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raia Command · Section

Getting Started & Navigation

Signing in, the Dashboard, the sidebar, and switching organizations.

raia Command is the knowledge workspace that feeds your raia cX agents. You sign in, land on the Dashboard, and work through four main areas — Projects, Connectors, Teams, and Agents. Everything else in Command (the Data Room, AI workflows, reports, and settings) hangs off those four.

In this section

  • Sign in, verify email, and complete MFA if your organization enforces it.
  • Read the Dashboard: the 2×2 overview plus the Needs Attention panel.
  • Navigate the sidebar — Main group, footer tools, and the collapse control.
  • Switch between organizations and use deep links back into a folder.
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What's inside

  1. 01

    Signing in

    Email + password or Google sign-in. Email verification is required before the first sign-in, and organizations that enforce two-factor authentication prompt for it at login. Password resets are self-service from the sign-in page.

  2. 02

    Joining an organization

    Signing up creates a personal organization automatically. Invitations to other organizations are auto-accepted on first sign-in, and a banner at the top of the app shows any invites still pending.

  3. 03

    The Dashboard

    A 2×2 overview of Projects, Connectors, Teams, and Agents — each block has View All and Learn More actions. A Needs Attention panel surfaces missing licenses, failed AI jobs, and connector sync errors; token and storage alerts appear just below the header.

  4. 04

    Sidebar — Main

    Dashboard, Projects (grouped by organization), Agents, Team, and Training (expands to Simulations and Human Feedback). The New Project button sits at the top; clicking the sparkles logo collapses the sidebar to icons and remembers your choice.

  5. 05

    Sidebar — Footer

    Reports, Connectors, Admin (internal admins only), and Help. Your account menu in the top-right opens Profile, Settings, Security, or sign out.

  6. 06

    Organization switching & deep links

    The organization picker at the top of Data Room, Team, and Connectors switches context, and your last-viewed organization is remembered. Data Room URLs include the project and folder, so any location can be bookmarked or shared.

Tip

Inside a project, the Data Room toolbar is the real control panel: Activity, Access, Project Report, Download MD Project, New Folder, Upload, and the AI actions all live there.

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