Learn OmniForge from setup to daily use.
OmniForge helps you work with documents, recordings, and transcripts on your own computer. Add files, record or import audio, and ask questions in the Assistant. Answers are grounded in the knowledge you choose to add. Your workspace data stays on your machine.
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Start Here
Install the app, create a workspace, add your first sources, and ask your first useful question.
Install OmniForge
Install OmniForge Desktop and open it for the first time.
Create your first workspace
Use workspaces to separate projects and keep answers focused.
Add your first files
Add documents to OmniForge and wait for them to become searchable.
Ask your first question
Ask the Assistant a focused question and verify the cited answer.
Record your first meeting
Record a short session, review the transcript, and add it to your knowledge base.
Knowledge Base
Build and manage the local knowledge that OmniForge can search, cite, and use in answers.
Add files with OmniForge Drop
Use the drop folder to copy files into OmniForge safely.
Supported file types
See which documents, tables, transcripts, and audio files OmniForge can ingest.
Understand sync and indexing status
Know what each file status means and when a file is searchable.
Open, retry, and delete files
Manage files after they have been added to OmniForge.
Use workspaces to separate projects
Keep clients, projects, and topics separated for clearer answers.
Assistant
Ask grounded questions, review citations, continue conversations, and improve answer quality.
Ask grounded questions
Ask questions that OmniForge can answer from your workspace knowledge.
Read citations and source links
Use citations to verify answers and open the original evidence.
Use conversations
Keep related Assistant questions together and return to earlier chats.
Ask across files and transcripts
Use the Assistant to connect documents, meeting recordings, and notes.
Improve answer quality
Get clearer answers by improving your questions and workspace content.
Transcription
Record meetings, follow the live transcript, polish notes, and reuse transcripts as knowledge.
Set up microphone and system audio permissions
Allow OmniForge to capture the audio needed for recordings.
Record a meeting
Start, monitor, and stop a recording in OmniForge.
Edit and polish transcripts
Clean up transcript text before using it as knowledge.
Add transcripts to your knowledge base
Index a recording summary so the Assistant can answer questions about it.
Manage transcript history
Find, filter, open, rename, and delete past transcription sessions.
Settings, Account, and Plans
Manage account state, plans, appearance, app behavior, updates, and support logs.
Sign in and account state
Understand when to sign in and where account state appears.
Free, Starter, and one-time plans
Choose the plan that fits your file, workspace, and recording needs.
Appearance, language, timezone, and date format
Set OmniForge display and localization preferences.
Menu bar, tray, and launch at login
Keep OmniForge available in the background when you need recording reminders.
Updates and release notes
Check your version and read what changed.
Export support logs
Create a diagnostic log bundle for OmniForge support.
Privacy and Troubleshooting
Understand local storage, limits, and the steps that fix common indexing, recording, and assistant issues.
Where your data is stored
Understand the local folders OmniForge uses for workspace data, models, and logs.
What stays local
Understand OmniForge's local-first behavior and what still may use online services.
Recording and file limits
Understand why a recording, workspace, or file action may be limited.
Fix indexing problems
Troubleshoot files that do not become searchable.
Fix recording problems
Troubleshoot missing audio, empty transcripts, and stuck recording sessions.
Fix assistant setup problems
Troubleshoot Assistant startup, unavailable services, and weak answers.