Appearance
Onboarding — your first five minutes
The first time you sign in without a workspace, RAGBot greets you with a short setup wizard instead of an empty screen. It gets you from "fresh account" to "ready to chat" in a few guided steps — and you can skip almost all of them.
When does this appear?
The wizard shows automatically whenever you're signed in and belong to no workspace yet — typically right after you verify a brand-new account. Once you have at least one workspace, RAGBot takes you straight to your Workspaces list instead. You can always re-run a step later from the normal product screens.
The welcome screen
RAGBot lays out what's ahead: one required step (create a workspace) and three optional ones. The whole thing takes about five minutes — and Exit & resume later (top-right) saves your progress if you'd rather come back.
Welcome to RAGBot
Create a workspace, then optionally invite your team, add a source, and build an agent. The whole setup takes about five minutes.
A short setup wizard: create a workspace (required), then optionally invite, add a source, and create an agent.
Choose Get started to begin.
Step 1 — Create your workspace Required
A workspace is the home for your team, knowledge sources, and agents — and the boundary that keeps your data separate from everyone else's. Give it a name (and an optional description); you can rename it later.
Step 1 of 4Create workspace
Step 1 · Required
Create your workspace
This is the home for your team, knowledge sources, and agents. You can rename it later.
Acme Support
Letters, numbers and spaces.
A short setup wizard: create a workspace (required), then optionally invite, add a source, and create an agent.
This is the one step you can't skip. Selecting Create workspace provisions it and moves you on.
Step 2 — Invite your team Optional
Add teammates by email and pick the role each should get. Type an address and press Enter (or paste several separated by commas) to queue them up. Each person receives an invitation to join the workspace.
Step 2 of 4Invite team
Step 2 · Optional
Invite your team
Add teammates by email and pick the role each should get. You can do this later from Members & Roles.
Type an email address to queue an invite
A short setup wizard: create a workspace (required), then optionally invite, add a source, and create an agent.
Not ready? Skip for now — you can invite anyone later from Members & Roles.
Step 3 — Add a knowledge source Optional
Group related documents into a dataset — the collection your agents search and cite across. Name it something you'll recognize ("HR policies", "Product specs"), add an optional description, and you can attach files or a URL.
Step 3 of 4Add a source
Step 3 · Optional
Add a knowledge source
Create a dataset and attach files or a URL for agents to search.
e.g. HR policies
Drop files or paste a URLPDF · DOCX · TXT · CSV · MD
A short setup wizard: create a workspace (required), then optionally invite, add a source, and create an agent.
Skip it if you'd rather set up your library later from Datasets.
Step 4 — Create your first agent Optional
An agent is your knowledge base with a job and a personality. Pick a template to start from — Blank, Support, Research, Policy Q&A, Onboarding buddy, or Docs expert — and RAGBot fills in a sensible system prompt you can edit. The agent you create here becomes your workspace's default.
Step 4 of 4Create an agent
Step 4 · Optional
Create your first agent
Start from a template and tweak the system prompt. This agent becomes your workspace default.
BlankStart from scratch
SupportAnswer customer questions from your docs
ResearchSynthesise findings across documents
Policy Q&APrecise answers from policy docs
Onboarding buddyHelp new teammates find their way
Docs expertExplain product and technical docs
A short setup wizard: create a workspace (required), then optionally invite, add a source, and create an agent.
Templates are just a starting point
Each template seeds the system prompt and a description; the model and other settings use sensible defaults. Tweak any of it now or later — see Agents for the full picture, including the read-only system agent that's always available even if you skip this step.
Setup complete
The final screen recaps what you created (and what you skipped, with a link to do it later). Choose Go to dashboard to land in your new workspace and start chatting with your data.
Step 4 of 4Done
You're all set
Here's a recap of what you created. Any skipped steps show a link to finish them later.
WorkspaceAcme Support
Team invitesSkipped — do it later
Knowledge sourceSkipped — do it later
AgentSkipped — do it later
A short setup wizard: create a workspace (required), then optionally invite, add a source, and create an agent.
Skipping and resuming
- Required vs. optional — only the workspace step is required. The other three can each be skipped and done later from the normal screens.
- Exit & resume later — leaves the wizard with your progress saved, so you can pick up where you left off.
- Re-running steps — everything the wizard does (workspaces, invites, datasets, agents) is also available any time from the sidebar once you're in a workspace.