Navigating the user interface (UI) in Sana AI can be straightforward once you get the hang of it. Here are some tips and tricks to help you make the most out of your experience:
1. Tagging and Selecting Sources
Tagging and selecting sources is a crucial feature in Sana AI that helps in organizing and accessing your files efficiently.
Tips:
Tagging: Tagging refers to mentioning a specific source (file or collection) in the chat using @ sign. For example, you can tag a file by typing @test.txt in the chat. This helps in directly referencing the file or collection in your query.
Selecting Sources: You can select sources from search results, collections, manually from your uploaded files, or by tagging them. Regardless of the method, the end result is the same – the file is selected for your prompt or query.
Tagging Collections in Chat: You can tag an entire collection in the chat and ask questions directly from that collection. This is particularly useful when you have a group of related documents. By tagging the collection in the chat, you ensure that your query searches through all the documents within that collection, providing more comprehensive and relevant results.
How to Tag and Ask from Collections in Chat:
Tagging a Collection: When you create a collection of documents, name this collection with relevant keywords. This helps in organizing the documents and makes it easier to search within the collection.
Asking from a Collection in Chat: When you need information from a specific collection, you can tag the collection in your chat query. For example, if you have a collection tagged as "Project A," you can ask, "What are the latest updates on @Project A?" By tagging the collection in the chat, Sana AI will search through all documents within "Project A" to provide the most relevant answers.
2. Managing File Uploads
Managing your file uploads effectively ensures that your data is always up-to-date and accessible.
Tips:
Syncing and Crawling: Understand the difference between syncing and finished crawling. Syncing means the information has been indexed by Sana AI, while finished crawling indicates that the information has been scraped.
Organizing Files: Use collections to keep your files organized.
3. Utilizing Integrations
Sana AI supports various integrations that can enhance your productivity.
Tips:
Confluence and Notion: If you have access to these integrations, use them to streamline your workflow. If not, request access or information from your administrator.
Other Integrations: Explore other available integrations to see how they can benefit your specific use case.
Differences Between Private and Shared Integrations:
Private Integrations: These are configured for individual users and mirror the user's access permissions on platforms like SharePoint. This means that users will have access to the same files and folders in Sana AI as they do in SharePoint, respecting all existing permissions.
Shared Integrations: These are set up for multiple users within an organization. Shared integrations allow for collaborative access to files and data, making it easier for teams to work together. The accessibility depends on the admin settings and how the documents have been added
4. Customizing Your Experience
Personalize your Sana AI interface to suit your preferences and improve your efficiency.
Tips:
Settings: Adjust settings such as theme to match your working style.
Shortcuts: Learn and use keyboard shortcuts to navigate the interface more quickly.
5. Getting Help and Support
If you encounter any issues or have questions, Sana AI offers various support options.
Tips:
Help Center: Access the help center for detailed guides and FAQs.
Support Tickets: Submit support tickets for specific issues or queries.
Conclusion
By mastering these tips and tricks, you can navigate the Sana AI user interface more effectively and make the most out of its powerful features. Whether you are searching for files, managing uploads, or customizing your experience, these strategies will help you work smarter and more efficiently.