KRAKEN OS / AURA assistance

A useful next step starts with context.

Ask questions while reviewing your work, find the records behind an answer and prepare follow-up actions. AURA works with the modules, permissions and AI configuration available to your team.

Kraken OSAURA assistance
01

Ask about the work in front of you

Use AURA to explore product guidance and operational questions about your workspace. Ask where to find a feature, how a process connects or what needs attention. Review the relevant records before relying on a summary or recommendation.

02

Find records within your access

Available tools can search workspace records and open context for a company, deal or other supported record. Module access, record permissions and field controls determine the information these tools can return. Different team members may therefore see different answers and actions.

03

Turn a suggestion into a reviewed action

Prepare notes, email drafts and follow-up tasks through the available tools. Actions follow their confirmation or approval requirements, and result records show their status. Check the proposed content, person responsible and resulting record before treating the work as complete.

04

Choose the setup with your team

Built-in guidance and local workspace insights are available through the local mode. External AI adds language assistance when a provider is configured, subject to usage limits. Review the provider setup and the workspace context used with your administrator; AI answers need human review.

Questions before you start

Does AURA give every user access to every record?

No. AURA access and its available tools depend on enabled modules and permissions. Searches and record tools also apply record and field access controls.

Does every installation use an external AI provider?

No. External AI depends on the configured provider and usage limits. Local guidance and workspace insights use the built-in mode. Confirm the intended setup when choosing your modules.

Can I rely on an answer without checking it?

Review generated answers and consequential actions against the underlying records. AURA assists your work; decisions about accounting, legal requirements or other specialist matters remain with the responsible people.

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