User Guide
This guide covers everything you need to know to effectively use Mainbranch as a day-to-day user. Whether you are searching for information, managing documents, or using specialized tools, this section has you covered.
Core Features
Section titled “Core Features”Mainbranch provides several core features that you will use regularly:
Feature Overview
Section titled “Feature Overview”AI Assistant
Section titled “AI Assistant”The AI Assistant is your primary interface for interacting with Mainbranch. It can:
- Answer questions using your organization’s knowledge base
- Search across all connected data sources
- Help draft documents, emails, and reports
- Generate visualizations and charts
- Summarize lengthy documents
Learn more about the AI Assistant →
The Vault
Section titled “The Vault”The Vault is your secure document repository. Use it to:
- Store and organize files
- Search across all your documents
- Upload new files for AI analysis
- Filter by file type, date, and source
Meetings
Section titled “Meetings”The Meetings feature helps you capture and review meeting content:
- Automatic recording and transcription
- AI-powered meeting summaries
- Searchable transcripts with timestamps
- Chat with meeting content
Specialized Tools
Section titled “Specialized Tools”In addition to core features, Mainbranch includes specialized tools in the App Drawer:
| Tool | Purpose |
|---|---|
| Smart Forms | Extract data from forms and autofill |
| Transcription Studio | Transcribe audio and video |
| Deep Dive | Comprehensive research |
| Data Visualizer | Create charts and diagrams |
| Visual Creator | Generate images with AI |
| Email Assistant | Draft professional emails |
| Document Chat | Chat with uploaded documents |
For detailed guides on each tool, see the Tools section.
Tips for Success
Section titled “Tips for Success”Be Specific
Section titled “Be Specific”When asking questions, include relevant details:
- Dates or time periods
- Department or team names
- Document types you are looking for
- Specific topics or keywords
Use Follow-Up Questions
Section titled “Use Follow-Up Questions”Do not hesitate to ask follow-up questions to refine results or get more detail on specific topics.
Verify Important Information
Section titled “Verify Important Information”Always check the source documents for critical information. The AI provides citations so you can verify accuracy.
Explore the Tools
Section titled “Explore the Tools”Each tool in the App Drawer is designed for specific tasks. Experiment with them to find which ones best fit your workflow.
Getting Help
Section titled “Getting Help”If you need assistance:
- Ask the AI Assistant for help with specific tasks
- Review the Troubleshooting section for common issues
- Contact your organization’s Mainbranch administrator
Next Steps
Section titled “Next Steps”Start with the feature you use most:
- AI Assistant — For searching and asking questions
- The Vault — For document management
- Meetings — For meeting recordings and transcripts
- Search Tips — For getting better search results