Onboarding Guide

When you first launch SafeRag, you'll be guided through a setup process. This guide explains each step of the onboarding experience.

Onboarding Overview

The onboarding process consists of several steps:

Welcome Slides - Introduction to SafeRag features and privacy
Account Setup - Enter your username (optional)
Final Steps - Install Ollama and download an AI model

Welcome Slides

The first thing you'll see is a series of welcome slides introducing SafeRag's key features.

Slide 1: Welcome

A warm welcome to SafeRag with an overview of what the app does.

Welcome to SafeRag

Slide 2: Your Data, Your Control

Learn about SafeRag's privacy features and how your data stays on your Mac. Military-grade AES-256-GCM encryption protects every message, with zero tracking and no cloud storage.

Your data stays on your Mac with military-grade encryption

Slide 3: Everything You Need

Overview of the main features: AI Chat, RAG Documents, Multiple Models, and Private & Secure operation.

Powerful AI tools, all running locally

Slide 4: Your Documents, Supercharged

Information about document support and RAG capabilities. Upload PDFs, Word docs, text files, and Markdown to build your private knowledge base.

Turn your documents into a conversational knowledge base

Slide 5: Pro Features Preview

A preview of Pro features available with a license or during the 24-hour trial period, including unlimited RAG documents, Watch Folders auto-indexing, and export capabilities.

Unlock Pro features with a 24-hour free trial

Navigate Slides

Use the Next button or swipe to move through the slides. You can also click Skip to jump directly to setup.

Account Setup

After the welcome slides, you'll set up your account. This is quick and simple:

Enter your username (optional) — leave blank to use your Mac username
No password required — your Mac's security protects the app
Click Continue to proceed

Simple setup with no password required

The Single User Setup offers several benefits:

Automatic Security — A secure password is generated and stored safely in your Keychain
Instant Access — No login required, SafeRag opens directly to your workspace
Auto-Lock Protection — HIPAA-compliant 15-minute timeout with automatic resume

Simple Setup

SafeRag keeps things simple. Your Mac's built-in security already protects your data, so there's no need for additional passwords or accounts.

Final Steps

The final step downloads an AI model so you can start chatting.

1. Download an AI Model

You need at least one AI model to use SafeRag. The setup recommends starting with a model suitable for your Mac:

Model	Size	Best For
Llama 3.2 3B	~2 GB	Macs with 8 GB RAM, fast responses
Llama 3.2 8B	~5 GB	Balanced performance and quality
Mistral 7B	~4 GB	Good all-around model

Click the model name to begin downloading. A progress bar shows the download status.

Download More Later

You only need one model to get started. You can download additional models anytime from the Models section.

Onboarding Complete

Once Ollama is installed and a model is downloaded, you'll see the completion screen. Click Get Started to enter the main SafeRag interface.

You're all set! Click Start Using SafeRag to begin

Free Trial

After onboarding, SafeRag starts a 24-hour free trial of all Pro features:

Unlimited document uploads
Watch Folders for automatic indexing
Full audit logging
Data export capabilities

A trial banner appears at the top of the window showing time remaining. When the trial ends, you can continue using SafeRag's free features or enter a license key to unlock Pro.

Next Steps

You're now ready to use SafeRag! Here's what to explore next:

💬 Start Chatting 📃 Upload Documents Explore Models