AI Agent
Client project support, signal detection, and portfolio analysis powered by the AI agent
Ask Terasu AI right away (the bottom-right input)
Business〜Ask Terasu AI from the input at the bottom right, and how to hide or restore the input.
Agent Inbox
Business〜How to approve or reject pending proposals across Rooms from the workspace inbox.
Decision Timeline
Business〜How to review customer confirmations, AI signals, and decision context in chronological order
Signal Detection
Business〜The types of client-project signals the AI agent detects automatically, and how to act on them
Client-project portfolio intelligence
Business〜How to check which Rooms need attention and project health from Insights and the digest calendar.
Agent States and Management
Business〜Where to check pending proposals, the decision timeline, and errors.
AI Material Creation
Business〜How to generate proposal decks and pages for a client-project Room.
Feeding External Information to the AI Agent
Business〜How to feed transcripts, notes, chats, PDF/PPTX files, and information from Gmail, Meet, Zoom, the Chrome extension, and Slack/Teams into a Room for search, analysis, and proposals
Ask and Approve the AI Agent from Slack
Starter〜How to mention @Terasu in a Slack channel to ask the Room's AI Agent questions and approve proposed actions such as task creation. Covers reconnecting Slack, linking a channel, using one channel for several Rooms, the reply-language rule, and troubleshooting