1. Set up your account

This guide walks you from zero to a working AI + Guides setup - and optionally through a measured GDF vs plaintext benchmark.

Building guides for a client portal? Read AI workshop workflow first - personal account as workshop, deploy when ready.

If someone at Guides sent you to evaluate the product, do Section 1 (account + portal), Section 2 (connect AI - pick your path), then send back feedback using the report template. Section 3 is optional unless you want retrieval numbers.

You do not need Section 3 to give useful feedback - connecting AI and trying real workflows is enough.