This walkthrough covers the fastest path from a new account to a working team on GovernAI — connecting identity, setting policy, and inviting your first users. Most teams complete every step below in under an hour.

  1. Create your account and workspace. Sign up and confirm your organization's primary domain — this is what GovernAI uses to verify new users during SSO setup.
  2. Connect SSO. From Admin → Identity, connect your identity provider (Okta, Entra ID, Google Workspace, or any standard SAML/OIDC provider). This lets access follow your existing group membership instead of a separate user list to maintain.
  3. Invite your first team. Add a team in Admin → Teams and invite members either individually or by syncing an SSO group. Each team gets its own usage dashboard and budget from the start.
  4. Set a content and safety policy. Start from the default policy template in Admin → Policies and adjust it for your organization — most teams keep the defaults for their first week and refine them once they see real usage patterns.
  5. Connect your first knowledge source. Under Connectors, link a document store, wiki, or shared drive your team references often. Indexing typically completes within a few minutes for most connector types.
  6. Set a team budget. In Admin → Budgets, set a monthly ceiling and an alert threshold (most teams start at 80%) so spend is visible before it becomes a surprise.
  7. Send the first invite. Team members receive an email with a direct link — no separate password to set up if SSO is already connected.
  8. Check the audit log. After the first few conversations, confirm entries are appearing in Admin → Audit Log exactly as expected before rolling out to additional teams.

What to do in week two

Once your first team is live, the highest-value next step is usually connecting a second knowledge source and reviewing the Cost & Savings dashboard to see where routing and caching are already reducing spend automatically — most teams don't need to configure anything further for these to start working.

Need a hand?

Enterprise and Professional plans include onboarding support — reach out from within the console using the help icon in the bottom left, or see the API reference if you're integrating GovernAI directly into an existing internal tool.