This article is part of a series of settings overview articles:
Account |
Workspace |
Personal |
Personal settings enable you to structure your personal Aha! Discovery experience. You can edit your profile here, as well as create personal whiteboard templates. Open your personal settings by navigating to User menu -> Settings -> Personal.
Click any of the links below to skip ahead:
Profile
Your Profile settings affect your Aha! Discovery user profile.
User profile
The user profile settings control how you look in Aha! Discovery, and how you want your account to display time.
Use Picture to upload or replace your profile picture.
Use Name to update your first or last name.
Email displays the email associated with your user account. You can change your user email in the Change email personal setting.
Use Time zone to change your local time zone. Aha! Discovery will display the time zone you choose.
Use Locale to set the way that Aha! Discovery will display dates and numbers. By default, it will be determined from your browser's settings, but you can change it here if you need to.
Use Week begins to determine the first day of the week for to-do calendar views in your Aha! Discovery account.
Click Update user profile to save your changes.
Change email
Use the Change email settings to update the email associated with your account. First Verify your password, then enter and confirm a new email.
Click Update email to save your changes.
Change password
You can also change or reset your password from your profile settings.
Use the Change password settings to update your password. Click the ? icon next to the New password field to see the password requirements.
Click Update password to save your changes.
Product announcements
We update Aha! products frequently — with new functionality, improvements, and fixes. This setting suppresses the in-app system broadcasts that pop up when Aha! announces new updates. It affects only your user, and no one else in your Aha! account.
Even if you disable product announcements, you will always be able to see technical or urgent broadcasts for scheduled server maintenance or to report an outage.
Click the toggle to Enable or Disable product announcements.
You can still stay on top of recent product updates from the ? menu in the navigation bar. Open that menu and expand the What's new section to see recent product announcements.
Confetti
Your efforts create value for your customers and the business — it is challenging work. This is why celebrating every accomplishment is so important.
Aha! software helps you find joy as you make progress toward your goals. When you complete work, you will be treated to a burst of colorful virtual confetti. This moment of animated satisfaction occurs when you change a record's status to Completed.
The Confetti setting is enabled by default. You can opt out by toggling Throw confetti to Disable.
Meeting services
Manual transcript uploads
The meeting services listed in this section are common meeting services that you can use to record interviews. You can import video and transcripts from a recorded meeting for analysis in Aha! Discovery. Click Learn how to configure next to a meeting service for instructions on how to configure settings, record meetings, export recordings, and import recordings to an interview for analysis.
Automatic transcript uploads
Aha! Discovery integrates with Zoom and Microsoft Teams. These integrations generate meeting links and automatically upload video and transcripts from a recorded meetings.
To connect your Zoom or Microsoft Teams account, click Link account next to the meeting service you use. You can begin using the integration immediately after linking your account.
Zoom and Microsoft Teams integrations are included in the Aha! Discovery Advanced plan.
Background jobs
If you start a long job, such as a large import, you can leave the page, then check its progress on the Background jobs page. The Background jobs page shows the progress of long running processes that you started in the past 7 days.
Workspace access
If you try to access a workspace or record that you do not have permissions to view, administrators in your Aha! account can create a custom message detailing who you should contact to request access.
You will see your Aha! account administrators' custom instructions in two places:
From the error page when you try to access a workspace or record you do not have permissions to view.
Here in your personal settings.
If your account administrators have not created a custom message, you will see a list of every billing administrator in your Aha! account. You can email any of those administrators to request access.
AI prompts
Create custom requests, instructions and agents that tailor the Aha! AI assistant to your personal use. Use them to standardize outputs, automate complex tasks, and ensure consistent results. Custom prompts are added to the Personal section of the AI library.
Click the More options menu and Delete to remove any existing custom prompts.
AI requests
Create custom requests that tell the AI assistant what you want it to do.
Click Add and select Request.
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Name your prompt and describe it in the Prompt field.
Note: The AI assistant will help you create or refine your request. Click the sparkle button to get its input.
(Optional) Select Favorite to add the request to the AI assistant and AI library's Favorites menu.
Click Add request to create your custom request.
Click the More options menu and Delete to remove any existing custom request.
AI instructions
Create custom instructions that tailor the Aha! AI assistant to your personal workflows. Use them to standardize outputs, automate complex tasks, and ensure consistent results.
Click Add and select Instruction.
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Name your prompt and describe it in the Prompt field.
Note: The AI assistant will help you create or refine your instruction. Click the sparkle button to get its input.
(Optional) Select Favorite to add the instruction to the AI assistant and AI library's Favorites menu.
Click Add instruction to create your custom request.
AI agents
Create a custom agent to automate complex tasks that the standard AI assistant is not structured for.
Click Add and select Agent.
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Name your agent and describe it in the Prompt field.
Note: The AI assistant will help you create or refine your agent. Click the sparkle button to get its input.
Choose Capabilities. These are actions the agents can take.
(Optional) Select Favorite to add the agent to the AI assistant and AI library's Favorites menu.
Click Add agent to create your custom request.