Quickstart Guide

Get started with Tideon in 5 minutes - from setup to your first AI conversation

🚀 Welcome to Tideon

This quickstart guide will get you up and running with Tideon in just 5 minutes. By the end, you'll have uploaded your first document and experienced the power of AI-driven document conversations.

5
Minutes Setup
4
Simple Steps
File Formats
AI
Powered

1️⃣ Create Your Account

Sign Up Options

🔐 Email Registration

1Visit Tideon and click Sign Up
2Enter your email address and create a secure password
3Verify your email address
4Complete your profile setup

🚀 Social Sign-Up

G
Google
Use your Google account for instant access
GH
GitHub
Perfect for developers and technical teams

Plan Selection

Choose Your Plan

Free
Perfect for getting started
10MB files • 50 queries/month
Professional
For power users
100MB files • Unlimited queries
Enterprise
For teams
Unlimited everything + advanced features

2️⃣ Upload Your First Document

Quick Upload Methods

Drag & Drop

Simply drag any PDF, Word doc, or spreadsheet onto the dashboard. The fastest way to get started!

Browse & Select

Click the upload button to choose files from your computer. Perfect for selecting multiple files at once.

📋

Business Reports

• Quarterly earnings
• Market analysis
• Business proposals
📚

Research Papers

• Academic publications
• White papers
• Technical specs
📊

Data Files

• Excel spreadsheets
• CSV files
• Financial statements
💼

Legal Documents

• Contracts
• Policy documents
• Compliance reports

Processing Pipeline

1
File Validation
Format & size check
2
Text Extraction
Content parsing
3
AI Processing
Intelligent indexing
Ready!
Start chatting

⏱️ Processing Times:

  • Small documents (< 5MB): 10-30 seconds
  • Medium documents (5-25MB): 30-90 seconds
  • Large documents (25MB+): 1-3 minutes

3️⃣ Your First AI Conversation

Starting the Chat

1
Click on your uploaded document
2
Document viewer opens with chat panel
3
Start asking questions naturally!

Starter Questions by Document Type

📋Business Documents

"What are the key highlights from this report?"
"What were the main financial metrics?"
"Summarize the recommendations in 3 bullets"

📊Data Files

"What trends can you identify in this data?"
"Which categories have the highest values?"
"Create a summary of the key metrics"

📚Research Papers

"What problem does this paper address?"
"What methodology did the authors use?"
"What are the main conclusions?"

💼Legal Documents

"What are the main obligations for each party?"
"What are the payment terms?"
"Are there any termination clauses?"

Advanced Conversation Techniques

🔍Follow-Up Questions

You:
"What are the main findings?"
Follow up:
"Can you elaborate on the second finding?"

📊Request Formats

"List the key points as bullet points"
"Create a table comparing the options"
"Explain this in simple terms for executives"

🎯Targeted Analysis

"Focus on the financial information only"
"What risks are mentioned in this document?"
"Find all mentions of 'machine learning'"

4️⃣ Explore Key Features

Multi-Document Chat

Once you're comfortable with single documents:

1
Upload 2-3 related documents
2
Select multiple documents (Cmd/Ctrl + Click)
3
Click Start Multi-Doc Chat
4
Ask comparative questions!
Try these comparative questions:
"Compare the methodologies across these papers"
"What themes appear in all documents?"
"How do the recommendations differ?"

Smart Search & Export

Smart Search

Find information across all documents instantly

Cmd/Ctrl + KQuick search
• Type natural language queries
• Get instant results with citations

Export & Share

Share your insights with others

• Click Export in any chat
• Choose format: PDF, Markdown, or plain text
• Share the link or download the file

5️⃣ Connect Your Tools (Optional)

Cloud Storage Integration

Connect your existing file storage:

G
Google Drive
1.Go to Settings → Integrations
2.Click Connect Google Drive
3.Authorize Tideon access
4.Choose folders to sync
+
OneDrive & Box

Similar process - just click connect and authorize. Support for additional storage providers coming soon!

Database Connections
• Navigate to Settings → Data Sources
• Add your database connection details
• Start querying with natural language

🔧 Troubleshooting & Tips

Common Issues

⚠️Upload Failed

Check file size (max varies by plan)
Ensure supported file format
Verify internet connection
Try refreshing the page

Processing Stuck

Wait a bit longer (large files take time)
Check document quality (OCR issues)
Try a different document format

💬Chat Not Responding

Ensure document processing completed
Check your query credits remaining
Try rephrasing your question
Refresh the page if needed

Pro Tips for Better Results

💡Be Specific

"Tell me about this document"
"What are the financial highlights from Q3?"

💡Ask Follow-ups

Don't accept the first answer - dig deeper!

💡Use Examples

"Explain this like you would to a CEO" gets better executive summaries.

💡Request Citations

Ask "Where does it mention this?" to get exact page references.


🎉 What's Next?

Congratulations! You've completed the Tideon quickstart. Here's your pathway to mastering AI-powered document intelligence:

🚀 Immediate Next Steps

📚

Master Document Management

File organization, OCR, and batch processing

→ Advanced Upload Guide

💬

Improve Your AI Conversations

Advanced prompting techniques and strategies

→ Chat Mastery Guide

⚡ Power User Features

🔗

Setup Integrations

Connect Google Drive, databases, GitHub, and more

→ Integrations Guide

🎯

Explore Advanced Features

Deep dive into search, organization, and collaboration

→ Core Features

👨‍💻

Developer Resources

Build custom integrations and automations

→ API Documentation

💬 Get Support

Need help? We're here for you:

📧
Email
support@tideon.ai
🎥
Video Tutorials
youtube.com/tideon

🚀 You're All Set!

Ready to Transform Your Document Workflows?

You now have everything you need to start leveraging Tideon's AI-powered document intelligence. Upload more documents, explore advanced features, and discover how Tideon can transform your workflows.