https://docs.hanabot.ai/assets/js/8b483389.4ffe70b8.js

1"use strict";(self.webpackChunkhana_docs=self.webpackChunkhana_docs||[]).push([[1762],{76508:(e,n,a)=>{a.d(n,{Ay:()=>o,RM:()=>r});var s=a(74848),i=a(28453);const r=[{value:"Understanding Ingestion Status",id:"understanding-ingestion-status",level:2},{value:"Memory Status Lifecycle",id:"memory-status-lifecycle",level:2}];function t(e){const n={admonition:"admonition",h2:"h2",img:"img",li:"li",mdxAdmonitionTitle:"mdxAdmonitionTitle",p:"p",strong:"strong",ul:"ul",...(0,i.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"understanding-ingestion-status",children:"Understanding Ingestion Status"}),"\n",(0,s.jsx)(n.p,{children:"Each memory entry has an Ingestion Status that tracks its progress. This applies to all memory modules, including General Memory, Google Doc Memory, etc."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"IN_PROGRESS"}),": The memory is being processed."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"INGESTED"}),": The memory has been successfully processed and is ready for use."]}),"\n",(0,s.jsxs)(n.admonition,{type:"note",children:[(0,s.jsx)(n.mdxAdmonitionTitle,{}),(0,s.jsx)(n.p,{children:"For long entries, there might be a delay before the ingestion status updates to INGESTED."})]}),"\n",(0,s.jsx)(n.h2,{id:"memory-status-lifecycle",children:"Memory Status Lifecycle"}),"\n",(0,s.jsx)(n.p,{children:"Memory entries are categorized based on their age:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"FRESH"}),": Entries less than 7 days old."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"ACTIVE"}),": Entries between 7 and 30 days old."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"STALE"}),": Entries older than 30 days."]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.img,{alt:"hana-memory",src:a(32836).A+"",width:"1366",height:"768"})}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.admonition,{title:"MAINTAIN MEMORY FRESHNESS",type:"tip",children:(0,s.jsxs)(n.p,{children:["You are encouraged to update ",(0,s.jsx)(n.strong,{children:"STALE"})," entries to ensure Hana continues to provide high-quality responses."]})})]})}function o(e={}){const{wrapper:n}={...(0,i.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(t,{...e})}):t(e)}},37505:(e,n,a)=>{a.r(n),a.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>t,metadata:()=>s,toc:()=>l});const s=JSON.parse('{"id":"hana-dashboard-explained/basics","title":"Intro to Hana Dashboard","description":"Introduction to the Hana Dashboard, its core modules, navigation, and key admin settings.","source":"@site/docs/hana-dashboard-explained/basics.md","sourceDirName":"hana-dashboard-explained","slug":"/hana-dashboard-explained/basics","permalink":"/docs/hana-dashboard-explained/basics","draft":false,"unlisted":false,"tags":[],"version":"current","lastUpdatedBy":"Santhosh-Hanabi","lastUpdatedAt":1775486380000,"sidebarPosition":1,"frontMatter":{"sidebar_position":1,"description":"Introduction to the Hana Dashboard, its core modules, navigation, and key admin settings."},"sidebar":"tutorialSidebar","previous":{"title":"Hana Dashboard","permalink":"/docs/category/hana-dashboard"},"next":{"title":"Multiple Org/Team Support in Hana","permalink":"/docs/hana-dashboard-explained/multiple-orgs"}}');var i=a(74848),r=a(28453);a(11477),a(76508);const t={sidebar_position:1,description:"Introduction to the Hana Dashboard, its core modules, navigation, and key admin settings."},o="Intro to Hana Dashboard",d={},l=[{value:"Overview",id:"overview",level:2},{value:"Getting Started",id:"getting-started",level:2},{value:"Navigation & Layout",id:"navigation--layout",level:2},{value:"Core Modules",id:"core-modules",level:2},{value:"Overview",id:"overview-1",level:3},{value:"What's Happening",id:"whats-happening",level:3},{value:"Memory",id:"memory",level:3},{value:"Connectors",id:"connectors",level:3},{value:"Automations",id:"automations",level:3},{value:"Tasks",id:"tasks",level:3},{value:"Users & Spaces",id:"users--spaces",level:3},{value:"Report Groups",id:"report-groups",level:3},{value:"Saved Prompts",id:"saved-prompts",level:3},{value:"Sprints",id:"sprints",level:3},{value:"Invocation History",id:"invocation-history",level:3},{value:"Tags & Image