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How to switch between Genaya AI and the platform

Some people run their whole day from the chat, and some like the pages. Genaya keeps both one click apart, with the same data, the same account and the same permissions behind each. The organization chooses where everyone starts, and a person who prefers the other place keeps it.

  1. 1
    Choose the default experience for your organization

    When you set up a new organization, one question asks how you want to run it: Genaya AI, where Genaya does the work, or the Workspace with full control. Later, an owner or admin changes it on Settings -> Genaya AI under Default experience. Everyone who never picked their own place starts there.

  2. 2
    Open Genaya AI from the platform

    Click Genaya AI in the side menu. The chat opens the way you last left it: inside the platform with the menu, or full screen when you start in Genaya AI.

  3. 3
    Switch the view

    At the top of the Genaya AI menu, the full screen button switches the same chat between AI mode (full screen) and the Platform view (with the header and the menu): Exit full screen shows the menu, Full screen hides it. Genaya remembers your pick. In AI mode, the Genaya logo at the top left takes you back to the page you came from, or Home.

  4. 4
    Choose where you open, for yourself

    Open Settings -> Genaya AI and, under Where Genaya opens, pick Genaya AI to land in the chat every time you open Genaya, or Platform to land on Home. Your own pick wins over the organization's default, is saved for you and follows you to the phone app. The line under the tiles tells you where your organization starts.

  5. 5
    On the phone

    The Genaya AI button on the bottom bar opens the chat. When you start in Genaya AI, by your own pick or your organization's, the app opens on the chat, and closing it takes you to Home.

infoYou can also ask Genaya AI: "open Genaya in AI mode" or "start me on Home" for yourself, and an admin can say "make Genaya AI the default for everyone" or "start everyone in the Workspace" (Genaya asks you to confirm before it changes the organization).

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