Getting Started

Getting Started: From PDF to Your First Chat

Updated July 29, 2026

Getting Started: From PDF to Your First Chat

This guide walks through the fastest path from "I have a document" to "I have a grounded answer" in Oyren AI — no setup beyond creating a workspace.

Diagram showing a PDF flowing into OCR conversion, then into a chat answer with a citation

1. Create a workspace

A workspace is where your files, conversations, and agent runs live. Create one from the dashboard and give it a name that matches the project you're working on — you can always rename it later.

2. Upload your document

Drag a PDF (or a folder of them) into the workspace. Oyren AI queues each file for OCR conversion automatically — you don't need to trigger anything manually.

workspace/
  contracts/
    vendor-agreement.pdf   -> converting...
    nda-template.pdf       -> done

3. Watch the conversion

Datalab-powered OCR turns each page into structured Markdown — headings, tables, and lists stay intact instead of collapsing into a wall of text. You can open the converted file directly to sanity-check the output before asking questions against it.

4. Ask your first question

Open the chat panel and ask something specific: "What's the termination notice period in the vendor agreement?" The answer comes back with a citation linking straight to the page and paragraph it was drawn from, so you can verify it in one click.

What's next

Once you're comfortable with the basics, see Connecting Your Own AI Model to bring your own provider key, or explore agent tools for editing and running scripts inside the workspace.