Caisey Console Navigation

The Caisey console is organized around the troubleshooting job: find the right device, start or resume a session, approve actions, then review or share the result.

Main areas

• Machines: device inventory, client grouping, install state, and setup commands.
• Chat: active and historical troubleshooting conversations.
• Shared links: public transcript snapshots you can copy, refresh, or revoke.
• Permissions: default rules and machine-specific approvals.
• Audit log: workspace activity for review and support follow-up.

Where to find things

Machine list

On desktop, the machine list stays visible beside the session. On mobile, open it from the menu.

• Use search to filter by machine name or client name.
• Use client groups to narrow an MSP customer environment.
• Check status before opening a chat.
• Use Add machine when the endpoint is not enrolled yet.

Chat header

The chat header tells you which machine and session you are working in. It may also include:

• connection status,
• fast mode controls,
• token allowance usage,
• share controls,
• feedback,
• and account controls.

Operational pages

Use the lower navigation items when you are not focused on one prompt:

• Audit log shows what happened across the workspace.
• Shared links shows what is currently public.
• Permissions controls what Caisey can do automatically.

Status meanings

• Pending: setup or verification is not complete. Chat is disabled.
• Ready: the endpoint can be selected for troubleshooting.
• Offline: Caisey knows the device, but it is not currently reachable.
• Removing: endpoint cleanup or control-plane deletion is in progress.

When in doubt, confirm the client group, machine name, and platform before starting work.