Getting started
Your Workspace
Understand how your workspace, projects, and team membership fit together.
Getting Set Up
Getting started takes less than five minutes. Here is what you need to do to have your first project ready.
- 1
Create your account
Sign up at alloovium.com using your work email. Your account is scoped to your organisation — all team members share the same tenant.
- 2
Create your first project
Click "New Project" from the dashboard. Give it a name (e.g. "City Road Contract") and an optional description. Projects are private by default.
- 3
Upload your documents
Drag and drop PDF, DOCX, XLSX, or PPTX files into the project. Alloovium processes them automatically — OCR, chunking, and embedding — ready for AI queries.
- 4
Ask your first question
Open the AI Assistant, type a question about your documents, and receive a cited answer in seconds.

Inviting Your Team
Once your project is set up, invite colleagues by going to Project Settings → Members and entering their email addresses. Each member can be assigned one of three roles:
- Viewer — can read documents and view AI conversations, but cannot upload or create content.
- Editor — can upload documents, fill templates, generate documents, and run analyses.
- Admin — full control including managing members and project settings.