Introduction
Setting up the start page in Sana is a key step to creating a welcoming, efficient, and professional environment for your team. The start page helps users find what they need quickly, aligns your workspace with your brand, and sets the tone for every interaction. This guide will walk you through the process, from preparation to troubleshooting, so you can confidently create a seamless experience for everyone in your organization.
Preparation and prerequisites
Before you begin, make sure you have:
Workspace owner or admin permissions in Sana.
A clear idea of the agents (personas) you want to feature, such as Sales, HR, or general-purpose agents.
Any branding assets you’d like to use, such as your company logo or color palette.
Having these ready will help you move through the set-up smoothly and ensure your Start Page reflects your organization’s needs and identity.
Step-by-step set-up guide
1. Adding an agent to the Start Page
To introduce a custom agent (persona) to your Sana workspace:
Navigate to the Agents section from your workspace menu.
Choose to create a new agent or select an existing one.
Provide a clear, relevant name (for example, “Sales Agent”).
Write actionable instructions that guide the agent’s behavior.
Complete all required fields and click Save to activate your agent.
Tip: Tailoring agents for specific roles, such as Sales, HR, or Legal, creates targeted and meaningful user experiences right from the start.
2. 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 you want from the dropdown list.
Only agents with restricted editing permissions (not editable by “everyone”) can be set as defaults for all users.
Click Save to apply your changes.
Tip: Individual users can personalize their pinned agents unless global settings override this flexibility.
3. Using and customizing the “All” Persona
The “All” Persona is a built-in, shared agent designed for universal access and general-purpose use.
What is the “All” Persona?
A persona visible to all users across your workspace.
It carries organization-wide instructions, making it ideal for Q&A, announcements, onboarding guides, and shared resources.
When should you use it?
To provide a consistent experience for everyone upon login.
For sharing knowledge, policy updates, or company-wide workflows.
As a default agent before users select specialized agents.
What can you customize?
The name (for example, “All,” “start page,” or “Agent agentson”).
The instructions that define its tone, scope, and behavior.
How to customize the “All” Persona:
Go to Workspace Settings > General > “All” Persona.
Select the “All” persona.
Update the Name field and click Save.
In the same screen, modify the Instructions/Description field to adjust the tone, duties, or response behaviors.
Click Save to apply changes across the workspace.
Tip: A thoughtfully crafted “All” Persona reinforces your brand identity and supports your internal culture, without overwhelming users with too many choices at first.
4. Personalization capabilities
What can you personalize in Sana?
At the workspace level (for owners/admins):
Branding: Upload your logo, choose fonts, and select a color scheme.
Notifications: Set up email, Slack, or Teams alerts.
Integrations: Enable workspace-specific connections like Google Drive or Notion.
User roles: Assign owner, editor, or viewer privileges.
Access: Restrict workspace membership through approved domains.
At the individual user level:
Personalized agents: Users can create agents tailored to their preferences, such as response style or tone of voice. For example, a user might set up an agent to reply in short, simple sentences or use a specific tone.
Troubleshooting
If you can’t set an agent as the default, check that its editing permissions are restricted (not editable by “everyone”).
If changes to the “All” Persona don’t appear, refresh your browser or clear your cache.
For branding updates that don’t display, ensure your file types and sizes meet Sana’s requirements.
FAQ
Q: Can I set different default agents for different teams?
A: Not at this time. The default agent is set workspace-wide, but individual users can pin their preferred agents unless global settings override this.
Q: What happens if I delete an agent set as the default?
A: If a default agent is deleted, the Start Page will revert to the “All” Persona or another available agent.
Q: Can I revert changes to the “All” Persona?
A: You can always edit the “All” Persona’s name and instructions, but there’s no automatic version history. Consider saving your instructions elsewhere before making major changes.
Q: Is there a limit to the number of agents I can create?
A: No, you can create as many agents as your workflow requires.
For further questions or information about Sana Agents, please contact [email protected] via email.