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Quickstart

By the end of this page you'll have an AI assistant that answers questions from your own documents. No code required. It takes about 15 minutes.

Prerequisites

A Docana account. If your company doesn't have one yet, request a demo.

Step 1: Give Your Documents a Home​

Documents live in collections, and collections live in libraries.

  1. Go to platform.docana.com and sign in
  2. Click Knowledge Libraries in the sidebar, then New Library. Name it after the subject, like "Product Documentation"
  3. Open the library and create a collection, like "User Guides"
  4. Upload a few documents. PDFs, Word files, spreadsheets, presentations, images, even videos and audio all work

Docana starts processing right away: indexing text, reading tables, extracting images and key terms. Most documents are ready in under a minute.

Want more detail? See Creating a Library and Creating a Collection.

Step 2: Create an Application​

An application is the thing your users talk to. It bundles your knowledge, your agents, and your settings in one place.

  1. Click Applications in the sidebar, then + Create Application
  2. Give it a name and pick Assistant as the type
  3. Select the collection you created in Step 1
  4. Click Create

Step 3: Talk to It​

Open your application and click the Assistant tab. Ask something your documents can answer:

"What does our refund policy say about late returns?"

The assistant searches your collection, reasons over what it finds, and answers with sources cited.

Assistant tab showing a question being answered with source documents cited below the response
Assistant tab showing a question being answered with source documents cited below the response

If an answer looks wrong, check that the right documents are in the collection. That's almost always the fix.

Step 4: Put It Somewhere Useful​

An assistant inside the platform is a demo. An assistant on your website or WhatsApp is a product.

Where to Go Next​