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Quickstart: Admin

This guide walks you through setting up your organization in Mention — from creating your account to having your first audience ready with learning content.

Step 1: Create your account and organization

  1. Go to mentionai.app and sign up.
  2. After signing in, you are prompted to create an organization. Give it a name (typically your company or team name).
  3. You are automatically assigned the Admin role for the organization you create.

Once your organization is created, Mention launches the onboarding wizard to walk you through initial setup.

Step 2: Complete the onboarding wizard

The wizard walks you through five steps.

1. Connect a source

Connect your first content source. Choose from Notion, Confluence, Google Drive, Dropbox, Box, GitHub, Slack, Microsoft 365, or Intercom — or set up a web crawl by entering a URL. For most providers, you authorize Mention through a standard sign-in flow. Mention then syncs with the source to discover available documents (a few seconds to a few minutes, depending on size).

2. Choose assets

Once the sync completes, you see a list of documents from your source. Select the ones you want Mention to analyze and build learning content from. Each integration supports up to 2,000 active documents (500 for web crawls).

3. Create an audience

Give your first Audience a name and description. An Audience is a group of team members who share a common set of learning content — for example, "Engineering Team" or "New Hires." Mention provisions a Glossary and a Playbook for it automatically. You can also invite teammates here by email, choosing Admin or Member for each.

4. Describe the audience

Mention asks you 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, drive the first version of the Glossary and Playbook. A few exchanges is enough; click Finish when you've covered the essentials. See Building with Conversations.

5. Your playbook

Mention builds the Glossary and Playbook. You can review and adjust the playbook here, then finish onboarding.

Step 3: Find your way around

After onboarding you land on your Audiences. Open one and you'll see tabs for its Playbook, Glossary, Members, Adoption (per-member and per-item progress), and FAQs (questions your members have asked). The audience header has a Refine button that reopens the audience's conversation.

The left sidebar has four sections:

  • Audiences — curate each audience's playbook and glossary, manage members
  • Knowledge — teach Mention by asking questions and accepting or correcting answers, and resolve contradictions (Steering)
  • Sources — connect and manage content sources
  • Agents — API credentials for connecting external tools via the MCP server

The sidebar footer shows your plan and credit usage. There's also a View as learner link if you want to see the member experience.

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