First Steps

Core concepts

• Workspace — Container for related documents, chats, connectors, and settings. Switch workspaces from the icon rail on the left.
• Documents — Files in the Library panel. After processing, they are searchable by the chat agent.
• Chat — Conversations at New chat. History appears under Chats / Recents.
• @ mentions — Type @ to point the agent at a file, folder, connector, or chat.
• Models — Choose a chat model in the composer, or open Manage models under workspace settings.

Step 1: Land in your workspace

After login you land on the dashboard, then your first workspace’s new chat (or an empty state to create one).

Step 2: Know the sidebar

Step 3: Add knowledge

Upload from Library → Upload Files or from the composer + menu. Wait until processing completes before asking detailed questions.

Step 4: Ask and refine

Start broad (What is this document about?), then narrow (What does it say about deadlines?). Use follow-ups; the agent keeps conversation context. Open citation markers to verify sources.

Step 5: Point at sources

Type @ and pick:

• Files & Folders — focus retrieval on specific documents
• Connectors — prefer a live tool (for example Slack search)
• Chats — reference another conversation when relevant

Best practices

• Keep each workspace focused on one project or team topic.
• Prefer clear filenames so @ mentions are easy to find.
• If answers look generic, confirm documents finished processing and try mentioning the file with @.
• Use Workspace settings → Models if the wrong model is selected or a provider is not connected.

Next: Upload Documents or Your First Chat.