CognitiveUX Support

A plain-language guide to the CognitiveUX dashboard. It follows the app's own menu, section by section: Workflows, Analysis, Context, Workspace Settings, and Account Settings.

Two things to know before you start:

• If a menu item described here is missing from your sidebar, your account may not have that feature enabled. Ask your account owner, or contact support.
• Everything you see is scoped to the workspace you have open. The workspace switcher sits at the top right of every Cognitive Flows page — switching workspaces changes which workflows, canvases, contexts, data sources and runs you are looking at.

1. Workflows

Workflows are the heart of CognitiveUX: automated agents that read your data (ads accounts, spreadsheets, web pages), have AI analyse it, and deliver the result where you want it (a Google Sheet, an email, Slack, and more). The Workflows menu has three pages.

1.1 My Workflows

Your day-to-day home for using agents — no building required.

• Find things fast — search agents by name; filter by Status (Enabled / Paused / Draft / Scheduled) or Type (Google Ads, Sheets, Slides, Email…); sort by newest, oldest, recently updated, or name. Switch between a table and a card grid — your choice is remembered.
• Run an agent — the Run button starts it immediately. If the button says Configure instead, the agent still needs its settings filled in (see 1.4).
• Open the output — the Output File column links straight to the Google Sheet, Slides deck or Doc the agent writes to.
• Row actions — the wrench opens the agent's settings; you can also edit the workflow, copy it (within this workspace, to another workspace, or to another store), pause/enable it, or delete it.

1.2 Workflow Library

Ready-made agents published to your account. Add one to the workspace, then configure and run it from My Workflows.

• Add puts a copy of the agent into My Workflows. It arrives paused — fill in its settings, then run.
• Update available — when the publisher improves an agent you added, a banner offers an update. Updating replaces the agent's steps with the new version but keeps every setting you already filled in (for fields that still exist).
• View details shows what the agent does, what it needs, and what it produces before you add it.
• Filter by platform (Google Sheets, Google Ads, Meta Ads, Slack, BigQuery…) or by state (Not added yet / Added / Update available).

1.3 Workflow Builder

Where workflows are created and edited. + New Workflow opens a blank canvas; drag steps on, connect them, and save.

Steps you can add:

• Agent — one AI step with its own inputs, an AI task, and an output.
• Tool (Web Scrape) — scrapes web pages found in the incoming data. No AI call.
• Parallel Search — searches the web and passes ranked results to the next step.
• Context — saves the previous step's output into your Automated Context so later runs can build on it.
• Data Transformation — SQL over your data: group, filter, join, de-duplicate, compute metrics. No AI call.
• If — splits the flow into a Yes path and a No path based on a condition.
• Saved Agents — runs another saved workflow as a step inside this one.

Each agent step can read from Google Sheets, Google Ads, Meta Ads, a Webpage, Google Docs, or a Combined Source (plus the previous step's output), and can deliver to the next agent (JSON), Google Sheets, Google Slides, Google Docs, Slack, Email, or BigQuery. AI steps can use ChatGPT, Gemini, or Claude models.

• Run Now at the bottom runs the whole workflow.
• Schedule — Off, Every Day, or Every Week, with a time and days. Schedules run in your store's timezone (set under Workspace Settings → Preferences). A plain-English summary confirms what you chose, e.g. "Runs Mon, Wed at 09:00".
• Each step also has a Run only this agent button for testing one step at a time.

1.4 Configuring an agent (the wrench)

Builders can mark specific settings of a workflow as Dynamic Fields — the handful of things a user should fill in: which spreadsheet, which ad account, which date range. Everyone else just clicks the wrench on My Workflows and sees a simple form with exactly those fields, plus a Schedule tab. No graph editing, no risk of breaking the workflow.

An agent whose required fields are still empty shows Configure instead of Run — that is your cue to open the wrench.

1.5 Runs and the run queue

When you run anything, the Runs widget (bottom of the screen) shows live progress: which agent is working, a progress bar, and buttons to cancel, open results, or jump to the workflow. Finished runs also land in Run History (see section 4.2) with their status and credit cost.

2. Analysis

2.1 Canvas

Analysis → Canvas is your dashboard builder: live boards of charts, tables and AI answers built on your connected data. The list page has three tabs — Canvases (yours), Shared with me, and a Template Library of ready-made boards you can add to your workspace.

Inside a canvas, add blocks from the palette:

• Agent block — ask a question in plain language ("Which campaigns drove the most conversions last month, and why?"), pick data sources, optionally attach Context entries, and run. The answer arrives as a headline, insights, and a chart and/or table. You can then refine it in a conversation ("split that by country") without starting over.
• Workflow block — put a whole workflow's result on your dashboard. Pick any workflow from My Workflows or the Library; the block gets its own private copy, so you can configure it here (same settings form as the wrench) without touching the original — and the same workflow can power several blocks, each configured differently. Run it from the card and the workflow's final output lands on the canvas as a table or text. If the workflow has run before, the block shows the latest result right away.
• Text block — notes, headings and narrative in markdown.
• Table (manual) — a hand-entered table; type into it right on the card or paste from a spreadsheet.
• Image block — upload a PNG/JPG/WEBP/GIF (a logo, a screenshot, a product shot).

Working with blocks:

• Drag and resize blocks on the grid; everything autosaves ("Saved" shows in the header).
• Chart settings (the palette button on any chart) restyle it without re-running: chart type (bar, line, area, pie, donut, combo), colours, labels, sorting, top-N, number formats — and on agent or workflow blocks you can chart any columns of the result table.
• Each card's refresh button re-runs just that block; Refresh all re-runs the data blocks on the canvas (workflow blocks re-run individually, since each one is a full workflow run).
• The pencil lets you hand-edit a result; a later run simply overwrites the edit.

