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Getting started

This guide takes you from signing in to completing your first chat. The models and features you see depend on your organisation’s configuration and your permissions.

Chat home with sidebar and message controls

Example instance with sample data. Available controls depend on your role and configuration.

Sign in

  1. Open the web address for your Intra AI instance.
  2. Enter your Email address and Password, then select Sign in.
  3. If your organisation has configured single sign-on, you can select Sign in with … instead.
  4. Complete any second step using an authenticator code, backup code or passkey.
  5. Accept the terms of use if Intra AI asks you to do so.

If you do not have sign-in details, your organisation’s administrator will normally provide an account or invitation link. See Login and security for more help.

Start your first chat

  1. Select New chat in the sidebar.
  2. Check the selected model. Your organisation may offer models for different roles, such as general work, image understanding or coding tasks.
  3. Write your request in the message box.
  4. Press Enter or select Send.
  5. Ask follow-up questions in the same chat so the earlier conversation remains available as context.

State the goal, audience and desired output clearly. For example:

Summarise the attached report in five bullet points for the leadership team, then list three unresolved risks.

AI output can contain mistakes. Check important facts, figures and decisions against reliable sources.

Optional tools in the message box

Depending on your organisation’s configuration, you may also be able to:

  • use Attach file to choose an existing file or upload a new one;
  • enable Search to give the model current web sources for this message;
  • enable Research for a longer, multi-step web research task;
  • use Think to increase the reasoning effort on supported models;
  • use Voice input to record speech and add a transcript to the message box;
  • select Md to format and preview your message as Markdown.

If a control is missing, the feature may be disabled or unsupported by the selected model or browser.

Find your way around

The sidebar contains New chat and any enabled areas, such as Messages, Agents, Projects, Files and Integrations. Open Messages for notices and tasks requiring your attention. Your chats appear underneath. Pinned chats have their own section, while older chats are grouped by time.

Open the menu beside your name to access available items such as Memory, Bookmarks, Archived, Settings, Documentation, Version and Sign out. People with additional permissions also see the relevant administration area.

Within a chat, open More actions for options such as sharing, bookmarking or adding the chat to a project. Open the menu beside the chat title to rename, archive or delete it. The available actions depend on ownership and enabled features.

Find a chat again

  • Open it from the chat list in the sidebar.
  • Use conversation search if it is enabled.
  • Bookmark important chats and give them useful tags.
  • Archive completed chats that you still need to keep.

Temporary chats are intended for conversations that should not appear in your normal chat history. They do not use your memory. Copy anything you need before leaving a temporary chat.

If something is missing or does not work

Problem, What to do
ProblemWhat to do
An area or control is missingAsk your administrator whether the feature is enabled for you.
A model is missingYour administrator manages the models available to your organisation.
You cannot sign inCheck your email address and password, or reset your password.
Your token balance is exhaustedAsk your administrator about your allowance and refill schedule.
An answer is wrong or incompleteRefine your request, use Search for current topics or generate another answer.

Next: Chatting · Search and bookmarks · Settings

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