Navigating the Sana Agents main panel
The collapsible panel on the left side of Sana Agents is your central navigation hub. Designed for clarity and speed, it gives you instant access to the platform’s most important features, so you can focus on what matters most.
Key information
The main panel is organized to help you move confidently between conversations, tasks, files, and more. Here’s a breakdown of each menu item and how it can empower your workflow:
New chat
Start a new conversation with Sana Agents by clicking “New Chat.” This opens a fresh chat window, perfect for asking questions, seeking support, or exploring new topics. If you need to juggle multiple discussions or reset the context, this is your go-to starting point.
Tasks
In “Tasks,” you can create, manage, and use templates for your interactions with Sana Agents. Templates might include predefined responses, forms, or workflows, helping you handle repetitive tasks with consistency and efficiency.
Search
The “Search” feature lets you quickly find documents, past chats, templates, and more. Use the search bar to instantly access the information you need, boosting your productivity and ensuring nothing gets lost.
Meetings
“Meetings” displays your current, upcoming, and past meetings. Integrated with your calendar, this section lets you review details, access recordings, and follow up on action items, all in one place.
Files Uploads
Upload, share, and interact with files in the “Files Uploads” section. Manage documents, spreadsheets, and presentations, and use Sana Agents to summarize or extract key information from your files.
Sheets
“Sheets” are designed for handling multiple queries across different data assets in a table format. This is especially useful for working with large datasets or cross-referencing information from various sources.
Docs
A doc, is a living, editable document created and stored within Sana Agents. You can create docs from scratch or generate them as part of a workflow, e.g., creating a doc after running a data analysis. Each doc opens in a dedicated canvas, where you can write, format, and collaborate in real time.
Integrations
Connect third-party services like Gmail, Outlook, or Salesforce in the “Integrations” menu. Integrating with other tools enables seamless data flow and more powerful interactions across platforms.
Settings
Customize your experience in “Settings.” Adjust your profile, switch themes, manage notifications, and configure other preferences to make Sana Agents your own.
How-to / guidance
To get the most out of the main panel:
Click the menu icon to open or collapse the panel.
Select the feature you want to use. Each menu item is clearly labeled.
Use search or templates to streamline your workflow.
Access shared resources and integrations to collaborate and connect with other tools.
Adjust your settings for a personalized experience.
Impact and use cases
Stay organized: Quickly switch between conversations, tasks, and files.
Work smarter: Use templates and search to save time and reduce repetitive work.
Collaborate easily: Access shared documents and meetings in one place.
Connect seamlessly: Integrate with your favorite tools for a unified workflow.
Personalize your space: Tailor settings to fit your style and needs.
FAQ
Q. How do I start a new chat?
A. Click “Home” in the main panel to open a new conversation window.
Q. Can I use Sana Agents with my other tools?
A. Yes. Use the “Integrations” menu to connect services like Gmail, Outlook, and Salesforce.
Q. Where can I find files shared with me?
A. Check the “Shared with me” section for all resources others have shared.
Q. How do I manage my notifications?
A. Go to “Settings” to adjust notification preferences and other personal settings.
For further questions or information about Sana Agents, please contact [email protected] via email.