Quick Start Guide

Get your first AI-powered Q&A working in just a few minutes. This guide walks you through the essentials.

Step 1: Create Your Organization

When you first sign up for IntelliRepo, you'll create an organization. This is your workspace where all your collections, documents, and team members live.

1. Go to intellirepo.ai (opens in a new tab) and click Sign Up
2. Enter your email and create a password
3. Name your organization (e.g., "Acme Corp" or "My Knowledge Base")

You're now the Owner of your organization with full access to all features.

Step 2: Create a Collection

Collections are containers for related documents. Think of them as folders or knowledge bases.

1. From the dashboard, click New Collection
2. Give it a name (e.g., "Product Documentation" or "HR Policies")
3. Optionally add a description
4. Click Create

Tip: Create separate collections for different topics or departments. For example:

• "Customer Support FAQs"
• "Engineering Documentation"
• "Company Policies"

Step 3: Upload Documents

Now add your documents to the collection.

1. Open your collection
2. Click Upload Documents or drag files directly onto the page
3. Select one or more files

Supported file types:

• PDF (.pdf)
• Microsoft Word (.docx)
• Plain text (.txt)
• Markdown ()
• HTML (.html)

What happens during upload:

1. Extracting - Text is extracted from your document
2. Chunking - Text is split into searchable segments
3. Embedding - AI creates semantic embeddings for search
4. Complete - Document is ready for questions

Processing typically takes 5-30 seconds per document depending on size.

Step 4: Ask a Question

Once your document shows "Completed", you can start asking questions.

1. Click Chat on your collection
2. Type a question in the input field
3. Press Enter or click Send

IntelliRepo will:

1. Search your documents for relevant content
2. Generate an AI answer based on what it finds
3. Show you the source documents and page numbers

Example questions:

• "What is our refund policy?"
• "How do I reset my password?"
• "Summarize the key points of this document"

Step 5: Explore Your Answer

Each answer includes:

• The response - A natural language answer based on your documents
• Sources - Which documents (and pages) the answer came from
• Confidence - How relevant each source is (shown as a percentage)

Click on a source to see the exact text that was used.

What's Next?

You've got the basics! Here's where to go from here:

Invite Your Team

Add colleagues so they can ask questions too: → Inviting Users

Connect Slack

Let your team ask questions directly from Slack: → Slack Setup Guide

Build Integrations

Use the API or embed chat on your website: → Developer Guide

Get Better Answers

Learn techniques for asking better questions: → Tips for Better Answers

Need Help?

Contact Support if you get stuck. We're here to help!