---
title: "AI CTRL Quick Start"
slug: "ai-ctrl-quick-start"
updated: 2026-11-13T18:50:40Z
published: 2026-11-13T18:50:40Z
canonical: "kb.expedient.com/ai-ctrl-quick-start"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.expedient.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI CTRL Quick Start

## AI CTRL quick start

Use AI CTRL to get an answer, work with a file, or draft something you can reuse. The models and tools you see depend on what your organization has enabled for you.

## 1. Sign in

Open the workspace URL your organization gave you, select **Sign in**, and follow the prompts to use your work account. You can check your organization or sign out from the account menu at the bottom of the sidebar.

## 2. Send your first message

1. Select **New chat** in the sidebar.
2. Check the model name below the message box. Keep the suggested choice, turn on **Auto** to let AI CTRL choose a model, or open **All models** to pick a model or agent.
3. Type a request and select the **Send** arrow. Try: “Draft a short email asking my team for their project updates by Friday. Include three questions they can answer.”
4. Read the reply and ask a follow-up, such as “Make it shorter and friendlier.” If you need to interrupt a reply, select **Stop**.

## 3. Add a file or some context

Select **Add to chat** (**+**) to attach a file. Wait for it to finish uploading, then tell AI CTRL what to do with it. For example: “Summarize this PDF in five bullets and flag any decisions I need to make.”

If you have a group of documents you want to reuse, upload them to **Collections**, wait for them to be indexed, then use **Add to chat → Collections** to bring them into the chat. Open citations in the answer to check the original documents.

If a tool asks for permission, review the proposed action and choose **Approve** or **Decline**.

## 4. Keep or share the result

- To come back to the chat, **Pin** it from its **⋮** menu in the sidebar. Use **Search chats** to find it later, or **Move to project** to group it with related chats.
- If AI CTRL creates a file, open it in the side panel and use **Download** to save a copy.
- To share a finished reply and its conversation, open **Share** at the top of the chat. Choose **Private** for specific people or groups, or **Public** for everyone in your organization. The link shows a read-only snapshot. Use **Update shared chat** if you want the same link to show newer replies.

Open **Help** beside the account menu for features and release notes. See the [full user guide](https://kb.expedient.com/docs/ai-ctrl-user-guide) for more on Projects, Collections, agents, skills, settings, and troubleshooting.