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Getting Started

Navigating Warren AI

Understanding the platform navigation and structure

Navigating Warren AI

Learn how to efficiently navigate the Warren AI platform.

Main Navigation Areas

1. Top Navigation Bar

Located at the top of every page:

  • Warren Logo: Click to return to dashboard
  • Beta Badge: We're continuously improving
  • Menu Icon (mobile): Access full navigation

2. Sidebar Navigation (Authenticated Pages)

Your main navigation hub includes:

  • Home: Your dashboard
  • Economy: Real-time market data
  • Agents: Chat with AI advisors
  • Planner: Financial planning tools
  • Mortgage: Mortgage calculator
  • Net Worth: Track your wealth
  • Budget: Budget management
  • History: Conversation history
  • Analytics: Usage insights
  • Settings: Account preferences

3. Mobile Bottom Navigation

Quick access on mobile devices:

  • Home
  • Agents
  • Tools
  • Settings

Page Structure

Dashboard Pages

All authenticated pages follow a consistent structure:

  • Page header with title
  • Main content area
  • Quick action buttons
  • Related links

Public Pages

Marketing and information pages include:

  • Top navigation
  • Hero section
  • Content sections
  • Call-to-action
  • Footer

Search and Discovery

Finding Features

  • Use sidebar search (coming soon)
  • Check Settings for configurations
  • Browse Analytics for insights
  • Explore Quick Links on dashboard

Finding Help

  • Visit /help for articles
  • Check /faq for common questions
  • Use /contact for support

Keyboard Shortcuts (Coming Soon)

Future shortcuts will include:

  • Cmd/Ctrl + K: Quick search
  • Cmd/Ctrl + H: Go to dashboard
  • Cmd/Ctrl + / : Open help

Navigation Tips

  1. Bookmark Common Pages: Save time accessing frequently used features
  2. Use Breadcrumbs: Navigate back through page hierarchy
  3. Check Mobile Menu: Additional links in mobile navigation
  4. Dashboard Quick Links: Fastest way to common tasks
  5. Agent Selection: Remember which agent for which questions

Getting Lost?

If you can't find something:

  1. Return to Dashboard (click logo)
  2. Check sidebar navigation
  3. Visit Help Center
  4. Search FAQ
  5. Contact support

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