Getting Started with In A Box

In this section, we will guide you with basic requirements needed before starting with In A Box and the general User Interface of the Platform. Understanding this information will help you get started with the platform and its features. Let’s get started!

Table of contents

1. Basic Requirements
   1. Sufficient Ask Sage Tokens
   2. Data
   3. Familiarity with Ask Sage
2. User Interface (UI)
   1. Menu Bar
3. Getting Started

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Basic Requirements

Before you start using the In A Box platform, ensure you have the following basic requirements:

Sufficient Ask Sage Tokens

Users are required to have sufficient Ask Sage tokens to generate documents using the platform. We recommend having at least $500 - $1000 worth of tokens to get started with the platform.

(This is a rough estimate and can vary based on the number of documents you generate and as a user familiarizes themselves with the platform)

If you do not have enough tokens, you can purchase more - contact our sales team sales@asksage.ai 📧 for more information or contact your organization’s Ask Sage administrator.

In A Box consumes a large volume of tokens to generate documents. Ensure you have enough tokens to generate documents and avoid running out of tokens in the middle of the process.

Data

Ensure you have the necessary data required to generate documents. This will include data to setup your organization, compliance/cyber security documents, and any other documents you wish to generate. The more prepared you are with data, the easier it will be to generate documents and get started with the platform.

If you already created datasets in Ask Sage, you can pull these datasets into the In A Box platform to generate documents.

Familiarity with Ask Sage

We advise users/organizations to be familiar with the Ask Sage platform and have a general understanding of how to use GenAI. Doing so will elevate your experience with the In A Box platform and help you generate documents with ease.

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User Interface (UI)

The In A Box platform is designed to be user-friendly for organizations and its users to be able to create templated documents. We will cover the general User Interface of the platform and the key areas that you will interact with when using the platform.

Pay attention to any callouts or important notes that are highlighted in the platform. This will help you understand the platform better and avoid any issues while generating documents.

Menu Bar

Users can navigate through the platform and it’s various sections using the Menu Bar. The Menu Bar consists of the following sections:

1. Dashboard:
   • Organization: This is where users define organizations and build a general knowledge base that describes the organization’s business, and services at a high level.
     • Organizations can also be specific departments within a larger organization.
2. Compliance / Cyber:
   • Getting Started: This section provides users with instructions on how to get started to setup this section of the platform.
   • Systems & Packages: Users can create compliance and cyber security related documents for any system or application they have in their organization. Therefore, they create specific knowledge bases for each system or application and then generate compliance documents for them (i.e., FedRAMP, ATO, CMMC, etc.).
3. Anything:
   • Getting Started: Instruction for this section of the platform.
   • Topics: This section allows users to generate any type of document they need for their business organization. This could be a proposal, marketing, legal, HR, etc.
4. Settings:
   • Profile: Users can manage their account settings, view their profile, and manage their organization settings.
   • Help: Additional information and resources to help users navigate through the platform.
   • Logout: Users can logout of the platform using this option.

There is also a token balance displayed on the bottom left corner of the platform. This will show the current token balance available to the user.

There are additional UI elements that will be covered in the respective sections of the platform and will be highlighted as needed.

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Getting Started

To get started with the In A Box platform, first setup an organization and then proceed with either the Compliance / Cyber or Anything section based on your requirements. So in the next sections will cover how to setup an organization, then how to generate compliance/cyber security documents, and finally how to generate any type of document you need for your business organization.

Let’s get started with setting up an organization! Click here to proceed to the Organization section.