> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mantle.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Sign in, set up a team, start a Plus trial, and try Mantle’s main features.

You can start on Free without a payment card. If you want to try the paid features with your team, an organization owner
can start a 14-day Plus trial after everyone has accepted their invitation.

## First, choose the right place

| You want to... | Start with... |
| - | - |
| Work with an AI model, like in ChatGPT | **Chat** |
| Discuss a topic with several teammates | **Channel** |
| Talk privately with one teammate | **Direct message** |
| Write and maintain a document together | **Canvas** |
| Reuse the same AI role and rules | **Agent** |
| Run a repeatable agent job now or later | **Task** |

A chat is mainly a conversation with AI. A channel is mainly a conversation between people, but you can type `@` and
mention an AI model or agent whenever you want it to join.

## Set up Mantle for a team

### 1. Sign in

Go to [mantle.chat/login](https://mantle.chat/login). Choose **Continue with email**, enter your email address, and
enter the one-time code sent to your inbox. You can also choose **Sign in with Google**.

### 2. Create an organization

An organization contains your members, billing, and workspaces.

<Steps>
  <Step title="Open the organization menu">
    Select your current organization icon in the left rail, then choose **Create organization**. If you already belong
    to several organizations, open **Switch organization** first.
  </Step>

  <Step title="Name the organization">
    Use your company or team name, such as `LTC Healthcare`, then select **Create**.
  </Step>

  <Step title="Review the default workspace">
    Mantle creates a shared default workspace for the organization. You can keep its name or open its settings to rename
    it.
  </Step>
</Steps>

### 3. Invite teammates

Go to **Settings → Organization → Members** and select **Invite**.

1. Choose whether the person is a **Member** or **Admin**.
2. Review their workspace access. The organization's default workspace is already included and cannot be removed from
   the invitation.
3. Choose **Email**, enter their email address, and send the invitation. You can also create a shareable invite link.

Wait until the people who should join the trial have accepted. Pending invitees cannot be selected as trial members.

### 4. Start a 14-day Plus trial

Only an organization owner can start the trial.

<Steps>
  <Step title="Open Billing">Go to **Settings → Organization → Billing**.</Step>

  <Step title="Choose Start 14-day Plus trial">
    Select **Try Plus** for each accepted member who should receive Plus during the trial. You can select up to five
    people.
  </Step>

  <Step title="Choose plans after the trial">
    Choose Core, Plus, or Max for every accepted member and select monthly or annual billing. People not selected for
    the trial stay on Free during the trial, but every accepted member needs a paid level if the organization converts.
  </Step>

  <Step title="Add a payment method and start">
    A payment card is required, but Mantle does not charge it until the trial ends. Each selected person receives 10,000
    trial credits for 14 days.
  </Step>
</Steps>

Unless the owner cancels, the organization changes to the selected paid plans when the trial ends. Cancel before the end
if you do not want paid billing to start. Trial credits expire; your team's messages and files are not deleted.

## Try the main features

### Start a new AI chat

Select **New chat** in the left rail. You can also select the **+** beside the workspace selector and choose **New
Chat**, or press **Command + Shift + O** on Mac or **Ctrl + Shift + O** on Windows and Linux.

Choose a model beside the message box and try:

> Help me turn these notes into a short project plan. Ask me for any missing details.

You can attach files or images, use voice input, and turn on web search when your plan and chosen model support them.

### Create a channel

Select the **+** beside the workspace selector and choose **New Channel**. Give it a clear name, such as
`#customer-feedback`, and add an optional description. Post a first message explaining what belongs there.

Type `@` in a channel to mention a teammate, AI model, or agent. Use a thread when a reply belongs to one message rather
than the whole channel.

### Create a canvas

Select the **+** beside the workspace selector and choose **New Canvas**. Rename the new canvas and use it for a plan,
brief, meeting notes, or another document your team should maintain together.

### Create an agent

Select **Agents** in the left rail, then select the **+** beside **Agents**. Add a name, description, instructions, and
model. You can also upload focused knowledge files and add connected tools. Select **Create Agent**, then start a chat
to test it.

To begin from a ready-made setup instead, open **Agents → Templates**, choose one, and select **Use Template**.

### Create a scheduled task

Scheduled tasks require Core, Plus, Max, or an eligible Enterprise plan.

<Steps>
  <Step title="Create the task">Select **Tasks** in the left rail, then select the **+** beside **Tasks**.</Step>
  <Step title="Describe the job">Enter a task name and instructions that can run without follow-up questions.</Step>

  <Step title="Add the schedule">
    Under **Trigger**, choose **Select a trigger**, then **Schedule**. Set the frequency, time, time zone, and optional
    start or end date.
  </Step>

  <Step title="Choose the worker and destination">
    Select an agent and the channel where Mantle should post the result.
  </Step>

  <Step title="Create and test">
    Select **Create Task**, then use **Run now** to check a real result. Turn the task **Active** only after the test
    works as expected.
  </Step>
</Steps>

Scheduled runs use the task owner's credits.

## Add workspace knowledge

Open **Settings**, choose the workspace under **Workspaces**, and open **Workspace context**. Add:

* short instructions that should guide every AI conversation in this workspace;
* reference files that AI may need;
* selected canvases that should be available as shared knowledge.

Instructions are considered in every AI conversation. Mantle does not paste every knowledge file into every request. It
looks for relevant parts of ready files and added canvases when they can help answer the question. A canvas is not
included until you add it to Workspace Context.

See [Workspace knowledge](/features/workspace-knowledge) for examples and access guidance.

## Use credits carefully

* Different models use credits at different rates. Use an efficient model for routine extraction and drafting, then a
  stronger model for an important final review.
* As a chat grows, each new request may need more of the earlier conversation. That can increase credit use, even when
  some input is cached.
* Start a separate chat for each tender, contract, client, or distinct topic. Start fresh when old messages no longer
  help with the next request.
* Long answers, deeper reasoning, web search, file analysis, and connected tools can all use more credits.
* Check **Settings → Organization → Usage & Limits** to see the balance and recent use for the active organization.

## Shortcuts worth remembering

| Action | Mac | Windows and Linux |
| - | - | - |
| New chat | `Command + Shift + O` | `Ctrl + Shift + O` |
| Search | `Command + K` | `Ctrl + K` |
| Direct messages | `Command + G` | `Ctrl + G` |
| Notifications | `Command + Shift + M` | `Ctrl + Shift + M` |
| Show or hide sidebar | `Command + B` | `Ctrl + B` |
| New line in a message | `Shift + Enter` | `Shift + Enter` |

<Card title="Explore all features" icon="map" href="/features/overview">
  Choose the next guide for the work you want to do.
</Card>


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