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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 working through its first lessons.

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. Choose your industry

Tell Mention what industry your organization operates in — search the list and pick the closest match. Mention uses this to tailor what it writes — the terms it extracts, the articles it writes, and the lessons and grading built on them — and to suggest where to start in the following steps. If none of them fit, choose My industry isn't listed and Mention uses its standard approach. Your industry can't be changed once your first audience is created, because all generated content builds on it.

2. Connect a source

Connect your first content source. Choose from Notion, Confluence, Google Drive, Dropbox, Box, GitHub, Slack, Intercom, or Microsoft Teams — the ones organizations in your industry most often start with appear first, marked Recommended, and the rest follow. 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).

3. Choose assets

Once the sync completes, you see a list of documents from your source. Select the ones you want Mention to analyze and write 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.

4. Create an audience

Give your first Audience a name and the questions it needs answered. The question fields arrive prefilled with four obvious starting points — who it is for, why you built it, how it works, how people use it — and you can edit them, add to them, or pick one of the suggested starting points for your industry instead. They are suggestions, not a required set. Those questions are what Mention searches your sources with, so write them the way your team asks them. An Audience is a group of team members who need the same body of knowledge — for example, "Engineering Team" or "New Hires." You can also invite teammates here by email. Everyone you invite joins your organization as a member and this audience as a learner; roles can be changed later from the audience's People page.

5. Give the audience its Contents

These are the lessons you want this audience to learn. Don't worry if you haven't connected the right source material for them yet: Mention will only surface these to learners in the audience once they have meaningful content. Your goal is to describe everything they need to know to be successful.

Mention has already written a starting set of entries here, drawn from what the sources you just connected actually cover, and they are writing as you look at them. Keep the ones that fit, edit any that are close, and remove the rest. If the list is empty, your sources do not yet cover enough for Mention to work from — write the entries yourself and connect more material as you go.

For each thing your audience needs to know that Mention missed, add an entry: a name members will see, and a prompt saying what the article should cover — for example, "write me an overview of how refunds are approved."

Mention writes each entry into an article from the sources you just activated, then composes that article's lesson — the 5 to 9 exercises your members actually work through. Both are asynchronous, so entries appear with a status and land shortly after. If one comes back Needs more sources, Mention could not cover that prompt from what you connected — that is normal, and Curating Contents explains what to do about it.

Step 3: Find your way around

After onboarding you land on Chat in your first Audience. Conflicts — the contradictions only a person can settle (Conflicts) — is in the sidebar. Your Audiences are in the audience switcher at the top of the sidebar. Open one and you land on Chat — with the Audience's most-asked answered questions listed beside the conversation — and Lessons (everything written for this readership), Gaps (the open questions owed to it), and People (who is on it and how they are doing) in the sidebar beside it. Learners get Chat, Lessons, Review, and the Exam once it opens — because owning an Audience is not learning from it.

The sidebar carries, for the Audience picked in the switcher at the top:

  • Chat — ask anything about this Audience's material, with the ten most-asked answered questions beside the conversation, each serving its answer on a click (Topics and Questions)
  • Lessons — this Audience's lessons, grouped by topic with General last and a badge counting them; filter the list by picking topics (Curating Contents)
  • Gaps — this Audience's open questions, most-asked first, with a badge counting them (Answering Questions)
  • Conflicts — the contradictions only a person can settle, in two tabs — Misunderstandings and Source conflicts — with a badge counting the pending ones (Topics and Questions)
  • Sources (admins only) — connect and manage content sources

Your plan and credit usage live on the Usage page inside the organization switcher, in the sidebar footer. To connect external tools to your knowledge, see the MCP server — members sign in with their own account, no admin setup required. To see what your learners actually meet, open one of your lessons from the Lessons page and walk through it — owners are not learners, so the walkthrough is how you see the exercises.

What to do next