Overview
Getting started with Narratize is designed to be quick and intuitive. You'll be up and running in less than 15 minutes through these five essential steps:
Create Your Account and Log In
Understand the Dashboard Layout
Master Basic Navigation
Locate Help & Support Resources
Step 1: Create Your Account and Log In
Your journey begins with an invitation email from your Narratize Admin. This personalized invitation ensures you're connected to the right organization and team from the start.
What You'll Need
Invitation email (sent from [email protected]). Check your spam or junk folders if you didn't receive this.
3-4 minutes to complete account setup.
Creating Your Account
Find Your Invitation
Check your inbox for an email from support@narratize.com
This email contains your unique invitation link
💡 Pro Tip: Invitation links expire after 7 days. Contact your admin for a new one if needed.
Click "Create Account"
Open the invitation email and click the prominent "Create Account" button
This opens your personalized registration page in your browser
Complete Your Account Information
Full Name: How you want to appear to your team
Email Address: Pre-filled from your invitation
Job Title: Select from options like Product Manager, Engineer, Designer, or Marketing
Department: Where you fit in the organization
Innovation Focus: Your primary area of work (e.g., new product development, product improvements)
Password: Create a secure password (minimum 12 characters with uppercase, lowercase, numbers, and special characters)
Confirm Password: Re-enter to verify
Complete Setup
Click "Create Account" to create your account
You'll be automatically logged in
🎉 First Win: You've just created your account! Narratize is already learning about your needs.
⚠️ Troubleshooting: If you're not automatically logged in after your account is created, use the email and password you just created to log in at app.narratize.com.
Step 2: Understand Your Dashboard & Hub Layout
Your dashboard is command central for all things Narratize. Let's explore what you'll see and how it helps you work smarter.
Dashboard Overview
When you log in, you'll see three main areas:
Team Hubs & My Hubs (Top Toggle)
Team Hubs is selected by default. Everything you do in a Team Hub is visible to all other members of that Hub, including knowledge uploads and chat activity. Team Hubs are established by your organization's admin.
My Hubs is your individual knowledge area. This is your space for private brainstorming and idea development before you’re ready to share with others. You can created unlimited personal hubs.
Product Knowledge Hubs & Groups (Center Stage)
Your favorite Hubs display as cards within the Product Knowledge Hub section
All other Hubs you have access to can be found within their respective Groups, in the section below. Click the carrot dropdown to view all Hubs within a Group
Click on any Hub to start chatting with its knowledge
If you are an Admin, you can edit Groups and Hubs from this screen by clicking on the “Edit” icon.
Starting a Chat (Center Stage)
Select the knowledge source you want to query from the chat bar
Ask a question, make a request, or start a conversation
Your chat will open a new screen, where you’ll be able to save chats, pin specific responses and more.
Hub Types
Narratize uses a two-tier system:
Individual Workspaces: Your personal innovation space - My Hubs
Team Knowledge Hubs: Team collaboration centers - Team Hubs
Step 3: Master Basic Navigation
Efficient navigation helps you maximize Narratize's AI-powered capabilities. Here's your roadmap.
Primary Navigation (Left Sidebar)
The sidebar is your main navigation tool:
Hubs: Your command center - think of this as your home base. From the top toggle, you can navigate to:
Team Hubs: Your shared team spaces
My Hubs: Your personal workspaces
Chat: Start a new chat and find recent chats here
Research: Access to millions of peer-reviewed literature. Use Narratize to pull summaries and synthesize results from multiple sources at once.
Members: Org admins can manage users and permissions
What's Next?
Congratulations! You've completed the essential setup steps. Here's what to explore next:
Immediate Next Steps
Upload Your First Document: Drag and drop a document to see AI-powered analysis & save it to your hub
Try the AI Chat: Ask a question about your uploaded content
Explore Templates: Generate a document template to pull hub insights into a structured, repeatable document
Celebrate Your Progress
As you complete key milestones, Narratize celebrates with you:
First document upload ✓
First AI query ✓
First generated document ✓
Remember
Narratize is designed to feel intuitive from day one. The platform learns from your usage patterns and provides increasingly personalized assistance. Don't hesitate to explore—you can't break anything, and help is always one click away.
Welcome to the future of product innovation. Let's build something amazing together!
Need immediate assistance? Email [email protected] or contact your Customer Success Manager directly.