Your Utari instance is the dedicated environment for your community, team, or customer group. It is where members interact with the AI experience built around your content, voice, workers, source material, and member access.

Use this guide first. It shows where the main owner areas live so you know where to go before you change settings, invite members, upload knowledge, connect apps, or review usage.

By the end, you should know where to find branding, AI behavior, knowledge, sources, members, analytics, notifications, channels, integrations, and voice.

This guide is for the instance owner and any owner-approved team member helping manage setup.

The instance owner is responsible for setup decisions: what the instance looks like, what it should know, who can access it, what members are allowed to do, and which connected systems should be used.

Community members use the normal member-facing instance experience. They do not have access to the owner setup areas covered in this guide.

Open your Utari dashboard and confirm you are in the correct instance. Check the workspace or instance name in the bottom-left profile area and in the owner menu.

You can safely open menus, switch tabs, and review pages while learning the dashboard. Slow down before using buttons that apply a change, such as Save, Connect, Invite, Remove, Create, or Import.

If a menu does not match this guide, or if you are unsure whether a change will affect members, contact [email protected] before continuing.

The left sidebar is the daily workspace area. Use it when you are working inside the instance day to day.

The dashboard home area includes:

You do not need to memorize every area before using the instance. The important habit is knowing whether you are doing daily work in the sidebar or owner setup from the bottom-left menu.

Click the profile/workspace menu at the bottom-left of the sidebar.

The owner menu is grouped into:

Use the Instance group for setup and operating controls tied to this specific instance.

The Instance menu includes:

Use the General group for shared tools and account-level areas.

The General menu includes:

Inside Settings, the cleaned instance-context settings list keeps account settings focused. Memory remains available when you need to review what the system remembers for your account.

Use Settings for personal settings. Use Instance Config when you need to change how the instance itself behaves.

Use this map when you are deciding where to go next.

The owner does not need to manage every screen personally, but every area should have a clear owner.

In a real launch, the owner may understand the overall system while a trusted assistant, VA, or operator handles day-to-day setup work after the instance is live.

Use Analytics to monitor how the instance is being used after launch. Review usage regularly, watch for unusual spikes or repeated questions, and contact [email protected] if usage looks higher than expected or if your team needs help understanding the numbers.

The access, members, usage, and notifications guide covers analytics, member management, owner alerts, and the post-launch review rhythm in more detail.

It is fine to look around before making changes. Open menus, read settings, and review pages first.

Before saving, connecting, inviting, importing, removing, or enabling anything, make sure the action is intentional and owned by the right person.

Only hand off owner-level setup work to a trusted team member who understands the area they are managing. If someone is only helping with uploads, member invites, or weekly review, keep their role focused on that area.

If something looks wrong, capture what you see and email [email protected] with the instance name, the page you were on, and what you expected to happen.

Continue through the rest of the instance owner setup guides:

You are ready for the next guide when you can answer: