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SoterAI

The AI-native safety platform for risk intelligence, document management, compliance, and more.

Getting Started

Introduction to SoterAI: How it works, AI framework, differences with other LLMs

What is SoterAI & Tiers

How to Use SoterAI — Your Guide for Safety & EHS Professionals

Creating & Set Up Your Organization

Inviting & Managing Team Members

Working in SoterAI

Getting started with Projects

Creating and Managing Your Projects

Working Inside a Project

Adding an Existing Chat to a Project

Workflows Overview

Finding and Adding Workflows

Organizing Your My Workflows Tab

The Workflows Library Migration

Creating Custom Workflows

Building Custom Workflows

Understanding the Workflow Map

Scheduling Workflows

Data Sources Overview

Uploading & Managing Documents

The SuperDoc Editor in SoterAI

Generating Reports in Your Branding

Creating, Downloading, and Publishing Documents in SoterAI

Creating Interactive Dashboards

Records Management

Records in SoterAI

Finding and using record type templates

Organizing your My Records tab

Working with records in SoterAI

Setting Up and Managing Your Record Types

How to Create a New Record Type

How to Populate a Record

Creating Records with AI Assistance

AI Intelligence Layers

Risk Intelligence

How to build your Risk Intelligence

Integrations & Apps

Connecting External Apps to SoterAI

Using SoterAI in Slack

Using SoterAI in Microsoft Teams

Adding SoterAI to your Phone

SoterAI App Overview

Choosing which notifications you receive

Controlling notifications for a scheduled workflow

Reading your weekly Action digest

#BuildWithSoter

CCTV: Turning Camera Footage into Safety Insight

What's New & Resources

See All Product Launches

Watch All Product Usage Webinars

Account & Billing

Subscription Plans & Pricing Overview

Managing Your Plan

Troubleshooting & FAQ

Single Sign-On (SSO) setup

Managing Workspace Invitations

External App Connections

File Upload Limits in SoterAI

Video plays with audio but no picture in SoterAI

Prompts Overview

Importance of Prompts

Variation in Regulations

Regulation & Standard