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Logging In

Navigate to your organization’s Experio URL and sign in with your credentials.
  • Email and password — Enter your work email and password.
  • Single Sign-On (SSO) — If your organization uses Okta, Microsoft Entra, or Auth0, click the SSO option and authenticate through your identity provider.
After logging in, you’ll land on the Home Page.

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Your First Visit

When you log in for the first time, Experio greets you and presents the key areas of the platform:
  1. Choose an Assistant — A grid of available AI assistants, each specialized for a different task. Select one to start a conversation.
  2. Message Input — Type a question directly from the home page to start chatting with the default assistant.
  3. Quick Actions — Shortcuts to browse folders, view recent chats, or continue your last conversation.

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Core Concepts

Before diving in, here are the key concepts in Experio:
AI agents configured for specific tasks. Each assistant has its own personality, knowledge focus, and capabilities. For example, one assistant might specialize in exploring your project data, while another focuses on knowledge transition planning.
Individual chat threads between you and an assistant. Each conversation maintains its own context and history. You can rename, share, and organize conversations.
Organizational containers for grouping related conversations. Create folders by project, client, topic, or any structure that works for your workflow.
When an assistant references a document, it provides a citation you can click to view the original source. This ensures every answer is traceable back to your organization’s data.
Long-form content generated by the AI — reports, analysis documents, or structured outputs — displayed in a dedicated side panel for easy reading and export.
The Experio interface has three main areas: The collapsible sidebar provides quick access to:
  • New Chat — Start a fresh conversation
  • Chats — View all your conversations
  • Folders — Browse your organized folders
  • Agents — See all available AI assistants
  • Recent Chats — Quick links to your latest conversations
  • Theme Toggle — Switch between light, dark, and system themes
  • User Menu — Access your profile and log out

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Main Content Area (Center)

This is where conversations happen. Depending on where you navigate, you’ll see:
  • The home page with assistant selection
  • A chat interface with message history
  • A listing of conversations or folders

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Side Panel (Right)

When you click a citation or the AI generates a long artifact, a resizable panel opens on the right showing source details or generated content.

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Next Steps

Chat Interface

Learn how to interact with AI assistants and get the most from your conversations.

AI Assistants

Understand the different assistants available and when to use each one.