Find the right settings
Workspace settings apply to the active workspace. A workspace administrator can open the workspace name, Members, Workspace context, Briefings and summaries, Assistants, and Integrations. When Work is available, Custom fields, Workflows, and Lead forms appear here too. When the workspace has Flora, Poppy, and Penny, organization and workspace context move to the Context tab under Assistants. User settings belong to you. Open Calendar integration to connect Google or Outlook, turn on automatic joining, or copy the invite address. Organization settings apply across the organization and normally need an organization administrator. This group includes Sources, the organization name, Tags, Organization context, Feature access, Branding, and Plan and billing. The Sources page holds knowledge files and websites. CRM and accounting connections live in Settings > Integrations under the workspace group, where workspace administrators connect Pipedrive, webCRM, Knack, Clubcore, and Uniconta. See Meetings and calendar for calendar setup, Configure briefings and summaries for generation, Use Floral’s assistants for assistant settings, and Connect an external CRM for CRM fields.Add a Source
Sources give briefings, summaries, the Assistant, and other knowledge features material that belongs to your organization. An administrator can add:- a single web page or a whole website;
- a PDF, DOCX, or XLSX file up to 25 MB;
- pasted text up to 2 MB.
1
Open Sources
In Settings, open Sources. The page title is Kilder. Stay on Videnskilder.
2
Choose the source type
Select Tilføj kilde. Add a name and optional description, then enter the URL, upload the file, or paste the text.
3
Set visibility
Choose the active workspace or the whole organization. Organization visibility is available to organization administrators.
4
Add tags and save
Use tags to help Floral find the source for the right subject. Wait for the status to show that indexing completed.