Overview
The Assistants feature in Sana AI is designed to enhance user productivity by providing AI-driven support tailored to specific tasks and knowledge areas. This innovative tool offers improved transparency, usability, and customization options, making it an essential component for streamlined workflows and efficient task management.
Key features
Enhanced Navigation: Users can easily navigate between different assistants on the new start page by swiping or clicking in the top bar, providing quick access to the tools they need.
Knowledge-based assistance: Each assistant is grounded in specific knowledge bases, ensuring that queries are answered with relevant and authorized information.
Task guidance: Assistants can guide users through predefined tasks, helping streamline workflows and improve efficiency.
Customizable assistants: The Assistant Builder allows users to create custom assistants by defining their name, color theme, icon, and description. Users can integrate specific knowledge sources and set up tasks to ensure the assistant is equipped to handle relevant queries effectively.
Permission management: Users can manage permissions to decide who can chat with or edit the assistant. Workspace admins can pin a default assistant for all users, ensuring consistency and accessibility across the organization.
Setup instructions
To create a new assistant, click on the Assistants button on the left tab and select "Create new."
This initiates a four-step process to fully customize your assistant:
Step 1 β Persona: Assign a Name and a Handle, which can be used directly in chat with @. Add a Description to inform team members about the assistant's purpose, and provide Instructions for specific answer formats.
Step 2 β Knowledge: Choose specific assets (files, collections, meetings) for the assistant to use in its responses. Remove assets by hovering over them and clicking the bin icon. Decide if the assistant should use workspace content or web information.
Note: If a user does not have access to the underlying Knowledge, they are not able to access it through the assistant.
Step 3 β Tasks: Add tasks using the search field or create new ones directly on the page. These tasks will guide users through workflows and are also listed among all tasks.
Step 4 β Visibility: Set who can access the assistant and their level of access. Share with the whole workspace as Viewer or Editor, and optionally set it as the default assistant. Alternatively, share with specific people, assigning roles as Owner, Editor, or Viewer, with options to adjust access later.
After completing these steps and pressing "Done," the assistant is fully customized and ready to assist.
Conclusion
The new Assistants in Sana AI provide a robust platform for enhancing productivity through tailored support and streamlined workflows. With improved customization, targeted knowledge access, and enhanced usability, these assistants offer users a more efficient and personalized experience.