Sana Customizing Assistant Settings user flow

Customizing Assistant Settings user flow

from Sana

This flow facilitates the configuration and personalization of a virtual assistant, including its naming, response style, operational specifics, and access settings.

Creating assistant

Defining personality

Specifying responses

Adjusting creativity

Enabling web search

Setting access rights

Saving settings

Customizing assistant

Finalizing setup

Sana creating assistant screen example

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Adding to collection

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Requesting early access

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Creating collection

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Booking experience

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Securing account

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Creating gift card

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Creating listing

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Inviting teammates

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Creating template

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Deleting account

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Creating color palette

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Setting up account

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Following product tour

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Creating workspace

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Creating project

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Setting-up Multi-factor authentication

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Creating transfer

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Adding new source

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Canceling subscription

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Removing teammate from team

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Creating workflow

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Setting up permissions

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Verifying identity

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Uploading files

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Sending messages

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Importing from CSV

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Upgrading subscription

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Adding seats to subscription

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Scheduling email

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Inviting contacts

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Sharing feedback

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Disabling Multi-factor authentication

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Restoring previous version

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Resetting password

135 user flow examples

Managing roles and permissions

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Connecting to integration

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Filtering & sorting

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21 user flow examples

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Commenting & reacting

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Switching theme

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Requesting access

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Creating content

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Asking Artificial intelligence

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Setting up payment method

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Starting interview

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Filling Know Your Business (KYB) form

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Frequently asked questions