User Guide
Welcome to Atolio
If you’ve landed here, than your IT team has setup Atolio for your workplace. Welcome!
Atolio lets you search, ask questions, and find answers - or the people who have them - across all of your company’s apps.
Atolio never surfaces information that you don’t have access to by honoring the permission model of the underlying apps that are integrated. For example, if you don’t have access to it in SharePoint, you won’t have access to it in Atolio.
The main goal of Atolio is to help you easily find and use the internal knowledge within your organization, by providing you with a single place to ask questions and search across the apps you use day-to-day. This includes content such as documents, wikis/pages, tickets, account records, emails, pull requests, and more.
If you have any questions, don’t hesitate to reach out.
You can do so by emailing support@atolio.com or drop in the shared Teams or Slack channel that we setup for your team. Search for the channel (usually has the keyword atolio in the channel name) in your workspace to join.
Details
1 - Capabilities
This describes some of the features of Atolio and how to use them.
Search
The Search Box is tailored to your company based on the Apps that your IT Admins have connected and the artifacts that you have permission to view. Use it as you would any other search box and find what you’re looking for faster than having to think about where to search for something.
Insights
We’ve integrated LLMs into Atolio so that you can ask questions and summarize information that’s specific to the knowledge indexed in your company’s Atolio deployment. Give it a try!
Discover
Once you’re logged in to your Atolio account, you will land on the part of the product that we call Discover. Here you will be able to quickly get recent updates on artifacts (Tickets, Docs, Chats, etc.) that you’ve historically been a contributor to.
People
When you run a search, you’ll notice that in the filters pane, we expose a list of People that have contributed to the result set. Today, we sort this people list in a descending order based on count of total contributions. You can think of a contribution as a creator, editor or commentor around a particular search criteria. Some of our clients use this as the basis for making sense of who are likely subject matter experts around a particular topic.
Collections
Ever find something that you were looking for and then save it for later by adding it to a note to yourself or to a bookmarks folder? With collections, you can now organize information that you find useful into native Collections in Atolio. Start by running a search and then clicking on the collections icon found below.
From there you can then add it to an existing collection or create a new one.
Currently, Collections are private only to you. Next we’ll be creating the ability to share Collections with teammates and give you the ability to find them natively in Search.
Filters
When searching, you can filter results based on Time, Individual Contributors Involved (People), and Apps where said information lives.
Time Range
People
Apps
2 - Pro Tips
This lists some of the common pro tips and recommendations.
Creating an Atolio Chrome Search Engine
If you’re using Chrome, you can setup quick access to Atolio by configuring a custom Search Engine that you can access from the URL bar. To do so, follow these quick instructions:
Adding Chrome search engine:
Copy/Paste chrome://settings/searchEngines into your Chrome URL bar
Scroll down and click Add to the right of “Site Search"
For Search Engine fill in Atolio
For Shortcut fill in at (of any preferred shortcut, shorter the better)
For URL with %s in place of query fill in https://<your atolio URL>/search?q=%s&from=0&size=10 (example below)
Try it out by openning a new tab, hit cmd + l to jump to the search bar, type at, hit tab, type in a search keyword like onboarding, then hit enter
Using Atolio on Mobile
Until we ship a native iOS/Android app, we’ve architected our front end to be extremely mobile friendly.
By going into Safari/Chrome on your mobile device, type in the atolio instance address in your URL bar and once authenticated, bookmark the site to your Home Screen to have Atolio available on the “go”.
We’ve even applied a dedicated App Icon so that you can easily find it.
Keyboard Shortcuts
To be able to access the search bar quickly - use the / while you’re in the Atolio app.
You can also use the 🔼 and 🔽 keys to scroll through results.