> For the complete documentation index, see [llms.txt](https://planck-ai.gitbook.io/planck-ai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://planck-ai.gitbook.io/planck-ai-docs/documentation/getting-started.md).

# Getting Started

Welcome to the platform. These docs cover everything from your first project to advanced workflows — pick a starting point below or ask the Assistant to jump straight to what you need.

### Overview

Planck AI is organized around workspaces, data sources, conversations, and integrations.

A workspace brings together the users, files, databases, and connected systems that a team wants to work with.

### Core concepts

#### Workspace

A workspace is the main container for a team, client, project, or business function.

A workspace can contain:

* Uploaded documents
* Connected databases
* Cloud storage integrations
* Conversations
* Users and permissions

Most activity in Planck AI happens inside a workspace.

#### Documents

Documents are files uploaded or synced into Planck AI.

Supported document types include:

* PDF files
* Excel files
* CSV files
* Text files

Once processed, documents can be searched and queried through the AI assistant.

#### Conversations

A conversation is a chat thread inside a workspace.

Users can ask questions, follow up on previous answers, and keep a history of analysis. Conversations can include answers from documents, databases, and other connected systems.

#### Integrations

Integrations connect Planck AI to external systems.

Examples include:

* Microsoft 365
* OneDrive
* SharePoint
* PostgreSQL databases
* MySQL databases

#### API keys

API keys allow developers and systems to access Planck AI programmatically.

API keys are used for building integrations, automation workflows, and custom applications on top of Planck AI.

### Recommended first steps

1. Open a workspace
2. Upload a document or connect a data source
3. Ask a question in the workspace chat
4. Review the answer and supporting context
5. Create an API key if you want to use Planck AI programmatically


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# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://planck-ai.gitbook.io/planck-ai-docs/documentation/getting-started.md?ask=<question>
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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.