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How to Use the Platform: Quickstart Guide

Essential

An end-to-end walkthrough of setting up your workspace, adding documents, configuring AI chatbots, and deploying to websites or Slack.

Quick Summary: Askana turns your company documentation into grounded conversational AI assistants that deploy effortlessly to your website and Slack channels.

1. Platform Architecture Overview

The platform is multi-tenant and partitioned strictly by company. Inside each company, you can create multiple departments (such as Support, Sales, IT, HR). Each department has exactly one dedicated AI chatbot with its own customized persona, system instructions, and linked document repository.

2. The 5-Minute Setup Flow

STEP 1
Set Up Company & API Key

Log in as Company Admin, go to Integrations, and input your OpenAI API key.

STEP 2
Create Departments

Create functional divisions (Support, HR) and invite team members.

STEP 3
Ingest Knowledge Docs

Drag and drop PDF, DOCX, TXT, or Excel files for automatic vector indexing.

STEP 4
Launch Chatbot Wizard

Customize persona, test in the playground, and copy the embed script snippet.

3. User Roles & Workspaces

  • Company Admin: Manages departments, invites company staff, sets OpenAI API keys, creates chatbots, and approves Slack integrations.
  • Department Member: Uploads documents to their department knowledge base, configures their chatbot, and tests in the live playground.
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