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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. Read the Implementation Playbook first. It says when a step needs a workshop, the business rule to capture, and which admin page that rule belongs on. This checklist is the click path once those decisions are made. Workshop order in the playbook puts taxonomies and artifact types before data mapping.

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Setup Steps

Follow these steps in order for a complete deployment:
1

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
2

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
3

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
4

Taxonomies

Create hierarchical classification systems for categorizing entities. Taxonomies provide structured vocabularies for consistent tagging.Add taxonomies
5

Content Types

Define the types of documents your system will process and how they should be classified and extracted.Set up content types
6

Matching Strategies

Configure how Experio identifies and deduplicates entities across different sources. Set thresholds for automatic matching, AI disambiguation, and human review.Configure matching
7

Connectors

Authorize connections to your cloud storage providers (Box, Google Drive, SharePoint) using OAuth.Set up connectors
8

Data Sources

Create data source configurations that specify which folders to scan and how to process files from your connected providers.Configure data sources

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After Setup

Once the initial configuration is complete, ongoing operations include:
  • Setup health — The admin home shows a green / amber / red strip for ontology compatibility. Red means invalid configs are blocking ingestion. See Ontology Compatibility.
  • Monitoring ingestion — Review scan order statistics and processing results at Jobs & Monitoring.
  • Startup health — After first deploy or a graph rebuild, verify seeds and indexes at Startup Health.
  • Resolving conflicts — Review and resolve low-confidence classifications at Conflict Resolution.
  • Managing users — Configure SSO and manage user access at SSO Configuration.
  • Personas (optional) — Configure audience profiles and feature flags at Personas when you want personalized gating and identity injection in chat.