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Quick Start Guide

Follow the steps from sign-in through provider connection and indexing. Completion time varies with access, document volume, and provider processing.

1

Sign In with Your Workspace Account

Everyone signs in to Sevrel with a Microsoft account: work, school, or personal. When you open Sevrel, click Sign In and choose Sign in with Microsoft. There is no separate Sevrel password, and signing in does not ask for your mailbox or calendar; connecting those is a separate, optional step. Self-service registration is disabled. If two-factor authentication is enabled on your account, you are prompted for a one-time code from your authenticator app after signing in.

Note: Access is granted by your organization. If you don't have access, ask your organization's Sevrel administrator to send you an invite, or submit a request at sevrel.com/request-access.

2

Connect Your Document Storage

After signing in, Sevrel needs access to your document library. A Sevrel administrator connects the organization's storage in Company Admin → Integrations — Egnyte, Google Drive, or direct upload. Once connected, Sevrel can search and read documents from the folders in the configured scope. See the Integrations guide for connector-specific steps.

What Sevrel accesses:

  • Folders in the connector's configured scope — property documents, leases, and financials
  • File metadata (names, dates, folder structure) for search
  • Document text content when answering your questions

Source files remain in the configured provider, but Sevrel fetches content for processing and may store extracted/indexed chunks and necessary metadata. Authorized workflows can also create, move, upload, or delete provider items; those operations require Sevrel permissions and explicit confirmation.

3

Ask Your First Question

Navigate to the Chat view. Type a question about your property documents in the input field. Be specific — mentioning property names, tenant names, or document types helps Sevrel find the right information faster.

Good first queries to try:

“What are the current tenants at [your property name]?”
“What is the base rent for [tenant name]?”
“Show me the lease expiration dates for all tenants at [property name].”
4

Review the Response

Sevrel returns an answer with numbered source citations. Click any citation reference (like 1) to see the exact document that information came from — including the file name and relevant excerpt.

Always verify important figures against the source document. Sevrel is designed to be highly accurate, but AI-generated responses should be treated as a starting point, not a final authority.

5

Let Sevrel Route the Request

Sevrel uses an enterprise AI provider with tiered model routing — a fast tier for internal routing and background jobs, a standard tier that answers most chat turns, and a deep tier for complex reasoning. Routing happens automatically based on query heuristics. This removes manual switching but does not guarantee that a selected model or generated answer is correct.

  • Quick lookups (“What is the base rent for Northside Fitness?”) run on the standard tier. The fast tier is reserved for internal work — query routing, conversation titles, and background extraction — not for answering your questions.
  • Standard questions across single or multiple documents also run on the standard tier. How much document evidence Sevrel retrieves varies with what the question appears to need — a question that clearly depends on documents gets the fuller retrieval pass.
  • Complex analysis — deal underwriting, nuanced legal interpretation, systematic research — is routed to the deep-reasoning tier by default. A per-organization ceiling on the routing tier can be set for your account by Sevrel; when it excludes the deep tier, these queries run on the highest tier your organization permits.

Framing the question as an analytical request (“analyze”, “compare”, “interpret”) tends to invoke a deeper tier. Learn more about the AI tiers →

Tips for Better Results

  • •Be specific. “What is the CAM charge for Acme Coffee Co. at Maple Crossing Plaza?” works better than “tell me about CAM.”
  • •Name the property. Sevrel searches across all your documents. Specifying a property narrows results significantly.
  • •Ask follow-ups. Conversations maintain context. After asking about a lease, you can follow up with “what are the renewal options?” without repeating the tenant or property name.
  • •Check the sources. Click citation numbers to verify. This is especially important for financial figures, dates, and contractual terms.

Next Steps

Last updated: August 11, 2026