Step 1 — Open Evo Researcher
Sign in to the Evo platform and click the Evo button. In the Products menu, select Evo Researcher. You'll land on your projects dashboard.
If Evo Researcher isn't showing in your menu, your account hasn't been set up for it yet. Contact your org admin or Evo admin to request access.
Tip
The first time you open a project, Evo Researcher runs an in-app guided tour highlighting the main parts of the UI. You can replay it any time from the Settings menu. The tour points at the buttons. This guide takes you through using them.
You can use the single chat or create a project.
Step 2 — Create a project
Click + New Project.
Give it a clear name that describes what it's for — for example, Customer A account review or Q3 board report. The name helps the AI understand what you're working on, so be specific rather than using something like Test 1.
You can skip everything else for now and click Create Project.
Step 3 — Upload your files
Click the Uploads tab on the right-hand side (the tray icon) and drag in any documents you want the AI to work with — call notes, reports, contracts, spreadsheets.
The AI can reference these files across every conversation in this project. You only need to upload them once.
Step 4 — Ask your first question
Type your question in the chat box and press send. For example:
Read through the uploaded notes and summarise the key risks for this account.
The AI will read your files and reply based on what's in them.
Step 5 — Get something you can use
If you want the AI to produce a document, email, or report you can download or share, ask for it directly. For example:
Draft a follow-up email to the customer summarising the actions we agreed on the call.
The output will appear in the Preview panel on the right and be saved to the Artefacts tab for you to download or copy.
That's it.
You've created a project, given the AI your context, and produced something useful. As you get comfortable, you can explore instructions (to shape how the AI responds), connectors (to pull in live data), and collaborators (to invite teammates) — but none of that is needed to get started.