User Guides

Log in, set up your user profile, configure preferences, and view usage statistics.

Start a new project, run your first AI-powered search, and extract excerpts to the Project Whiteboard.

Use AI agents to gather insights and organize them on a whiteboard using the PESTLE framework.

Trace insights back to their original sources and document the progression of your thinking.

Create your first project and explore the main navigation, AI chat, and project panes.

Navigate workspaces, create new ones, and add and manage team members.

Create libraries, upload documents, and share libraries across workspaces.

Attach files, select libraries, choose output templates, and manage AI conversations.

Create and edit documents, use the formatting menu, and export to PDF or Word.

Create and edit whiteboards, add objects, and work with Perceptful Notes.

Build document and whiteboard templates with AI instructions for your workspace.

Use AI agents to copy, organize, cluster, and summarize Perceptful Notes across whiteboards.