Getting Started
Welcome to Mainbranch. This guide will help you get up and running quickly so you can start using the platform to search, analyze, and work with your organization’s knowledge.
Prerequisites
Section titled “Prerequisites”Before you begin, ensure you have:
- An invitation to your organization’s Mainbranch workspace, or
- Credentials provided by your administrator
- A modern web browser (Chrome, Firefox, Safari, or Edge)
Quick Start Steps
Section titled “Quick Start Steps”-
Sign In
Access Mainbranch using your organization’s sign-in method. This may be through Single Sign-On (SSO) with your existing Google Workspace or Microsoft account.
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Explore the Interface
Familiarize yourself with the main areas of the application: the Dashboard, The Vault, Meetings, and the Tools drawer.
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Perform Your First Search
Try asking the AI Assistant a question about your organization or searching for a specific document.
What to Expect
Section titled “What to Expect”Once you sign in, you will see the main Dashboard with the AI Assistant. From here, you can:
- Ask questions in natural language and receive AI-powered answers
- Search documents across all your connected data sources
- Access tools from the sidebar for specialized tasks
- View recent files and continue where you left off
Next Steps
Section titled “Next Steps”After completing this getting started guide, explore these resources:
- User Guide — Detailed guides for all user features
- Tools — Learn about specialized productivity tools
- Search Tips — Get better results from your searches
Need Help?
Section titled “Need Help?”If you encounter any issues during setup, contact your organization’s Mainbranch administrator or visit the Troubleshooting section.