Quick Start Guide

Get up and running in under 15 minutes

Getting Started Overview

15 min

Total Setup Time

5

Simple Steps

1

Workspace Ready

This guide will walk you through creating your account, setting up your first workspace, uploading documents, and making your first AI-powered query.

1

Create Your Account

2 minutes

Sign up and verify your email address

Visit the signup page and create your account
Verify your email address
Complete your profile information

2

Create Your First Workspace

5 minutes

Set up a workspace for your team or project

Click 'Create New Workspace' from the workspace selector
Configure basic settings (name, description)
Set up features and permissions
Configure AI and knowledge base settings

3

Upload Your First Document

3 minutes

Add documents to your knowledge base

Navigate to your workspace
Go to the Files section
Upload a PDF, Word doc, or text file
Add metadata and tags for better organization

4

Invite Team Members

2 minutes

Add users to collaborate in your workspace

Go to User Management in your workspace
Send invitations via email
Set appropriate roles and permissions
Share invitation codes for quick access

5

Start Querying

1 minute

Ask questions about your documents using AI

Open the chat interface
Ask natural language questions about your documents
Review AI responses with citations
Explore related documents and context

What's Next?

Now that you have the basics set up, explore these advanced features

Explore Advanced Features

Administration

Tips for Success

Best Practices

Use descriptive metadata when uploading documents
Organize files with consistent naming conventions
Set up proper user roles and permissions early
Test queries with different phrasings for better results

Common Questions

How many documents can I upload? (See workspace limits)
What file formats are supported? (PDF, DOCX, TXT, and more)
How secure is my data? (100% private, enterprise-grade security)
Can I integrate with other tools? (Yes, via API)