Welcome to Arketic AI Docs
Arketic AI is your organization's AI workspace. You sign in with your work email address, and from one place you can chat with AI assistants, follow your tasks and projects, keep your documents, and — if you're an administrator — set up and run the workspace for everyone in your company.
These docs are written for the people who use Arketic every day. Every page answers the same question: how do you actually do this?
Start here
New to Arketic? Learn how to find your way around, start your first chat, and check your tasks.
Start a conversation with an assistant and get things done by asking.
Follow the work assigned to you, and keep your team's projects moving.
Set up users, departments, assistants and more for your organization.
Before you sign in
| What you need | Details |
|---|---|
| An account | Your administrator creates it for you. There is no sign-up page in Arketic. |
| Your email address | The work email your administrator registered you with. |
| Your password | You choose it yourself the first time, using the activation code your administrator gives you. At least 10 characters, with an uppercase letter, a lowercase letter, a number, and a special character. |
:::info There's no self-service sign-up The sign-in screen has no sign-up option. If you don't have an account yet, contact your administrator and ask to be invited. :::
If you can't remember your password, click Forgot your password? on the sign-in screen. You set a new one with a recovery code that is emailed to you, or that your administrator gives you.
What happens right after you sign in
You land on the Chat screen with a new conversation ready — not on a dashboard.
From that first screen you can already see everything you need:
- New Chat, at the top of the sidebar, starts a fresh conversation. Your organization's default assistant, Arketic AI, is selected for you automatically.
- Recent, below the menu, lists your most recent conversations. All Chats opens your full history.
- The notification bell in the top-right corner shows a red badge when something needs you — a task assigned, a comment, an approval, a deadline getting close.
- The user card at the bottom of the sidebar shows your avatar, your name and your role. Clicking it opens a menu with two actions: Profile and Sign Out.
On a desktop screen you can collapse the sidebar to icons and expand it again with the button next to the logo. On a phone, the sidebar slides in from a menu button in the top bar and closes again as soon as you pick something.
:::note Settings and Help & Support At the bottom of the sidebar, Settings holds your profile, AI preferences, notifications and interface language, and Help & Support opens the in-app help page, where you can ask the help assistant a question. Both are there for every role. See Account settings and Help & Support. :::
The main areas
The menu is the map of the product. Here is every area you might see, who it appears for, and where to read about it.
| Menu item | Who sees it | Read more |
|---|---|---|
| Dashboard | Executives, administrators | Dashboard |
| Projects | Everyone | Projects |
| Assistants | Everyone | Browsing assistants |
| Tasks | Everyone | Tasks |
| Blueprints | Executives, administrators, department managers | Blueprints |
| My Documents | Everyone | Uploading documents |
| AI Assistants | Administrators | Assistant configuration |
| Models & Providers | Administrators | Models & Providers |
| Knowledge Base | Executives, administrators, department managers | Knowledge Base |
| Workflows | Administrators | Workflows |
| Prompts | Administrators | Prompts |
| Org Chart | Executives (view only), administrators | Org chart |
| Departments | Administrators | Departments |
| Users | Administrators | Users |
| Analytics | Executives, administrators | Analytics |
| Settings | Everyone | Account settings |
| Help & Support | Everyone | Help & Support |
The "Who sees it" column shows the defaults. A custom role can add an item for an individual person, and Tasks and Blueprints appear only when your organization's package includes them.
:::caution Two items with similar names Assistants and AI Assistants are different places. Assistants is where you pick an assistant and chat with it. AI Assistants is the administrator screen for creating and configuring them. :::
What you'll see in the menu, by role
The menu changes with your roles. By default, team members and executives get a single flat list, and administrators get collapsible groups, which open on their own when you're on a page inside them. Your administrator can add items for individual people through custom roles, so your menu may hold more than the default list below.
If you're a team member
| Position | Items |
|---|---|
| Menu | Projects, Assistants, Tasks, My Documents |
| Below the menu | Recent, your recent conversations, All Chats |
| Bottom | Settings, Help & Support, your user card |
If you're an executive
| Position | Items |
|---|---|
| Top | Dashboard |
| Menu | Projects, Assistants, Tasks, Blueprints, My Documents, Knowledge Base, Org Chart (view only) |
| Below the menu | Recent, your recent conversations, All Chats |
| Bottom | Analytics, Settings, Help & Support, your user card |
If you're an administrator
| Group | Items |
|---|---|
| Top | Dashboard |
| WorkSpace | Projects, Assistants, Tasks, Blueprints, My Documents, AI Assistants, Models & Providers |
| Platform | Knowledge Base, Workflows, Prompts |
| Organization | Org Chart, Departments, Users |
| Below the groups | Recent, your recent conversations, All Chats |
| Bottom | Analytics, Settings, Help & Support, your user card |
:::tip If you manage a department Managing a department gives you more than your role alone: you'll also see Knowledge Base and Blueprints, even if you're a team member or an executive. :::
Where to start, by role
| Your role | Start here | Then read |
|---|---|---|
| Team member | First Steps | AI Chat, Tasks, My Documents |
| Department manager | First Steps | Blueprints, Knowledge Base |
| Executive | Interface overview | Dashboard, Analytics, Org chart |
| Administrator | Admin quick start | Users, Roles & permissions |
Staying on top of your work
Notifications are the quickest way to know what's waiting for you. The bell keeps a count of everything unread, and clicking a notification takes you straight to the item it's about — a task notification opens that task, and an approval a workflow is waiting on opens the approval page.
You'll get notified about things like a task assigned to you, a new comment, an approval that needs your decision, a deadline coming up, and a process that has finished.
Signing out
Click your user card at the bottom of the sidebar (or the ⋮ button on it) and choose Sign Out. Your session ends and you're taken back to the sign-in screen.
Need help?
- Browse the sidebar on the left to find the guide for a specific screen.
- Use the search box at the top of this site to jump straight to a topic.
- Having trouble signing in? See Sign in and Troubleshooting.
- Inside the app, open Help & Support at the bottom of the sidebar, or press
?. It is available to everyone: ask the help assistant a question and it answers from this documentation — see Help & Support. - Still stuck? Ask your administrator.
- You can reach our team at arketic.ai/contact.