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This guide walks you through the first steps of setting up Circuit for your team.

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Before you begin

You need an administrator account in your workspace’s Circuit instance. If you don’t have one, ask your workspace’s primary owner to grant you admin access.

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Step-by-step setup

1

Create an index

Navigate to your indexes and create a new one. Give it a clear name that describes the knowledge it will contain: for example, “Product Technical Manuals” or “Sales Playbook.”
2

Upload documents

Add documents to your index. Circuit supports:
  • PDF files
  • Microsoft Word (.docx)
  • Microsoft PowerPoint (.pptx)
  • Microsoft Excel (.xlsx) and CSV
  • EPUB, HTML, and Markdown files
  • Images (for visual content extraction)
Circuit processes each document automatically. You can track the processing status. It typically takes a few seconds to a few minutes depending on document size.
3

Create an agent

Go to the agents section and create a new agent. You’ll need to:
  1. Choose a name and description
  2. Select a domain that fits your use case (Field Enablement, Customer Service, RFP, General Purpose, or Public Agent)
  3. Set the reference scope to include the indexes you just created
  4. Review the default tools for your chosen domain
The domain template gives your agent a starting configuration that you can customize later.
4

Test your agent

Open a chat with your new agent and ask it questions about the documents you uploaded. Verify that it returns accurate, well-cited answers. If something isn’t right, review the agent configuration options.
5

Invite your team

Add users to your workspace and share the agent with them. You can:
  • Add individual users by email
  • Create groups for bulk access management
  • Assign roles (Viewer for most users, Admin for people who need to modify the agent)

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Next steps

Managing users

Learn about user roles, permissions, and workspace management.

Index best practices

Organize your indexes for optimal search performance.

Agent configuration

Fine-tune your agent’s behavior, tools, and reference scope.

Connect data sources

Sync documents automatically from Confluence, Google Drive, and more.