Introduction
Setting up the Start Page in Sana is an essential step to improve user experience, optimize workflows, and establish a professional tone from the outset. This guide walks you through adding agents, setting default agents, leveraging the "All” Persona, and personalizing your workspace at both the individual and company levels.
Adding an Agent to the Start Page
Creating an Agent
To introduce a custom agent (persona) to your Sana environment:
Navigate to Agents:
Access the ‘Agents’ section from your workspace menu.
Create or Select an Agent:
Choose to create a new agent or select an existing one. Provide a relevant name (e.g., "Sales Agent") and clear, actionable instructions.
Save the Agent:
Complete all required fields and click Save to activate.
Pro Tip: Agents tailored for specific roles (Sales, HR, Legal) create targeted and meaningful user experiences from the start.
Setting an Agent as the Default Start Page
To set a preferred agent as the default screen for users;
Go to Workspace Settings > General > Start Screen Agents.
Select the Agent from the dropdown list.
Note: Only agents with restricted editing permissions — not editable by 'everyone' — can be set as defaults for all users.
Click Save to apply.
Pro-tip: Individual users retain the flexibility to personalize their pinned agents unless global settings override this.
The "All” Persona
The "All" Persona is a built-in, shared agent that acts as a general-purpose workspace agent.
What Is It?
A persona visible to all users across the workspace.
It carries organization-wide instructions — perfect for general Q&A, announcements, onboarding guides, and shared resources.
When to Use It
To ensure a universal experience upon login.
For disseminating knowledge, policy updates, or company-wide workflows.
As a default agent before users select specialized agents.
What You Find in the "All” Persona
A customizable name ("All", "Start Page", "Pixie", etc.)
Editable instructions defining its tone, scope, and behavior.
Customizing the "All” Persona
Changing the Name
Navigate to Go to Workspace Settings > General > “All” persona
Select the "All" persona.
Update the Name field and Save.
Changing the Instructions
In the same edit screen, modify the Instructions/Description field.
Adjust the tone, duties, or response behaviors.
Save to implement changes workspace-wide.
Strategic note: A carefully crafted All Persona reinforces brand identity and supports internal culture without overwhelming users with multiple agent options initially.
Personalization Capabilities
What Personalization Can I Do in Sana?
If you want to tailor your Sana experience further, personalization is available both at the individual user level and workspace owner level.
At the Workspace Level
As a workspace owner, you can:
Change branding: Upload your logo, choose fonts, and select a color scheme.
Configure notifications: Set email, Slack, or Teams alerts.
Add integrations: Enable workspace-specific connections like Google Drive or Notion.
Set user roles: Assign owner, editor, or viewer privileges.
Restrict access: Limit workspace membership through approved domains.
As an individual user, you can:
customize their preferred response behavior through personalized agents. For instance, a user may set up an agent to consistently respond in short, simple sentences or adopt a preferred tone of voice. This is achieved by creating an agent tailored to their personal preferences.
Summary
Setting up a start page in Sana is not just about user convenience — it’s about strategic user experience architecture. By aligning your agents, personalizing the workspace, and thoughtfully utilizing the "All" Persona, you create a seamless, branded, and empowering environment for all users. Future-focused teams understand that first impressions matter — and in Sana, the start page is your first handshake with success.
Data Handling and Privacy
Sana Agents is fully committed to data security and privacy. All data accessed by Sana Agents is encrypted both in transit and at rest. Sana does not train any underlying language models on your data, ensuring the privacy of your information. Sana Agents is ISO 27001 certified, GDPR compliant, and adheres to the highest standards of data security.
For further information about Sana Agents, please contact [email protected] via email.