Quick Start Guides
      Back to home
      1. Knowledge Base
      2. Technical Guides
      3. Quick Start Guides

      Account Settings

      Setting up your Atlas UP account is a straightforward process. Here's how you can configure your account settings to enhance your Atlas UP experience:

      To personalize your Atlas UP account and ensure it aligns with your company details, follow these steps:

      Access the 'Settings' panel located on the bottom left navigation menu. Once selected, you will see two main sections: 'Company Details' and 'Documents'.

      Company Details

      Your company details are integral to the functionality of Atlas UP, allowing the system to tailor responses and information to your specific organizational context. Here’s how to set it up:

      1. Logo: Insert the URL of your company logo in the 'Company Logo URL' field. For optimal display, ensure the logo is in SVG format.

      2. Name: Input your 'Company Name' as it should appear across the Atlas UP platform.

      3. Address: Enter your company's physical address if you wish to include it for records and documentation.

      4. Contact Information: Provide a 'Phone Number' and 'Email Address' to facilitate communication.

      5. Website: Add your company's website URL.

      6. Tax ID: Enter your tax identification number, essential for billing and invoicing activities.

      7. DUNS Number: If available, input your DUNS number, which is useful for business reporting and contracts.

      Company Documents

      This section is designed to hold important policy documents or business practice materials that inform how your company operates.

      1. Uploading Documents: Click 'Upload document' to add new files. The supported formats include .md, .pdf, .txt, .csv, .doc, and .docx, and the maximum file size is 5 MB.

      2. Type of Documents: Focus on uploading policy documents, business practice manuals, and other reference materials that can guide the AI in providing accurate, context-aware responses.

      3. Accessibility: By uploading documents here, you make this knowledge accessible to the entire company through the chat function, providing a single source of truth.

      4. Maintenance: Keep your documents updated to ensure that the information is current, which is critical for maintaining the integrity of the data the AI utilizes.

      5. Utilization: Stored documents allow the AI to understand the nuances of your company's operations, ensuring that the chat interface can reference and pull up details accurately when responding to inquiries.

      By filling out the 'Company Details' and managing the 'Company Documents' effectively, you set the stage for a more personalized and efficient use of the Atlas UP platform. These settings are fundamental for a seamless integration of Atlas UP’s capabilities with your business operations, allowing for enhanced data-driven decision-making and internal communications.