Learning Resources
User Guides
Step-by-step tutorials and best practices to help you master Ask Sage's powerful features
Table of Contents
Getting Started
Get up and running with Ask Sage in minutes with onboarding tutorials, account setup walkthroughs, and first-time user guides.
Ask Sage 101 Field GuideCore Features
Master vector-powered datasets and RAG technology. Learn to organize, ingest, and leverage your organization's content for accurate, contextually relevant AI responses.
Core Skill: Datasets are fundamental to Ask Sage's power. Understanding how to create and manage datasets will unlock the full potential of the platform.
Read Full Guide Advanced Topics
Advanced material lives with the feature it belongs to. Start here:
- Agent Builder — Advanced Techniques: token and run-time optimization, workflow patterns, debugging
- Agent Builder — API & Integration: run agents from code and other systems
- Conversation Context: how context windows, attachments, and history turn into tokens
- Ask Sage API and the OpenAI-, Anthropic-, and Gemini-compatible endpoints
- Integrations: IDEs, agent platforms, Power Automate, SharePoint, and the website widget
Enterprise & Administration
Administrator guides are collected under Enterprise Accounts:
- User Management — invite, role, and remove users
- Token Management, Token Distribution, and Token Requests — allocate, pool, and approve tokens
- Analytics — usage statistics and data exports
- Theme Builder and Organization Contact — branding and the org point of contact shown to users
- Organizations (Super Admin) — create organizations, assign users, restrict models and MCPs, sub-orgs, and purchases
- Sub-Organizations — divide an organization into teams, assign Sub-Org Admins, and control token funding
Use Case Tutorials
Worked, end-to-end examples with screenshots:
- Agent Builder Use Cases — PowerPoint generation, CSV data queries, and proposal evaluation workflows
- First Workflow Tutorial — an RFI/RFP analysis agent built step by step
- Ask Sage Datasets — grounding answers in your own documents
- Model Compare — choosing between models for cost, compliance, and quality