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Quick Start

This guide will walk you through getting started from scratch with the core features of the UniResearch all-in-one AI academic research assistance platform.

Recommended Browser: For the best experience, use the latest version of Google Chrome to access the platform.

Step 1: Register & Log In​

Open the platform login page, click "Quick Register" to create an account, and after registration, log in with your phone number and password.

On your first login, the system will guide you through entering basic information such as your field of interest. We recommend selecting "Health and Welfare" or "Information and Communication Technology" β€” the system will automatically load demo data in the Literature Management and Knowledge Base modules for a quick hands-on experience.

Step 2: Understand Your Workspace​

After logging in, you'll see a switch at the bottom-left to toggle between Personal Space and Team Space. The two spaces are completely isolated from each other.

Space TypeDescription
Personal SpaceAutomatically activated upon registration; all resources are visible only to you; storage, Tokens, and literature quotas are independently calculated
Team SpaceShared resource pool for multi-person collaboration; requires creating or joining a team; shares literature, knowledge base, documents, and tasks

Step 3: Search & Collect Literature (Literature Library)​

The platform includes a built-in cross-discipline online literature search resource library. No need to switch between platforms β€” search, preview, and collect literature all in one place.

Workflow

  1. Click "Literature Library" in the left navigation bar
  2. Click the corresponding discipline card on the left to focus your search area
  3. Enter keywords, paper titles, or DOI numbers in the search box and execute the search
  4. Results can be sorted by publication year or citation count (ascending/descending)
  5. Click "Details" on a single entry to preview the full PDF text and view complete metadata
  6. Click "Add to Literature Management" and select a personal/team folder to permanently collect the literature

Step 4: Manage Your Literature (Literature Management)​

4.1 Import Literature​

  1. Click "Literature Management" in the left navigation bar
  2. Click the [+] button in the upper-left corner:
    • New Group: Create a categorized folder for literature archiving
    • Upload Literature: Supports web pages, journal articles, conference papers, theses, books, PPTs, PDFs, Word documents, and more

4.2 Study Literature​

  1. Click a literature entry to load the full text in the center panel, with page-turning support at the bottom
  2. The right panel offers switchable tabs:
    • Metadata: View system-parsed title, authors, abstract, keywords, etc.
    • Notes: Enter study notes
    • Annotations: Add highlights and comments to original paragraphs
    • Tags: Custom tags for search and filtering

4.3 AI-Powered Analysis​

The horizontal toolbar at the top of the literature preview provides:

  • Knowledge Graph: Automatically builds a visual graph of literature entities and relationships
  • Cited References: View references and citing papers
  • Literature Relations: Displays related literature in the same field
  • Smart Interpretation: Engage in AI-powered conversational analysis of the current literature

Step 5: Use the AI Research Assistant​

Research Assistant is the platform's core AI interaction hub, supporting two modes: Literature Interpretation and Research Exploration.

5.1 Literature Interpretation (PDF Upload Required)​

  1. Click "Research Assistant" on the left to enter the page
  2. Switch to "Literature Interpretation" mode below the input box
  3. Click the upload button and select local PDF files (multi-select supported)
  4. Optionally enter personalized analysis requirements (e.g., comparison dimensions, research method differences)
  5. Select an AI model (optional)
  6. Click Send and wait for the AI to complete full-text analysis

Multi-Document Comparative Interpretation: Upload multiple PDFs simultaneously, specify a comparison direction, and the AI automatically generates a cross-comparative analysis. Up to 20 PDFs per session.

5.2 Research Exploration (No References Required)​

  1. Switch to "Research Exploration" mode
  2. Optionally match a discipline/academic level, or apply a popular research template from the platform
  3. Enter research keywords, innovation requirements, and constraints
  4. Send the command β€” the AI generates a structured research plan (topics, outlines, experiment designs, etc.)
  5. Continue asking follow-up questions to iteratively refine

5.3 Output Management​

  • Reference Collection: AI-generated references can be added to your personal literature library with one click
  • Document Archiving: Generated research plans can be saved to the Cloud Document Library with one click
  • Document Traceability: Files added from Research Assistant to Cloud Docs support one-click traceability jump back to the original conversation

5.4 Conversation Management​

  • Click "New Conversation" to start a fresh session
  • View past conversations in the left sidebar, with rename and delete support
  • Switch AI models via the dropdown in the lower-right corner of the input box

Step 6: Build a Knowledge Base​

6.1 Create a Private Knowledge Base​

  1. Click "Knowledge Base" in the left navigation bar
  2. In the "Private Knowledge Base" section, click the purple New button
  3. Enter a knowledge base name, select a discipline category, and add a brief description
  4. Click Confirm to complete creation

