User Guide

Getting started

From first login to your first search result in under 30 minutes.

Setup wizard#

On first launch, the setup wizard guides you through initial configuration:

  1. Company & admin account — enter your company name (used for branding), create your admin account with email and password, and set a display name.
  2. License activation — upload the .lic file provided by QuantumIT Partners. The license is verified offline (RSA signature) and then activated with the license server.
  3. Activate — click Activate to complete setup. You'll be automatically logged in and redirected to the Search page.
Tip
Keep a backup of your .lic file. You can re-import it later from Settings → License.

First steps after setup#

  1. Configure your LLM provider — go to Settings → AI Assistant and choose Azure OpenAI, OpenAI, Anthropic, or Ollama. Type any model name your provider supports — no version lock-in.
  2. Connect a data source — go to Data Sources, add a connector (SharePoint, Confluence, etc.), test the connection, and trigger a crawl.
  3. Try a search — once the crawl completes, go to Search and ask a question about your data.
  4. Enable the Knowledge Graph — go to Settings → Knowledge Graph to enable entity extraction. Entities will be extracted on subsequent crawls.
  5. Tune the pipeline — explore Settings → AI Assistant → Search Pipeline for query reformulation, document expansion, and contextual chunking.
  6. Customize branding — go to Settings → Branding to add your company logo and accent color.
  7. Invite users — go to Settings → Users to create accounts for your team.

Onboarding tour#

After first login, an interactive 7-slide tour highlights key features: Search, Chat, Data Sources, Analytics, Settings, and the Help system. You can replay it anytime from the Help drawer (? icon in the header).

Demo environment#

The demo comes pre-loaded with sample data from SharePoint and Confluence. All features are enabled with read-only settings so you can explore the full platform.