Sharing and delivery:

• Share — invite people by email (view only), or create a view link that expires after 1, 7 or 30 days. Link viewers see a redacted copy: results only — no prompts, no conversations, no data-source details. Stop sharing revokes everyone at once.
• Send — email the canvas now, or on a schedule (daily/weekly, with its own recipient list). Scheduled emails send each block's most recent result — the canvas is not re-run — and charts arrive as data tables.
• Export — Excel workbook, PDF, PowerPoint deck, Google Sheets, or Google Slides. Decks use your Deck Branding (see 4.1).

3. Context

Context is what your agents read from and write to — the knowledge and data connections everything else builds on.

3.1 Context & Skills

Five tabs of knowledge your AI steps can use:

• Skills — background information about your company, products or campaigns ("Brand Guidelines", "Q4 Campaign Focus"). Select them in output steps to make results more relevant.
• Account — running notes on your latest decisions. Agents with the Account context switched on always receive every saved note — new notes reach them automatically.
• Business and Organization — upload reference documents (.docx, .txt, .pdf, .md). They are indexed into your private knowledge store and searched automatically on runs when "Use Permanent Store on runs" is on.
• Automated — written by Context steps in your workflows: a run deposits its output here so later runs can build on it. You can also create or edit entries by hand (replace or append).

4. Workspace Settings

4.1 Preferences

• Timezone — the store timezone every schedule runs against. Set it once; the page also shows your browser's timezone for comparison.
• Deck Branding — colours, font, title size and logos applied to every deck this account exports (workflow Slides output and canvas PowerPoint exports alike).
• Notifications (per person, not per store) — a Daily summary (what is scheduled today and what ran yesterday, with links) and a Weekly summary (a Monday round-up). Failed-run alerts are separate and unaffected by these switches.
• Team Management — account owners get a shortcut to the Teams & Workspace page (see 4.3).
• Two extra panels open from direct links when you need them: AI Models (your own Gemini / ChatGPT / Claude API keys) and Permissions — the Google service-account email you must share your Sheet/Doc with. If a workflow "can't read my Sheet", sharing the file with that service account is almost always the fix.

4.2 Run History and Past Runs

• Run History — every workflow and canvas run: stat cards (Flows Run, Successful, Failed, Credits Consumed), then a table with type, name, date, status, who triggered it, credits used, and a message. Give a thumbs up/down on a run to send feedback. Filter by source (All / Workflows / Canvas) and load more as you scroll back.
• Past Runs — the same record with expandable per-run logs and per-agent detail, for digging into exactly what a run did.

4.3 Workspaces and members

Workspace management lives under Account Settings → Teams & Workspace (the sidebar group above only holds Preferences and the run pages — this is the one place the menu and the task don't line up, so it's worth knowing).

• Workspace tab — create workspaces and open each one's settings: name, website URL, and default Google Ads account, Meta ads account, and Meta pixel. The ad-account defaults are set once — after saving they are frozen, so workflows in that workspace always bill and read the right accounts. Deleting a workspace asks you to type its name and then removes everything scoped to it.
• Teams tab — invite people by email with a role and workspace access: Pending invites can be revoked; members can be edited or removed at any time.
  • Owner — one per account; handles billing; can transfer ownership.
  • Admin — can open every workspace in the account, including ones created later; runs the team.
  • Member — uses the app in the workspaces they were given.

5. Account Settings

One page (Settings in the sidebar) with four groups of tabs:

• General — the Saving Calculator, Groups, Billing & Payment, and Sign Out. Billing & Payment shows your credits (with top-up), active plan, payment methods, billing information and invoice history. Credits are what runs consume — Run History shows the cost of each run, and owners can also open the dedicated Cognitive Flows Billing page for plan meters and the full credit ledger.
• Assets — domains & URLs, business context, YouTube integration, location personalization, Meta creative settings, assets and asset groups, section tags, and setup.
• Integrations — connect Google and Meta, choose the ad accounts CognitiveUX may use, and link Google Drive.
• Teams & Workspace — covered in 4.3 above.

Tabs appear only when your account has the matching feature; Sign Out, Billing & Payment and the Teams & Workspace tabs are always there.

6. Getting help

• Support Articles — the round Support button (bottom-right of every page) links to this page.
• Report an issue — the same button's Help option opens a short form: describe the problem, attach a screenshot if it helps, and send. It goes straight to the CognitiveUX support team (and their Slack), with your store and the page you were on attached automatically.

7. Glossary

• Agent — an AI step inside a workflow; also what ready-made Library workflows are called.
• Workflow — a connected set of steps (agents, tools, conditions) that runs as one unit. Statuses: Draft (no steps yet), Enabled, Paused, Scheduled.
• Run — one execution of a workflow or canvas block. A run is queued, then running, then success / failed / cancelled.
• Credits — the currency runs consume. Balance and top-ups live in Billing & Payment; per-run costs show in Run History.
• Dynamic Fields — the settings a builder chose to expose; what you fill in behind the wrench's Configuration tab.
• Canvas — a live dashboard of blocks (agent answers, workflow outputs, text, tables, images) under Analysis.
• Context — knowledge your agents use: Skills, Account notes, uploaded Business/Organization documents, and Automated entries written by workflows.
• Data Source / Data Sink — a saved input recipe (what to read, from where, for which dates) / a saved BigQuery destination (where to write).
• Workspace — a self-contained area of your account with its own workflows, canvases, contexts, sources and runs.