# Quickstart

> The shortest path for a new admin, from the first sign-in to a first answer from the AI Assistant about one of your own documents. About fifteen minutes, with links to the detailed guides for everything you skip.

This page takes you from an empty installation to the moment the AI Assistant answers a question about a real document of yours. You name your workspace, connect one language model, invite one colleague and ask the AI Assistant something. Everything else can wait: the setup remembers what you skipped and reminds you on the dashboard.

<Flow
  steps={[
    { icon: 'user-plus', title: 'Create your account', text: 'The first administrator, at /setup.' },
    { icon: 'key-round', title: 'Connect a model', text: 'One provider, one key, one test run.', tone: 'cyan' },
    { icon: 'mail', title: 'Invite a colleague', text: 'One address is enough to start.', tone: 'lavender' },
    { icon: 'sparkles', title: 'Ask the AI Assistant', text: 'About a document you just uploaded.' },
  ]}
  caption="Four stops. The setup wizard covers the first three; the fourth happens in the app."
/>

## Before you start

- An **API key** from an AI provider, for example IONOS, Scaleway or OpenAI, or the address of a model server you run yourself. [Connect your AI](/setup/connect-ai/) helps you choose.
- The **details of your outgoing mail server**, if you want the invitation to go out today. Without them the invitation waits in a queue.
- A **PDF or Word file** you know well, so you can judge the AI Assistant's answer. A two-page offer or a policy works fine.

## 1. Create your account

<Steps>

1. Open the address of your installation. A new installation sends you to `/setup`.

2. Fill in <Ui>Username</Ui>, <Ui>Email address</Ui>, <Ui>Password</Ui> (at least 12 characters) and <Ui>Repeat password</Ui>. If there is a field <Ui>Setup code</Ui>, enter the code from whoever runs the server.

3. Click <Ui>Create account and continue</Ui>. nexxus signs you in and opens the setup wizard.

</Steps>

## 2. Name your workspace

<Screenshot src={shot_first_run_welcome} url="/onboarding?step=welcome" alt={"Step Welcome with the basic data"} caption={"Name, logo, colours and language apply to everyone in the tenant."} />

<Steps>

1. Enter the <Ui>Organization name</Ui>, for example "Brandt & Söhne". Logo, colour and app name can wait.

2. Click <Ui>Save and continue</Ui>.

</Steps>

## 3. Connect a model

<Screenshot src={shot_first_run_ai} url="/einrichtung" alt={"Step AI after a successful test run"} caption={"The step counts as done only when all three checks are green."} />

<Steps>

1. Choose your provider under <Ui>Provider</Ui> and paste the <Ui>API key</Ui>.

2. Click <Ui>Test connection</Ui>. You should see how many models nexxus found.

3. Pick a <Ui>Default model</Ui> under <Ui>Model for the chat</Ui>.

4. Click <Ui>Save and continue</Ui>. nexxus sends a test message through the AI gateway and shows the model's answer under <Ui>Test run</Ui>. When all three checks are green, the wizard moves on.

</Steps>

If the test run fails, the three checks tell you where: key and model, the gateway, or the model itself. [First run](/setup/first-run/#when-something-goes-wrong) lists the messages and their fixes.

## 4. Skip ahead to the invitation

For the next steps, this is enough for now:

- <Ui>Areas</Ui>: <Ui>Files</Ui> is already on; step 7 needs it. Select what your team uses as well, for example <Ui>Projects</Ui>, then click <Ui>Save and continue</Ui>.
- <Ui>Email</Ui>: if you have the mail server details, enter them, send the test email and type in the code. Otherwise click <Ui>Remind me later</Ui> and choose <Ui>Tomorrow morning</Ui>.
- <Ui>Files</Ui>: keep <Ui>Folders and attributes</Ui> and click <Ui>Save and continue</Ui>.
- <Ui>Roles</Ui>: describe your team in one sentence and click <Ui>Suggest</Ui>, then <Ui>Save and continue</Ui>. Or postpone it. Until you apply roles there is no default role, and people you invite get no access role: they see the dashboard and their own profile, little else.
- <Ui>Microsoft Entra</Ui>: click <Ui>Remind me later</Ui> and choose <Ui>In a week</Ui>, or <Ui>Not needed</Ui> if you don't use Microsoft 365.

## 5. Invite one colleague

<Screenshot src={shot_first_run_invite} url="/onboarding?step=invite" alt={"Four addresses checked before the invitations go out"} caption={"Without a chosen role, people get the default role."} />

<Steps>

1. In <Ui>Invite people</Ui>, paste one address, for example `tom.keller@brandt-soehne.example`.

2. Click <Ui>Check addresses</Ui>. The row shows <Ui>New</Ui> and the role your colleague will get.

3. Click <Ui>Send 1 invitation</Ui>. Tom receives an email with a link to set his password. If the mail server is not confirmed yet, the invitation waits until it is.

4. On the last screen, click <Ui>Go to dashboard</Ui>.

</Steps>

## 6. Ask the AI Assistant about a real document

The AI Assistant answers best where it can see what you see. So instead of a blank chat, open a document and ask about it.

<Screenshot src={shot_quickstart_ask_document} url="/dokumente/detail/1" alt={"The AI Assistant answering a question about an open PDF"} caption={"The AI Assistant's column is bound to the open document."} />

<Steps>

1. Open <MenuPath to="Documents > Documents > Files" /> and click <Ui>My files</Ui> in the tree on the left.

2. Drag your PDF onto the list. The dialog <Ui>Upload files</Ui> opens with the file already chosen. Click <Ui>Upload (1)</Ui>. When the dialog says <Ui>1 document uploaded</Ui>, close it with <Ui>Done</Ui>. In the background the AI already proposes attributes for the file.

3. Double-click the document. Its page opens with a preview.

4. In the toolbar of the document page, click the button with the assistant's name, <Ui>AI Assistant</Ui> (tooltip <Ui>Work on this document with AI Assistant</Ui>). The assistant column opens on the right, bound to this document.

5. Type a question, for example "What are the three most important dates in this document?", and press Enter.

</Steps>

The AI Assistant knows which document is open and reads its text, from PDF and Word files too. The conversation stays attached to the document: open it again tomorrow and the same conversation is there.

The same column is available on every page. Click <Ui>AI Assistant</Ui> at the top right of any screen, or use the tile <Ui>Ask the assistant</Ui> on the dashboard.

## What you have now

- A named workspace with an AI provider that answered a test message.
- An admin account and one invitation on its way.
- A document in Files that the AI Assistant has read.
- Reminders on the dashboard for every step you postponed. The card <Ui>Setup</Ui> takes you back to them.

## Next steps

<CardGrid>
  <LinkCard title="First run in detail" description="Logo, colours, areas, mail, roles and Microsoft sign-in, step by step." href="/setup/first-run/" />
  <LinkCard title="Find your way around" description="The six areas of the menu, the search and the assistant column." href="/start/tour/" />
  <LinkCard title="Work with the AI Assistant" description="Sessions, tools, confirmations and what it may do for you." href="/use/assistant/" />
  <LinkCard title="Invite users" description="Invitations, roles and what new people see first." href="/setup/invite-users/" />
</CardGrid>