6.2 Upload Knowledge Files​

  1. Right-click the knowledge base β†’ Click "Settings" β†’ Switch to the "Knowledge Management" tab
  2. Click "Upload Files" in the upper-right corner to batch import research documents
  3. Files are automatically chunked and stored in a vector database for AI Q&A

6.3 Knowledge Base AI Q&A​

  1. After entering a knowledge base, a dedicated AI Q&A input box is available on the right/bottom
  2. Enter a question, and the system answers based on the files currently stored in the knowledge base

6.4 Knowledge Square​

  1. Switch to "Knowledge Square" at the top to browse all public knowledge bases across the platform
  2. Filter by discipline tags and search by keywords
  3. View public knowledge base details and request to join

Step 7: Scientific Drawing​

7.1 Use Public Templates​

  1. Click "Scientific Drawing" in the left navigation bar to enter the resource library
  2. Search templates using the top search bar and filter by discipline tags
  3. Template card actions:
    • Preview: View the complete chart style
    • Use: Copy the template to your personal repository and enter the editor to modify
    • Favorite: Add to your favorites list

7.2 Create a Blank Drawing​

  1. Click [+New] in the upper-left corner of the resource library, or [New Drawing] inside the [My Items] panel
  2. Enter the blank canvas editor and drag graphic elements from the left to complete your drawing

7.3 AI-Assisted Drawing​

  1. In the editor, click the [AI] button at the top to open the AI Drawing Assistant panel on the right
  2. Describe your drawing needs in natural language in the bottom input box (chart type, process stages, color scheme, discipline use case, etc.)
  3. Click Send β€” the AI automatically generates a complete drawing layout
  4. Iterate through multi-turn conversation to optimize (adjust layout, change colors, add/remove nodes, etc.)

7.4 Export & Share​

  1. The bottom toolbar supports exporting in PNG/SVG format
  2. Click [Share] in the upper-right corner to configure access permissions, access password, and expiration time, then generate a shareable link

Step 8: Team Collaboration (Optional)​

8.1 Create a Team​

  1. Switch to Team Space and click "Create Team"
  2. Enter a team name, upload a cover image (≀200KB), and write a team description (≀500 characters)
  3. Click Confirm to complete creation

8.2 Invite Members​

Click "Invite Members" β€” two methods are supported:

  • Generate Invite Link: Copy the link and send it to invitees
  • Set Join Password: Invitees enter the password to join

8.3 Core Team Collaboration Features​

ModuleDescription
Team Literature LibraryShared literature with unified management and granular permission control
Team Knowledge BaseTeam-wide shared knowledge repository with multi-user collaboration and AI Q&A
Cloud DocsReal-time multi-user collaborative editing of rich-text documents, with comments, annotations, permission control, and multi-format export
Task ManagementCreate task lists by project, with List/Kanban/Gantt/Analytics views for visual progress tracking
MessagesOne-on-one private chat, multi-person group chat, and announcement channels with tiered permission control

Step 9: Membership Benefits​

Click "My Benefits" to view individual benefits, and "Team Benefits" for team benefits.

Individual Benefits

  • Resource Usage: Real-time display of literature count, storage space, and AI Token usage
  • Plan Upgrades: Four tiers β€” Free, Standard, Professional, and Flagship β€” with monthly/quarterly/annual subscription options
  • Token Recharge: Purchase computing power on demand
  • Points Redemption: Earn points through daily actions (login, upload literature, research exploration, etc.) and exchange at 1 point = 1,000 Tokens

Team Benefits

  • Team Resource Usage: View shared team literature count, storage space, and AI Token usage
  • Team Plan Management: Admins can upgrade the team plan with monthly/quarterly/annual subscription options

Team Activation Note: Teams must first purchase or upgrade a membership plan before inviting members. When resources reach the plan limit, new members cannot be invited β€” upgrade the plan or remove existing members to free up slots.

Feature Module Quick Reference​

ModuleCore PurposeDetailed Docs
Research AssistantAI literature interpretation, research exploration, plan generationResearch Assistant
Literature ManagementLiterature import, categorization, study & annotation, AI analysisLiterature Management
Literature LibraryCross-discipline literature search, preview, and collectionLiterature Library
Knowledge BaseStructured knowledge accumulation, AI Q&A, Knowledge SquareKnowledge Base
Scientific DrawingAcademic drawing, AI-assisted drawing, template reuseScientific Drawing
Task ManagementTask breakdown, progress tracking, multi-view displayTask Management
Cloud DocsOnline collaborative editing, document archiving, permission controlCloud Docs
MessagesPrivate chat/group chat/channels for team communicationMessages
WorkspacePersonal Space / Team Space switchingWorkspace
BenefitsIndividual & team benefits management, Token recharge, points redemptionMembership Benefits