Welcome! This tutorial will walk you through your first experience with Simple Chat - from deployment to having your first AI-powered conversation with your own documents.
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# Getting Started with Simple Chat
Welcome! This tutorial will walk you through your first experience with Simple Chat - from deployment to having your first AI-powered conversation with your own documents.
## What You'll Learn
By the end of this tutorial, you'll:
- Deploy Simple Chat to Azure
- Set up your first workspace
- Upload a document
- Have a conversation that uses your document for context
- Understand the basic navigation and features
## Prerequisites
- An Azure subscription with permissions to create resources
- Basic familiarity with Azure portal
- A document you'd like to chat with (PDF, Word doc, or text file)
## Step 1: Deploy Simple Chat
Simple Chat offers multiple deployment options. For getting started, we recommend using the automated deployment:
### Option A: Azure Developer CLI (Recommended for beginners)
The fastest way to get started is with Azure Developer CLI:
1. Install Azure Developer CLI if you haven't already
2. Clone the Simple Chat repository
3. Navigate to the project folder
4. Run the deployment command
```bash
# Clone the repository
git clone https://github.com/microsoft/simplechat.git
cd simplechat
# Deploy with azd
azd up
```
Follow the prompts to select your subscription, region, and provide required configuration.
### Option B: Other Deployment Methods
For more deployment options, see our [deployment reference](../reference/deploy/).
## Step 2: Initial Configuration
After deployment completes:
1. **Open the application** using the URL provided in the deployment output
2. **Sign in** with your Azure Active Directory account
3. **Access Admin Settings** (if you have admin role assigned)
### Configure Basic Settings
In the Admin Settings page:
1. **General Section**:
- Set your application title
- Upload a custom logo (optional)
2. **GPT Section**:
- Verify your Azure OpenAI connection
- Test the connection using the "Test" button
- Select your active model deployment
3. **Embeddings Section**:
- Verify your embeddings endpoint
- Test the connection
## Step 3: Enable Your First Workspace
1. In Admin Settings, navigate to **Workspaces**
2. Enable **"Your Workspace"** - this allows personal document uploads
3. Click **Save Configuration**
## Step 4: Upload Your First Document
Now let's add some content to work with:
1. **Navigate to "Your Workspace"** from the main menu
2. **Click "Add Documents"**
3. **Select a file** from your computer:
- Try a PDF with interesting content
- Word documents work great too
- Text files are supported
4. **Upload the document** and wait for processing
You'll see the document appear in your workspace with processing status indicators.
## Step 5: Start Your First RAG Conversation
Now for the exciting part - chatting with your document:
1. **Go to "Chat"** from the main menu
2. **Select your workspace** from the workspace dropdown
3. **Ask a question** about your document content
Try questions like:
- "What are the main topics covered in this document?"
- "Can you summarize the key points?"
- "What does the document say about [specific topic]?"
## Step 6: Explore Citations
Notice how Simple Chat provides citations showing where information came from:
- **Standard citations** show which document and chunk
- **Enhanced citations** (if enabled) can link directly to pages
## What You've Accomplished
Congratulations! You've successfully:
✅ Deployed Simple Chat to Azure
✅ Configured basic settings
✅ Uploaded your first document
✅ Had an AI conversation grounded in your data
✅ Experienced Retrieval-Augmented Generation (RAG)
## Next Steps
Now that you're up and running, explore more features:
- [Create Your First Agent](first_agent) - Build a specialized AI assistant
- [Upload More Documents](uploading_documents) - Build a larger knowledge base
- [Document Classification](classifying_documents) - Organize your content
Or dive into specific tasks with our [how-to guides](../how-to/).
## Troubleshooting
**Document not uploading?**
- Check file size limits in Admin Settings
- Ensure file types are supported
- Look at File Processing Logs (if enabled)
**Can't access admin settings?**
- Verify you have the Admin role assigned in Azure AD
- Check your app registration configuration
**Chat not finding document content?**
- Verify the document finished processing (no error status)
- Try more specific questions
- Check your embeddings configuration
For more help, see our [FAQ](../reference/faqs) or [how-to guides](../how-to/).
---
*Next: [Create Your First Agent](first_agent) →*