Getting started
Prepare your first OBI workspace
Choose a useful document, invite the right people, and try a few real questions before expanding your library.
Choose one useful source
Start with a current handbook, a frequently used policy, or a clear procedure. OBI accepts PDF, DOCX, TXT, and Markdown documents up to 20 MB per file. Wait until the document is ready before testing questions against it.
Try realistic questions
Ask questions the source should answer, using the same language your employees use. Check the response and its source references. Also try a question the document does not cover so you can identify where more guidance is needed.
Expand with a purpose
Invite teammates with the appropriate access, review feedback, and add documents that address the gaps you found. You can adjust company context and answer behavior in Settings as your workspace develops.