Docs intelliBuilt User Guide
    Getting Started

    Create an account, complete setup, and launch your first workspace.

    Use this guide if you are new to intelliBuilt and want to get from sign-in to a working content workspace as quickly as possible.

    Step 1

    Create an account

    1. Open the application in your browser.
    2. Choose email/password or Google sign-in if it is available for your environment.
    3. Create your account and sign in.
    Note: If your organization shares workspaces with users or groups, you may see shared workspaces on Home after sign-in even if you did not create them yourself.
    Step 2

    Complete first-time setup

    The setup flow helps you create your first workspace. It focuses on first value: get content indexed so the platform can search, audit, and organize it.

    Setup Step What you provide Why it matters
    Workspace name A clear name such as `Kidney Education` or `Main Marketing Site` The workspace name appears on Home, in reports, and in workflows.
    Indexing method Crawl a site, upload a CSV, or enter URLs manually This determines how intelliBuilt builds the content set.
    Index frequency Daily, weekly, or manual This determines how fresh the workspace stays over time.
    Step 3

    Choose how to create the workspace

    Crawl a site

    Use this when you want intelliBuilt to discover pages automatically.

    • Best for connected websites and hubs
    • The crawler follows links it can reach
    • Orphan pages may need to be added separately

    Upload a CSV

    Use this when you already have a defined list of URLs.

    • Best for migrations and curated page sets
    • Good for campaign pages or exported inventories

    Enter URLs manually

    Use this when you want to start with a smaller hand-picked set.

    • Best for pilots and high-priority pages
    • Good when you do not want to crawl a whole site yet

    Name the workspace clearly

    A good workspace name helps your team recognize what the page set actually represents.

    • `Heart Education`
    • `Support Articles`
    • `2026 Product Pages`
    Step 4

    Choose an index frequency

    Set the workspace cadence based on how often content changes.

    Daily

    Best for high-change sites, active campaigns, or resource centers that are updated often.

    Weekly

    Best for sites that change regularly but do not need daily refreshes.

    Manual

    Best for slower-moving page sets or controlled demonstrations.

    What happens next: Once setup starts, indexing runs in the background and the workspace appears on Home. If the workspace also runs automatic audits after indexing, it may remain in a building state until those finish.