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This guide walks you through joining Merciv, adding your first document, and asking your first question.
1

Create your account

Merciv accounts use work email addresses — personal addresses (Gmail and similar) are not accepted at signup.You can join in a few ways:
  • Email invite — an admin at your organization invites your email address. Sign up with that same address and the invite is accepted automatically; you land directly in your organization.
  • Approved email domain — if your organization has registered your company’s email domain, signing up with a matching work email joins you automatically as a member.
  • Invite code — a signup link that carries a code from a teammate lets you through directly.
  • Self-service signup — where available, signing up creates a new organization with you as its owner and admin.
After you sign up, check your inbox for a verification link — you can’t enter the app until your email is verified. If it doesn’t arrive, check your spam folder.
Self-service signup is available on select plans. If you see “You’re on the waitlist!” after signing up, access is by invitation — ask an admin at your organization to invite the exact email address you signed up with.
2

Complete onboarding

On your first login, Merciv asks a short questionnaire before you can use the app: your name, your role, and — if you’re setting up a new organization — your company name and industry. Some steps can be skipped, but name and company cannot.After the questions, a short personalized chat helps tailor your experience. You can skip it, and everything you enter here is editable later under Settings.
3

Upload your first document

Open Knowledge from the left sidebar and click Upload Data. You can upload up to 50 files at a time, 100 MB each — PDF, Word, PowerPoint, Excel, CSV, and images are supported.Uploaded files show a Processing… badge while Merciv summarizes and indexes them. Processing happens in the background and can take a few minutes; once a file shows Processed, the assistant can find and cite it.See Uploading files for details.
Knowledge is available on select plans. Contact your Merciv representative if you don’t see it.
4

Ask your first question

From Home, type a question into the prompt box and press Enter to start a chat. You can also pick a prompt template from the carousel below the box to pre-fill it.To ground your question in a specific document, click Add Sources in the composer and pick the file you uploaded. The assistant answers with citations so you can verify where each claim came from.Learn more in Chat overview and Sources and attachments.
5

What to try next

  • Learn the layout — the sidebar, the New button, and global search.
  • Create a Tracker — set a topic and a schedule, and Merciv publishes research stories automatically.
  • Group work into a Project — keep related chats, reports, and outputs together and share them with teammates.
  • Write a Report — a collaborative document you can export and share.
  • Browse Discover — read stories published by your trackers and your organization.