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Getting Started

Navigating the allmates.ai Interface

A tour of the sidebar, the main area and the Account page for new members.

Last updated About 23 hours ago

The allmates.ai interface has two parts: the sidebar on the left and the main area on the right. This article is a tour of both, for new members. It names every button you need in your first days.

The app on desktop: 1 sidebar header, 2 New chat and Private chats, 3 Workspaces, 4 footer, 5 conversation title, 6 participants, 7 Information, 8 messages, 9 composer

The sidebar

The sidebar is your navigation hub. You can resize it: drag its right edge.

  • Organization menu: the name and the photo of your organization. Click it to switch to another organization, or to see your Pending invitations. Owners and Admins also see Settings, which opens the organization settings, and the credits of the organization.
  • Search (magnifier icon): opens the universal search. The shortcut is Cmd/Ctrl + K. See "Finding conversations, workspaces, Mates and tools by name".
  • Inbox (inbox icon): opens your notifications. A red badge shows the number of unread notifications.

New chat and Private chats

  • New chat: opens the new-chat page. Pick a Mate and write your message to start a private chat.
  • Private chats: opens the list of your private chats. Only you can see them. Type in Search private chats at the top of the list to filter it by title.

If your plan does not include workspaces, the sidebar shows the list of your private chats directly, with Pinned chats first, then the chats by date. The field Search private chats above the list filters it by title. See "Finding conversations, workspaces, Mates and tools by name".

Workspaces

If your plan includes workspaces, the Workspaces section lists the workspaces you can see:

  • click the arrow next to a workspace to show its folders and conversations;
  • click the name of a workspace to open its page;
  • click + (New workspace) to create a workspace;
  • use Search workspaces to filter the list.

Next to a workspace, two buttons show: Create folder and the settings gear (Project settings & members...). The gear shows only if you can manage the workspace. Create folder is greyed out with "Workspace admins only" if you cannot create folders.

If you have no workspace yet, the section shows Create your first workspace, or "Ask an administrator to add you to a workspace." if you cannot create one.

  • Mates & tools: opens a menu with:
    • Create a new Mate (if your plan allows it);
    • Organization's Mates: the Mates of your organization;
    • Mates Store: ready-made Mates;
    • Toolbox: the tools of your organization;
    • Tools Store: the tools you can add.
  • Help & resources (question mark icon): opens Documentation, Changelog and Feedback / Report a bug.
  • Feedback / Report a bug (bug icon): opens a form to send feedback or report a bug to the allmates.ai team.
  • Your avatar and name: opens your Account page.

The footer can also show short cards, for example to top up credits or to install the browser extension.

The main area

The main area shows the page you open: the new-chat page, a workspace page, a conversation, or a settings page.

In a conversation:

  • Title: the name of the conversation. Click it to Rename, Pin, Copy / Move or Delete the conversation. In a workspace, you can also Archive it.
  • Participants: the avatars of the people and Mates in the conversation. A green dot shows a colleague who has the app open on screen. See "Who is online and who is writing".
  • Information (info icon): opens the Information dialog of the conversation, with the Brief and Details tabs. On a phone, it is in the ⋯ menu.
  • Messages: the history of the conversation. Hover a message to see its actions.
  • Composer: where you write. Type @ to mention a Mate or a colleague. Attach files if your plan includes file uploads.
Open conversation with the title menu, the participants and the message box

The Account page

Click your avatar at the bottom of the sidebar. The Account page opens, with these sections:

  • Profile: your name and photo, your Title in the organization and your Profile summary. Mates use your title and summary to adapt their answers to your role.
  • Preferences: Language, Theme and Message submit shortcut. See "Changing the interface language and theme".
  • Apps & extensions, Connections and Scheduled Mates.

To go back, click the back arrow at the top of the sidebar. To sign out, click Log out at the bottom of the sidebar.

On a phone or a small screen

On a screen narrower than a laptop, the sidebar is hidden. Tap the sidebar button at the top left of the page to open it. Tap outside the sidebar, or choose a page, to close it.

First steps

  1. Click New chat, pick a Mate and send a message.
  2. Open a workspace and start a conversation from its composer.
  3. Type @ in a message to mention another Mate.
  4. Open Mates & tools > Organization's Mates to see the Mates you can use.

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