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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. 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. After you activate them, Mention reads and analyzes that content before moving on to audience creation.

If you connected GitHub, you can instead choose Analyze code on this step. Mention skips document ingestion and analyzes the repository's code into a tree of feature briefs. This takes several minutes—the wizard waits and shows progress, and you can leave the tab open and come back. When it finishes, you pick which briefs to activate as knowledge (you need at least one). Mention then analyzes your activated briefs before you create your audience. See Codebase analysis.

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.

If you connected sources in the previous steps, you can optionally rank which ones this audience should prefer when Mention builds its initial glossary and playbook. Drag connected sources into order (higher = more preferred). Skipping this keeps the default behavior (relevance only).

4. Describe the audience

Mention infers a persona for the audience straight from its name and description. If it can sketch the full profile on its own, onboarding advances automatically; otherwise it asks one or two multiple-choice clarifying questions. Your answers, together with the sources you activated, drive the first version of the Glossary and Playbook. See Building with Personas.

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 a Learn tab (the member learning experience — this is where everyone lands by default) plus management tabs for its Playbook, Glossary, Members, Adoption (per-member and per-item progress), and FAQs (questions your members have asked).

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

To connect external tools to your knowledge, see the MCP server — members sign in with their own account, no admin setup required. The sidebar footer shows your plan and credit usage. To see the member experience, open any audience's Learn tab.

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