Library",id:"tags--image-library",level:3},{value:"Approvals",id:"approvals",level:3},{value:"Analytics & Reporting",id:"analytics--reporting",level:3},{value:"Settings & Administration",id:"settings--administration",level:3},{value:"Localization & Support",id:"localization--support",level:3},{value:"User Roles",id:"user-roles",level:2},{value:"Multiple Teams/Orgs Using the Same Email Account",id:"multiple-teamsorgs-using-the-same-email-account",level:2}];function c(e){const n={a:"a",admonition:"admonition",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",img:"img",li:"li",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.header,{children:(0,i.jsx)(n.h1,{id:"intro-to-hana-dashboard",children:"Intro to Hana Dashboard"})}),"\n",(0,i.jsx)(n.admonition,{type:"info",children:(0,i.jsx)(n.p,{children:"Hana Dashboard consolidates data ingestion, task management, automation, analytics, and administration into a cohesive platform. Whether you are a new user seeking an overview or an administrator managing organizational resources, the dashboard offers a comprehensive toolkit to harness Hana\u2019s capabilities effectively."})}),"\n",(0,i.jsx)(n.h2,{id:"overview",children:"Overview"}),"\n",(0,i.jsx)(n.p,{children:"Hana Dashboard is the central hub for managing all Hana-related services and organizational resources. It unifies data ingestion, task and automation workflows, usage analytics, and administrative controls into a single web interface. Designed with a modern UI and multi-language support, it empowers both individual users and admins to oversee every aspect of their Hana experience."}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{alt:"Hana dashboard overview",src:a(80018).A+"",width:"1920",height:"959"})}),"\n",(0,i.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.em,{children:"Sign-In"})," \u2013 Use your Google account to access the dashboard. New users can register with basic personal and organization details."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.em,{children:"Home Screen"})," \u2013 Upon logging in, an interactive overview summarizes key metrics such as group integrations, user counts, interactions, stored memories, and tasks."]}),"\n"]}),"\n",(0,i.jsx)(n.h2,{id:"navigation--layout",children:"Navigation & Layout"}),"\n",(0,i.jsx)(n.p,{children:"The left navigation panel exposes primary modules such as Overview, What's Happening, Memory, Invocation History, Automations, Connectors, Tasks, Sprints, Users, Spaces, Report Groups, Saved Prompts, Approvals, Tags, Image Library, and Settings. Some modules are role-gated for elevated administrative access. Contextual tooltips and quick action cards simplify onboarding and guide users to the most relevant features."}),"\n",(0,i.jsx)(n.h2,{id:"core-modules",children:"Core Modules"}),"\n",(0,i.jsx)(n.h3,{id:"overview-1",children:"Overview"}),"\n",(0,i.jsx)(n.p,{children:"The dashboard\u2019s homepage aggregates usage metrics, achievements, and insights. Trend charts track interactions over time at both user and organization levels. Tool and invocation usage statistics reveal how workflows are adopted across the workspace."}),"\n",(0,i.jsx)(n.h3,{id:"whats-happening",children:"What's Happening"}),"\n",(0,i.jsx)(n.p,{children:"What's Happening gives a digest-style operational view of recent action items, reminders, blockers, and recurring themes, with daily/weekly context and search."}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/whats-happening",children:"What's Happening Module"})]}),"\n",(0,i.jsx)(n.h3,{id:"memory",children:"Memory"}),"\n",(0,i.jsx)(n.p,{children:"Memory is Hana\u2019s central knowledge store. Users can ingest information from a wide range of sources:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"General notes"}),"\n",(0,i.jsx)(n.li,{children:"Google Docs and Google Drive files"}),"\n",(0,i.jsx)(n.li,{children:"Recursive URLs"}),"\n",(0,i.jsx)(n.li,{children:"PDFs and DOC/DOCX files"}),"\n",(0,i.jsx)(n.li,{children:"Chat space transcripts"}),"\n",(0,i.jsx)(n.li,{children:"YouTube captions"}),"\n",(0,i.jsx)(n.li,{children:"Audio files"}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"Under the hood, Hana memory is represented as a large shared vector space of what Hana knows about you and your business. Hana uses this vector space for RAG enrichment of responses, retrieving relevant memory context at answer time. Eac

