This article helps you get Sanaf doing its first piece of real work.
Follow the checklist
When Sanaf is new, its page in the console shows a Getting Sanaf started card with three steps. You can do them in any order, and the card goes away once all three are done.
- Put it where your team talks. Add Sanaf to Slack or Microsoft Teams, so your team can mention it like anyone else.
- Connect an app it needs. Until you connect something, Sanaf can only talk. Press Connect an app to open Integrations.
- Give it something to do. Ask for something real.
Only the next step to take shows a button.
Ask for something
Ask the way you would ask a colleague, in plain words.
- In Slack or Teams: send Sanaf a direct message, or mention it in a channel. Once it is in a thread, it stays in it, so you can reply without mentioning it again. When Sanaf is in Slack or Teams, the last step's button opens it there.
- In the console: open Chat on the left rail and type in the box. A new chat offers a few openers based on the apps you have connected. Press Enter to send.
Good first tasks use an app you have connected, such as "summarise my unread emails from today" or "draft a reply to the last message from a customer".
When it asks you first
Before Sanaf sends, books, buys or deletes anything, it stops and asks. You see a card with the details, a button to go ahead (Send it in Slack and the console chat, Approve in Teams) and Not this time. The card appears where you asked, in Slack, Teams or the console chat. Sanaf's page in the console also shows what it is waiting on, and you can answer from either place.
Check what it did
- Sanaf's page shows What Sanaf did for you: things done in the last 7 days, times it checked with you first, and what is waiting on you now.
- Work log on the left rail lists everything it has done.