Quick Start Guide
Welcome to EvidAI — the world's most advanced AI-powered platform for systematic reviews. This guide will help you get up and running in just a few minutes, so you can experience the power of AI-assisted evidence synthesis firsthand.
Whether you're a seasoned systematic reviewer or conducting your first evidence synthesis, EvidAI streamlines every step of the process while maintaining the methodological rigor required for high-quality research.
Creating Your Account
Getting started takes just three simple steps:
Step 1: Sign Up
Click "Get Started" on the homepage. You can create an account using your email address, institutional SSO, or Google authentication.
Step 2: Choose Your Plan
Select the plan that fits your research needs. If you're not sure yet, start with our free trial — no credit card required. You'll have access to all core features so you can fully evaluate the platform.
| Plan | Best For | Key Features |
|---|---|---|
| Academic | Individual researchers, students | 1,000 AI credits/month, full SLR workflow |
| Professional | Active researchers, consultants | 10,000 credits, Living Reviews, priority support |
| Enterprise | Teams and institutions | Custom limits, team collaboration, SSO |
Step 3: Complete Your Profile
Add a few details to personalize your experience:
- Your research interests (helps AI provide relevant suggestions)
- Institutional affiliation (enables enterprise features if available)
- Preferred citation style (auto-applied to exports)
Your Personalized Dashboard
After signing in, you'll land on your personalized dashboard — your command center for all research activities.
| Dashboard Section | What You'll Find |
|---|---|
| Active Reviews | Quick access to ongoing projects with progress indicators |
| AI Agent Status | Real-time health of our intelligent assistants |
| Quick Actions | One-click buttons to start reviews, access templates, or browse docs |
| Recent Activity | Timeline of your latest actions and updates |
| Notifications | Team updates, review milestones, and system alerts |
Tip: Pin your most important reviews to the top of your dashboard for instant access.
Starting Your First Review
Ready to begin? Click the "New Review" button in the top navigation. You'll be guided through a simple setup process:
1. Select Your Review Type
Choose the methodology that fits your research question:
| Review Type | Best For | Typical Timeline |
|---|---|---|
| Systematic Review | Comprehensive evidence synthesis | 6-18 months |
| Rapid Review | Time-sensitive decisions | 2-6 months |
| Scoping Review | Mapping a research area | 3-9 months |
| Living Review | Topics with evolving evidence | Ongoing |
| Umbrella Review | Synthesizing existing reviews | 4-12 months |
| Meta-Analysis | Quantitative evidence pooling | 6-12 months |
2. Define Your Research Question
Enter your research question in plain language. Our AI will help you structure it using the appropriate framework (PICO, SPIDER, PCC, etc.) based on your question type.
3. Set Up Your Team (Optional)
For collaborative reviews, invite team members and assign roles:
- Lead Reviewer — Full control over all settings
- Co-Reviewer — Can screen, extract, and contribute
- Consultant — Read-only access with commenting
- Methodologist — Focus on quality assessment and analysis
Meet Your AI Assistants
Throughout your workflow, intelligent AI assistants work alongside you:
| Assistant | What It Does | Where You'll Find It |
|---|---|---|
| Protocol Assistant | Guides methodology decisions, suggests frameworks | Protocol Builder |
| Search Optimizer | Builds comprehensive search queries, expands terms | Search & Discovery |
| Screening Intelligence | Predicts relevance, highlights key content | Screening Center |
| Extraction Assistant | Pre-fills data fields, identifies key information | Data Extraction |
| Synthesis Guide | Recommends analyses, generates visualizations | Synthesis Tools |
Look for the ✨ sparkle icon throughout the interface — it indicates AI assistance is available.
Key Features to Explore
Here's a quick map of EvidAI's main capabilities:
| Feature | What It Does | Navigation Path |
|---|---|---|
| Protocol Builder | AI-guided research protocol creation with PICO | Compose → Protocol |
| Evidence Studio | Complete screening, extraction, and synthesis | Evidence Studio |
| Library Manager | Reference organization with Zotero sync | Compose → Library |
| Manuscript Writer | AI-assisted academic writing with templates | Compose → Manuscript |
| Living Reviews | Continuous evidence monitoring and updates | Review Settings |
| PRISMA Generator | Automatic flow diagrams and checklists | Export Center |
Getting Help When You Need It
You're never alone when using EvidAI:
EvidAI Chat
Click the chat icon in the bottom right corner for instant AI assistance. Ask questions in natural language:
- "How do I set up dual screening?"
- "What's the best way to handle missing data?"
- "Help me build a search strategy for diabetes interventions"
Documentation
You're here! Our comprehensive documentation covers every feature in detail. Use the search bar or browse by category.
Support Team
For complex issues or personalized guidance, contact our support team:
- Standard: support@EvidAI.ai (24-48 hour response)
- Priority (Pro+): Live chat during business hours
- Enterprise: Dedicated account manager
What's Next?
You're ready to dive deeper! We recommend exploring these resources next:
- Platform Overview — A complete tour of the interface
- Your First Review — Step-by-step tutorial from question to results
- AI Intelligence Guide — Understanding how our AI assistants work
Welcome to the future of evidence synthesis. Let's get started!