How To Use Zirra Desk | Tutorial Guide

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Tutorials
Getting Started

How to Create a New Memo in Desk

How to Edit an Automated Memo

How to Edit Sections of a Memo – General

How to Edit ‘Things to Know’

How to Edit ‘Business Model’

How to Copy, Share, Print, Format, Preview and Get Company Alerts

We’re continuing to add to our Tutorial library – if there is a question you have that isn’t answered here currently, contact us and we’ll be happy to help.

Getting Started
Getting started with Zirra Desk is easy – all you need is a valid business email address to create an account. Click ‘Start Using Desk’ to register or sign in.

Start Use Desk - Menu Bar

Once you’ve registered, you’ll see the Desk Dashboard (if you don’t see it, click ‘My Desk’ in top right of Menu bar after you’ve signed in)

The Desk Dashboard lets you access any company Memos you have created as well as create new Memos from scratch. Click on ‘+Add New Memo’ to begin.

Zirra Desk Dashboard image

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Create New Memo from Desk Dashboard
To generate a new Memo on a company click on ‘+Add New Memo’ to begin.

A dialog box will ask you to confirm the company you wish to generate – enter either the company name or website into the search field.

Set the Confidential status to either ‘Confidential’ or ‘Not confidential’ (grayed out). For more information on this, read here.

Hit ‘Apply’. It will take a few minutes for the report to generate – please be patient 🙂

Now your Memo is open for editing – you may confirm this by checking to see that the report sections include a black bar with  in top right corner of each section.

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Activating the Desk Edit Function from an Automated Memo
Generate a company Memo you wish to edit. Once open you will see an orange & white floating Pencil Icon  click this to open editing.

A pop-up box will ask you to confirm which company you wish to create a Memo for – simply confirm it is the correct company – if it is not, type in the name or URL of the company website you wish to review and choose from the list of companies in the drop down box provided.

Then set the Confidential status you desire for your report & hit ‘Apply’. It will take a few minutes for the report to generate – please be patient 🙂

For more details on what it means for a Memo to be Confidential, click here.

Now your Memo is open for editing – you may confirm this by checking to see that the report sections include a black bar with  in top right corner of each section.

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Editing Sections of a Memo – General
Once a Memo is open for editing each section will have a black bar with  in top right corner.
Click on ‘EDIT’ to open up a side panel editor.

First, you will see sub-section titles for all the available areas to edit within that section.

 

Choose a sub-section, expand it by clicking the down arrow and select what you want to appear on the memo.

Any information that the Zirra AI found for that section will appear in the side panel.

You may select the radial button of the information you wish to display or you may write your own information by clicking ‘+Add Data’ – the new field will generate at the bottom of the panel list. Select that radial button of the new field and expand it to being adding data. See clip below.

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Editing ‘Things You Should Know’
Purpose: Things to Know section is intended for quickly highlighting interesting information at a glance that the report covers in depth elsewhere, an ‘In a Nutshell’ overview, if you will.

This section is not auto-generated by the Zirra AI as it is intended for customizing highlights that you, the User, sees as most important to highlight.

Note: It displays as horizontal numbered bullet points. Each new section that is added in Edit Mode creates a new numbered point for the section. Final format appears as below image:

To edit this information, click the ‘Edit’ button in the top right of the Things to Know.

A right panel will appear to navigate and quick edit the sections. For the first bullet point, simply begin typing in the text box to the left.

To add another numbered bullet, click ‘+Add Data’ in the right-side Editor and a new text box will appear.

Be sure the information you wish to appear active in the Memo are selected in the right side editor, otherwise, they will not display. Additionally, you may completely remove the information by choosing the ‘Trash’ icon.

Once finished with editing, select ‘Done’ located along the black bar of the section.

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Editing ‘Business Model’
Purpose: ‘Business Model’ provides a quick, visual highlight of the business model(s) for revenue – The prefix of the section is fixed and cannot be edited and begins with “[CompanyName] makes money by…”, – the end of the sentence is open to be completed.

For instance, say the company licenses its software for use to enterprises.

After you open the section for editing by clicking ‘Edit’ you would enter only the completion of the sentence such as ‘licensing its software to enterprise clients’ so that the final result in the finished Memo would read “X Company makes money by licensing its software to enterprise clients”.

 

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TOP MENU BAR

When you are editing a company, the Menu Bar across the top allows you to:

  • Duplicate
  • Share
  • Print
  • Get Alerts
  • Adjust Layout
  • Preview Memo

 

Duplicating or Copying a Company Memo
To make a duplicate of the current company memo, simply select the Duplicate/Copy icon 

A confirmation dialog box will appear where you will need to select the confidentiality of the memo, and hit ‘Apply’.

The next screen will have the duplicated memo ready for editing. You will see the Company Token change in the URL indicating you are on a duplicate memo. See screenshots below.

 

 

Sharing a Memo

Click the Share icon  to distribute your company findings via social media or a unique URL token.

Click ‘Copy to Clipboard’ to then paste the URL in an email or other online medium.

Print Memo
Currently, Memos may be printed to PDF. Simply select the Print icon   to open the printer dialog box and follow your computer’s instructions.

Get Company Alerts
Stay up-to-date on future company events by subscribing to Zirra Alerts. Simply click the Alerts bell icon  and your account will be notified via email any time a future event is triggered by our AI.

The bell icon will turn to orange indicating the company is being tracked, also, the Alerts indicator below the company name will show its status.

Adjust Memo Layout
This feature is currently being improved – please check back.

Preview Memo
To preview the finished view simply click the Preview icon – to continue editing, simply click the Back arrow on your browser.

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We’re continuing to add to our Tutorial library – if there is a question you have that isn’t answered here currently, contact us and we’ll be happy to help.