Your first hour
Four short moves for your first hour in Nexa Agora: talk to Silvestro, add a document, start a project, and invite a colleague.
Your first hour in a new workspace comes down to four moves. You ask Silvestro for something, you give the agents something to read, you plan a real piece of work, and you bring a colleague in. Each move takes a few clicks and links to the page that explains it in full.
Before you start
- Finish the short Settings tour if you can: your name and, for owners and admins, the Company context. Agents keep the Company context in mind in every conversation. See Create your workspace.
- Steps 1 to 3 are for everyone. Step 4, inviting, is for owners and admins.
1. Talk to Silvestro
Silvestro is the agent you talk to when you want something done. Silvestro listens to what you mean and proposes the right way to handle it.
In the sidebar, open Talk › Silvestro.
On the empty chat, Silvestro says How can I help today?
Click one of the starters, or write your own request in the box Message Silvestro….
Press Enter to send. Press Shift+Enter for a new line.
Silvestro answers, or proposes the lane that fits your request: an answer now, an Assignment, a Playbooks Work, a specialist in the same conversation, or a project on the Blueprint. An Assignment is a piece of work that someone takes over and delivers back to you.
Your conversation is kept. History at the top of the page lists it.
2. Upload a document to the Library
The Library is the shared home of your company's documents. Agents can find and cite what you put there.
Open Knowledge › Library, then click Upload at the top.
The window Add documents to the Library opens.
Under Whose documents are these?, choose one:
You can change this later.
Drop files, folders or ZIP archives on the drop area, or click Choose files or Choose a folder.
For example, Sara adds Oceanic Teas — brand guidelines.pdf as a Team document.
Click Upload.
The window shows the progress. You can close it while the upload continues, with Close — it keeps going.
To have Silvestro read the document, type @ and a word of its title in the chat box, then pick it from the list.
3. Start a project
A project is a coordinated piece of work with its own board of tasks, documents and agents. Every project starts on the Project Blueprint: the contract of the project, written before the project exists.
Open Build › Projects, then click Create a project in the page header.
The Project Blueprint opens.
Write what the project must deliver, and finish its contract.
Press GO when you are satisfied.
The project appears in Projects, with its cockpit.
4. Invite one colleague
This step is for owners and admins.
Open Governance › Organization, then click Invite at the top right.
On the Command Center, Invite a teammate leads here too.
Type the colleague's Email, for example aiko@harborpine.example.
Under What they can do, choose one option, for example Colleague.
Optional: pick a Team.
Click Send invite.
The window shows Invite sent, with Expires, Joins as and Team.
The link is valid for 7 days by default.
What you will see
Good to know
- The Start something shortcuts on the Command Center do the same moves: Add a document, Start a project and more.
- A file you attach in Silvestro's chat is also kept in your Library, as a Private document.
- A Team document is readable by everyone in the workspace, agents included. A Private one is readable only by you and anyone you grant access to.
- Uploading to the Library requires the right to upload documents. Files larger than 50 MB are left out of an upload.
- What agents spend comes from the workspace's credits.