Introduction
Setting up your profile in Sana Agents is a simple, empowering way to personalize your experience and unlock the full potential of Sana’s AI. With just a few steps, you can ensure that your profile reflects your role, preferences, and needs, making every interaction more relevant, efficient, and enjoyable.
Preparation and prerequisites
Before you begin, make sure you have:
Access to your work email inbox to receive your Sana Agents invitation.
Any personal or professional details you’d like to include, such as your full name, role, industry, and a profile picture.
Credentials for any tools you want to integrate with Sana Agents (for example, Google Drive or Slack).
Step-by-step set-up guide
1. Accept your invitation
To get started, look for an email invitation from Sana Agents in your inbox. If you don’t see it, check your spam or junk folder. Click the unique link in the invitation to begin setting up your account.
2. Access your profile settings
Once you’re logged in, navigate to the bottom left corner of the Sana Agents dashboard. Click on “Profile” or “Settings” to open your profile settings page.
3. Personalize your profile
On your profile settings page, you can update the following details:
Full name: Make sure your name is accurate, as it may appear in communications or reports.
Role and industry: Adding your role and industry helps Sana Agents provide more relevant suggestions and insights tailored to your work.
Profile picture: Upload a photo to make your experience more engaging and personal.
Tip: A complete profile helps the AI better understand your needs and deliver more meaningful support.
4. Adjust privacy and security settings
Most privacy and security settings are managed by your organization’s administrators to ensure compliance with company policies and regulations. If you have questions about how your data is handled, check with your admin or review your organization’s privacy policy.
5. Save your changes
After updating your information, scroll to the bottom of the form and click Save to apply your changes.
6. Set up integrations
Integrations connect Sana Agents with the other tools you use every day, making your workflow smoother and more powerful.
Go to the “Integrations” section within your profile settings.
Follow the on-screen instructions to add or configure each integration.
You may need to authenticate your account or specify how data should be shared between platforms.
7. Explore advanced features
If you want even more customization, explore Sana Agents’ advanced features. Depending on your workspace, you might be able to:
Set AI preferences for how the agent responds.
Train the AI on specific tasks or workflows.
Enable advanced security or notification features.
Tip: Don’t hesitate to experiment, Sana Agents is designed to grow with you.
Troubleshooting
Didn’t receive your invitation? Double-check your spam folder and confirm your email address with your admin.
Can’t save changes? Make sure all required fields are filled in and your internet connection is stable.
Issues with integrations? Ensure you have the necessary permissions and that your credentials are correct.
Profile updates not showing? Try refreshing your browser or logging out and back in.
FAQ
Q: Can I update my profile later?
A: Yes, you can revisit your profile settings at any time to make changes as your needs evolve.
Q: Who can see my profile information?
A: Your profile details are visible to workspace admins and may be used in team communications or reports, depending on your organization’s settings.
Q: Are my integrations secure?
A: Sana Agents uses industry-standard encryption and does not train language models on your data. For more details, see our privacy and security documentation.
Q: What if I forget my password?
A: Use the “Forgot password?” link on the login page to reset your credentials.
For further questions or information about Sana Agents, please contact [email protected] via email.