--- title: "Popups & Modals" description: "Every modal in Cerevisor, what opens it, what's inside, and when it appears automatically." slug: reference/popups section: reference canonical_url: https://cerevisor.com/docs/reference/popups last_verified: 2026-05-18 last_verified_version: "1.2.0" updated_at: 2026-05-18T15:08:18.053416+00:00 --- Cerevisor has 30+ popups. Most you'll never see unless you trigger them; a handful appear automatically (provider setup, trust profile, update prompts, crash recovery). This page is the master list. Use Ctrl/Cmd+F to find what you're looking for. ## Configuration popups ### Agent Config The full editor for a single agent. - **Opens:** Right-click an agent → Configure, or click the agent's role badge / name, or select the agent and press Enter. - **Contents:** Name, role badge, role description (textarea), instructions (textarea), output definition (prose + optional structured fields), skills (ability slots), input files, output files, provider + model picker, search provider, subagent type, allowed tools, fallback strategy, fallback instructions, context notes. - **Save behavior:** Most fields commit immediately. Long-form text fields (instructions, role description, output prose) debounce 180 ms after you stop typing. - **Close:** Click outside, click the X, or press Esc. All pending edits are flushed on close. - See [Guides → Building Workflows → Add and configure agents](../guides/building-workflows/) for the deep walkthrough. ### Connection Config Editor for a single connection between two agents. - **Opens:** Double-click a connection line, or right-click → Configure Connection. - **Contents:** Flow type (Always / Conditional / Approval Gate / Loop), data description, handoff format (Summary / Structured JSON / File Reference / Full Output), handoff schema (for structured-json), condition (for conditional), approval prompt (for approval-gate), loop condition + max iterations (for loop), conditional edge label, else-branch flag. ### Loop Config Per-agent loop configuration (run this agent N times, with this exit condition). - **Opens:** Click the Loop icon at the bottom-right of an agent card. - **Contents:** Loop type, exit condition (natural-language or structured), max iterations (default 3), per-iteration prompt template. ### Schedule Config Configure a cron-style schedule for a workflow. - **Opens:** Click the Schedule icon at the bottom-right of an agent card, OR from Settings → Automation → New schedule. - **Contents:** Cron expression (with a human-readable preview), timezone, run mode (full workflow or just this agent), and next-fire-time display. ### Workflow Input Config Defines what input the workflow accepts when run. - **Opens:** Settings → Input tab, or click the input-label pill in the status bar. - **Contents:** Input type (None / User Message / File / Folder / Webhook), input default value, the agent that receives the input. ## Run-time popups These appear during a workflow run. ### Execution Modal Live status of an active run. - **Opens:** Automatically when you click Run. - **Contents:** Per-agent status cards (waiting / running / completed / failed), streaming output preview, tool calls, current wave indicator, run cost so far, run duration. - **Buttons:** Stop, Pause, Resume, View full output for any agent. - **Survives Escape:** No: Esc closes it, but the run continues in the background. Reopen via the status bar. ### Permission Modal Risk-tiered permission request for a tool call. - **Opens:** When an agent tries to use a tool that requires confirmation (typically destructive: `bash`, `write_file`, `edit_file`). - **Contents:** Tool name, target path or command, risk tier, the agent that's asking, why it's asking. - **Buttons:** **Allow once** (this call only), **Allow always for this run** (rest of the run), **Allow always for this tool** (writes to your workflow's `WorkflowPermissions`), **Deny** (tool returns an error to the agent). ### Approval Gate Modal A connection between two agents is marked as an Approval Gate: the workflow pauses for your sign-off. - **Opens:** When a workflow reaches an approval-gate edge. - **Contents:** The upstream agent's output preview, the approval prompt you wrote on the connection, the downstream agent that's waiting. - **Buttons:** **Approve** (continue), **Reject** (stops the run, marks the connection failed). ### User Question Modal An agent called the `ask_user` tool to ask you something. - **Opens:** Automatically when an agent invokes `ask_user`. - **Contents:** The agent's question, optional context, optional list of suggested answer choices. - **Buttons:** Pick a suggested choice, or type a free-form answer and submit. **Cancel** stops the agent. ### Incomplete Session Modal Cerevisor crashed or was force-closed during a run. - **Opens:** Automatically on next launch if a checkpointed session is found. - **Contents:** Session metadata (workflow name, when it started, how far it got). - **Buttons:** **Resume** (continues the run from the last checkpoint), **Discard** (deletes the session). ### Agent Plan Modal A preview of an agent's generated plan before it executes. - **Opens:** When an agent's plan-mode produces output you've asked to review. - **Contents:** The plan steps, tool calls the agent will make. - **Buttons:** **Approve** (run the plan), **Reject** (return to the agent for revision). ## Setup popups (first run / one-time) ### Welcome Intro Modal First-launch orientation. - **Opens:** Automatically on the first launch after install. Once dismissed, won't reappear unless re-enabled in Settings → Learning Experience. - **Contents:** A short tour of what Cerevisor does, with slides you can advance or dismiss. ### Provider Setup Modal Configure a model provider. - **Opens:** Automatically on first launch (after Welcome) if no provider is configured. Also opens from Settings → Providers → + Add provider. - **Contents:** Provider type picker (Anthropic / OpenAI-compatible / Codex CLI / Cursor Agent), then a provider-specific configuration form. - See [Connecting a provider](../getting-started/connecting-a-provider.md) for the full walk-through. ### Trust Profile Setup Modal Choose how often