---
title: "What is Ocho?"
description: "A quick tour of the Ocho platform and its core concepts."
canonical: https://ocho.bot/docs/getting-started/what-is-ocho
last_updated: 2026-07-12
---

# What is Ocho?

> A quick tour of the Ocho platform and its core concepts.

Ocho is an AI workspace for your company's knowledge and data. You upload documents, Ocho indexes them into searchable datasets, and from there you can chat with an AI assistant that cites its sources, explore an automatically built knowledge graph, manage structured data in tables, and automate multi-step work with visual workflows.

## Core concepts

- **Workspace** — your company's private Ocho environment, reached at your own

web address. Everything in it is scoped to your organization.

- **Applications** — the labeled sections in the left sidebar. Built-in

sections include OCHO (with Chat and Search), LIBRARY (with Documents and   Datasets), OCHO-FLOWS (with Flows), DATA MANAGER, APP BUILDER, and   INTEGRATIONS; any custom apps your team builds appear as their own sections   alongside them. Which applications you see depends on your company's   subscription and your role.

- **Documents** — files you upload (.pdf, .docx, .pptx, .xlsx, .xls, .csv,

.txt, .md, .html, and .vtt/.srt transcripts). Ocho parses and indexes them   so the AI can read them.

- **Datasets** — named collections of documents. A dataset must be *built*

before chat and search can use it. One document can belong to many datasets.

- **Chat** — a conversational assistant that answers questions using your

datasets and cites exactly where each answer came from.

- **Search & knowledge graph** — direct search across your documents, paired

with an interactive graph of the entities and relationships Ocho extracted.

- **Flows** — visual, multi-step workflows (call the AI, search datasets, call

APIs, loop over documents) that run on demand, on a schedule, or on events.

- **Roles** — fine-grained permissions. Many actions (creating datasets,

building workflows, administering users) require a specific role. See   [Roles and permissions](/docs/administration/roles-and-permissions).

## Where to start

1. [Sign in](/docs/getting-started/sign-in) to your workspace. 2. [Find your way around](/docs/getting-started/find-your-way-around) the    sidebar, settings, and help. 3. Upload a few documents and    [create a dataset](/docs/library/create-and-build-datasets). This step    requires the `super_rag_dataset_admin` role — if you don't have it, ask an    administrator to create and build a dataset for you. 4. [Start a conversation](/docs/chat/start-and-manage-conversations) and ask a    question about them.

## Good to know

- Uploads accept files up to 5.00 GB per file, with no file-count limit.

Legacy .doc and .ppt files are not accepted — convert them to .docx/.pptx   first.

- The Chat surface can be branded per workspace: its title and input

placeholder may be customized for your company (for example, a chat titled   after your document collection), but it works the same everywhere.

- Chat's Sources popover also lets you tune each conversation — temperature,

response length, model, and mode. See   [Tune responses](/docs/chat/tune-responses).

- Role checks are enforced on the server: creating datasets or workflows

without the required role fails with an error such as "Requires   super_rag_dataset_admin role", even for workspace administrators who   haven't been granted that role.

All docs: https://ocho.bot/docs

---

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