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Step 1: Upload Your First Document (3 minutes)

Let’s give the AI something to work with. The more content you upload, the smarter your responses become. Click Library in the top navigation.

Upload Your Content

  1. Click the Upload button or drag files directly onto the page
  2. Select 2-3 key documents:
    • A recent successful proposal
    • Your company overview or capabilities deck
    • A security/compliance document
  3. Click Upload and watch the AI process your content

✨ Watch the Magic

As documents upload, you’ll see:
  • 📄 Processing status - AI reading your content
  • 🔍 Extraction preview - Questions and answers found
  • Completion notification - Ready to use in seconds

Step 2: Ask Your First Question (2 minutes)

Time to see Zephior in action! Let’s test the AI with questions about your uploaded content.

Open Chat

Click Chat in the top navigation.

Try These Starter Questions

Copy and paste any of these to see instant results:
What makes our company unique compared to competitors?
What security certifications do we have?
Describe our implementation process for new clients
What’s our company’s mission and values?

🤯 Notice These Features

  • Instant responses - No waiting or processing
  • Professional tone - Ready for client delivery
  • Follow-up capable - Ask “make it shorter” or “add more detail”

Step 3: Create Your First Project (5 minutes)

Let’s simulate a real RFP response workflow. We’ll use a sample RFP to show the full power of Projects.

Create a New Project

  1. Click Projects in the navigation
  2. Click New Project button
  3. Name it “New Project”

Upload a Sample RFP

Drag and drop the RFP into your project. Watch as Zephior:
  • ✨ Extracts all questions automatically
  • 🏷️ Categorizes by topic
  • 🎯 Identifies priority items

Generate Responses

The moment of truth! Click Generate All Responses and watch as:
  1. AI reads each question carefully
  2. Searches your Library for relevant content
  3. Generates professional responses with citations
  4. Assigns confidence scores to each answer

Export Your Work

Click Export to generate a .zip folder with all your files & responses.

🎊 You Did It!

In just 10 minutes, you’ve:
  • ✅ Built your first knowledge library
  • ✅ Generated AI-powered responses
  • ✅ Completed a sample project

🆘 Need Help?

Instant Resources

  • 📚 Documentation: You’re here! Explore other sections
  • 📧 Email Support: [email protected]

Common Questions

Go to Library, hover over any document, and click the trash icon. Deleted content is removed from AI knowledge immediately.
Yes! In Chat, add instructions like “keep it under 100 words” or “provide detailed technical specifications.”
Credits are consumed when generating responses. View your usage in Settings → Billing. Your trial includes plenty for testing.
Absolutely. All data is encrypted, stored in Swiss data centers, and never used to train AI models. See our Security page.