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WellSynth AI — User Guide

Everything you need to go from your first upload to confident, cited answers — step by step, with screenshots. New to WellSynth? Start at the beginning; otherwise jump to any topic below.

Start with “Welcome to WellSynth AI” →

Getting started

1Welcome to WellSynth AIWhat WellSynth does and how the pieces fit together.2Signing inHow invite-only access works and what to do if you're locked out.3The interface at a glanceThe sidebar, the command palette, and getting around fast.

Core workflows

4Organizing work with projectsGroup a well or field's documents so chat and search stay focused.5Uploading & ingesting documentsDrop in PDFs and watch WellSynth extract and index every page.6Your document libraryFilter, sort and manage everything you've ingested.7Reading a documentPage through the original alongside the extracted content.8Asking questions in chatPlain-language questions, cited answers, scoping and commands.9Searching across your librarySemantic search across text, tables, entities and figures.10Generating strategic reportsSynthesize a whole project's documents into one cited, structured report.

Power use & admin

11Working efficientlyKeyboard shortcuts and habits that make WellSynth fast.12Settings & preferencesProfile, password, theme and memory.13Administration: users & rolesInvite teammates and manage roles (admins only).14Getting help & supportThe in-app FAQ and how to file a support ticket.