A tour of BOS

Audience

A new BOS user who has signed in once and wants to understand the screen layout.

BOS has a deliberately stable layout. Once you learn where each thing lives, you can move between views without thinking. This page is the map.

The screen, top to bottom

┌──────────────────────────────────────────────────────────────────┐
│ TitleBar                                              Avatar ⚙   │  ← header
├────────┬─────────────────────────────────────────────────────────┤
│        │ TabBar                                  Apr 2026 ✕ ✕ ✕ │  ← active view tabs
│        ├─────────────────────────────────────────────────────────┤
│        │                                                         │
│Sidebar │           Main area                                     │  ← the view you opened
│        │                                                         │
│        │                                                         │
│        ├─────────────────────────────────────────────────────────┤
│        │ StatusBar          ●Connected  Excel ⚠  v1.5.2          │  ← live status
└────────┴─────────────────────────────────────────────────────────┘

There are four persistent regions: TitleBar, AppSidebar, TabBar, and StatusBar. The Main area changes when you open a different view.

TitleBar (top)

Three things, left to right:

Region	What it does
Workspace name	Shows the current workspace. Click to switch workspaces (if you have access to more than one).
Page title	The view currently open in the Main area.
Avatar / menu	Your profile + Settings + Sign out. Click your initials.

The TitleBar never changes. It is the same regardless of which view is open.

AppSidebar (left)

Navigation between the eight main views. Click an icon to open the view in a new tab.

Icon	View
🏠	Dashboard — KPIs + cashflow + alerts summary
💬	Chat — talk to the four agents
🔔	Alerts — every open alert, master / detail
🏦	Banking — PSD2 accounts + transactions
💳	Billing — your PLANA plan + invoices
📜	Execution log — every agent tool call
🔌	Integrations — connected systems status
⚙️	Settings — workspace, team, alert thresholds, API keys

At the bottom of the AppSidebar:

• Support — opens the workspace's Matrix room with PLANA
• Help — opens this manual

TabBar (between TitleBar and Main)

BOS supports multiple open views as tabs. Click a tab to switch; the "x" closes a tab. The currently-active tab is highlighted.

The TabBar also shows the active period (e.g. "Apr 2026") which is the reporting period your KPIs and reports are pinned to. Click the period to change it — most users keep it on the current month, but you can pin it to a quarter or year for review work.

Tab state is preserved within a session. If you refresh the page, your open tabs are restored.

Main area (centre)

The actual view content. Each view has its own internal layout — see the view's page for details:

• Dashboard layout
• Chat layout
• Alerts layout
• Banking layout
• Billing layout
• Execution log layout
• Integrations layout
• Settings layout

StatusBar (bottom)

A persistent strip showing live system status. Three regions:

Region	What it shows
Connection state	Green dot = BOS connected to backend; red = disconnected. Click to retry.
Integration health	Which integrations are healthy / stale / broken. Click an integration name to open its detail in the Integrations view.
Version	Current BOS version. Click to see the changelog.

If you see a red dot on the connection state, refresh the page. Most disconnections are transient (network blips, intermittent SSE).

Keyboard shortcuts

Key	Action
Ctrl/Cmd + K	Open the global command palette
Ctrl/Cmd + 1..8	Jump to view 1 through 8
Ctrl/Cmd + W	Close the current tab
Ctrl/Cmd + ,	Open Settings
Esc	Close any modal / dropdown
/	Focus the chat input (when Chat is open)
↑ / ↓	Navigate chat history

The full list is at PLANA Business Cloud → Reference → Keyboard shortcuts.

Light vs dark theme

BOS supports both themes. Toggle via:

Top right avatar → Appearance → Light / Dark / System

The choice is per-user; everyone on the team can pick their own.

What happens when …

You open BOS on a phone

The layout collapses: the AppSidebar becomes a bottom navigation bar, the TabBar disappears (each view is full-screen), the StatusBar moves to the top under the TitleBar. See Mobile and tablet for details.

You open BOS in two tabs of the same browser

Both tabs share the same authenticated session. Actions in one tab (like resolving an alert) are reflected in the other within seconds — SSE pushes the update. Chat sessions are per-tab; opening Chat in a new tab starts a fresh conversation with the agent.

Your session times out

A pa_token is valid for 15 minutes; it is silently refreshed by the frontend as long as your refresh token (30-day TTL) is alive. After 30 days of inactivity, you are signed out and need to log back in.

You lose internet connection mid-session

The connection state in the StatusBar turns red. The SSE stream stops delivering new alerts and chat tokens. Reads will fail with "network error" until you reconnect; the page itself remains responsive. On reconnect, BOS automatically replays missed events.

What is NOT in BOS

A few categories of work do not belong in BOS — they live in PLANA Business Cloud (the Odoo interface):

• Issuing an invoice
• Posting a journal entry
• Creating a customer, vendor, product
• Validating a stock picking
• Editing the chart of accounts

For these, click the relevant Quick link on the Dashboard (which takes you to the same data in PLANA Business Cloud) or open https://<your-workspace>.planapulse.app directly. Single sign-on means you are already logged in over there.

Where to read more

• Your workspace — switching, naming, ownership
• Mobile and tablet — smaller screens
• How agents work — the AI layer
• Settings → Workspace — preferences and 2FA