Ursa account builder
When you enable UrsaAI in your organization, the Account Builder provides a specialized Ursa experience that helps you set up your Asset Panda Pro account by generating a complete organizational structure based on a description of your business.
Information to provide
When you describe your business, Ursa creates the objects needed to support the business structure. Provide as much information as possible to ensure the appropriate structure is generated.
Be as specific as possible about the following elements:
Your industry or type of business Mentioning your industry helps Ursa suggest relevant collections and fields. "Construction company" will produce different results than "Hospital".
Categories of assets, items, or resources The more detail you provide about the objects you manage, the more tailored the result will be.
Key workflows and processes Tell Ursa how you use your assets. For example: "Employees check out laptops and return them when they leave the company."
Team or department structure Mention departments or roles that need access to the system, so Ursa can suggest appropriate organizational groupings.
For best results, give a high-level description first and then add details in follow-up messages to refine the structure.
Example prompt
We're a mid-sized IT services company. We need to track laptops, desktops, monitors, and mobile devices. Each asset should have a serial number, purchase date, warranty expiration, assigned employee, department, location, and condition status. We also manage a fleet of 20 service vehicles.
Generated objects
When you describe your business to Ursa, it can generate the following:
Accounts: Top-level organizational containers for your data
Modules: Groups of related collections within an account
Collections: Tables that hold your records (for example, IT Assets, Vehicles, and People)
Fields: The columns within each collection that define the data you track (for example, Serial Number, Purchase Date, and Assigned To)
Categories: Predefined groups for organizing records within a collection (for example, Laptops, Desktops, and Monitors within an IT Assets collection)
Use the Account Builder
In the navigation pane, select
Settings > Account Builder. The Ursa pane is displayed in Account Builder mode.
Account Builder is only available from this navigation. It is not available from the main Ursa chat interface.
Define your business In the chat input, describe your business and what you want to track. See Information to provide. Ursa generates the account structure, showing you progress as it works. Once complete, it displays the proposed accounts, modules, collections and fields, and categories within each collection.
Refine or regenerate Review the structure to determine if it matches your needs. If it does not meet your needs, perform one of the following tasks:
Refine: In the chat input, tell Ursa what to change. For example: "Add a Warranty Provider field to the IT Assets collection" or "Create a separate collection for Software Licenses".
Regenerate: Click Restart to provide a new or updated business description and Ursa will generate a new structure.
Modify the generated objects
To edit the name or description of an account or module, click Edit for the object, update the listed information, and then click Save.
To edit the name of a collection, click Edit name next to the collection, enter the new name, and then click Save.
To review the fields for a module:
Click the linked module name. The fields for each collection in the module are displayed.
To edit a field's settings, click Edit in the field row, adjust the settings, then click Save.
To remove a field from the collection, click Remove in the field row.
To edit the generated categories:
Under Categories, select check boxes to determine the fields that will be included for each category name.
To edit a category name, click
for the category and select Edit. Enter the new name and click Save.To remove a category, click
for the category and select Delete.
To add fields or categories, click Add field or Add Category and specify the required information.
When the structure meets your business needs, click Back to return to the account builder view and then click Done. Ursa creates the account and suggested resources, then prompts you to view the new collection. Click Yes to view the collection.
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