Introduction
Agents in Sana Agents are designed to supercharge your productivity by offering AI-driven support tailored to your unique tasks and knowledge needs. With enhanced transparency, intuitive navigation, and powerful customization, Sana Agents help you work smarter, not harder, making every workflow more streamlined and efficient.
How to use agents in Sana Agents
Key features
Enhanced navigation: Effortlessly switch between different agents on the start page by swiping or clicking in the top bar. This gives you quick access to the right tools at the right time.
Knowledge-based agents: Each agent draws from specific knowledge bases, so your questions are answered with relevant, authorized information.
Task guidance: Agents can guide you step by step through predefined tasks, simplifying complex workflows and boosting efficiency.
Customizable agents: With the Agent Builder, you can create your own agents—choose their name, color theme, icon, and description. Integrate specific knowledge sources and set up tasks so your agent is always ready to help.
Permission management: Decide who can chat with or edit each agent. Workspace admins can even pin a default agent for everyone, ensuring consistency and easy access across your organization.
How to create a new agent
Follow these steps to set up your own custom agent:
Open the Agents menu:
Click the Agents button on the left panel of Sana Agents, then click Create.
Persona:
Assign a name and handle (usable in chat with @).
Add a description to explain the agent’s purpose.
Provide instructions for specific answer formats.
Knowledge:
Select which files, folders, and meetings the agent can use for its responses.
To remove assets, hover over them and click the bin icon.
Choose whether the agent should use workspace content, web information, or both.
Tasks:
Add tasks using the search field or create new ones directly.
These tasks guide users and appear in the overall task list.
Visibility:
Decide who can access the agent and set their roles (Owner, Editor, Viewer).
Share with the whole workspace or specific people.
Optionally, set the agent as the default for everyone.
Click Done to finish.
Note: If a user doesn’t have access to the underlying knowledge, they won’t be able to access it through the agent.
Use cases
Agents in Sana Agents unlock new levels of efficiency and collaboration:
Personalized support: Build agents that answer questions based on your team’s unique knowledge and needs.
Streamlined workflows: Guide users through complex processes with predefined tasks—perfect for onboarding, project management, or compliance checks.
Consistent experience: Workspace admins can pin default agents, ensuring everyone has access to the same helpful tools.
Flexible collaboration: Manage permissions to control who can use or edit each agent, supporting both individual and team workflows.
FAQ
Q: Can I create more than one agent?
A: Yes, you can create multiple agents, each tailored to different knowledge areas or workflows.
Q: What happens if I remove an asset from an agent’s knowledge base?
A: The agent will no longer use that asset to answer questions.
Q: Can agents access web information as well as internal documents?
A: Yes, you can choose whether an agent uses workspace content, web information, or both.
Q: Who can edit or manage agents?
A: Permissions are managed by the agent’s creator and workspace admins. You can assign roles like Owner, Editor, or Viewer.
For further questions or information about Sana Agents, please contact [email protected] via email or directly in the helpcenter chat.