Skip to main content

Administration

Administration covers accounts, the organisation directory, brand kits, report templates, the skills library and spend. Open Settings in the sidebar.

Which tabs appear depends on the role of the account.

TabVisible to
ConnectionsAdmins
Model RoutingAdmins
Brand KitsAdmins
Report TemplatesAdmins and reviewers
Users & RolesAdmins
OrganizationAdmins and scope administrators
FeedbackAdmins and reviewers
VaultAdmins
Alerts & LanguageAdmins
Usage & SpendAdmins
ProfileEveryone

Users and roles​

Registration is closed. Accounts are created here.

  1. Open Users & Roles.
  2. Select Add User.
  3. Enter the Email, the Display name and the Role.
  4. Select Create user.

Slate shows a temporary password once and never again. Hand it to the person over a secure channel such as a WeCom direct message or in person. Never send it by email or in a group chat.

ActionEffect
Change RoleMoves the account between operator, reviewer and admin
DeactivateBlocks the account from signing in
ReactivateRestores a deactivated account

You cannot deactivate or demote your own account.

ERP token​

Each account may carry its own Lingxing token. Once bound, that account's ERP queries use the stores that token reaches. The token is stored encrypted and is never shown again after saving.

ActionEffect
BindAttaches a token to the account
ReplaceReplaces the stored token
ClearRemoves the token

Organisation​

The Organization tab holds groups, storefronts and role grants. Scope administrators see only the groups and storefronts they administer.

Groups​

A group is a department or team. A project belongs to at most one group.

FieldPurpose
Name and English nameThe group name
DescriptionWhat the group covers

Each group carries a roster. Add members, mark one as Lead, and remove members who have left. A group no longer in use can be deactivated rather than removed.

Storefronts​

A storefront is an Amazon marketplace the company sells on. Storefronts are synchronised from the ERP or created by hand.

ActionEffect
Sync nowPulls the storefront list from the ERP and reports what was added, updated and deactivated
New storefrontCreates one by hand, with a name and a marketplace code

Role assignments​

Role assignments grant group administrator or storefront administrator powers. Choose the scope type, the scope, the role and the person, then select Grant. Every assignment records who granted it and can be revoked.

Connections and model routing​

Connections lists every external data source, sign-in method and storage target with its configuration state and the time it last succeeded.

Model Routing lists which model each stage and task uses, and the fallback chain behind it.

Both tabs are read only. Connector keys cannot be entered in the browser. An administrator configures them outside Slate.

Brand kits​

A brand kit defines the voice and the colours creative generation follows.

  1. Open Brand Kits.
  2. Select New kit.
  3. Enter the Name.
  4. Add palette entries. Name each colour by its role, with a hex value.
  5. Add tone descriptors as free text.
  6. Select Create.

Creating a kit also creates its folder in the document store, holding the guideline documents and reference images. Guideline documents are edited in the document store, not in Slate.

A kit still linked to a project cannot be deleted. Reassign those projects, or disable the kit instead.

Report templates​

Each report producer carries a skeleton template. Sections marked as slots are filled from data. Everything else passes through exactly as written.

ActionEffect
InsertAdds a slot at the cursor
Save as new versionSaves the edit as a new version, with an optional note
Roll back to thisMakes an earlier version active
Restore defaultReturns to the built in template. Custom versions stay in the history

Deleting a slot removes its section from the report. Reordering slots reorders the report.

Skills library​

Skills are written playbooks the model loads during a conversation. Open Skills in the sidebar. Access requires the reviewer or admin role.

KindEditable
ShippedNo. Shipped playbooks arrive with the release and are read only
CustomYes

Adding a skill​

  1. Select New skill.
  2. Enter the Skill name (slug). Lowercase letters, digits and hyphens only. It cannot match a shipped playbook.
  3. Enter the Category, the Chinese title and the one line English Description.
  4. Set Depth to Ordinary or Deep research, and the Minimum sources.
  5. List the Required tools. An unknown tool name is rejected.
  6. Write the body in Markdown.
  7. Select Create skill.

A skill's Scope decides who can load it: company wide, one group or one storefront.

Bulk import​

Select Bulk import and drop Markdown files or ZIP bundles.

ConstraintDetail
Formats.md files and .zip bundles
Files per import50
File size500 KB
Re-uploading a nameOverwrites it as a new version
Scripts and assets inside a bundleNot imported

The result lists what was created, updated and rejected.

Usage and spend​

Open Usage in the sidebar. Access requires the admin role.

PanelContents
SummaryTotal cost, calls, input tokens and output tokens
Daily spend trendCost rolled up by day
By model, By task type, By projectCost broken down three ways
Endpoint latencyRecent median and 90th percentile response time per operation

Cost is an estimate in US dollars. A latency figure marked Est. rests on too few samples and uses a preset estimate.

Feedback triage​

The Feedback tab lists every report submitted through the feedback button. Filter by status, reply to the reporter in the thread, and move the report through its statuses.

StatusMeaning
NewNot yet looked at
TriagedRead and categorised
In progressBeing worked on
FixedResolved
Won't fixClosed without a change
AnsweredA question, answered

Alerts and language​

Alerts & Language holds the failover and digest alert thresholds and the interface language. The language setting also sits in the sidebar footer.