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Setting Up Your Organization

This page walks you through creating your Mention account, creating your organization, and finishing the guided setup so your team can start learning.

Create your account and organization

  1. Open mentionai.app and complete sign-up.
  2. When prompted, create an organization — usually your company or team name.
  3. You become that organization’s admin: you can connect content, curate learning material, invite people, and view progress.

If setup is not finished yet, Mention sends you to the onboarding wizard each time you sign in until you complete it. If you leave and come back, Mention picks up where you left off — you don't lose progress.

The onboarding wizard

The wizard runs in five steps.

Step 1: Connect a source

Link your first place where content lives — for example Notion, Confluence, Google Drive, Dropbox, Box, GitHub, Slack, Microsoft 365, or Intercom — or a web crawl from a site you specify. Mention then pulls a catalog of available content from the source (a few seconds to a few minutes). See Connecting sources.

Step 2: Choose assets

Pick the documents (or other supported content) you want Mention to use — up to 2,000 per integration (500 per web crawl). Only what you activate here is analyzed for concepts and processes. See Managing assets.

Step 3: Create an audience

An audience is a group of people who share one glossary and one playbook (for example, "Engineering" or "Customer success"). Enter a name and description; Mention provisions the glossary and playbook automatically. You can also invite teammates here by email, choosing admin (full management) or member (learn only) — see Inviting members.

Step 4: Describe the audience

Mention asks about what this audience does — the workflows they follow, the tools they use, the terms they talk about. Your answers, together with the sources you activated, build the first version of the glossary and playbook. Click Finish when you've covered the essentials. See Building with Conversations.

Step 5: Your playbook

Mention builds the glossary and playbook. You can review and adjust the playbook here, then finish onboarding. After that, future sign-ins go straight to the app instead of the wizard.

After onboarding

You land on your Audiences. Open one and you'll see tabs for its Playbook, Glossary, Members, Adoption, and FAQs.

The admin sidebar has four sections — Audiences, Knowledge (teach Mention and resolve contradictions; see Steering), Sources, and Agents — plus a View as learner link. The footer shows your plan and credits usage.