General setup steps

Once you have successfully signed up and are a part of an organisation now comes the time to start setting up Datalinker.AI according to your requirements. The core flow in doing this is as follows:

1. Create a Database

   • Assign the Database a “Name”

   • Upload/Attach Human Readable File (PDF,CSV,DOC ect)

   • Save

2. Create a New Chat Category

   • Assign the Chat Category a “Name”

   • Assign the Chat Category an Instruction

   • Assign one or more “Databases"

   • Save

3. Optional: Assign users to Chat Category

4. Interact with the Chat Category by clicking on “Home” and selecting the Chat Category

5. Optional: Share & Collaborate with Chat Category by enabling the Collaborate feature within the Chat Category and sharing the link!

Below we shall cover the steps in detail.