> ## Documentation Index
> Fetch the complete documentation index at: https://docs.circuit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick start for administrators

> Set up Circuit for your workspace: create indexes, upload documents, configure agents, and invite users.

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

## 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.

## Step-by-step setup

<Steps>
  <Step title="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."
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/admin/agent-configuration) options.
  </Step>

  <Step title="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)
  </Step>
</Steps>

## Next steps

<CardGroup cols={2}>
  <Card title="Managing users" icon="users" href="/admin/users-and-permissions">
    Learn about user roles, permissions, and workspace management.
  </Card>

  <Card title="Index best practices" icon="chart-line" href="/admin/index-best-practices">
    Organize your indexes for optimal search performance.
  </Card>

  <Card title="Agent configuration" icon="robot" href="/admin/agent-configuration">
    Fine-tune your agent's behavior, tools, and reference scope.
  </Card>

  <Card title="Connect data sources" icon="plug" href="/admin/integrations">
    Sync documents automatically from Confluence, Google Drive, and more.
  </Card>
</CardGroup>