What it’s for
Snowfire is one app with a few main areas. This tour shows what each one is for, so you know where to go.
Before you start
What you see depends on your role. An Integrator sees Connectors, Profile and Settings only. Some areas show only when your company has them turned on.
Steps
Find your way with the sidebar
The sidebar groups the app into three sections:
- Chat: New, History and Scheduled.
- Signals: External, Internal and Custom.
- Intelligence: Favorites, Heatmap, Metrics, Projects and Shared.
Below them sit the Data access panel, Notifications, Data Management and your account menu. The account menu opens My Profile, Get Help and Log out. A New Chat panel sits on the right of most pages.
Take the tour
- Chat: interrogate your connected systems and documents in plain language. History lists your conversations. Filter it by folder, or by web chat, scheduled prompts or a connected messaging channel. See Asking your first question in Chat.
- Scheduled: questions that run on the days you pick and deliver the answer to email or a connected messaging channel. See Creating your first scheduled prompt.
- Signals: Internal Signals watch your metrics. External Signals watch competitors, customers, vendors, regulators and markets. Custom Signals fire on triggers you define. Older Signals move to the Archive tab. See Internal Signals.
- Metrics: one definition of each business number, with its formula and sources. See Browsing the metric catalog.
- Projects: a dashboard-style workspace with tasks, filters, statuses and assignees. Send a project to Chat for a summary, or schedule recurring updates.
- Favorites and Shared: Favorites keeps the charts you save, in folders. Refresh all in view re-runs each chart shown. Shared collects the Chats, Signals and Metrics shared with you.
- Data access and Data Management: the Data access panel lists the connectors and documents you can use. Data Management holds your connectors, documents and context, and shows the health of each connector. See The Data access panel.
- Documents: add, download and delete documents, file them in folders, and attach them to a prompt. Supported file types include pdf, csv, txt, md, json, yml, docx and xlsx.
- Notifications and Get Help: Notifications show recent activity and who it is from. Get Help in the account menu puts support resources one click away.
- Settings and Profile: Settings holds company settings in tabs: Organization, Users, Signals, Fetch and SSO. Profile holds your own details and preferences. See Setting your user preferences.
Check and fix
| Problem | Fix |
|---|---|
| An area is missing from your sidebar. | Your role or your company’s settings decide what you see. See User access control. |
| The Data access panel is gone. | Open Profile, choose Preferences and turn on Show data access in sidebar. |
| You want Snowfire to open on another page. | Set Default landing page in Profile, Preferences. |