Quick Start

Get Running in Minutes

Pick your deployment path, then upload PDFs and ask your first question.

Step 0 — Before You Begin

Create your AWS account and your OpenAI API key.

AWS signup and OpenAI API key creation

Step 1 — Choose Deployment

Pick Option 1A (AWS Marketplace • IP-only out of the box, HTTPS optional) or Option 1B (Integra Hosted • HTTPS out of the box).

Option 1A — AWS Marketplace (Self-Hosted in Your AWS)

Best for production or teams that want full control. Ships as HTTP (IP-only) by default; you can add your own domain + TLS later.

A. Launch the AMI
  1. Subscribe and launch the PDF-Insights AMI from AWS Marketplace.
  2. Instance size: t3.medium (or larger) recommended.
  3. Security Group: open 80/tcp (HTTP). Open 22/tcp from your admin IPs for SSH. Add 443/tcp later when you enable TLS.
  4. (Optional) Allocate an Elastic IP so your A-record never changes.
B. Access the App (IP-only)
  • Wait ~2–3 minutes after first boot.
  • Open http://<EC2_PUBLIC_IP>/ for the main app.
  • Mini agents: /mini2/ … /mini6/ (pre-wired to 127.0.0.1:8502–8506).
  • Tip: If your browser shows an old page, try a Private/Incognito window.
C. (Optional) Add Your Domain & HTTPS

Point your DNS A-record to the instance IP, then enable TLS (e.g., Certbot). See “Appendix C — Sample NGINX for TLS” in the manual.

Embeddable chatbots used on an HTTPS website must also be served over HTTPS (same-origin/mixed-content rules).

Option 1B — Integra Hosted (Fastest Start)

We provision your subdomain under *.pdf-insights.ai and manage TLS for you.

Setup Form

Go to https://pdf-insights.ai/setup and enter:

  • Server IP (if assigned)
  • Username (subdomain prefix)
  • Email address
  • Organization name

We create the DNS A-record and provision TLS for you. No Route 53 steps required.

Step 2 — Log In

  • AWS Marketplace (IP-only): http://<EC2_PUBLIC_IP>/
  • Integra Hosted (TLS): https://your-subdomain.pdf-insights.ai/

Default credentials: user / pdf_insights. Change immediately.

Login screen

Step 3 — Upload PDFs

Upload one or more files (≤ 50 MB each). All major languages supported.

Upload PDFs screen

Step 4 — Choose Docs

Select the documents to include in your query (≤ 50 MB total per query).

Choose docs

Step 5 — Ask Your Question

Use new or follow-up mode. Example: “Who signed this document?”

Question modes

Step 6 — Review the Answer

See the answer, any citations, and follow-up controls.

{ "question":"Who signed this document?","selected_documents":["US_Constitution.pdf"],"answer_preview":"The Constitution was signed by 39 delegates on September 17, 1787..." }

Step 7 — Advanced Settings (Optional)

Usually not required. Defaults cover most use cases.

  • Chunk Size/Overlap = 2000/200
  • Model = gpt-4o (default)
  • Personality = optional preset
Advanced Settings

Troubleshooting

  • Blank/old page? Try a Private/Incognito window (browser cache).
  • Minis work but root doesn’t? Ensure / proxies to 127.0.0.1:8501/ and the main app is running.
  • Embed fails on HTTPS site? Your chatbot server must also be HTTPS (see manual: TLS & mixed content).
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