graph - Explore knowledge graphs and entity relationships
• Deep Research - Comprehensive analysis using all available sources

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Session Timeout

If your session has been inactive, a timeout dialog will appear with options to:

• Sign In Again - Re-authenticate and continue your work
• Logout - End the session

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Keyboard Shortcuts

Speed up your workflow with these shortcuts:

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Responsive Design

The interface adapts to different screen sizes:

• On smaller screens, the sidebar collapses automatically
• The chat panel can be toggled on mobile devices
• All features remain accessible on tablets and laptops