Quick start

You can have a real, AI-generated document in a couple of minutes. Here is the fast path.

#1. Sign up

1. Go to forcevue.com and click Get Started.
2. Choose a plan, Pro ($19/user/month) or Team ($39/user/month).
3. Enter a card through Stripe Checkout. This starts a 7-day free trial. You are not charged until day 7, and you can cancel any time before then.

You can also sign up with Google instead of a password. Free and Internal plans are assigned by us, not bought at checkout. See Plans & billing for the details.

#2. Generate your first document on the onboarding screen

New accounts land on an express onboarding screen before anything else. You do not build an empty workspace and stare at it. Instead:

1. Paste your notes. Drop in whatever you have for a product effort: a problem statement, a few bullet points, rough notes. Rough is fine.
2. Or load the sample. No notes handy? Click the sample link and ForceVue fills the box with a realistic example.
3. Add your name (optional) so generated documents read naturally.
4. Click generate. ForceVue creates a real initiative, saves your notes as a context item, and streams a first document under a live outline.

Everything created here is real and kept. The initiative, the context item, and the document all stay in your personal workspace after onboarding. Nothing is a throwaway demo.

Invited team members skip this screen. Their workspace already has content.

#3. Make the next document better

Once you are in your workspace, the loop is always the same: add context, add goals, generate.

1. Open your initiative. You will see tabs for Goals, Context, Documents, and Activity.
2. On the Context tab, click Add Context. Give it a label, a title, and a body. Three to five solid context items is a good start. See Context items.
3. On the Goals tab, add a goal or two so the AI knows what success looks like. See Goals.
4. On the Documents tab, click Generate Document, pick a type, give it a title, and generate.

The more relevant context and the clearer your goals, the better the draft.

#4. Edit, refine, export

• Edit the draft in the rich text editor. Every change auto-saves and version history is kept.
• Select text to get a floating AI menu, or press Ctrl/Cmd + J to refine the whole document. AI refinement does not count against your monthly generation quota. See Refining with AI.
• Export to Markdown or PDF from the document menu. See Exporting documents.

#Where to go next

• How generation works, so you know what the AI is reading.
• Uploading documents, to feed PDFs and DOCX files into retrieval.
• Workspace chat, to ask questions across everything in your workspace.