1
Access your corporate instance
Enter in your web browser the address provided for your organization:Click the main “Get Started” button to start the access flow.
2
Select authentication method
Depending on the plan contracted by your company, select the corresponding method:
- Corporate Account (SSO)
- Basic Authentication
If your organization has Microsoft Entra ID (Azure) or Google Workspace integrated, click “Enterprise account”.You will be automatically redirected to your usual identity provider to log in securely and federatedly.
3
Set Assistant Preferences
Upon entering for the first time, you will see a welcome wizard (Startup Setup) that allows you to calibrate how the AI will interact with you:
- Temperature (
Temperature): Adjusts the balance between analytical precision (low values) and creativity in responses (high values). - Response Length (
Response Length): Defines the default size of the generated messages. - Interface Theme (
Theme): Select between light mode, dark mode or synchronization with the system. - AI Avatar: With premium licenses, you can generate a custom avatar using a text prompt.
4
Create your first RAG (Knowledge Base) index
During the initial configuration, you will be able to display your own RAG (Retrieval-Augmented Generation) index:
- Multi-Cloud Deployment: Select the region and cloud provider of your preference.
- End-to-End Encryption: All vectorized information and documents are encrypted with exclusive keys.
- Personal or Team Knowledge Base: Allows you to upload documents (PDFs, docs, code) so that the models respond with the exact context of your business.
5
Connect discovery and visibility sources (Cloud, CASB and Agent)
To gain complete visibility and audit AI usage in your organization, we recommend enabling the three main discovery sources:
- Integrate Clouds and AI Providers (NHI Inventory): Connect consoles such as OpenAI, Anthropic, AWS or Azure AI in Cloud Providers. This allows you to automatically track Non-Human Identities (NHIs), orphan API keys, and cloud consumption.
- Integrate CASB & Network Security (SWG): Connect Cisco Umbrella or other proxies to monitor corporate traffic to external AI services.
- Deploy the SecureAI Agent on devices: Install the SecureAI Endpoint Agent on your team computers to audit local applications, detect MCP (Model Context Protocol) servers and connectors, autonomous agents, and apply egress enforcement policies.
6
Ready! Start interacting and governing
Once setup is complete and your sources are connected, you’ll have access to secure corporate chat, your RAG knowledge bases, and real-time telemetry and governance dashboard.
🚀 Next Steps
Continue exploring everything you can do with the platform:Available Models
Compare the strengths of each model and when to choose each one.
Integration via API
Connect your internal systems using OpenAI-compatible endpoints.
Security & SMLTP
Learn how SecureAI prevents sensitive information leakage (DLP).
Install Endpoint Agent
Monitor and govern the use of AI tools on your company’s teams.

