Getting started
This guide walks you from zero to a working library: account creation, organization membership, and the first actions inside the app.
1. Create an account
Sign up with a work email you control. You will use this email for login, billing receipts, and team invitations. After signup, Better Auth manages your session via secure cookies scoped to our domain.
2. Organization & trial
TechDocChat is multi-tenant: your content lives under an organization. New subscriptions typically include a 7-day trial (see Billing for current terms). During the trial you can upload documents, use chat, and invite team members up to your plan limit.
3. Dashboard & navigation
After login you will see:
- Documents — upload files, browse folders, search, and open a document for detail.
- Chat — ask questions against your indexed library.
- Settings — organization name, members, invitations, and PWA install hints.
- Billing — plan status, Stripe customer portal, and payment updates.
4. First upload
Go to Documents, optionally pick a folder, choose a file, and submit the upload form. The app stores the file, extracts text, and queues indexing. Status moves from uploading → processing → indexed (or failed with a message). See Uploads & formats for supported types and limits.
5. First question
Open Chat, type a concrete question (e.g. “What is the rate limit for the v2 API?”), and review the answer plus any cited sources. If nothing is indexed yet, answers may be empty—finish at least one successful upload first.
6. Invite teammates
Owners can invite editors or viewers from Settings. Your plan caps total members (including pending invites). Roles control who can upload, delete, and manage billing—see Team & security.