1h ingestion becomes a batch that you can sync, resync automatically, delete, or mark as global for organization-wide use. Pagination and status indicators help track progress, while search and filters assist with retrieval."}),"\n",(0,i.jsx)(n.h3,{id:"connectors",children:"Connectors"}),"\n",(0,i.jsx)(n.p,{children:"Connectors link Hana with external platforms and APIs. The dashboard supports standard connectors and, in enabled environments, MCP connector workflows. Admin roles can add connectors, supply credentials, view connection details, and disconnect as needed."}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/connectors",children:"Connectors Module"})]}),"\n",(0,i.jsx)(n.h3,{id:"automations",children:"Automations"}),"\n",(0,i.jsx)(n.p,{children:"Automations streamline recurring tasks. Integrate Hana with Zapier or the Hana API to trigger actions based on external events. Once connected, users can create or manage automation workflows that interact with Hana\u2019s memory, tasks, and notifications."}),"\n",(0,i.jsx)(n.admonition,{type:"info",children:(0,i.jsx)(n.p,{children:"Zapier automations are best managed from the Zapier console directly. Please do not use Hana Dashboard to manage Zapier automations. You can only create your Zapier connector key using Hana Dashboard."})}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/automations",children:"Automations Module"})]}),"\n",(0,i.jsx)(n.h3,{id:"tasks",children:"Tasks"}),"\n",(0,i.jsx)(n.p,{children:"The task module is a lightweight project-management system:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Create tasks, assign users, and set due dates"}),"\n",(0,i.jsx)(n.li,{children:"Share or duplicate tasks"}),"\n",(0,i.jsx)(n.li,{children:"Track status (Not Started, In Progress, Completed, Backlog)"}),"\n",(0,i.jsx)(n.li,{children:"Apply filters, sort by fields, and search by name"}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"Task details include description, assignees, and progress indicators, allowing organizations to coordinate work without leaving the dashboard."}),"\n",(0,i.jsx)(n.p,{children:"Any reminders, tasks you ask Hana to create are added inside this tasks module. Each reminder creates a corresponding task too for easier tracking of that action item."}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/tasks",children:"Tasks Module"})]}),"\n",(0,i.jsx)(n.h3,{id:"users--spaces",children:"Users & Spaces"}),"\n",(0,i.jsx)(n.p,{children:"These modules maintain organizational hierarchy:"}),"\n",(0,i.jsx)(n.p,{children:"Users \u2013 View members, promote admins, or request role upgrades."}),"\n",(0,i.jsx)(n.p,{children:"Spaces \u2013 Manage Hana\u2019s presence in Google Chat named/threaded group spaces, enabling group interactions and memory synchronization."}),"\n",(0,i.jsx)(n.admonition,{type:"info",children:(0,i.jsx)(n.p,{children:"Spaces are added automatically when Hana is added/mentioned in a new space. You do not need to take any action from the dashboard to add Hana to a new space."})}),"\n",(0,i.jsx)(n.h3,{id:"report-groups",children:"Report Groups"}),"\n",(0,i.jsxs)(n.p,{children:["Report groups are ",(0,i.jsx)(n.em,{children:"message buckets"})," that people can add messages to and later any group member can ask Hana about updates in that report group."]}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/report-groups",children:"Report Groups"})]}),"\n",(0,i.jsx)(n.h3,{id:"saved-prompts",children:"Saved Prompts"}),"\n",(0,i.jsx)(n.p,{children:"Store frequently used prompts for quick reuse. Prompts can be organized and retrieved when needed, helping teams standardize interactions with Hana."}),"\n",(0,i.jsx)(n.h3,{id:"sprints",children:"Sprints"}),"\n",(0,i.jsx)(n.p,{children:"Sprints provide a planning and execution layer above tasks. Teams can list sprints, inspect board health, track blockers, and review sprint-level workload signals."}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/sprints",children:"Sprints Module"})]}),"\n",(0,i.jsx)(n.h3,{id:"invocation-history",children:"Invocation History"}),"\n",(0,i.jsx)(n.p,{children:"Invocation History provides an audit trail of requests and responses so teams can inspect usage patterns and troubleshoot workflows."