Cerevisor pauses for permission prompts. - **Opens:** Automatically on first launch after Provider Setup. Also re-openable from Settings → Permissions → Trust profile. - **Contents:** Three profiles: Cautious (frequent prompts), Standard (moderate), Trusted Developer (rare). Each describes what gets auto-approved vs. prompted. ### License Setup Modal Activate a license or start a trial. - **Opens:** Automatically on first launch and on revalidation failures. - **Contents:** License key entry, trial countdown, link to upgrade. ### Loop & Enhance Setup Modal First-run configuration for the Loop & Enhance workflow improvement system. - **Opens:** Automatically the first time you enable Loop & Enhance on a workflow. Subsequent uses go through Settings. - **Contents:** Max rounds, total cost cap, convergence mode, pause-between-rounds toggle. ## Browsing and viewer popups ### Skill Viewer Read-only rendered Markdown viewer for a skill's documentation. - **Opens:** Double-click a skill in the Skills panel, or double-click a skill hexagon on an agent. - **Contents:** The skill's `SKILL.md` rendered with syntax highlighting; metadata header (name, description, tags). - **Buttons:** **Edit in Workshop** (opens the Skill Workshop with this skill loaded; trial/paid only), **Open in file explorer**, **Close**. ### File Viewer Read-only rendered viewer for a markdown file attached to an agent. - **Opens:** Click an input/output file chip on an agent, or click a file in the Markdown panel. - **Contents:** Rendered Markdown with syntax highlighting and table support. - **Buttons:** **Open in file explorer**, **Close**. ### Version History Modal Browse past versions of the current workflow. - **Opens:** Click the version-history icon in the title bar. - **Contents:** List of saved snapshots with timestamps and a brief change summary. - **Buttons:** **Preview** (read-only), **Restore** (replaces current workflow), **Delete snapshot**. ### Memory History Modal Browse monthly snapshots of your memory documents. - **Opens:** From the Memory view → History tab. - **Contents:** Snapshot list with diff previews. - **Buttons:** **Restore snapshot**, **Compare to current**. ### Cloud Sessions Modal Manage Cursor cloud runs. - **Opens:** Title bar Cloud Sessions icon (only visible if you have any cloud runs). - **Contents:** Active runs, recent runs, with metadata (workflow, agent, started-at, status, agent ID, run ID). - **Buttons:** **Reconnect**, **Cancel**, **Dismiss**, **Refetch artifacts**, **Open artifacts folder**. ### Agent Manager Popup Browse, export, and import every agent in your current workflow. - **Opens:** From a button inside the Settings popup, Agents tab. - **Contents:** List of agents with quick stats; export to template, import a template. ### Skill Telemetry Popup Per-skill invocation telemetry. - **Opens:** From the Skill Viewer's telemetry button (if any data exists). - **Contents:** Call count, success rate, average duration, recent invocations. ## Workspace popups (World View) ### Add Workflow Modal Add a new workflow to the current workspace. - **Opens:** Click the "+" on the world view rail, or from Settings → New workflow. - **Contents:** Workflow name, folder path, template picker (blank or starter templates), initial position on the canvas. ### Cross-Workflow Link Modal Configure a link between two workflows. - **Opens:** Drag from one workflow frame to another in the world view. - **Contents:** Source agent (which agent in workflow A produces the data), target agent (which agent in workflow B receives it), data description, handoff format. ### Embedded App Picker Modal Pick a desktop app to embed as a canvas node (Windows only). - **Opens:** Canvas context menu → Embed app, or the Embedded Apps dock. - **Contents:** Grid of supported apps (Outlook, Excel, Word, Edge, Explorer, Notepad, Generic) with their icons. ### Embed Data Selection Popup Pick which slice of an embedded app's data to feed into an agent. - **Opens:** When you drag a connection from an embedded-app node to an agent. - **Contents:** Available feeds for that app (e.g. Outlook: emails, calendar, contacts). ### Pipeline Modal Configure a multi-workflow pipeline run. - **Opens:** Title bar Pipeline icon, or Settings → Automation → Pipelines. - **Contents:** Ordered list of workflows to run, per-step input mapping, budget cap, share-skill toggle, share-permission toggle. ## Help and meta ### Shortcuts Overlay The keyboard shortcuts cheat sheet. - **Opens:** Press **?** or **Ctrl+/**, or click the keyboard icon in the title bar. - **Contents:** All shortcuts grouped by area. Same content as [keyboard-shortcuts.md](./keyboard-shortcuts.md). ### Update Ready Modal Notifies you when a new version of Cerevisor has been downloaded. - **Opens:** Automatically when an update finishes downloading in the background. - **Buttons:** **Restart now** (applies update immediately), **Later** (applies on next manual restart). ### Settings The omnibus settings popup. - **Opens:** Title bar gear icon, or any link that says "open Settings". - **Contents:** 14 tabs. See [Settings reference](./settings/) for the full breakdown of every tab. ## Confirm modals Cerevisor uses two confirm-modal variants. They have no titles in this list because they're not "named" popups; they're a UI primitive used wherever a destructive action needs sign-off. - **Confirm Modal**: Generic yes/no. Cancel + Confirm buttons. Appears for "Save before opening?", "Discard draft?", etc. - **Destructive Confirm Modal**: For irreversible actions like deleting a wave full of agents. Requires you to type a confirmation phrase. Appears for "Delete wave (3 agents)", "Clear workflow", "Delete provider used by N agents". ## Toast notifications (not strictly popups) Cerevisor uses non-modal toast notifications for transient feedback: - **Save successful** / **Save failed.** - **Skill added to [agent name].** - **Provider added** / **Provider removed.** - **Workflow tip dismissed.** - **File scan complete.** Toasts auto-dismiss after a few seconds. Click the X on a toast to dismiss early, or click the toast body to act on it (some toasts have actions, like "Provider added, set as default?").