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CC-Switch/docs/user-manual/en/1-getting-started/1.3-interface.md
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Jason d9c0e4c452 docs: update user manual to v3.12.3 with new features coverage (en/zh/ja)
Add documentation for features introduced since v3.12.0:

New docs:
- 3.4 Session Manager: browse, search, resume, delete sessions
- 3.5 Workspace & Daily Memory: OpenClaw workspace file editing

Updated docs:
- Add Lightweight Mode to interface overview and FAQ
- Add tray submenu structure (providers grouped by app)
- Add API Format selection (Anthropic/OpenAI Chat/OpenAI Responses)
- Add Auto-Fetch Models button documentation
- Add Claude Common Config quick toggles
- Add Codex 1M Context Window toggle
- Add Skill backup/restore lifecycle
- Expand Backup Management panel documentation
- Update WebDAV sync to v2 protocol with dual-layer versioning
- Add OpenCode/OpenClaw to quickstart activation table
- Update README version to v3.12.3

All changes synced across en, zh, and ja locales.
2026-04-04 22:53:20 +08:00

6.3 KiB

1.3 Interface Overview

Main Interface Layout

image-20260108001629138

Top Navigation Bar

# Element Description
1 Logo Click to visit the GitHub project page
2 Settings Button Open the settings page (shortcut Cmd/Ctrl + ,)
3 Proxy Toggle Start/stop the local proxy service
4 App Switcher Switch between Claude / Codex / Gemini / OpenCode / OpenClaw
5 Feature Area Skills / Prompts / MCP entry points
6 Add Button Add a new provider

App Switcher

Click the dropdown menu to switch the currently managed application:

  • Claude - Manage Claude Code configuration
  • Codex - Manage Codex configuration
  • Gemini - Manage Gemini CLI configuration
  • OpenCode - Manage OpenCode configuration
  • OpenClaw - Manage OpenClaw configuration

After switching, the provider list displays the configurations for the selected application.

Feature Area Buttons

Button Function Visibility
Skills Skill extension management Always visible
Prompts System prompt management Always visible
MCP MCP server management Always visible

Provider Cards

Each provider is displayed as a card, containing the following elements from left to right:

Card Elements (Left to Right)

# Element Icon Description
1 Drag Handle Hold and drag up/down to reorder providers
2 Provider Icon - Displays provider brand icon with customizable color
3 Provider Info - Name, notes/endpoint URL (clickable to open website)
4 Usage Info - Shows remaining balance; displays plan count for multi-plan
5 Enable Button - Switch to this provider
6 Edit Button - Edit provider configuration
7 Duplicate Button - Duplicate provider (create a copy)
8 Speed Test Button - Test model availability and response speed
9 Usage Query - Configure usage query script
10 Delete Button - Delete provider (disabled when currently active)

Tip

: The action buttons area (5-10) appears on hover and is hidden by default to keep the interface clean.

Button Details

Button State Changes Notes
Enable Shows checkmark and disables when active Changes to "Join/Joined" in failover mode
Edit Always available Opens edit panel to modify configuration
Duplicate Always available Creates a copy with copy suffix
Speed Test Shows loading animation during test Only available when proxy service is running
Usage Query Always available Configure custom usage query script
Delete Semi-transparent/disabled when active Must switch to another provider first

Card States

State Border Color Description
Currently Active Blue border Current provider in normal mode
Proxy Active Green border Provider actually in use during proxy takeover mode
Normal Default border Inactive provider
In Failover Shows priority badge e.g., P1, P2 indicates failover priority

Health Status Badges

In proxy mode, providers in the failover queue display health status:

Badge Color Description
Healthy Green 0 consecutive failures
Warning Yellow 1-2 consecutive failures
Unhealthy Red 3+ consecutive failures, may trigger circuit breaker

System Tray

CC Switch displays an icon in the system tray, providing quick access to operations.

Tray Menu Structure

image-20260108002153668

Menu Functions

Menu Item Function
Open Main Window Show and focus the main window
App Submenus Collapsible submenus grouped by Claude/Codex/Gemini (e.g., "Claude · PackyCode")
Provider List Inside each submenu, click to switch; currently active shows a checkmark
Lightweight Mode Toggle checkbox to enter/exit tray-only mode
Quit Fully exit the application

Note

: Each app submenu title shows the current provider name (e.g., "Claude · PackyCode"). Apps with no configured providers show a disabled "(no providers)" entry. App visibility is controlled by the App Visibility setting.

Multi-language Support

The tray menu supports three languages, automatically switching based on settings:

Language Open Main Window Quit
Chinese Open Main Window Quit
English Open main window Quit
Japanese Open main window Quit

Lightweight Mode

The tray menu includes a Lightweight Mode toggle (checkbox). When enabled:

  • The main window is closed to free up resources
  • The app continues running in the system tray only
  • You can still switch providers via the tray submenus
  • On macOS, the Dock icon is also hidden

To exit Lightweight Mode, uncheck the toggle or click "Open main window" — the main window will be rebuilt and shown.

Use Cases

Switching providers via the tray menu doesn't require opening the main window, suitable for:

  • Frequently switching providers
  • Quick operations when the main window is minimized
  • Managing configurations while running in the background
  • Running in Lightweight Mode for minimal resource usage

Settings Page

The settings page is divided into multiple tabs:

General Tab

  • Language settings (Chinese/English/Japanese)
  • Theme settings (System/Light/Dark)
  • Window behavior (launch on startup, close behavior)

Advanced Tab

  • Configuration directory settings
  • Proxy service configuration
  • Failover settings
  • Pricing configuration
  • Data import/export

Usage Tab

  • Request statistics overview
  • Trend charts
  • Request logs
  • Provider/model statistics

About Tab

  • Version information
  • Update check
  • Open source license

Keyboard Shortcuts

Shortcut Function
Cmd/Ctrl + , Open Settings
Cmd/Ctrl + F Search providers
Esc Close dialog/search

Press Cmd/Ctrl + F to open the search bar:

  • Search by name, notes, or URL
  • Real-time provider list filtering
  • Press Esc to close search