Linse Quickstart
Five minutes to set up your workspace, connect context, and start collaborating with Linse.
This guide walks you through your first session with Linse. You will create a workspace, add teammates, and learn the fastest ways to get helpful answers.
1. Create your Linse workspace
Sign in with your work email at app.scopeagi.com to spin up a workspace. You can invite teammates at any time—roles and permissions can be adjusted later.
- 1
Choose a workspace name
Pick something memorable. You can rename it in settings whenever you need.
- 2
Define access controls
Set default visibility for new conversations (private, team, or open). These controls can be overridden per thread.
- 3
Invite collaborators
Share workspace invites via email. Each teammate can manage their own notification preferences.
2. Add your first sources
Linse works best when it has context. You can connect documents, knowledge bases, and tools in minutes.
- 1
Upload reference files
Drop PDFs, decks, spreadsheets, or meeting transcripts. Linse indexes them privately to your workspace.
- 2
Connect integrations
Use native connectors for Google Drive, Notion, Slack, and GitHub. Data stays scoped to the folders or channels you select.
- 3
Tag sources
Apply tags like “Product”, “Legal”, or “Q3 roadmap” to filter responses later. Tags never leave your workspace.
• All data stays encrypted in transit and at rest.
• You can disconnect any integration instantly—Linse will remove synced content within minutes.
3. Start your first conversation
Ask Linse to help with a real task. Describe the goal, share relevant context, and tell Linse how you’d like to receive the answer.
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Describe the outcome you want
Example: “Draft a status update for the revenue team covering pipeline, blockers, and next steps.”
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Reference stored context
Mention a file or tag (“Use the Q3 pipeline spreadsheet and last Friday’s sync notes”). Linse will cite what it uses.
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Refine with follow-ups
Ask Linse to adjust tone, length, or format. Every iteration is saved so teammates can see how the output evolved.
4. Share and review
When you’re happy with the result, share it with your team. Linse keeps a traceable history so you can review how the answer was produced.
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Publish to a workspace channel
Post the output directly to Slack or copy a link to the conversation for review.
- 2
Capture decisions
Turn the final answer into a saved note or add it to your decision log with one click.
- 3
Archive or delete context
Remove sensitive inputs or entire conversations anytime. Deletions are permanent and propagate across integrations.
Need deeper onboarding?
Our team is ready to help you tailor Linse for your workflows and integrations.
Book a setup session