Quickstart

This quickstart gets you from signing in to a working project in a few minutes.

1. Sign in

Sign in to ePlan.ai. Sign-in happens on the main ePlan.ai app. New users can sign up from the same page. Once you're in, you land on your dashboard.

Signing in also creates your personal workspace automatically — your own organization and office, where your projects live.

2. Create a project

From the dashboard, create a new project. The project is created as a draft in your personal workspace, and you're taken straight into its Chat view.

3. Set the project up through chat

Chat is where setup happens. You describe what you're working on, and the AI helps you get the project going. An optional research agent can propose a starting point — suggested documents, milestones, tasks, and fields — which you review and save (or adjust) rather than accepting blindly.

From there you can move to the other feature modules in the sidebar — tasks, map, documents, signing, and so on — to fill in the rest of the project.

Alternative: start from a catalog template

Instead of starting from scratch, you can begin from the public catalog (the Projects entry in the site menu). The catalog is a read-only browse of government organizations, offices, projects, and templates — no account required to look.

If you're signed in, a Create from template action appears on templates. Using it creates a project from that template and drops you into it inside the main app. If you're logged out, you'll be asked to sign in or sign up first.

Choose your next step

• Projects and workspaces — how organizations, offices, and projects fit together.
• Chat and project setup — the chat-first flow in detail.
• Browse public projects — see public projects and templates.