CouncilAI docs.
Public guides, FAQs, and help articles for CouncilAI users, administrators, and compliance reviewers.
User Guides
Step-by-step help for signing in, using chat, managing documents, and running workspace workflows.
8 articles
FAQs
Quick answers about CouncilAI accounts, security, privacy, documents, templates, and support.
3 articles
Security
Public security and privacy information for customers, evaluators, and compliance reviewers.
1 article
Knowledge Base
Troubleshooting and best-practice articles for common product tasks.
6 articles
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User Guides
Getting Started with CouncilAI
A first-run guide for signing in, choosing a workspace, and using the main areas of CouncilAI.
Accounts and Access
How sign-up, invitations, roles, account status, and session security work in CouncilAI.
AI Chat
How to use CouncilAI chat for questions, summarization, templates, documents, and knowledge base grounding.
Documents
How to upload, manage, reuse, restore, and attach documents in CouncilAI.
Knowledge Base
How to browse, search, upload, and use knowledge base content in CouncilAI.
Document Templates
How to create, manage, fill, share, and export DOCX templates in CouncilAI.
Organization Administration
How administrators manage members, invitations, roles, access status, settings, and organization knowledge.
Audit, Usage, and Compliance
How authorized users review audit logs, usage analytics, compliance resources, and control status.
FAQs
General FAQ
Common questions about CouncilAI accounts, workspaces, chat, documents, and support.
Security and Privacy FAQ
Common questions about CouncilAI security, privacy, sessions, audit logs, and account protection.
Documents, Knowledge Base, and Templates FAQ
Common questions about supported files, processing, knowledge base search, and DOCX templates.
Knowledge Base
Troubleshoot Login and Access Issues
Steps to resolve common sign-in, pending approval, invitation, and role-based access problems.
Troubleshoot Document Processing Issues
How to resolve upload, processing, duplicate name, and document availability issues.
Write Better Questions for AI Chat
Practical prompting patterns for safer, clearer, and more useful CouncilAI chat responses.
Prepare a DOCX Template
How to create a DOCX template that CouncilAI can detect, label, fill, and export.
Manage Organization Knowledge Base Content
How administrators add, process, review, and maintain knowledge base content.
Review Audit Logs and Export Compliance Records
How authorized users filter audit events, review integrity, and handle exports.