IntelliMate | Getting started

This guide helps you go from download to your first useful conversation with your documents in IntelliMate.

1. Download and install IntelliMate

IntelliMate is a desktop app for Windows and macOS. Start from the Download section on the IntelliMate home page and choose the version for your computer.

Windows: Download and install IntelliMate from Microsoft Store.
macOS: Use a direct download for Apple silicon or Intel chip.

Tip for Mac users: Open About This Mac. If you see Apple M1, M2, M3, M4, or similar, choose Apple silicon. If you see Intel, choose the Intel chip version.

After installation, open IntelliMate from your desktop, Start menu, Launchpad, or Applications folder.

2. Open IntelliMate for the first time on macOS

The first time you open IntelliMate on macOS, Apple may show a confirmation message before the app launches. This is normal for apps downloaded from the web.

The wording may vary slightly depending on which browser you used to download IntelliMate.

If you downloaded IntelliMate with Safari

“IntelliMate” is an app created by the app Safari. Are you sure you want to open it?

Safari created this file today at 12:15 PM. Apple checked it for malicious software and none was detected.

Click Open to launch IntelliMate.

If you downloaded IntelliMate with Chrome

“IntelliMate” is an app downloaded from the Internet. Are you sure you want to open it?

Chrome downloaded this file today at 11:59 AM. Apple checked it for malicious software and none was detected.

Click Open to launch IntelliMate.

macOS warning when opening IntelliMate downloaded with Chrome — macOS first-open confirmation for IntelliMate downloaded with Chrome

3. Create your account and verify your e-mail

The first time you open IntelliMate, you will see the Sign Up screen. Fill in the required information, then click Sign Up.

Password requirement: Your password must be at least 8 characters long and include an uppercase letter, a lowercase letter, and a digit.

IntelliMate will then show Verify your e-mail. Enter the 6-digit verification code that was just sent to your e-mail address.

If you do not see the e-mail: check your Inbox first, then your Spam or Junk folder. The verification code expires in 10 minutes. If the code still does not arrive, wait for the 120-second cooldown to finish before using Resend code.

Once your e-mail is verified successfully, IntelliMate will open the main app screen and you are ready to add files.

4. Add files to your Knowledge Base

In the left panel, Knowledge Base shows the files you add to IntelliMate. Click Add Source or drag and drop files into the Knowledge Base area.

IntelliMate will then process and prepare your files for search and chat.

When processing finishes successfully, you will see a document-type icon to the left of the file name. For example, a PDF may show an icon like , which helps you identify the file type quickly.

If processing fails, IntelliMate shows an error-style icon like so you know that the file is not ready yet.

Supported file types include PDF, DOCX, XLSX, CSV, MD, HTML, TXT, JSON, YAML, TOML, TF, ENV, XML, LOG, and source code files such as JS, TS, TSX, JSX, CSS, SCSS, PY, JAVA, GO, RS, and SH.

You can click a document name to open and view it. When you are done, click Close (X) to return to the main workspace.

5. Start your first chat

In the right panel, Chat History shows your conversations. Click New Chat to begin a new conversation.

You can start chatting right away in the chat box labeled Ask your question here..., or select one or more files from Knowledge Base if you want IntelliMate to use them as source context for the current chat.

Press Enter to send your message.
Press Shift + Enter to add a new line without sending.

A few good first questions to try:

What are the main points in this document?
Summarize this file.
What are the key risks mentioned in this report?
Compare the differences between these two documents.
Draft a short follow-up e-mail based on these notes.

When IntelliMate uses your files as source context, source references may appear inside the AI response, such as [S1] or [S2], and they may also appear again below the response as a list of source references.

You can click a source reference either inside the response or below it to open the related excerpt and review where the answer is grounded.

IntelliMate chat workspace with a first conversation

6. Review the response and share feedback

After IntelliMate replies, you can continue the conversation or use the actions below the response.

Copy text: Copy the response for use elsewhere.
Good response: Mark a helpful answer.
Report or share feedback: Report inappropriate, incorrect, or problematic AI-generated content.

When you click Good response, that feedback is stored only on your device for algorithm optimization and is not sent to our servers.

When you click Report or share feedback, the related prompt and AI response are included with the report so IntelliMate can review the issue.

IntelliMate AI response with source references and feedback actions

7. Adjust the workspace layout

You can collapse or expand the side panels to create more room in the main chat area.

Collapse or expand Knowledge Base from the left panel.
Collapse or expand Chat History from the right panel.

Keyboard shortcuts:

Mac: Command + B for Knowledge Base, Command + \ for Chat History
Windows: Ctrl + B for Knowledge Base, Ctrl + \ for Chat History

Once you are comfortable with the basics, the next useful guide is How advanced reasoning works.