Beginners Guide
Comprehensive guide for getting started with Steps AI
Welcome to Steps AI! This guide will help you set up and master your intelligent knowledge assistant.
Available Data Sources
Google Drive
Access your documents, spreadsheets, and presentations
Slack
Search through team conversations and shared files
Gmail
Find information from your emails and compose responses
Use Multiple Sources: Connect various data sources for comprehensive insights
Chat Modes Explained
Orchestrator
Complex Projects & Workflows
Pathfinder
Clear Goals & Objectives
Vector
Ongoing Projects
Catalyst
Rapid Development
Experiment: Try different chat modes for different types of tasks
Best Practices
Ask Specific Questions
- Good: “What are the key points from the Q4 budget?”
- Better: “Summarize revenue projections from Q4 budget spreadsheet”
Use Context
- Reference specific documents or conversations
- Mention relevant time periods or projects
- Provide background when needed
Leverage Multiple Sources
- Ask questions spanning multiple platforms
- Request comparisons across sources
- Combine internal knowledge with web data
Advanced Features
Web Search Integration
Access real-time information and combine with your knowledge base
Multi-Source Chat
Connect multiple data sources and blend information seamlessly
File Management
Upload files directly in conversations and manage your knowledge base
Team Collaboration
Share knowledge bases and collaborate with team members
FAQ
How do I connect my first data source?
How do I connect my first data source?
Go to the Connectors section, choose your preferred integration (Google Drive, Slack, or Gmail), and follow the authentication process. Wait for “Connected” status before proceeding.
Which chat mode should I choose?
Which chat mode should I choose?
Choose based on your workflow: Orchestrator for complex projects, Pathfinder for specific goals, Vector for ongoing work, or Catalyst for rapid development.
Can I use multiple data sources at once?
Can I use multiple data sources at once?
Yes! You can connect multiple sources and ask questions that span across different platforms for comprehensive insights.
How do I get better responses?
How do I get better responses?
Be specific in your questions, provide context, and reference specific documents or time periods. The more specific you are, the better the responses.
What if my data source won't connect?
What if my data source won't connect?
Check your permissions and ensure you have proper access rights. Try re-authenticating or contact support if issues persist.
Can I upload my own files?
Can I upload my own files?
Yes! You can upload files directly in conversations and add them to your knowledge base for future reference.
Troubleshooting
| Issue | Solution | Prevention |
|---|---|---|
| Connection Problems | Check permissions and re-authenticate | Ensure proper access rights |
| Search Not Working | Verify data source connection and indexing | Allow time for initial indexing |
| Slow Responses | Check internet connection, try simpler queries | Break complex questions into parts |
Regular Updates: Keep your knowledge base and connections current
Need Help?
Support Available: Contact us at connect@stepsai.co for assistance with setup, troubleshooting, or advanced features.