Set up your workspace
The onboarding flow is the safest place to connect accounts, join existing vaults, define routing, and start ingestion.
Before you begin
You need an Alpha account and access to your organization. If someone invited you to an existing vault, use that vault. Do not create another vault with the same client or project name.
Review your profile and organization
Confirm your name, profile image, and organization. Organization admins can also set the organization logo.
Connect accounts
Connect the services that contain relevant work. Google Workspace can provide Gmail, Calendar, Drive, and Gemini meeting notes. Microsoft 365 can provide Outlook, Calendar, OneDrive, and Teams. Slack is installed once per workspace.
Create or join vaults
Existing vaults appear during onboarding. If Alpha finds a similar vault that you cannot access, request access instead of duplicating it.
Add routing rules
Add keywords and client domains for your own connected accounts. Vault admins can review member-specific additions and promote useful rules to the whole vault.
What happens after launch
Alpha queues each selected source and reports whether it is waiting, importing, processing, complete, or partially failed. First results can appear while later documents are still being parsed and connected.
If the final screen shows zero connected account services, go back and connect a source. Alpha will not present an empty launch as a successful sync.
Reopen onboarding
You can return to onboarding to add a source, adjust personal routing rules, or choose another folder or conversation.