
The Overview tab gives you a simple summary of what is happening on this data source.

Use it when you first open a data source or when you want a quick check before opening other tabs.

## Before you start

Open a data source, then select the **Overview** tab.

![Overview tab](/docs/data-sources/overview-tab-02.png)

## How to use it

1. Open the data source and go to **Overview**.
2. Review any setup alerts at the top.
3. Use **Live View** when you want to open the camera stream.
4. Use the message at the top if you want to open the newest review item.
5. Check the **Workflow** card to see the current counts.
6. Click any count to open that area.
7. Check **Device Status** to see connection and device health.

## Key settings or fields

### Toolbar actions

- **Live View** opens the live view window for the current device.

### Setup alerts

For new Vision and Pallet Vision data sources, the Overview tab may show setup alerts.

These alerts help the workflow know whether the device is ready:

- **Device is not marked as paired.**
  - Use **QR** or **OTC** to pair the device.
  - Use **Paired** if the device is already paired.
  - Use **Skip** if you want to continue without marking pairing.
- **Device is not marked as mounted.**
  - Open **Live View** and verify the camera view first.
  - Use **Mounted** when the device is installed and the view looks right.
  - Use **Skip** if you want to continue without marking mounting.

These alerts disappear after you mark or skip each setup item.

The Home AI Assistant uses the same setup status when it guides the Vision workflow from chat.

### Workflow counters

The workflow card shows the main work areas:

- **Videos** or **Images**
- **Datasets**
- **Annotations**
- **Versions**
- **Models**
- **Validation**

Click any card to open it.

### Device status

The device status section shows important device details in one place:

- Power state
- Online or offline state
- Cellular, Wi-Fi, and Ethernet connectivity
- Battery level and temperature
- Camera state
- App version
- Last known location, when available

## Update or edit existing items

- To keep working, open the related tab from the workflow card or the top tab bar.

## Read next

- [Validation](/docs/ai-vision/validation)
- [Datasets](/docs/ai-vision/datasets)
- [Remote Control](/docs/ai-vision/remote-control)
- [Home AI Assistant](/docs/ai-assistance/home-ai-assistant)


Use the Overview tab to quickly check progress, open live view, and see device status.

Overview


Use this guide when you are ready to sign in to Zira.

You will need your **Email** and **Password**.

## Open the sign-in page

1. Open the Zira sign-in page your team uses.
2. Wait for the sign-in form to appear.
3. Make sure you can see the **Email** and **Password** fields.

![Sign-in page with the Email and Password fields visible.](/docs/getting-started/account-access/login/01-sign-in-page.png)

## Sign in

1. Enter your email address in **Email**.
2. Enter your password in **Password**.
3. Click **Login**.
4. Wait for your Zira home page to open.

If you want to check your password before signing in, click the eye icon in the password field.

## If you cannot sign in

- Click **Forgot password?** if you need to reset your password.
- Click **Sign Up** if you were invited to create a new account and have not finished that step yet.
- Contact your team lead or support contact if your email or password still does not work.

## What happens next

After you sign in, Zira opens your home page.

From there, you can open the left sidebar to move to places like **Chats**, **Channels**, **Sites**, and **Vision**.

## Related guides

- [Create Your Account](/docs/getting-started/account-access/create-account) - Finish account setup before signing in.
- [Forgot Your Password](/docs/getting-started/account-access/forgot-password) - Send yourself a password reset email.
- [Choose Your Home Page](/docs/getting-started/profile-preferences/home-page) - Decide what opens first after sign in.


Use your email and password to sign in and open your Zira home page.

Sign In to Zira


Use chat when you want to start a conversation with one person or create a group conversation for a team, topic, or short-term task.

The steps are designed to feel simple and clear. First you choose people, then you review the chat before it opens.

## Navigation

Chats are available from the left sidebar. Open **Chats** there when you want to move between conversations or start a new one.

If you are already looking at a conversation, the chats list may already be open so you can move to another chat more easily.

## Ways to use chat

You can use chat in more than one way:

- Use the smaller chat view when you want to quickly read or reply without fully changing pages.
- Use the full chat page when you want more space for reading, searching, and replying.

After you create a chat, you can continue in whichever chat view opens for you.

## Start a new chat

1. Open **Chats** from the left sidebar.
2. Click **New Chat**.
3. A window opens where you can choose the people you want to chat with.

## Start a private chat

1. Open the new chat window.
2. Select one person.
3. Check that the right person appears in the selected people row.
4. Continue to open the conversation.

The conversation opens right away, so you can send your first message.

## Create a group chat

1. Open the new chat window.
2. Select two or more people.
3. Continue to the next step.
4. Review the group details.
5. Add or change the group details if needed.
6. Click the button to create the group chat.

Use a group chat when several people need the same conversation history and updates in one place.

## Review the selected people

Before you create the chat, check the selected people row in the window.

Use it to:

- confirm that the right people are included
- remove someone before creating the chat
- make sure a private chat stays focused on one person
- make sure a group chat includes everyone who should see the conversation

This is especially helpful when you are creating a group from a long list of people.

## What to do if you picked the wrong people

1. Find the selected people row in the new chat window.
2. Remove the person you do not want to include.
3. Search for and select the correct person.
4. Continue when the selection looks right.

If you are unsure whether the chat should be private or group-based, check the number of selected people before you create it.

## What happens next

After the chat is created:

- the conversation opens in the chat workspace
- you can send the first message immediately
- the new chat appears in your chat list
- other participants can continue the conversation from their own chat view

If you start in the smaller chat view and want more space, open the full chat page from the chat controls.

## Tips

- Start with a private chat when you only need one person.
- Use a group chat when the same update would otherwise be repeated in several separate conversations.
- Review the selected people before creating the chat so you do not need to correct the participants afterward.
- If you already know who you need, use search in the people list to move faster.


Start a private or group conversation, choose the right people, and review the setup before you begin messaging.

Create a Chat

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