The main point of navigation in Sana Agents is the collapsible panel on the left. This panel is designed to provide quick and easy access to various functionalities and features within the platform. Here are the detailed descriptions of each menu item:
Home: The "Home" option allows users to initiate a new conversation with Sana Agents. Users can click on this menu item to open a new chat window, which is essential for starting fresh interactions, whether for asking questions, seeking assistance, or exploring new topics. This feature is particularly useful for users who need to start multiple conversations on different topics or need to reset the context of an ongoing discussion.
Tasks: The "Tasks" menu is where users can create, manage, and utilize various templates for interactions with Sana Agents. Tasks can be predefined responses, forms, or interaction patterns that streamline repetitive tasks. Users can save time by using these templates for common queries or tasks, ensuring consistency and efficiency.
Search: The "Search" feature opens a search bar that enables users to navigate through all available resources and information within Sana Agents. This powerful search functionality allows users to quickly find documents, previous chat interactions, templates, and more, enhancing productivity by providing instant access to relevant information.
Meetings: The "Meetings" menu displays current, upcoming, and past meetings, allowing users to access and interact with information from those meetings. This feature integrates with calendar services to provide a comprehensive view of the user's schedule. Users can review meeting details, access recordings, and follow up on action items directly from this menu.
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Files: The "Files" section allows users to upload files, share them with others in their workspace, and interact with them through Sana Agents. Users can manage their documents, spreadsheets, presentations, and other file types. The integration with Sana Agents enables advanced interactions, such as summarizing documents or extracting key information.
Shared with Me: This section shows all items that other people in the workspace have shared with the user. It provides a centralized location for accessing shared resources, ensuring that users can easily find and collaborate on shared documents, templates, and other items.
Sheets: Sheets in Sana Agents are designed to streamline the process of handling multiple queries across various data assets by utilizing an intuitive table format. This capability is particularly useful when dealing with large datasets or when needing to cross-reference information from multiple sheets or files.
Integrations: This menu allows users to integrate various third-party services with Sana Agents, such as Gmail, Outlook, Salesforce, etc. Integrations enhance the functionality of Sana Agents by connecting it with other tools and platforms. This enables seamless data flow and interaction across different services, improving overall efficiency and productivity.
Your Collections: This menu item shows a list of all file collections that the user can access. Collections are organized groups of files that can be accessed and managed collectively. This feature helps users keep their files organized and easily accessible.
Settings: The "Settings" menu provides access to various settings, such as Profile settings, Theme, etc. Users can customize their experience by adjusting personal settings, changing the theme, managing notifications, and configuring other preferences. This ensures a personalized and user-friendly interface.
