Quick Start

Let’s get you set up with Valiro. By the end of this guide, you’ll have created your first project, uploaded a document, and asked the AI a question about it.

Logging in

Head to your Valiro URL and sign in with your company credentials. You’ll see two options: Office and Mobile.

Choose Office—that’s the full web experience with all the features. Mobile is a streamlined version designed for field workers on phones and tablets.

Create a project

Click Projects in the sidebar, then Create Project in the top right.

Give it a name that makes sense (“Oakwood Site Assessment” is better than “Project 1”). Add a client or location, a brief description, and rough start/end dates. If your organization has set up templates, you can pick one to get a head start on the structure.

Click Create, and you’ve got a project.

Your new project starts in “Discovery” status. As work progresses, you’ll move it through Planning, Execution, and eventually Closeout. But don’t worry about that yet.

Break it down into work

Projects in Valiro are organized into work packages (think phases or major chunks of work) and work items (the actual tasks).

On your project page, add a work package—maybe “Phase 1: Assessment” or “Initial Setup.” Then click into that package and add some work items: specific tasks that need to get done.

Each work item can have an assignee, due date, and status. As your team works through them, they’ll update the status and you’ll see progress at a glance.

Lots of tasks?

If you have a spreadsheet full of tasks, use the Import feature instead of adding them one by one. See Importing Tasks.

Upload a document

Click Documents in the sidebar, then upload a file. PDFs, Word docs, and text files work best—Valiro’s AI can read and understand them.

Choose whether the document belongs to a specific project or is company-wide (like a safety manual that applies everywhere).

After you upload, you’ll see a processing indicator. Valiro is reading the document, breaking it into chunks, and making it searchable. This usually takes 10-30 seconds.

Ask the AI something

Here’s where it gets interesting. Click Valiro AI in the sidebar and start a new chat.

Ask something about the document you just uploaded: “What are the main points in [document name]?” or “Summarize the safety requirements.”

The AI will respond based on what’s actually in your documents. You’ll see citations that link back to the source—click them to see exactly where the information came from.

The more documents you upload, the more useful this becomes. Imagine asking “What’s our standard procedure for X?” and getting an instant answer with references, instead of digging through folders.

Check your dashboard

Click Dashboard to see an overview of your projects, work status, and team activity. This updates in real-time as people work.

What’s next?

You’ve got the basics down. From here, explore based on what you need:

Projects: Work Packages and Work Items go deeper on organizing work. Project Lifecycle explains the stages projects move through.

Documents: Searching Documents shows you how to find things fast. AI Document Processing explains what happens behind the scenes.

AI: Using Gems covers the different AI assistants and how to get the most out of them.

Team: Managing Employees if you need to set up your team and their qualifications.

If you get stuck, check the FAQ or Troubleshooting.