Your first cited answer

Start with one short document whose contents you know. You will need access to your Takibi workspace and an agent or terminal that can run Node.js 22 or newer.

1. Open Documents and choose New project. Give it a name that describes the client or work.
2. Create a folder with New folder, then choose Upload files.
3. Select your file, check its destination, and choose Upload. Wait for Indexed.
4. Open the document and check that its converted text includes the information you want to ask about.

If the file is held or fails, use Fix held or failed documents before continuing. Agents cannot retrieve held content.

A Profile defines what an agent may read and do. A key lets a tool use that Profile. All keys in one Profile share its access.

1. Open Profiles → New profile. Name it after its job, such as Support.
2. Review its daily token budget and ask limit. Leave Orchestrator off for a tool that only needs to retrieve knowledge and work on its own tasks.
3. In the scope step, select the folder you just created.
4. Finish creating the Profile and copy the key from its paste card. The secret is shown once.

Store the key locally, outside source control. See Control access and manage keys before granting a whole project.

Follow Connect an agent to install the CLI and save the key. Then ask a specific question that the document answers:

takibi ask -q "What is our refund policy?" --json

If the Profile can access multiple projects, pass --project <project-uuid>. Use a question relevant to your source; the refund question is only an example.

A successful retrieval returns exact source passages, plus citations identifying their documents and chunks. In the JSON these passages are called spans. Open the cited document and compare the passage with the original context.

Takibi does not write an answer on your behalf. Your agent can use those passages to respond. If the response says it abstained (abstained: true), no passages were returned; check the document's status, the Profile's access, and the wording of the question.

Read how to interpret evidence for support scores, partial answers and conflict signals.

• Import a collection of documents.
• Choose which folders an agent can read.
• Give an agent a task and review its work.
• Act on missing topics and related documents.