Sana

Sana Agents 101

Johan Åkerman

Alexander

Maureen Changawa

Get started with Sana Agents - Using Sana Agents

Setting up the start page in Sana

Setting up and managing a workspace

Guide for owner admins new to Sana Agents.

Admin guide: Setting up the workspace

Tips and tricks for navigating and using Sana Agents

Tips & tricks for prompting

Downvoting and upvoting in Sana Agents

How to set up your profile

Guide for users on how to get started in Sana Agents.

User guide: Get started with using Sana Agents

Sana iOS App: Getting Started

Sana iOS App: Chat

Sana iOS App: Voice Chat

Sana iOS App: Meetings

Sana iOS App: Search

Sana iOS App: Account, Integrations & Preferences

iOS user guide

Platform status

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.