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Quick Start

Get from zero to your first AI-powered conversation in under 5 minutes.

1
Create your account

Visit opentrace.online/sign-up and create a free account using your email or Google sign-in. No credit card required.

2
Create a new project

Click New Project on the projects page. Give it a name like “Research Papers” — this is a container for your documents and conversations.

3
Upload your first document

Open your project and switch to the Knowledge Base tab. Drag and drop a PDF, DOCX, or HTML file — or click to browse. You can also add a web URL.

Watch the processing status update in real-time as your document moves through the ingestion pipeline: partitioning → chunking → summarising → vectorization → completed.

4
Ask your first question

Switch to the Chat tab and create a new conversation. Type a question about your document — for example, “What are the key findings?”

Opentrace will search through your document, find relevant passages, and respond with a cited answer. Click on citations to see exactly where the information came from.

5
Explore and tune

Head to the Settings tab in your knowledge base to experiment with different RAG strategies, adjust context size, and enable reranking for better results.

Tip

Upload multiple documents to the same project to build a comprehensive knowledge base. The AI will search across all documents when answering your questions.

What's Next?

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