Using Tectra

Now that you've set up your account, billing, integrations, and workflows, it's time to start using Tectra! Your AI teammate is available across multiple platforms, making it easy to get help wherever you're working.

Three Ways to Use Tectra

Tectra is designed to meet you where you work. You can interact with your AI teammate through:

1. Web Interface: Chat directly through the Tectra dashboard
2. Video Meetings: Add Tectra to Zoom calls for real-time assistance
3. Slack: Mention Tectra in your Slack channels for instant help

Let's explore each method in detail.

1. Using Tectra Through the Web Interface

The web interface is perfect for focused interactions and managing your Tectra setup.

Starting a Conversation

1. Locate the Chat Icon: Look for the purple circle with a speech bubble in the bottom right corner of any Tectra page
2. Click to Open: Click the icon to open the chat interface
3. Start Typing: Use the text field to ask questions or give commands

What You Can Do

• Ask Questions: Get information about your connected tools, data, or workflows
• Give Commands: Trigger workflows with natural language commands
• Get Help: Ask for assistance with using Tectra or troubleshooting issues
• Review Results: See detailed responses and follow-up actions

Tips for Web Interface Use

• Be specific in your requests for better results
• You can reference data from your connected integrations
• Use follow-up questions to get more detailed information

2. Adding Tectra to Video Meetings

Tectra can join your Zoom meetings to provide real-time assistance, take notes, and execute workflows during calls.

Initial Setup (One-Time)

Before you can add Tectra to meetings, you need to authorize with Zoom:

1. Navigate to Meetings: Go to https://app.tectra.ai/manager/meetings
2. Authorize with Zoom: Click the authorization button when prompted
3. Complete OAuth: Follow the Zoom authorization process
   • This allows Tectra to recognize you in calls
   • Tectra will only join meetings you explicitly invite it to

Adding Tectra to a Meeting

You have two options for adding Tectra to meetings:

Option A: Add to Existing Meeting

1. Click "Add Meeting" in the top right corner
2. Add Title: Give your meeting a descriptive name
3. Add Zoom URL: Paste the Zoom meeting link
4. Add Notes (Optional): Include any context or special instructions
5. Additional Options (Optional): Configure any extra settings
6. Choose your action:
   • "Create": Save the meeting for joining later
   • "Create & Join": Save and immediately add Tectra to the call

Option B: Schedule for Later

1. Save the meeting details using the "Create" option
2. When you're ready, find the meeting in your list
3. Click "Join" to add Tectra to the active call

Interacting with Tectra in Meetings

Once Tectra has joined your meeting, you have several ways to interact:

Voice Commands

• Activation Phrase: Say "Hey, Tectra" to get its attention
• Ask Questions: "Hey Tectra, what's the status of the Johnson project?"
• Give Commands: "Hey Tectra, create a follow-up task for this discussion"
• Request Information: "Hey Tectra, show me the latest sales numbers"

Chat Messages

• Public Chat: Type in the meeting chat to interact publicly
• Direct Messages: Send a private DM to Tectra for confidential requests

Private vs. Public Interactions

• Voice commands with "Hey Tectra": Public - everyone can hear
• Direct messages: Private - only you see the conversation and responses
• Meeting chat mentions: Public - everyone can see the interaction

Meeting Benefits

• Real-time Information: Get data from your integrations during calls
• Action Items: Create tasks and follow-ups without leaving the meeting
• Note Taking: Tectra can summarize key points and decisions
• Workflow Triggers: Execute automations based on meeting discussions

3. Using Tectra in Slack

Slack integration makes Tectra available wherever your team communicates.

Setting Up Slack Integration

Initial Connection

1. Navigate to Slack Settings: Go to https://app.tectra.ai/manager/slack
2. Connect Slack: Click the "Connect Slack" button in the top right
3. Authorize via Popup: Click "Connect via Popup" button
4. Complete Authorization: Follow the Slack authorization process in the popup
5. Confirm Success: You'll receive a success message and the UI will update

Adding Tectra to Channels

1. Close Success Modal: Close the authorization success message
2. Add Channels: Click the "Add Channel" button
3. Search for Channels: Use the search function to find channels
4. Select Channels: Check the boxes for channels where you want Tectra
5. Confirm: Click "Add x Channels" to complete the setup

Using Tectra in Slack

Basic Interaction

• Mention Tectra: Type @Tectra followed by your question or command
• Natural Language: Speak to Tectra as you would a team member
• Commands: Trigger workflows with conversational commands

Example Interactions

@Tectra what's the status of our Q4 campaign?

@Tectra create a high-priority ticket for the login issue

@Tectra send me a summary of today's support tickets

@Tectra add "Review budget proposal" to my task list

Channel Permissions

• Tectra can only see messages in channels where it's been added
• It only responds when mentioned with @Tectra
• All team members in the channel can see Tectra's responses

Slack Best Practices

• Be Specific: Clear requests get better results
• Use Mentions: Always start with @Tectra so it knows to respond
• Context Matters: Tectra can see recent channel history for context
• Team Coordination: Use Tectra for shared tasks that benefit the whole team

General Tips for Using Tectra

Effective Communication

• Be Clear and Specific: "Create a Jira ticket" vs. "Create a high-priority Jira ticket for the login bug with details from this conversation"
• Provide Context: Reference specific projects, people, or timeframes
• Use Follow-ups: Ask clarifying questions if you need more detail

Understanding Responses

• Workflow Triggers: Tectra will confirm when it starts workflows
• Information Requests: You'll get detailed answers with source references
• Error Handling: Tectra will explain if it can't complete a request and suggest alternatives

Privacy and Security

• Meeting DMs: Use direct messages in meetings for private requests
• Sensitive Data: Tectra follows your integrations' permission settings
• Access Control: Only team members in authorized channels can interact with Tectra

Troubleshooting Common Issues

Tectra Isn't Responding

• Check Integration Status: Ensure relevant integrations are connected
• Verify Workflow Status: Make sure required workflows are enabled
• Review Command Patterns: Ensure your command matches workflow triggers

Partial or Incorrect Responses

• Provide More Context: Add specific details to your request
• Check Data Sources: Verify the connected tools have the required information
• Refine Your Request: Try rephrasing your question or command

Meeting Issues

• Audio Problems: Ensure Tectra is unmuted in the meeting
• Recognition Issues: Speak clearly and use the "Hey Tectra" phrase
• Authorization: Re-authorize Zoom if Tectra can't join meetings

Getting the Most from Tectra

Remember that Tectra learns and improves as you use it:

• Start Simple: Begin with basic commands and gradually use more complex features
• Experiment: Try different ways of asking for the same thing
• Feedback: Tectra uses your interactions to improve its responses
• Iterate: Refine your workflows and commands based on what works best

Your AI teammate is ready to help you automate tasks, save time, and boost productivity across all your tools and platforms!