}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/invocation-history",children:"Invocation History Module"})]}),"\n",(0,i.jsx)(n.h3,{id:"tags--image-library",children:"Tags & Image Library"}),"\n",(0,i.jsx)(n.p,{children:"Tags provide shared classification across modules for consistent filtering. Image Library offers a central place to review and reuse generated/managed image assets."}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/tags",children:"Tags Module"})," and ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/image-library",children:"Image Library Module"})]}),"\n",(0,i.jsx)(n.h3,{id:"approvals",children:"Approvals"}),"\n",(0,i.jsx)(n.p,{children:"The approvals module captures items awaiting review\u2014such as content, images, or links. Administrators can approve or reject each item, ensuring governance over shared resources."}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Approvals are mostly to be used within Zapier pipelines to add a ",(0,i.jsx)(n.em,{children:"human-in-the-loop"})," step."]}),"\n",(0,i.jsx)(n.li,{children:"Based on whether the approval is accepted or rejected, Hana can take different paths in the Zapier pipeline."}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["Learn more - ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/approvals",children:"Approvals Module"})]}),"\n",(0,i.jsx)(n.h3,{id:"analytics--reporting",children:"Analytics & Reporting"}),"\n",(0,i.jsx)(n.p,{children:"In addition to the overview metrics, the dashboard offers detailed invocation history, command usage, and sent-prompt logs. These insights help organizations gauge engagement and refine their use of Hana\u2019s capabilities."}),"\n",(0,i.jsx)(n.h3,{id:"settings--administration",children:"Settings & Administration"}),"\n",(0,i.jsx)(n.p,{children:"The Settings Module centralizes all configuration and administration tools in a tabbed layout. Tabs appear based on role so people can review personal data, manage organization preferences, control security policies, review subscription plans, and personalize their experience."}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Profile"})," \u2013 View personal account details (read-only)."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Organization"})," \u2013 Configure organization information, language, and preferences (admins or domain owners can modify)."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Billing"})," \u2013 Manage subscription plan, seats, and invoices (admins or domain owners)."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Security"})," \u2013 Set access and security controls or deactivate the organization (admins or domain owners)."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"User Settings"})," \u2013 Customize interface options such as dock visibility and response controls."]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"Role-based access ensures that sensitive actions are limited to the appropriate administrators while giving everyone a single location to review essential information."}),"\n",(0,i.jsx)(n.h3,{id:"localization--support",children:"Localization & Support"}),"\n",(0,i.jsx)(n.p,{children:"Hana Dashboard is internationalized, with translations available for multiple languages. A help center, documentation, and contact channels provide assistance, while the onboarding experience highlights key features through interactive guidance."}),"\n",(0,i.jsx)(n.h2,{id:"user-roles",children:"User Roles"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Read more about this in ",(0,i.jsx)(n.a,{href:"/docs/hana-dashboard-explained/users",children:"Users Module"}),"."]}),"\n"]}),"\n",(0,i.jsx)(n.h2,{id:"multiple-teamsorgs-using-the-same-email-account",children:"Multiple Teams/Orgs Using the Same Email Account"}),"\n",(0,i.jsx)(n.p,{children:"Now you can create multiple orgs using the same Hana account through the Hana Dashboard. Some keynotes:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All orgs (can also sometimes be called teams) are totally isolated from each other in terms of their billing, the

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