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Aurora Overview

Workspaces

Workspaces

  1. Click on “+ Create Workspace” in the left panel.
  2. Enter a name for the workspace, select an icon, and set the workspace permissions.

Note: You can also hover over the “+” symbol next to the “Workspaces” category in the left panel to create a new workspace.

  1. Click on the settings icon (i.e. three dots) next to the workspace’s name.
  2. Select “Sharing & Permissions” to assign or adjust a user’s role within the workspace.

Aurora Document

Aurora Document

Go to your workspace panel and click the “+” sign next to the “Other docs” column to create an Aurora Doc.

To convert the Aurora Doc, open its drop-down menu and select “Knowledge Doc.”

Note: Alternatively, you can click the settings icon (i.e., three dots) next to the name of your Aurora Doc and select “Turn into Knowledge Doc.”

Knowledge Document

Knowledge Document

Go to the workspace panel and click the “+” sign next to the “Knowledge docs” column to create a Knowledge Doc.

Open the drop-down menu on the Knowledge Doc and select “Aurora Doc.”

Note: Alternatively, click on the settings icon (i.e., three dots) next to the name of your Knowledge Doc and select “Turn into Aurora Doc.”

Intelligence

Intelligence

  1. Hover your mouse over the “+” symbol next to the “My Chats” category in the left panel.
  2. Type your message in the chat box and click the send button to send your message or prompt. category in the left panel to create a new workspace.
  1. To manage access, locate the settings icon (i.e., three dots) next to your chat name and select “Sharing and Permissions.”
  2. From there, you can decide who can view and edit the chat.

Smart Flows

Smart Flows

  1. Click on the “Smart Flow” tab at the top of the first panel on the far left hand side.
  2. Click the “+ Smart Flow” button to the right, and select a workspace.
  3. Click the “add task” button to begin the creation of your chain-of-through prompt. Add references to knowledge

Locate the settings icon (i.e., three dots) next to its name and select “Publish as Template.”

To manage your Smart Folder, locate the settings icon (three dots) next to the name of your Smart Flows and select “Manage Smart Folder”

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