Get Started with Clario
Overview
Watch how Clario’s agentic and versatile AI workspace comes together.
In this short walkthrough, see how you can create projects, upload files, chat with intelligent agents, and generate powerful insights — all in one place.
In this video: Experience Clario’s agentic workflow, from project creation to insight generation.
Step-by-Step Guide
1. Create a Project
Start your journey in Clario by creating a project, the foundation of your workspace.
Every project is powered by Clario’s agentic architecture: meaning every action, query, or analysis is handled intelligently by specialized AI agents.
2. Upload Files
Upload your files — PDFs, CSVs, Docs, or spreadsheets.
Clario’s versatile file engine supports multiple formats so you can bring all your research, data, and content together seamlessly.
3. Choose an Agent
Clario’s true power lies in its agentic ecosystem.
Select the General Agent for everyday tasks or choose domain-specific agents — like Data Analyst Agent, Business Analyst, or Quant Agents - depending on your workflow.
4. Ask, Analyze, or Build
Run analyses, query your files, or ask for insights.
Clario’s versatile reasoning system lets agents collaborate dynamically — using SQL, Python, or LLM reasoning — to produce structured and accurate outputs.
5. Visualize Insights
Generate insights, charts, and dashboards instantly.
Clario transforms complex results into interactive, shareable visualizations.
Tips for a Versatile Start
Use projects to group related work under one agentic workspace.
Adjust Agent Levels (Free / Balanced / Performance) based on speed or complexity.
Enable Web Search for live, up-to-date responses.
Collaborate by inviting teammates to shared projects (coming soon).
Next Steps
Explore Features →
Learn About Agents →
Discover Use Cases →
Summary
Clario is built to be both agentic and versatile — giving you an adaptive AI workspace that doesn’t just respond, but acts intelligently across data, documents, and workflows.
From chat to code to insights, Clario’s agents work together to make AI genuinely useful, powerful, and seamless.
