Sidebar & Details

The Initiative Sidebar

The initiative sidebar is accessed via the Target icon in the header. It provides an overview of all initiatives organized into three tabs.

Templates Tab

This tab lists scheduled initiatives — those with a schedule configuration. Each item shows the initiative title, its schedule, a "Next: X" countdown for active scheduled items, and stats (run count, success count, failure count).

Quick actions on hover:

• ⚡ Run now — trigger the initiative immediately, outside its schedule.
• Edit — open the create dialog pre-filled with the initiative's current configuration.
• Pause / Resume — pause or resume the schedule.
• Delete — permanently remove the initiative.

Running Tab

This tab lists active and paused initiatives. Each item shows an animated status icon (for active initiatives), the title, a timestamp, and a progress bar with percentage.

Quick actions on hover:

• Pause / Resume — pause execution or resume a paused initiative.
• Cancel — cancel the initiative mid-execution.

Done Tab

This tab lists completed, failed, and cancelled initiatives. Each item shows a status icon, title, and timestamp.

Quick action on hover:

• Delete — permanently remove the initiative.

Real-Time Updates

All sidebar data updates in real-time via server-sent events. Status changes, progress updates, and schedule state changes are reflected immediately. A badge in the header (on the Target icon) shows the count of active initiatives, even when the sidebar is closed. Progress bars animate smoothly as the initiative progresses.

Initiative Details Dialog

Clicking any initiative — whether in the sidebar or referenced from a conversation — opens a modal dialog with its full details. The dialog is organized into collapsible sections, each covering a different aspect of the initiative.

Plan

The agent-generated execution plan. Shows ordered steps, each with a status: pending, in progress, completed, skipped, or failed. This is the agent's own decomposition of the goal into actionable steps.

Phases

The user-defined phases (if any were configured when creating the initiative). Shows each phase with its goal, description, and current status tracking.

Activities

A list of all activities generated by this initiative. Each activity links to its full details, so you can trace exactly what the agent did. Activities are the individual request-response cycles the agent performed while working through the plan.

Schedule

For scheduled initiatives, shows the frequency, next scheduled run time, execution history (past runs with timestamps and outcomes), and cumulative stats (run count, success count, failure count).

Outcome

Visible only when the initiative has completed (or failed). Contains the final status, a summary of what was accomplished, a list of achievements, any issues encountered, and artifacts produced (files, outputs, etc.).

Summary

An AI-generated narrative summary of the initiative, fetched on demand when you expand the section. Useful for getting a quick overview without reading through every activity.

Tags

Tags assigned to the initiative, displayed as badges. Tags help categorize and filter initiatives.

Actions

The following actions are available in the dialog header or footer:

• Start — begins execution of a newly created initiative.
• Pause — pauses an active initiative; the agent stops mid-progress.
• Resume — resumes a paused initiative from where it left off.
• Cancel — stops the initiative permanently. Partial work may be preserved, but the initiative is marked as cancelled.
• Delete — permanently removes the initiative and all its data.
• Edit — re-opens the create dialog pre-filled with the initiative's current values, allowing you to modify the goal, description, schedule, or phases.

Initiatives in Conversations

When an initiative is running, the activities it generates appear in the conversation stream just like regular chat activities. This means you see the agent's work in real-time without having to open the sidebar or details dialog.

• Activity appearance — Initiative activities show up in the same activity stream as regular messages. They have the same collapsible action panels, reasoning indicators, and status footers described on the Conversations page.
• Initiative badge — Activities generated by an initiative display a badge or indicator linking back to the parent initiative. Clicking it opens the initiative details dialog.
• Automatic progression — Unlike regular activities that wait for user input, initiative activities chain automatically. When one step completes, the agent starts the next step without waiting for you to send another message.
• Mixed with regular chat — You can continue sending regular messages while an initiative is running. Your messages and the initiative's activities both appear in the conversation timeline, interleaved chronologically.