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Getting Started with Preloop

Welcome to Preloop—the safety layer that keeps you in control while AI handles the routine work. This guide walks you through the main sections of the interface so you can start protecting your systems from AI mistakes.

1. The Dashboard

Upon logging in, you are greeted by the Dashboard. This is your mission control for AI safety.

  • Welcome Card: A quick start guide to set up approval workflows and connect your AI tools.
  • Pending Approvals: Any AI operations waiting for your approval appear here.
  • Recent Activity: A log of recent AI actions and human approvals.
  • MCP Server Status: Your Preloop endpoint status for connecting AI assistants.
  • Safety Metrics: Stats on blocked operations, approval response times, and tool usage.

2. Tools & MCP

The Tools section is where you configure which AI capabilities require human oversight.

  • MCP Servers: Connect external MCP servers through Preloop's safety layer.
  • Tool Catalog: View all available tools and their current safety status.
  • Approval Workflows: Define which operations require approval and from whom.
  • Tool Configuration: Enable/disable tools and assign approval requirements.

3. Flows (Automation)

Flows let you build event-driven automations that use protected tools.

  • Flow Management: Create workflows from scratch or use presets.
  • Configuration: Define triggers, prompts, and agent settings.
  • Safe Execution: Flows automatically respect your approval workflows.
  • Execution History: Full audit trail of every flow run.

4. Trackers

The Trackers section is where you manage your connections to external issue tracking systems like Jira, GitHub, and GitLab.

  • Add New Tracker: Connect a new instance of a tracker.
  • Sync Status: Check when the last synchronization occurred.
  • Configuration: Manage credentials and scope rules (which projects/repos to sync).

5. Issues Insights

The Issues section focuses on intelligent analysis rather than simple issue listing.

  • Compliance: View and manage issues that violate defined compliance policies.
  • Dependencies: Visualize and map unmapped dependencies between issues.
  • Duplicates: Identify and resolve duplicate or overlapping issues across your projects.

6. Settings

Finally, the Settings section allows you to configure your user and organization preferences.

  • Account: Manage your account details.
  • Users: Add users and assign roles.
  • Team: Create and manage teams.
  • Invitations: Invite users to your organization.
  • API Keys: Generate and revoke API keys for external access.
  • Models: Configure your AI models.

7. User menu

The User menu is where you can manage your user preferences.

  • Profile: Manage your profile details.
  • Security: Manage your security preferences.
  • Notifications: Manage your notification preferences.
  • Sign out: Logout from your account.