The Sera Dashboard and API

The Sera Dashboard and API

Your Living Memory Hub is more than a set of Notion databases. It ships with a live web dashboard and a small HTTP API so you can see the system's health at a glance and ask it questions from anywhere.

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Getting in

Everyone has their own account. You sign in on a login page with a username and password, and the account carries your role, Admin or Member, which decides what you can see and do. There is no shared browser credential to pass around, and an admin can change a role or deactivate an account at any time, which ends that person's active sessions immediately.

If you do not have an account yet, an admin invites you by email from the Control Center. The invite link is one-time and expires in seven days.

The tabs

1. Overview: headline metrics and health at a glance
2. Queues: everything awaiting human review (admins)
3. Ask Sera: the conversation with your institutional memory
4. Governance: circles, roles, decisions, and canon
5. People: profiles and relationships
6. Projects: projects, tasks, dependencies, and budgets
7. CRM: organizations and interactions
8. Activity & Ops: recent processing activity and operational signals
9. Performance: how the hub itself is doing
10. Control Center for admins, or Account for members: configuration and personal settings

Two pages sit outside the tabs and are worth bookmarking: /transparency, which lists everything Sera has learned from correction and lets an admin forget any of it, and /seed, the guided Seed Packet for loading a first layer of memory.

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The Overview tab

Overview opens with hero metrics:

• Estimated hours saved
• Emails processed
• Meetings captured
• People known

It also shows an Org Health Score summarizing how well-tended your memory is, and a set of status dots that tell you whether Sera is polling normally:

• Green — polled less than 10 minutes ago
• Amber — polled 10 to 30 minutes ago
• Red — polled more than 30 minutes ago, or never

If you see red, Sera has stopped polling and needs attention.

How Estimated Hours Saved is calculated

The figure is cumulative and built from simple, transparent per-item estimates:

• 45 minutes per meeting captured
• 5 minutes per email processed
• 2 minutes per task
• 3 minutes per decision

Every processed item adds its share, so the number only ever grows and reflects real work Sera has taken off everyone's hands.

Persistent touches

A rotating Sera tips bar surfaces useful reminders as you work, and a light and dark theme toggle is always available and remembered across the interface.

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The Ask Sera tab

This is where most people spend their time. Three things about it are easy to miss:

• Charts render inline. Ask for a chart of something and it appears in the conversation as an image, drawn from records retrieved for that answer.
• Both thumbs matter. Every answer takes a thumbs up or a thumbs down, and the feedback carries the conversation context with it. A thumbs up is as useful as a thumbs down, because it tells us which answers were worth the ask.
• Follow-ups are cheap. "Where does that come from?", "chart that", and "when did that change?" are all valid next messages.

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The Sera API

For programmatic access and integrations, the Sera API exposes these routes:

• POST /ask: question and answer over your institutional memory. This is read-only; it never changes your records.
• POST /search: search across your memory.
• POST /extract: turn a block of text into candidate records.
• POST /reprocess: re-extract an existing page.
• POST /report: generate one of the structured reports.

Every route requires an Authorization: Bearer token carrying your instance's API secret. The one exception is /health, which is unauthenticated so uptime checks can reach it.

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Triggering Sera from anywhere

You do not have to open the dashboard to talk to Sera. Begin any message with Hey Sera, Ok Sera, or simply Sera, and the request is routed straight to her.

What Ask Sera will and will not do

This matters for trust: Ask Sera answers only from your organization's own records. She does not consult the web, and she never draws on any other client's data. If the answer is not in your memory, she will tell you rather than invent one. That boundary is what makes her answers safe to rely on for institutional questions.

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Putting it together

The dashboard is where you watch the system's health and clear your queues; the API and the Hey Sera trigger are how you pull knowledge back out. Between them, your Living Memory Hub is both a place things go in and a place answers come out, always scoped to your own organization.

Key points

Everyone signs in with their own username and password on a login page, and the account carries the Admin or Member role; there is no shared browser credential. The tabs are Overview, Queues (admin), Ask Sera, Governance, People, Projects, CRM, Activity & Ops, Performance, and Control Center for admins or Account for members. Overview shows hero metrics for estimated hours saved, emails processed, meetings captured, and people known, plus an Org Health Score and status dots that read green under 10 minutes since last poll, amber at 10 to 30 minutes, and red beyond 30 minutes or never. Estimated Hours Saved accrues cumulatively at 45 minutes per meeting, 5 minutes per email, 2 minutes per task, and 3 minutes per decision, and a rotating tips bar and light or dark theme toggle persist across the interface. Ask Sera renders charts inline when you ask for one and takes a thumbs up or thumbs down on any answer, which carries the conversation context with it. Two other admin pages are worth bookmarking: /transparency lists everything Sera has learned from correction, and /seed is the guided Seed Packet. The Sera API exposes POST /ask, POST /search, POST /extract, POST /reprocess, and POST /report, all requiring an Authorization Bearer token except /health. You can also trigger Sera from anywhere by beginning a message with Hey Sera, Ok Sera, or Sera, and Ask Sera answers only from your own records, never the web and never another client.