> 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-1/getting-started.md).

# Getting Started

Planck AI helps teams work with documents, databases, cloud storage, and business systems through a conversational interface.

This section introduces the core concepts you need before using Planck AI day to day.

### What you should read first

Start with these pages:

* **Quick Start** — complete your first useful workflow in Planck AI
* **Workspaces** — understand how data, users, conversations, and permissions are organized
* **Core Concepts** — learn the main building blocks of Planck AI
* **Documents** — understand how uploaded and synced files work
* **Conversations** — learn how chat threads and follow-up questions work
* **Workspace Context & Automations** — learn how Planck AI uses context, knowledge, and deterministic compute for more reliable workflows

### Main concepts

#### Workspaces

A workspace is the main container for users, documents, databases, integrations, conversations, and permissions.

Most activity in Planck AI happens inside a workspace.

#### Documents

Documents are files uploaded or synced into Planck AI.

Users can ask questions about PDFs, Excel files, CSV files, text files, and cloud-synced documents.

#### Conversations

A conversation is a chat thread inside a workspace.

Users can ask a question, review the answer, and continue with follow-up questions.

#### Workspace context

Workspace context helps Planck AI understand the business meaning of the data inside a workspace.

It can include field definitions, terminology, rules, knowledge, and calculation guidance.

#### Integrations

Integrations connect Planck AI to external systems such as Microsoft 365, OneDrive, SharePoint, PostgreSQL, MySQL, Salesforce, Odoo, Adobe Commerce / Magento, and other business systems.

#### API access

Developers can use the Planck AI API to access workspaces, documents, conversations, chat, database integrations, and admin functions programmatically.

### Recommended path

If you are new to Planck AI, read the pages in this order:

1. Quick Start
2. Workspaces
3. Documents
4. Conversations
5. Workspace Context & Automations
6. Chat with Documents
7. Chat with Databases
8. API Overview


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