Introduction
Navigating Sana Agents is simple and intuitive, especially with a few expert tips. This guide shares practical strategies to help you organize your files, personalize your workspace, and get the most out of Sana Agents—so you can work smarter and more joyfully every day.
Key information
Sana Agents offers a flexible interface designed for efficiency and collaboration. From tagging sources to customizing your settings, each feature is built to empower you and your team.
How-to / guidance
Selecting Sources in Sana
With the new Sana interface, selecting sources is more visual and streamlined. Here is how to do it.
In the chat input, Click "+ Sources" to open the source selection menu.
Select from options like Folders, Upload files, or connected apps (e.g., Google Drive, Meetings). You can also use the search bar to quickly find a specific file or meeting.
Click on the items you want to include. Your selected sources will be used by Sana to answer your question or complete your task.
💡 Tip: Name folders with clear, relevant keywords to make searching even easier.
Managing file uploads
Keeping your files organized and up to date is key to a smooth workflow.
Syncing and crawling:
Syncing means your information has been indexed by Sana Agents.
Finished crawling means the information has been fully scraped and is ready to use.
Organizing files:
Use folders to group related files and keep your workspace tidy.
Utilizing integrations
Sana Agents supports a range of integrations to boost your productivity.
Confluence and Notion:
If you have access, use these integrations to streamline your workflow. If not, reach out to your administrator for access or more information.Other integrations:
Explore all available integrations to see how they can support your specific needs.
Differences between private and shared integrations
Private integrations:
Set up for individual users, these mirror your access permissions on platforms like SharePoint. You’ll see the same files and folders in Sana Agents as you do in the original platform.Shared integrations:
Designed for teams, shared integrations allow multiple users to collaborate on files and data. Access depends on admin settings and how documents are shared.
Customizing your experience
Personalize Sana Agents to match your style and boost your efficiency.
Settings:
Adjust settings such as theme to create a workspace that feels just right.Shortcuts:
Learn keyboard shortcuts to move around the interface quickly and effortlessly.
Getting help and support
If you need assistance, Sana Agents offers several support options:
Help center: Access detailed guides and FAQs for step-by-step help.
Support tickets: Submit a ticket for personalized support with specific issues or questions.
Impact
By mastering these tips and tricks, you’ll:
Find and reference files faster using sources in the input chat
Keep your workspace organized with folders and integrations.
Personalize your experience for comfort and speed.
Resolve issues quickly with built-in support options.
Whether you’re managing projects, collaborating with teammates, or exploring new integrations, these strategies help you get more from Sana Agents—every day.
FAQ
Q: How do I select a file or folder in chat?
A: To select a folder, Click "+ Sources" to open the source selection menu. Select Folders from the options and then choose the folder you want to use.
To select a file, Click "+ Sources" to open the source selection menu. Select search for any file and choose the file you want.
Q: What’s the difference between syncing and crawling?
A: Syncing indexes your data for quick access, while crawling means the data has been fully processed and is ready to use.
Q: Can I use Sana Agents with my team’s integrations?
A: Yes. Shared integrations let teams collaborate on files and data, while private integrations mirror your individual access.
For further questions or information about Sana Agents, please contact [email protected] via email or directly in the helpcenter chat.