When you get started, the first thing you’ll want to do is create a folder and add some resources for our AI to analyse. Here’s how you do it:

Creating a Folder

https://www.youtube.com/watch?v=Xw6MjoAY4HM&ab_channel=genei

Step 1. To get started hit the Plus button and launch a New Project in the left-hand navigation bar.

Generic Basic Onboarding Email - New Project Button.png

Step 2. Give your project a name (this can be anything). Call it ‘My first project’ if you’re stuck for ideas and hit the Enter key on your keyboard.

Adding Resources

PDF/weblink files:

Step 1. Enter your folder by clicking on its tab in the left-hand nav bar.

Creating a Project & Adding Resources or Folders - Sidebar.png

Step 2. Click the Add Resource button in your new project to open the Upload Documents modal.

Generic Basic Onboarding Email - Square Add Resource Plus Button.png