User Guide
Overview
Section titled “Overview”When you log in to Intric, you land directly on your personal assistant – your starting point for the entire platform. On the left side, you’ll find a navigation menu that can easily be shown or hidden depending on your needs.
1. Home Screen & Personal Assistant
Section titled “1. Home Screen & Personal Assistant”- The home screen is your starting point and displays your personal assistant.
- Click Start in the menu to navigate back to your personal assistant at any time.
- Below each assistant, you can see your most recent conversations for that assistant.
2. Navigation Menu
Section titled “2. Navigation Menu”The navigation menu is located on the left and can be shown or hidden with a single click. From here you can access all modules on the platform:
- Assistants
- Conversations
- Artifacts
- Plans
- Integrations
- Documentation
3. Assistants
Section titled “3. Assistants”- Click the small icon next to an assistant to view its description and settings.
- Click the arrow on the assistant to quickly switch between different spaces and assistants.
- The assistant view shows all assistants you have access to in Intric, regardless of which space they belong to.
- Selecting a specific space will show only the assistants that belong to that space.
- You can create a new assistant directly from the assistant view within any space.
4. Spaces
Section titled “4. Spaces”- Spaces are shared areas for assistants, conversations, artifacts, and plans.
- Click the side menu to choose whether to view content for a specific space or all spaces combined.
- You can create a new space via the side menu.
5. Conversations
Section titled “5. Conversations”- Conversations can be filtered by assistant and date, making it easy to find the right conversation.
6. Artifacts
Section titled “6. Artifacts”Artifacts are document compilations created and saved within the platform.
- Bookmark or star an artifact to make it easily accessible directly from the side menu.
7. Plans
Section titled “7. Plans”Plans are automated workflows that can be scheduled to run at set intervals. Under Plans in the navigation menu, you’ll find two sub-sections:
- Activity – View ongoing and finished plan runs, as well as upcoming scheduled runs. The view is divided into:
- Coming up – Shows plans that are scheduled to run in the future, including the date and time.
- Finished – Shows plans that have already completed, with a timestamp for each run.
- Use the Start plan button in the top right corner to manually trigger a plan at any time.
- Catalog – Browse and manage all your saved plans.
8. Integrations
Section titled “8. Integrations”- Further down in the navigation menu, you’ll find Integrations.
- Here you activate connections to external systems, such as SharePoint or Teams.
9. Documentation
Section titled “9. Documentation”- Click Documentation in the menu to access the Help Center.
- Here you can quickly find information and guides about Intric.
10. Global Search – Command + K
Section titled “10. Global Search – Command + K”Need to find something quickly across the entire platform?
- Press Command + K (Mac) or Ctrl + K (Windows) to open the global search bar.
- From here, you can search across assistants, conversations, plans, and artifacts – all in one place.