Quick Start Guide

Welcome to SkyPath AI! This guide walks you through everything you need to get up and running — from creating your account to downloading a finished response or proposal. No technical experience is required.

Step 1 — Create Your Account

1. Navigate to the SkyPath AI website and click Sign Up or Create Account.

2. Fill in the registration form with your:

   • First and last name
   • Work email address
   • Password (you will be asked to confirm it)
   • Use Individual or Corporate account options

3. Review and accept the Terms of Service, then click Create Account.

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• Individual accounts are for single users who will not share assets with others
• Corporate accounts allow for by invite sharing of assets

Step 2 — Verify Your Email Address

After registering, SkyPath AI will send a verification email to the address you provided.

1. Open your email inbox and look for a message from SkyPath AI with the subject line similar to "Please confirm your email address".
2. Click the link inside the email to open the verification link.
3. You will be redirected back to SkyPath AI confirming your email is verified.

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Can't find the email? Check your Spam or Junk folder. You can also request a new verification email from the login page.

Step 3 — Log In and Complete SMS Verification

SkyPath AI uses two-factor authentication (2FA) to keep your account secure.

1. Go to the SkyPath AI login page and enter your email address and password, then click Sign In.
2. A one-time passcode (OTP) will be sent via SMS to your registered mobile phone number.
3. Enter the code in the verification box on screen and click Verify.
4. You will be taken to your SkyPath AI dashboard.

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The SMS code is valid for a short period of time. If it expires before you enter it, click Resend Code to receive a new one.

Step 4 — Create a New Project with the Project Wizard

The New Project Wizard guides you through setting up a project and uploading your document in just a few steps.

1. From your dashboard, click the New Project button.
2. The Project Wizard will open. Enter a Project Name that helps you identify this work (for example, "ABC Corp RFP – April 2026").
3. Optionally, add a Project Description for your own reference.

Step 5 — Upload Your Source Document

SkyPath AI accepts RFIs (Requests for Information) and RFPs (Requests for Proposals) as source documents.

1. On the document upload step of the Wizard, click Browse to select the file you want to upload.
2. Supported formats include PDF, Word (.docx), and plain text files.
3. Once the file is uploaded you will see it listed with its name and size confirmed.

Step 6 — Choose Your Response Method

SkyPath AI offers two ways to respond to your document. Select the method that best fits your needs:

Method	Best For	Description
Q&A Method	RFIs with individual questions	SkyPath AI extracts each question from the document and generates a separate, targeted answer for each one.
Proposal Method	RFPs requiring a full response	SkyPath AI analyses the entire document's instructions and requirements and generates one consolidated proposal response.

Select your preferred method by clicking the corresponding option, then click Next.

Step 7 — Extract Special Instructions (Checkbox Instructions)

This step allows SkyPath AI to automatically identify and capture any special instructions found within your document — such as formatting requirements, word limits, or specific directives from the issuing organization.

1. Check the Extract Instructions checkbox to enable this feature.
2. SkyPath AI will scan your document and display the detected instructions for your review.
3. You can edit, remove, or add instructions on the View Project page once complete.
4. These instructions will be passed to the AI tools to guide the generation of your responses or proposal.
5. Click Next to continue.

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Taking a moment to review the extracted instructions ensures that SkyPath AI tailors its output precisely to what the document requires.

Step 8 — Create a Knowledgebase

1. Enter a Collection Name that represents the documents you want to upload (for example, "Product ABC" or "Completed RFI's").
2. Optionally add a Description that describes the contents of the collection.
3. Click Add Collection to Project
4. Drag and files into the drop area or click on Browse Files. Use the Add Website button to enter URLs to add to the collection.
5. Once all the documents show Indexed click Next to continue

Step 9 — Complete the Wizard and Process Your Document

1. Review your project settings and selected options on the final summary step.
2. Click Start to complete the Wizard.
3. SkyPath AI will begin processing your document — this may take a moment depending on document length.
4. Once processing is complete you will be taken to your Project workspace, where your questions (Q&A Method) or document overview (Proposal Method) are ready.

Step 10 — Generate AI Responses

If you chose the Q&A Method

• Your document's questions are listed individually in the Project workspace.
• To answer all questions at once, click the Generate All button at the top of the list.
• To answer a single question, click the Generate button next to that specific question.
• SkyPath AI will populate each answer field with an AI-generated response.

If you chose the Proposal Method

• Your project workspace shows the document overview and response area.
• Click the Generate Proposal button to create a single, consolidated AI-generated proposal response.
• SkyPath AI will draft the full proposal based on the document requirements and any extracted instructions.

Step 11 — Review and Edit Responses

All AI-generated content is fully editable before you export.

1. Click into any response or proposal section to open the rich text editor (WYSIWYG editor).
2. You can type freely, reformat text, adjust headings, add bullet points, and make any other changes needed.
3. When you are satisfied with your edits, click Save to preserve your changes.

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Once your changes are saved you can navigate away from the Editing page and come back later on to complete your edits.

Step 12 — Download Your Responses

Once you are happy with your content, you can download the completed responses or proposal in your preferred format.

1. Click the Download button in the Project workspace.
2. Choose your desired output format:
   • PDF — Best for sharing and printing
   • Word Document (.docx) — Best for further editing in Microsoft Word
   • Text File (.txt) — Simple plain text format
3. Your file will be generated and downloaded to your device automatically.

You're All Set!

You have successfully created an account, uploaded a document, generated AI responses, and downloaded your finished output.

For more detailed guidance on any feature, visit the relevant sections of the SkyPath AI documentation, or contact our support team if you need assistance.

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Next steps: Explore Projects, Building Your Knowledgebase and Collections, and AI Tools to get even more out of SkyPath AI.