Introduction
Setting up your workspace in Sana Agents is quick and easy. This guide will help you get started, so you can unlock the full potential of your organization’s knowledge with confidence and ease.
Preparation and prerequisites
Before you begin, make sure you have:
Access to the Sana Agents website.
A valid work email address.
Any information about your organization’s preferred settings (such as logo, default agent, and allowed email domains).
Step-by-step set-up guide
If you already have a workspace set up and are an admin, go directly to Configure workspace settings.
Sign up and log in
Go to the Sana Agents website.
If you’re new, click “Sign up” and follow the prompts to create your account.
Already have an account? Click “Log in” and enter your credentials.
Create a new workspace
Once logged in, you’ll land on your dashboard.
Click the “Create” button next to “Create a new workspace,” usually at the bottom of the dashboard.
Enter your workspace name for easy identification, then click “Complete.”
Configure workspace settings
Open settings in the lower-left corner and select “Workspace settings.”
To upload a logo, click the downward arrow near your workspace name and choose “Upload image.”
Confirm or update your workspace name.
Set a default workspace agent (only agents visible to everyone can be selected).
Enable or disable Intercom chat for your workspace.
Enable or disable language models as needed.
Specify allowed email domains (comma-separated, without the “@” symbol), for example: example.com, example1.com.
Choose your preferred sign-in methods.
Enable integrations by ticking the box for each software or source you want to connect.
Meetings settings
Upload a custom image for the Sana Agents bot’s meeting profile picture.
Set a meeting notetaker name if you want Sana Agents to join meetings with a specific name.
Choose which meetings Sana Agents should join, who receives automatic meeting summaries, and set the default meeting role for non-organizers.
Invite team members
Go to the home page.
Click the “Invite” button in the upper right corner.
Assign each invitee a role: owner, editor, or viewer.
Enter one or more email addresses and click “Send.”
You can also set up user groups to easily manage multiple team members.
Upload and manage content
In the “Files” section, click “Upload file” and select files from your computer.
Organize your content using folders and tags for easy management and retrieval.
Set access permissions
For each file, choose whether others can view, edit, or have full access.
For folders, set permissions so they’re available to everyone or only to invited users.
Ensure security and compliance
Sana Agents encrypts your data at rest (AES-256) and in transit (TLS 1.2+).
Use role-based permissions and multi-factor authentication for secure access.
Regular backups are performed to ensure your data’s integrity and availability.
Troubleshooting
If you encounter any issues during set-up:
Double-check your email address and credentials.
Make sure your browser is up to date.
Confirm that your organization’s allowed email domains are entered correctly.
For integration or access issues, review your workspace settings and permissions.
FAQ
Can I change my workspace name later?
Yes, you can update your workspace name anytime in the workspace settings.
What roles can I assign to team members?
You can assign owner, editor, or viewer roles to each invitee.
How do I manage access to sensitive files?
Set file and folder permissions to restrict access to specific users or groups.
Is my data secure with Sana Agents?
Absolutely. We use industry-standard encryption and regular backups to protect your data.
For further questions or information about Sana Agents, please contact [email protected] via email.