START HERE - Getting Started With Sourcery

Discover, Plan, Build

Paul Boken

Last Update 9 maanden geleden

The Sourcery community serves as a dynamic space for users to discover and engage with a wide array of products shared by designers, representatives, and manufacturers. Users begin with a blank community page, enabling them to curate a personalized collection by searching for specific items, such as acoustic lights or sustainable products, and identifying verified content through a checkmark indicator for reliability. By following verified manufacturer pages and collections, users can easily access and stay updated on relevant products, integrating these into their projects or personal collections. This community-centric approach encourages continuous discovery and connection, allowing users to tailor the platform to their professional needs and preferences.

Build Collections in the product planning phase - Sourcery allows users to create personalized collections within a private workspace by following products from the community or incorporating items shared via quick links, like those from agents. Users can easily add products to collections by using the follow button and can either add these to existing collections or create new ones, such as "My Favorites." Collections can also be formed directly on the collections page and expanded by uploading data from various sources, offering complete flexibility. Sorcery supports multiple workspaces, enabling collaboration with agents, designers, and others. Collections can be tailored around specific themes, like sustainability or product categories, and enriched with valuable information for future projects. Sharing options include sending quick links to both Sorcery users and non-users, or publishing collections for wider community discovery. This centralized approach simplifies product planning and sharing, marking a significant advancement in managing product information within the design and specification community.

Create projects in Sourcery's build phase,users reach a critical point in a product's lifecycle, integrating products into projects and collaborating with team members, agents, and manufacturers for efficient coordination leading up to the ordering phase. This involves adding products to projects from collections, using convenient navigation shortcuts, and leveraging a project module rich with features like change tracking, collaboration tools, and extensive sharing permissions. The platform allows for the addition of custom products, the use of product reference features to save time, and the facilitation of team communication through an expanded collaboration view and chat functionalities. Additionally, an AI chatbot assists in identifying local representatives for product support, enhancing the process of building, communicating, and ensuring project success with various export options and tools.

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