For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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HomeDocsAPI ReferenceMCP ServerChat SDKsRelease Notes
HomeDocsAPI ReferenceMCP ServerChat SDKsRelease Notes
  • Welcome
    • Getting started
    • Key concepts
    • Dashboard navigation
    • Agent logic
    • Improvement tactics
  • Knowledge
    • Content ingestion
    • Article management
  • Automation
    • Actions
    • Processes
    • Playbooks
    • Proactives
    • Greetings
    • Custom Instructions
    • Variables
  • Setup
    • Persona
    • Languages
    • Redactions
  • Handoffs
    • Handoff management
    • Salesforce
    • Zendesk
  • Channels
    • Chat
    • Voice
    • Email
    • Social
    • Third party
  • Optimization
    • Testing
    • Conversations
    • Coaching
      • Team access
        • My team
        • SSO
        • Profile
        • Session timeout
      • Data retention
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Team access

Overview
Not sure where to begin? Explore our Getting started guidelines to set up your first AI Agent, review Key concepts to understand the essentials, or check out Improvement tactics to resolve issues and keep things running smoothly.

Controlling who can access your AI Agent—and what they can do—is an important part of working with Ada. This section explains how to manage roles, permissions, and sign-in options.

This section covers how to manage team access in Ada. You’ll learn how to add and manage users, update your user profile, set up single sign-on (SSO) for easy and more secure access, and understand session timeouts to manage your dashboard sessions effectively.


Have any questions? Contact your Ada team, or email us at help@ada.cx.

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