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Video Tutorial

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Quick Setup Guide

Connect Your First Data Source

To connect your first data source:
  1. Navigate to the Connectors section in the left sidebar
  2. Select your desired data source from the available options
  3. Follow the authentication prompts to grant necessary permissions
  4. Wait for the initial sync to complete (this may take several minutes depending on data volume)
  5. Verify the connection status shows as “Connected” with a green indicator

Create Your First Knowledge Base

To create a knowledge base:
  1. Click on Knowledge Base in the left navigation menu
  2. Select “Add new knowledge base”
  3. Click on “Upload Files” on the right
  4. Select which data sources should be included in this knowledge base
  5. Then click on “Upload Files” again to finish the upload process

Start Your First Collaborative Chat

To start a collaborative chat:
  1. Navigate to the Chat section
  2. Click “New Chat” to create a fresh conversation
  3. Select the knowledge bases and data sources you want to query
  4. Type your first question or search query
Pro Tip: Start with a data source that contains well-organized, frequently accessed information to immediately see value from Steps AI.

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Account Requirements

Optional Requirements:
  • Steps AI account with appropriate permissions
  • Access credentials for the data sources you plan to integrate
  • Administrative rights to your organization’s systems (if connecting enterprise tools)

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What You Can Do Next

Add More Sources

Connect additional data sources like Slack, Gmail, or file systems

Chat Features

Learn about multi-source chat, starred conversations, and history

File Management

Upload and manage files directly in your conversations

User Settings

Customize your profile, themes, and preferences

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Need Help?

Having Issues? Check these common solutions:
  • Ensure all data sources show “Connected” status
  • Verify you have necessary permissions for connected services
  • Try reconnecting sources if experiencing sync issues
  • Contact support at connect@stepsai.co for assistance

Ready to dive deeper?

Explore our comprehensive Beginner’s Guide for advanced features and best practices