MAG OptiAI

Operational AI Quickstart

DocAI visual quickstart

Move from project setup to document-grounded answers and evidence review with a project-scoped knowledge workflow.

Open workspaceUse case

Visual walkthrough

Follow the workflow step by step, using the screenshots where available and the concise action notes throughout.

Before you start

Choose or create the DocAI project you want to work inside.
Have project documents ready so the conversation can return grounded answers.
Wait for uploaded documents to finish indexing before asking project-grounded questions.

Step 1

Open the workspace

Start in the DocAI workspace and review the project, documents, conversation, and evidence flow.

DocAI workspace overview showing project, documents, conversation, and evidence steps.
The DocAI workspace keeps answers grounded in a selected project and its indexed documents.

Step 2

Select the project and load documents

Choose a project, then upload or manage the documents that will ground the conversation.

DocAI project setup step showing project scope before document work begins.
Users select or create the project that will own uploaded documents and conversation history.

Step 3

Prepare answer scope

Confirm the project scope and document readiness before asking grounded questions.

DocAI documents step showing document readiness and ingestion surfaces.
The documents step is where users manage the files that ground later questions and evidence review.

Step 4

Ask a grounded question

Use the conversation step to query the selected project once documents are ready.

DocAI conversation step showing a project-scoped question and saved answer thread.
The conversation step keeps grounded questions, prior turns, and answer context inside the selected project.

Step 5

Inspect evidence

Review excerpts, citations, and source snippets in the Evidence step before operational use.

DocAI evidence step showing answer review, turn context, and supporting evidence surfaces.
The evidence step is where users inspect answer context, citations, source snippets, and export controls.

Expected outputs

Grounded project-scoped answers
Conversation history tied to the current project
Evidence excerpts, source snippets, and citation context

Common mistakes

Asking questions before ready documents exist in the project
Treating the workspace like a generic chat instead of a project-scoped evidence workflow
Skipping the Evidence step when answers need operational verification

Next steps

Move from walkthrough to the right working page

Open the live workspace when you are ready to execute, or use the related product, use case, and spec pages when you need more context first.

Open workspace

Move straight into the live Pro Console workspace.

Open workspace

Product page

Review the product overview and launch positioning.

Product page

Use case

See where this workflow fits operationally.

Use case

Pricing

Check plan and rollout options.

Pricing

Contact

Talk to MAG OptiAI about fit, rollout, or support.

Contact

Navigate

Keep this quickstart connected to the resource library

Return to the quickstart index for another product walkthrough, or go back to the resource hub for use cases, input specs, and how-to guides.

Back to QuickstartsBack to Resources