Guides

Start with a task

These guides focus on what you are trying to accomplish, why the task is useful, and what to verify when you are done. They now include the former tutorial and how-to content so every task guide lives under one URL space.

Use this section when you want momentum first: each page is a practical path through one capability, with enough context to be useful and not so much detail that onboarding stalls. If you need conceptual background, switch to the explanation pages. If you need exact settings or route details, switch to the reference pages.

Getting started

Guide	What you will do	Audience
Getting started with Simple Chat	Deploy Simple Chat, configure the basics, upload a document, and run the first grounded conversation.	New users and admins
What is Simple Chat	Understand the platform, its major capabilities, and how teams use it.	Everyone
Choose a deployment path	Compare deployment options before you start installing or operating SimpleChat.	Admins
FAQ	Get quick answers to common setup, usage, and administration questions.	Everyone

Admin journeys

Guide	What you will do	Audience
Deploy SimpleChat as an administrator	Choose a deployment path, prepare Azure resources, run the rollout, and verify first boot.	Admins
Configure SimpleChat for the first time	Walk Admin Settings in dependency order after a successful deployment.	Admins
Update an existing SimpleChat deployment	Back up, choose the right upgrade path, validate, and plan rollback.	Admins
Operate SimpleChat day to day	Monitor, scale, review safety and feedback, manage data, and troubleshoot.	Admins
Enable a SimpleChat capability safely	Turn on optional features with dependencies, role checks, validation, and rollback.	Admins
Configure branding and support settings	Change branding, home page text, health checks, API docs, classification banners, Support, external links, or global system settings.	Admins

Chat

Guide	What you will do	Audience
Upload documents in chat	Attach a local file directly to the current conversation for grounded chat.	Users
Upload and manage documents	Put the right files into the right workspace, recognize processing states, and keep retrieval clean as content grows.	Users
Add documents	Add documents to SimpleChat workspaces and validate that they are available for grounded answers.	Users
Use tags in chat	Filter workspace documents by tag before asking grounded questions.	Users
Use tags on conversations	Organize conversation work by tagging the documents and document sets that drive the chat.	Users
Export a conversation	Download one or more conversations as JSON, Markdown, or PDF.	Users
Fork a conversation	Branch an existing chat so you can explore a different direction without changing the original thread.	Users
Collaborate in a conversation	Invite others into a shared chat, use mentions, and approve participant-generated files.	Users
Lock workspace scope in chat	Keep a conversation tied to the same selected workspaces after grounded answers.	Users
Use deep research	Ask chat to perform deeper evidence review for URLs and sources in a message.	Users
Use web search	Ground an answer in current public web results, and see exactly what leaves SimpleChat when you do.	Users
Review pasted URLs	Use URL Access to review links included in the current chat message.	Users
Generate images	Use the chat Image control to request AI-generated images.	Users

Documents and workspaces

Guide	What you will do	Audience
Create and manage tags	Create colored workspace tags and apply them to documents.	Workspace users
Create a file sync	Connect an external file source so SimpleChat can import workspace documents.	Workspace users
Manage group workspaces	Use group workspaces for shared documents, prompts, agents, actions, and workflows.	Workspace users
Use public workspaces	Browse and manage shared public workspace content when your tenant enables it.	Workspace users
Review approval requests	Find, approve, or deny requests that need reviewer action.	Workspace users
Classify documents	Set up document classification and use it to organize uploads, filter content, and improve team workflows.	Workspace users

Agents and actions

Guide	What you will do	Audience
Create an action	Create a reusable tool that an agent can call when chat alone is not enough.	Agent builders
Create an agent	Build a reusable assistant with a clear role, model, knowledge, and instructions.	Agent builders
Create agents	Create reusable agents for common work and configure their instructions, model, and access.	Agent builders
Create your first agent	Define an agent role, tune instructions, connect knowledge sources, and test behavior.	Agent builders
Create an agent with actions	Attach approved actions to an agent so it can use tools while answering.	Agent builders

ServiceNow agents

Guide	What you will do	Audience
ServiceNow guides	Start with the ServiceNow agent guide set and choose the right integration path.	Agent builders
ServiceNow integration	Connect SimpleChat agents with ServiceNow capabilities.	Agent builders
ServiceNow OAuth setup	Configure OAuth 2.0 for ServiceNow-backed agent actions.	Agent builders
ServiceNow asset management setup	Configure asset management workflows for ServiceNow integration.	Agent builders
ServiceNow two-agent setup	Split ServiceNow work across two coordinated agents.	Agent builders

Automation

Guide	What you will do	Audience
Create a workflow	Save a repeatable multi-step task that can run manually or on a schedule.	Workflow owners
Trigger a workflow	Run a workflow now, schedule future runs, and inspect run activity.	Workflow owners
Application workflows	Review the workflow model, concepts, and reference details.	Workflow owners

Deployment operations

Guide	What you will do	Audience
Enterprise networking	Plan and configure networking for enterprise deployments.	Operators
Scale SimpleChat on Azure	Coordinate App Service, Cosmos DB, Search, and AI service scaling decisions.	Operators
Upgrade paths	Choose a safe update path and validate the deployment after upgrade.	Operators
Docker customization	Customize the container image or runtime when the default image is not enough.	Operators
Model endpoint identity	Configure managed identity access for model endpoints.	Operators
Use managed identity	Replace stored secrets with managed identity where supported.	Operators
Azure Speech managed identity setup	Configure Azure Speech to use managed identity.	Operators
Microsoft Teams app configuration	Run SimpleChat as a Microsoft Teams personal tab with Teams SSO.	Operators
Special setup scenarios	Handle special deployment scenarios that do not fit the standard setup path.	Operators

Account and experience

Guide	What you will do	Audience
Update profile preferences	Adjust personal SimpleChat preferences such as appearance, tutorials, notifications, memory, and retention.	Users
Manage notifications	Review, filter, search, and mark SimpleChat notifications as read.	Users
Send feedback	Prepare a bug report or feature request email for your SimpleChat administrators.	Users
Create custom pages	Create custom pages for tailored app experiences.	Admins
Solution demos	Explore demonstration scenarios and examples for SimpleChat solutions.	Everyone
External applications	Understand how external applications integrate with SimpleChat.	Developers