Welcome

Answers that know your archive.

Chat with Your Documents is the first page that loads after you pick the product from the system switcher. The page either lists your existing projects so you can pick one, or shows a Create-your-first-project flow when your roster is empty. Once you pick a project you are taken straight to its Project Overview.

Page anatomy

Region	What you see
Project picker	A list (or grid) of every project you have access to. Each row shows the project name, a role chip, and a small last-activity timestamp.
Empty-state card	When you have no projects yet, the picker is replaced with a Create your first project button and a short body line.

Project picker rows

When your roster has at least one project, the picker shows one row per project.

Element	What it shows
Project name	The display name you set when the project was created.
Role chip	One of Owner, Admin, Analyst, or Viewer. The chip color matches the role’s tone.
Last activity	A small caption like Active 2h ago or 3 days ago.
Click	Routes you to the project’s Overview at /{lang}/chat-with-docs/{projectId}/overview.

The project picker also serves as the session memory: whichever project you were in last is remembered, the next time you visit Welcome that project is highlighted at the top of the list.

Empty state

When your roster has no projects yet:

Element	What it shows
Title	No projects yet (or the localised equivalent).
Body	Projects group your knowledge bases, databases, and conversations. You can create as many as you need.
Button	+ Create your first project. Brand-gradient pill.

Clicking the button opens the new-project dialog (the same dialog that the topbar + New Project button opens once your roster is populated).

The new-project dialog

A small modal with five fields and a primary Create button.

Field	Notes
Project name required	Plain-text input, capped at a sensible character count, control characters stripped. Example placeholder e.g. HR policies.
Description	Optional one-line summary. Placeholder What lives inside this project?
Agent instructions	Optional textarea up to 4,000 characters. Placeholder e.g. You are an HR policy assistant. Always cite the source document. Keep answers concise. These instructions are pre-applied to every new chat in this project, but the system’s safety rules always take precedence.
Default language hint	A dropdown: Auto-detect, Arabic, English, Arabic + English, Other language. The help text reads Documents can be in any language. This is only a hint for the chunker.
Create button	Brand-gradient submit. Disabled until Project name has at least one non-whitespace character. While the request is in flight, the label flips to Creating… with a spinner.
Cancel button	Closes the dialog without saving.

When the request resolves, you are routed straight to the new project’s Overview at /{lang}/chat-with-docs/{newProjectId}/overview.

Topbar on this page

Element	What it shows
Breadcrumb	Chat with Your Documents in plain text (no project segment yet).
+ New Project button	Always visible. Same effect as Create your first project in the empty state.
System switcher	The same dropdown as on every other page. Lets you flip to AI Agents, Speech to Text, etc.
Notifications, language, theme, profile	Same shape as the rest of the dashboard.

Tool transparency

Every assistant message in this product (including Welcome’s potential preview) carries one of the following tags so you always see how the answer was produced. The tags stay in English in both UI languages, they are technical labels.

Tag	What it means
RAG	Pulled from your uploaded documents.
SQL ·	Wrote and ran a read-only SQL query against the named data source.
RAG + SQL	Combined both in a single answer.
RAG · 2 sub-queries	Decomposed your question into multiple retrieval steps.
RAG · HyDE	Generated a hypothetical answer first to guide retrieval.

These tags reappear on the Chat Canvas above each assistant turn.

Common questions

The project picker is empty but my teammate just shared a project with me.

You may need to refresh the page once after being added. If the project still does not appear, ask your teammate to confirm your account email matches the one they invited.

My role chip says Viewer but I need to upload documents.

Roles are project-scoped. Viewer can only read. Ask the project’s Owner or Admin to upgrade you to Analyst or higher. The role chip tells you what you can do at a glance.

Can I rename a project from the Welcome page?

No. Renaming lives inside the project, in Project Settings. Open the project first, then go to Settings.

I do not see Create your first project in the topbar.

The topbar + New Project button is always there once you are inside the Chat with Your Documents product. If your topbar is missing the button, the system switcher may have flipped to a different system, check the start edge of the topbar.

The new-project dialog will not submit.

Make sure Project name has at least one non-whitespace character. The other fields are all optional. If the Create button is spinning for a long time, your network may be slow, the dialog will eventually surface a toast on failure.

Agent instructions, what should I write?

Treat them as a one-paragraph job description for the chat assistant. Mention the persona, the tone, citation requirements, and any guardrails (for example, Always cite the source document.). The system’s safety rules always take precedence over what you write here.

Default language hint, when does it matter?

It is a hint for the document chunker. Most of the time Auto-detect is correct. Pin the hint when you know every document in the project is in one language and you want maximum chunking precision.

Where to go next

Project Overview

Per-project home with stats and recent activity.

Knowledge Bases

Create a knowledge base and upload documents.

SQL Sources

Connect a read-only database.

Chats

Start a conversation grounded in your sources.