Overview
The admin dashboard presents a guided onboarding checklist when setting up a new Experio deployment. Each step builds on the previous one to create a fully configured knowledge management system.Setup Steps
Follow these steps in order for a complete deployment:Client Configuration
Define your organization’s identity — name, synonyms, branding, and logo. This information is used throughout the knowledge graph and the user interface.Configure your organization
Ontology Setup
Define the entity types and relationships that form the structure of your knowledge graph. For example: People, Projects, Clients, Skills, and how they relate to each other.Set up ontology
Structured Data Mapping
Map fields from your external data sources to the entities and relationships defined in your ontology. This tells Experio how to interpret your data.Configure data mapping
Taxonomies
Create hierarchical classification systems for categorizing entities. Taxonomies provide structured vocabularies for consistent tagging.Add taxonomies
Content Types
Define the types of documents your system will process and how they should be classified and extracted.Set up content types
Matching Strategies
Configure how Experio identifies and deduplicates entities across different sources. Set thresholds for automatic matching, AI disambiguation, and human review.Configure matching
Connectors
Authorize connections to your cloud storage providers (Box, Google Drive, SharePoint) using OAuth.Set up connectors
Data Sources
Create data source configurations that specify which folders to scan and how to process files from your connected providers.Configure data sources
After Setup
Once the initial configuration is complete, ongoing operations include:- Monitoring ingestion — Review scan order statistics and processing results at Jobs & Monitoring.
- Resolving conflicts — Review and resolve low-confidence classifications at Conflict Resolution.
- Managing users — Configure SSO and manage user access at SSO Configuration.