A tour of your workspace

Everything in Elie hangs off the blue bar across the top of the screen. This page goes along it from left to right, then shows how each app is laid out once you are inside it.

The top bar

The top bar, from ELIE at the left to your account at the right.

Enlarge

Control	What it does
ELIE, at the far left	Takes you to your dashboard. On a narrow window only the logo mark shows.
All apps, the grid button	Lists every app you can open, with the sections inside each.
The app icons	One icon for each app your role can open. The app you are in is drawn as a white tab.
The search box	Jumps to a page, starts an action or finds a record. Its placeholder reads Jump to a page, action or doc.
Create	Starts something new: an orchestrator, a connector, a knowledge base or a voice application.
Your name and picture	Opens your account menu.

Open an app

The app icons have no labels. Hover over one, or move to it with the Tab key, and a tooltip names it. They always come in the same order: IntELIEDocs, IntELIEKonnect, Knowledge Base, Voice IntELIEgence, Access Control, Audit Logs, Billing Center and Developers, leaving out any your role cannot open. On a window narrower than about 1,000 pixels the icons are hidden, and All apps is the way in.

Hover over an app icon to see its name.

All apps opens a panel in two columns. The left column lists your apps, each with a short description. The right column shows the sections of whichever app is highlighted, so you can go straight to, say, Roles in Access Control. With the keyboard, the up and down arrows move through the apps, the right arrow moves into that app's sections and the left arrow brings you back.

All apps: highlight an app on the left to see its sections on the right.

If you administer your workspace, the panel also lists products your organisation's plan does not include. They sit at the bottom, greyed out with a padlock and the words Not in your plan. Selecting one explains what the product does; it does not open until the plan changes.

Search from anywhere

Select the search box, or press ⌘K on a Mac or Ctrl+K on Windows from any page. On a narrower window the box shrinks to a magnifier icon that opens the same search. Before you type, it lists Recent, the things you last opened from search, above every place and action you can reach. Typing narrows the list, which stays in groups:

• Places: pages, such as Smart Extract, Import Connectors or Roles.
• Actions: things to start, such as creating a Smart Extract.
• Marketplace: a new import or export connector of a particular type.
• Resources, Voice, People and Activity: your own records, such as documents, connectors, knowledge bases, voice applications and colleagues. These appear once you have typed three characters.

Move through the results with the arrow keys and press Enter to open one, or press Esc to close the search. Search only offers what your role can open, and it only finds documents that changed in the last 7 days. To find an older document, use Search by name on the orchestrator's document list.

Typing narrows the list, which stays in groups.

Create something new

Create sits to the right of the search box; on a narrow window it is a plus sign. Its menu groups what you can start by app: INTELIEDOCS for the four kinds of orchestrator, INTELIEKONNECT for an Import Connector or Export Connector, KNOWLEDGE BASE for a Knowledge Base and VOICE INTELLIGENCE for a Voice Application. It lists only the kinds your role can create. Selecting one opens its create page.

The Create menu, grouped by app.

Your account menu

Select your name or picture at the right of the top bar. The menu shows your name and email, with a button to copy the email, then Account Settings, Access Control, Developers and Logout. Access Control and Developers are listed for everyone, so a role without access to them is told so when it opens them. On a narrower window the top bar shows your picture only.

Your account menu.

Inside an app

Each app has its own sidebar on the left that lists its sections. Collapse sidebar folds it down to icons and Expand sidebar opens it again. On a narrower window it starts folded.

Many pages, such as an orchestrator's document list or a knowledge base, have a pin icon next to their title. Select it (Pin this page) and the page appears on your dashboard under Pinned Activity.

Inside an app: the sidebar's Collapse sidebar button, and the pin icon beside the page title.

If something goes wrong

Symptom	Likely cause	What to do
An app has no icon and is missing from All apps.	Your role does not include it, or your organisation's plan does not.	See What your role can see, then ask a workspace administrator.
There are no app icons at all, only All apps.	The window is too narrow for them.	Widen the window, or open apps from All apps.
Search says No documents in the last 7 days.	Search covers recent documents only.	Open the orchestrator and use Search by name on its document list.
A dialog opens: You do not have access to Access Control.	Your role has no Access Control permission.	Select Close to go back to the dashboard. Ask an administrator if you need access.
Developers opens a page headed Access denied.	Your role cannot see API integrations.	Select Go to overview, then ask an administrator if you need it.

Next

• Your dashboard - what the home page shows and how to pin pages to it.
• Your profile and language - your details and interface language.
• What your role can see - why two people see different apps.