Step-by-Step Walkthrough

How to ingest documents and query your business

Follow this clear visual guide from setting up your business location and selecting files to configuring spreadsheet notes and asking natural language questions.

01Workspace Setup

Organization & Branch Creation

Create a New Business or Location

Start from your main dashboard overview to track active instances, query pools, and spin up new branches.

HQ Lookup dashboard showing New Business action and monthly usage quotas

02Document Staging

Knowledge Base Library

Select Files for Your Knowledge Base

Navigate to your location's document library tab and click Select Files to upload spreadsheets or reports.

Location document library view with Select Files button

03AI Context Configuration

Ingestion Notes & Presets

Configure Ingestion Notes & Presets

Provide optional context or click quick presets to help the AI engine understand cell highlights, table structures, and KPIs before confirming ingestion.

Staged spreadsheet file with optional AI notes and preset buttons

04Query & Verification

Natural Language RAG

Ask Questions & Verify Answer Sources

Type any question in plain language and review generated answers backed by exact source chunks and correlation percentages.

Search query results showing generated answer points with source chunks and correlation metrics

Ready to test it with your own files?

Create your account and upload your first spreadsheet or document in seconds.

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