Training a document is the short part. What follows is the part you live with: a dozen assistants in a table, two of them paused, one that needs a different access level, and a colleague asking for the onboarding link. That work happens in two places — the dashboard Home page and the Documents Library.

Where you land

Owner admins and super admins land on Home, an orientation page rather than a workbench: a greeting with your first name, the line "Pick up where you left off, or jump straight to a workspace", and an Upload document button that switches to Documents with the upload area already open. Registered users without admin rights have no Home page — signing in takes them straight to their browse view of Documents. Everything below the greeting follows the organization selected in the Workspace strip, and switching workspaces re-reads every count.

Directly under the greeting sits a Public landing page card with your organization's public address, a copy button, and an open-in-new-tab button. A line above it says which address you are actually copying — your active custom domain, or a Docutrain address because DNS verification has not completed or no domain is configured.

Under Content, three tiles cover what you can build: Documents (trained, plus any still processing), Collections, and Forms (open forms plus responses). Under Manage, three quieter shortcuts: Users, which grows an amber N pending chip when people await approval; Intelligence, showing questions asked this week; and Profile & settings, carrying your plan and document allowance — "Pro plan · 12/25 used", or "12 documents · unlimited". A count that cannot be read is left out rather than shown as a misleading zero.

The page closes with Recent activity: the five most recent documents and collections, each labeled DOCUMENT or COLLECTION, with its status when that status is worth acting on, its question count, and how long ago it changed. Retraining does not add a second row. Beside the feed, This week carries questions asked (with a delta against the previous seven days), conversations all time, and satisfaction once answers have been rated. On plans without analytics that panel is absent and the feed spans the full width.

The Documents Library

The Documents section opens with your role and plan badges, a Plan usage card, a Processing card while anything is training, the Create Assistant button, and a Most popular panel. Below that is the library table, listing every document the selected workspace has trained. A counter reads "12 items total" — or "4 matching of 12 total" when filters are active — and a Show selector sets 10, 25, 50, 100, 200, or 500 rows per page.

Search matches title, slug, or document ID, and Cmd+K (Ctrl+K on Windows) jumps to the box. Alongside it you can filter by Status (All, Active, Inactive), by Access levels, and by Categories, where choosing a parent also matches its subcategories. Filter choices are stored in the page address, so a filtered view can be bookmarked or sent to a colleague. Changing a filter returns you to page 1 and clears any row selection.

Columns run: a checkbox, Document (cover thumbnail, title, conversation count, last-updated date), Status, Access, Category, Links, and a three-dot actions menu. Super admins get an extra Owner column. There is no column-header sorting; rows come back in the library service's order, with translation pairs kept together.

Three of those columns are editable in place. The Status chip reads Live, Paused, or Quota; selecting it toggles the state. Quota means the document was paused automatically because your organization has more live documents than its plan allows — pause something else to free a slot, or upgrade. Pausing is reversible and deletes nothing; a paused document even stays in any collection it belongs to, marked Paused and counted separately rather than silently dropped. A fourth state, a red and unclickable Incomplete, exists only for combined documents.

The Access chip changes who can open the document without opening the editor: Public, Passcode, Registered, Owner, or Owner Admins Only. Public and passcode require a plan that includes public access; without it, an upgrade prompt opens instead (access levels explained covers what each one means). The Category chip — which reads Add category when there is none — opens a searchable picker listing None, then Your categories, then System defaults, with + Custom… to create one on the spot.

The three-dot menu holds View document, Download PDF, Intelligence, Conversations, Configure, and Delete document. Download PDF appears only when the source file is still stored; if the document was trained from more than one file, it lists every version — the Original first, then each retrain upload with its date and size. Combined documents have no source file, so it is not offered on them.

The Links column offers Copy Link and Open in New Tab. Copy uses your custom domain when one is configured, and copying the link of a non-public document raises a reminder that visitors will still need to meet its access requirements.

Tick some checkboxes and a bulk bar appears with Combine (N), Create collection (N), and Delete (N). Combine merges several documents into one new one, which is useful for turning a set of chapters or related guidelines into a single assistant. It needs at least two documents from one organization and a free document slot. The copy runs from your browser, so the progress bar comes with the honest warning "Don't close this tab". The result is a snapshot: it does not update when the originals are retrained, and it cannot be retrained itself. Each copied passage is labeled with its source title so citations stay traceable, and the new document starts private.

Deletion is permanent and takes the processed content and embeddings with it. Both confirmation windows require you to type DELETE; bulk deletes run one at a time with a running "2 / 4" counter, and if anything fails the window stays open and names each failure. Deleting frees a document slot. If you only want something out of sight, pause it instead.

Documents created by publishing a form are the special case. They carry a Form badge, have no Retrain tab because their content is the form's responses kept in sync automatically, and deleting either half deletes both plus every response — the confirmation is titled Delete form & chat document.

Categories, covers, and abstracts

Categories power the library filter, your readers' browse views, and the inline chips. There are two kinds: System categories, a global set maintained by super admins, and custom categories your organization creates for itself. Both support two levels, since a subcategory cannot have children of its own. In the category management area you can add one with an optional Parent Category and an optional French Label, edit either name, or delete it — deleting a parent deletes its subcategories, which the confirmation spells out first.

Each document also has a 16:9 cover image, managed on the editor's Images tab. Update Cover Image lets you upload one (1920x1080 recommended; off-aspect images are cropped from the center), generate one with AI from a keyword prompt, reuse an image already attached to the document, toggle Use dark overlay, or remove it and fall back to your organization's default.

The Abstract tab writes an overview from the processed content in the document's own language: a French document gets a French abstract and French keywords. Regeneration has a 24-hour cooldown, and retraining afterwards flags the abstract as Stale.

For a quick read on how a document is performing, the Document column already shows its lifetime conversation count, while the Conversations and Intelligence row actions open the detail. Everything inside the editor is covered in the document settings tour.