Mobile and tablet
Audience
Users on a phone, tablet, or laptop with a small screen.
BOS is responsive. The same web app runs everywhere — phone, tablet, laptop — and the layout reflows to match the screen. There is no separate mobile app today (a native app is in development; see Mobile status).
What changes per screen size
Phone (≤ 640 px wide)
| Region | Behaviour |
|---|---|
| TitleBar | Compact: workspace name + avatar; no breadcrumbs |
| AppSidebar | Collapses into a bottom navigation bar with five icons (Dashboard, Chat, Alerts, Settings, More) |
| TabBar | Hidden — only one view at a time, like a native phone app |
| Main area | Full screen; tables collapse to single-column cards |
| StatusBar | Hidden — connection state via a top-right indicator |
| Chat input | Sticky at the bottom of the screen |
Tablet (641–1024 px)
| Region | Behaviour |
|---|---|
| AppSidebar | Icon-only column (no labels), 56 px wide |
| TabBar | Visible, full width |
| StatusBar | Visible |
| Tables | Compact mode — fewer columns, hidden ones accessible via "More" |
Desktop (≥ 1025 px)
Full layout as described in Tour of BOS.
What works well on mobile
- Reading the dashboard — the four KPI tiles stack and stay readable
- Triaging alerts — alerts are a list; tapping opens the detail full-screen
- Chatting with an agent — the chat input is sticky and the streaming answer is comfortable to read
- Settings → API keys — easy to revoke a key while away from desk
What is harder on mobile
- Wide tables — the Execution log and Banking transactions are legible but you scroll horizontally for the full row
- Multi-tab work — there are no tabs on phone; switching views loses your scroll position
- Long-form chat — typing complex multi-line questions is slower than on a keyboard
- The Period selector — usable but the dropdown is tight at small widths
For administrative tasks (configuring alerts, inviting teammates, reviewing the entire pipeline), pick up a tablet or laptop. For day-to-day triage, a phone is fine.
Authentication on mobile
Sign-in works the same way:
- Open
https://my.planapulse.ai/<workspace>in your phone browser - Sign in with PLANA SSO
- Authenticator app prompt — open it, copy the 6-digit code, paste it
- You are in
If you have a passkey / WebAuthn token registered for your PLANA account, the phone prompts to confirm with Face ID / Touch ID / OS biometric — usually faster than typing a TOTP code.
Add BOS to your home screen for one-tap access:
- iOS Safari: Share menu → Add to Home Screen
- Android Chrome: Menu (three dots) → Add to Home Screen or Install app
The result is a standalone web app that looks and feels like a native app — no browser chrome.
Push notifications
Today, BOS uses in-app SSE for live updates (alerts, chat tokens). It does NOT send web-push or OS-level push notifications.
The native mobile companion (Ionic + Capacitor) on the roadmap will add:
- APNs push notifications on iOS
- FCM push notifications on Android
- Surface alerts and new chat replies as OS notifications
- Background sync so the unread badge is accurate
Until the native app ships, monitor alerts by opening BOS in the morning and triaging — the Matrix room your workspace is connected to serves as the out-of-band notification channel (PLANA staff post there when something critical happens).
Known limitations on mobile
- Chat streaming on iOS Safari — sometimes the streaming response buffers in chunks rather than appearing token-by-token. The answer is the same; only the visual feel differs.
- Large file uploads — uploading a 20MB CSV from a phone over LTE may time out. Use a laptop for large imports.
- Print — printing from a phone browser produces a usable but inelegant layout. Print from desktop.
Tablets in landscape mode
A tablet in landscape (e.g. iPad in horizontal orientation) gets the full desktop layout with all four regions visible. The Main area is slightly narrower than on a laptop but everything is reachable. We recommend a Bluetooth keyboard for sustained chat work.
Tablets as a kiosk
For warehouse / shop-floor use, a tablet displaying the Dashboard view all day is a useful pattern. Set the tablet to never sleep, open BOS, pin to home screen, leave it on the Dashboard. Alerts will surface in real time via SSE.
For Warehouse Agent kiosk use (e.g. ask "what's low?" by voice), the native app will add voice input; today you use the on-screen keyboard or paired Bluetooth keyboard.
Where to read more
- First login
- Tour of BOS
- Mobile status — the native app roadmap
- Settings → Workspace — preferences carry over between devices