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This walkthrough takes you from a new account to a cited answer over a document you uploaded.

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Prerequisites

  • An email address you can open right now. Sign-in uses a magic link, not a password.
  • At least one file to upload: PDF, Word (.docx), Excel (.xlsx), CSV, text, or Markdown.
  • Permission to create documents. Owners and administrators can upload. Regular users need a group with Can create documents enabled.

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Get started

1

Create your account

Open /register, enter your work email, and choose Create account.ScopeRAG emails a magic link. Open it on the same device you want to use. After verification you land in chat for your organization.
Magic links expire after 15 minutes. If the link is invalid, request a new one from /login.
2

Upload a document

Go to Documents and choose New Document. Add one or more files, then set:
  • Classification — sensitivity of the file
  • Categories — folders in your taxonomy (Uncategorized is available by default)
  • Tags — optional labels for later filtering
Wait until the file shows as uploaded. ScopeRAG processes it in the background before chat can retrieve it.
3

Ask a question

Open Chat, pick a model if more than one is available, and ask something the document can answer.Example: What does this policy say about remote work?The assistant streams a reply. Sources appear under the message. Open a source to read the cited passage.
4

Invite your team

If you are an owner or administrator, open Admin Center → Users and invite colleagues by email. Assign the User role and add them to groups so they only see the documents they should.
You should now have a conversation with at least one cited source from a file you uploaded.

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If something is missing

Your plan may be at the file or storage limit, or your role cannot create documents. An administrator can raise the plan on Plan & usage or enable Can create documents on your group.
Processing may still be running. Confirm the file appears in Documents, then ask again. Also check chat filters: an empty or overly narrow classification, category, or tag filter can hide the file.