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Getting Started with elvex: A User's Guide

Tips for how to get started as a new elvex user.

Updated yesterday

Welcome to elvex! We've designed this platform to be both powerful and straightforward, helping you seamlessly leverage AI for everyday tasks. Follow this guide and kickstart your experience on the elvex platform.

Explore the Assistants

Log in to your elvex account and start by exploring the assistants your Admin has already enabled. The initial set of assistants you see may include templates created by elvex as well as assistants that have been purpose built for your company by your colleagues.

Starting a new chat with an existing assistant is a great way to easily get familiarized with the platform, but remember that the assistants might require further personalization to meet your exact needs.

Create Your First Assistant with Help from AI

Once acquainted with the existing assistants, why not try creating a new one? It's easy, and AI assisted. When creating a new assistant, you can start by entering the name of the assistant you want to create. But then you can click the "AI Assistant" button to the top right of any of the fields and get suggestions on what to enter in each field so your assistant will have the best possible instructions. Click here for more info on how assistants work.

Create a Datasource

If you have been granted the relevant permissions, go ahead and create a new data source. Click "Datasources" in the left-side navigation panel, add a name and description, and select the file(s) you want to include.

Datasources allow you to provide your assistant with the specific knowledge it will need to accomplish the tasks you will eventually be asking it to complete. Datasources could be things like product documentation, company handbooks, user feedback you'd like to distill into actionable insights, and much more. You can find more information on Datasources in our help center.

Now you're all set to make the most of elvex. Remember, elvex is designed with you, the user, in mind. So feel free to explore, experiment, and engage. Whenever in doubt, email us at [email protected]. We're here to help you out. Happy exploring!

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