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Getting Started

If you are new to Engenerate, this is the most efficient path from zero to productive:

  1. Create a project — Start with the default project or select "Create New Project" from the Project drop-down menu in the app header.
  2. Upload documents — From the project dashboard, navigate to the Documents tab and upload your source files.
  3. Review extracted content — Once documents reach Ready status, open them in the document viewer to review and correct extracted text, equations, and tables.
  4. Validate plot data (if applicable) — For documents containing charts or figures, open the Plot Digitizer to review and confirm extracted data points.
  5. Open a workspace — From the project dashboard, create or open a workspace.
  6. Chat with your documents — In the workspace chat panel, ask questions with document retrieval enabled. Use citations to trace answers back to source material.
  7. Save useful outputs — Use Send to Notebook to save grounded responses you want to keep, refine, or export.

Tips for Getting the Best Results from Chat​

  • Keep document retrieval enabled for any question that should be grounded in your project materials.
  • Pin specific documents when you want the conversation to stay focused on a known source rather than searching broadly.
  • Use Hybrid search when your questions involve specific technical terms, identifiers, or nomenclature.
  • Use Advanced base chat (or a premium model) when questions require deeper reasoning, comparison across multiple documents, or detailed technical analysis.
  • Save often to notebooks — chat history is preserved, but notebooks are where outputs become polished and exportable.