Ursa Account Builder
Building Your Account with Ursa
The Account Builder is 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.
What the Account Builder Creates
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 (e.g., "IT Assets," "Vehicles," "People")
Fields — The columns within each collection that define what data you track (e.g., "Serial Number," "Purchase Date," "Assigned To")
Categories — Predefined groupings for organizing records within a collection (e.g., "Laptops," "Desktops," "Monitors" within an "IT Assets" collection)
How to Access the Account Builder
Go to Settings in the left sidebar.
Select Account Builder.
Ursa opens automatically in Account Builder mode on this page.
Note: Account Builder mode is only available on the Account Builder page. You cannot access it from the regular Ursa chat drawer.
Using the Account Builder
Step 1: Describe Your Business
In the chat input, describe your organization and what you want to track. Be as specific as possible about:
Your industry or type of business
The types of assets, items, or resources you manage
Your key workflows and processes
The teams or departments that will use the system
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."
Step 2: Review the Generated Structure
Ursa generates the account structure step by step, showing you progress as it works. Once complete, you'll see the proposed:
Accounts and modules
Collections with their fields
Categories within each collection
Review the structure to make sure it matches your needs.
Step 3: Refine or Regenerate
If the generated structure doesn't quite match what you need:
Refine — 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 — Provide a new or updated description and Ursa will generate a fresh structure from scratch.
Best Practices
Be specific about your industry — Mentioning your industry helps Ursa suggest relevant collections and fields. "Construction company" will produce different results than "Hospital."
Describe your workflows — Tell Ursa how you use your assets. For example: "Employees check out laptops and return them when they leave the company."
Mention the types of assets you track — List the specific categories of items. The more detail you provide, the more tailored the result.
Start broad, then refine — Give a high-level description first, then add details in follow-up messages.
Include team structure — Mention departments or roles that need access, so Ursa can suggest appropriate organizational groupings.
Last updated