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Toolbar and notifications

Toolbar and notifications

The platform toolbar is a slim bar the Companion shows on web pages. It gives you quick actions, your notifications and the AI Copilot without leaving the page.

Turning the toolbar on

The toolbar is off after installation. To turn it on:

  1. Click the Companion icon in the Chrome toolbar and open Settings.
  2. In the Platform toolbar section, switch the toolbar on.
  3. Select a wallboard. Without a selected wallboard the toolbar stays hidden.

In the same settings you choose the position, pick the KPI tiles and list sites where the toolbar should never appear. To hide the toolbar on a single site, click its ✕; you can switch it back on for that site in the popup.

The toolbar only appears while you are signed in.

What the toolbar contains

ElementWhat it does
Quick actionsNew lead · New task · New order · Insert text snippet · Run workflow · Open dashboard · Open wallboard
Notecapture a quick note
Screenshottake a screenshot of the current page
Copilotopen the AI Copilot in the side panel
Refreshreload the figures
?open this help page

A connection indicator shows the state: Live, Offline, Disconnected or Sign in again.

On websites run with aYOUne, the toolbar also shows a This page group with Edit page, Open website, Status page and Copilot for this page.

The labels inside the toolbar are currently shown in German.

The bell

The bell counts your unread notifications. Click it to open the list:

  • Mark all read at the top, then the three newest notifications; more via show N more;
  • each notification is coloured by urgency (critical, warning, info) and shows a title, the time and a short text;
  • clicking a notification opens the related record in aYOUne in a new tab;
  • some notifications carry buttons, for example to approve or reject a browser-control step.

Opening the list marks all notifications as seen. The number of unread notifications also appears on the Companion icon.

Critical notifications additionally appear as a message on the page with an Open → link. The Companion also uses your operating system's notifications.

Notification settings

Under Settings → Notifications choose:

  • Always show (bell + toast)
  • Only on bell click
  • Off (OS notifications only)

Under Mute notifications on list sites where neither the bell nor on-page messages should appear.

Work with this page

Ready-made instructions for your AI tool. Copy, paste, go — the AI fetches the content itself via the address in the text.

Summarise the steps for me The essentials, in the right order.
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/toolbar.md
The complete collection: https://ayoune.com/en/docs/companion.md

Summarise the content for me.

- First, in two sentences: what is this about?
- Then the steps in the order I need to take them.
- One line per step, in plain language.
- At the end: what I should have ready beforehand.

Leave out nothing I need in order to actually finish.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
Explain what I need this for What it is good for — and when it is worth it.
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/toolbar.md
The complete collection: https://ayoune.com/en/docs/companion.md

Explain to me what I need this for.

1. Which problem does it solve? In one sentence, from my point of view.
2. Three typical situations in which it genuinely helps me.
3. When I do NOT need it — that saves me time.
4. What I can do instead if it is not a fit.

Stick to what the source says. Where it gives nothing, say so openly instead
of guessing.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
Help me set this up Step by step, asking me as you go.
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/toolbar.md
The complete collection: https://ayoune.com/en/docs/companion.md

Walk me through the setup step by step.

- First tell me what I need to have ready (access, data, time).
- Then take me through ONE step at a time. Wait for my "next".
- For each step, say how I can tell that it worked.
- If something goes wrong, ask me for the exact message instead of guessing.

If the instructions leave a point open, tell me so rather than inventing it.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
Help me with a problem Narrow down the cause instead of guessing.
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/toolbar.md
The complete collection: https://ayoune.com/en/docs/companion.md

Help me narrow down a problem.

- First ask me what I observe and what I expected instead.
- From that, derive the most likely causes consistent with this source.
- For each cause, give me ONE test that confirms or rules it out.
- Order them so the cheapest test comes first.

Do not guess. If the source does not cover the problem, tell me where I should
look next.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
Explain it in plain words No jargon, from the ground up.
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/toolbar.md
The complete collection: https://ayoune.com/en/docs/companion.md

Explain the content so that someone without prior knowledge understands it.

- Start with the purpose: why does this exist at all?
- Explain technical terms in half a sentence on first use.
- One everyday comparison where it genuinely holds — none where it limps.
- At the end: the three things worth remembering.

Do not shorten by dropping conditions. A simplification that hides a
prerequisite is a false statement.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.
A checklist to tick off To follow along while you do it.
Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/toolbar.md
The complete collection: https://ayoune.com/en/docs/companion.md

Turn this into a **tick-off checklist** for practical use.

- Exactly one action per item, in the imperative.
- Order it so that no item depends on a later prerequisite.
- Prerequisites and pitfalls as indented sub-items.
- End with an acceptance step: how do I know everything is right?
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.

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