ajan Cheat Sheet

Your essential companion for getting the most out of ajan

Getting Started

Before we start, thanks for using ajan!

If you run into any issues or have ideas for improvements, don't hesitate to reach out. Your feedback helps us prioritize what to build next and makes the platform better for everyone.

What is ajan?

ajan is your secure, enterprise-ready AI platform that streamlines access to multiple Large Language Models including ChatGPT, Claude, and others. It's designed to help teams leverage AI safely while maintaining data privacy and security standards.

Accessing ajan

Login to your workspace

Navigate to https://app.ajan.com and sign in with your email / password or, where enabled, your Google, Microsoft or LinkedIn account

Start your first chat

Simply type your prompt in the chat interface and press Enter to begin

Model Selection Guide

ajan offers models from OpenAI, Anthropic, Google, and other providers. Choose the right model for your specific use case to optimize both performance and cost.

For the complete list of available models and their strengths, visit our models page.

Core Features

Chat Functionality

• Web Search — Automatically browses the web when fresh information is needed or when explicitly requested
• Share Conversations — Use the share button in the top-right corner to collaborate with teammates
• Save Prompts — Hover over any prompt and click "+" to save it to your Prompt Library for reuse
• Custom Instructions — Set instructions in Settings for regular chats. Agent and Project chats use their own instructions.

Document Integration

• File Uploads Click the paperclip icon in the chat input to upload files directly from your computer
• Google Drive Integration
  1. Navigate to "Integrations" in the left menu
  2. Click "Add integration"
  3. Follow the setup steps to connect your Google Drive
  4. Access documents by attaching files or dropping URLs directly in chat
• Confluence Integration\ Similar process to Google Drive - connect through the Integrations menu to access your team's knowledge base

Supported Actions:

• Summarize long documents
• Extract key information
• Answer questions about content
• Compare multiple documents
• Translate content

Supported Formats:

• PDFs, Word documents, spreadsheets
• Google Docs, Sheets, Slides
• Text files, presentations
• Images and screenshots

Agents

Transform your repetitive tasks into reusable AI workflows with custom agents.

Creating Agents

Navigate to Agents

Click "Agents" in the left menu to browse existing agents or create new ones

Build Your Agent

Use the agent editor to:

• Set specific instructions and personality
• Choose the optimal model
• Add knowledge sources
• Configure actions and integrations
• Test functionality before sharing

Share Strategically

Choose sharing level:

• Private: Just for you
• Group: Share with specific team members
• Workspace: Available to entire organization

Advanced Features

Document Editor

Use the Document Editor to draft documents or build code projects in a panel next to the chat.

Open the Document Editor

Type a prompt like "draft a proposal", or click Create document in the chat input.

Edit with AI

Use the editor panel to refine your document or code while keeping the chat open.

Data Analysis

Getting Started:

1. Attach your CSV or Excel file to the chat
2. Ask specific questions about your data
3. Request visualizations or summaries Behind the scenes: ajan writes code to import and analyze your data, creating charts and insights automatically.

Creating Charts:

• Describe the visualization you want
• AI generates code to create charts and graphs
• Download output files for presentations Supported formats: Bar charts, line graphs, scatter plots, heatmaps, and more

Image Capabilities

• Generate Images — Write descriptive prompts and AI will automatically detect image generation requests
• Analyze Images — Attach images to chat alongside your questions for detailed analysis, text extraction, or description

Deep Research

Starting the Deep Research

Select “Deep Research” from the tools in the chat and enter your research query

Conduct Search

Watch as Deep Research conducts its investigation in real-time

Evaluate

Review & download the final report with citations

Organization & Collaboration

Groups and Sharing

The ability to create and share groups might be restricted in your workspace due to the settings set by your admins.

Team Groups:

• Create private groups for your department or project team
• Share agents and prompts within your group
• Maintain control over sensitive information

Public Groups:

• Optional workspace-wide groups for general resources
• Great for company-wide agents and common prompts

Prompt Library Management

Save Useful Prompts

Hover over any prompt in your chat history and click "+" to save to your library

Access prompts

• Browse the Prompt Library menu
  • Type @ in chat, select Prompts, or search by name
  • Filter by typing the prompt name

Share with Teams

Use groups to share your best prompts with relevant team members

Security & Privacy

Best Practices

• Use ajan, Not Direct LLM Access — Always use ajan instead of accessing ChatGPT or other models directly for company use cases
• Smart Sharing — Share agents thoughtfully using groups to prevent unauthorized access to sensitive information

Getting Help

• Training & Resources — Workshops, templates, and best practices
• Feedback — Send suggestions and feedback to your workspace administrator