Getting started

From your first login through company setup to your first question in the chat.

Welcome to Kasimir, the GDPR-compliant AI platform for German companies. This guide walks you from your very first access through to your first question in the chat – whether you are creating a brand-new company account or have been invited into an existing team by a colleague. Allow a few minutes for the full setup.

Getting access

There are two ways to get access:

You get invited. An administrator at your company invites you by email. You receive an invitation email with a link – this is the fastest route.
You apply for access. Via Get started (page /register) you fill in the form with Name, Email, Company and Intended use case. After the security check you send it with Submit application; the team gets back to you and activates your access.

Self sign-up does not create an immediately usable account – it creates an application. If your company already uses Kasimir, ask for an invitation directly; it is much faster.

Signing in

Once you have access, sign in at /login. Kasimir offers several sign-in methods that you can freely combine:

Method	Description
`Sign in with Google`	Single sign-on via your Google account
`Sign in with Microsoft`	Single sign-on via your Microsoft 365 account
`Sign in with a passkey`	Sign in with fingerprint, face recognition or device PIN – the button appears if your browser supports passkeys. You set up a passkey beforehand under Sign-in & security.
`Password`	Sign in with `Email address` and `Password`
`Magic link`	Sign in via a link sent to your email address – no password needed

The sign-in page with SSO, password and magic link.

For password or magic-link sign-in there is a toggle at the top between Password and Magic link. In both cases you first complete the short security check (the “I’m not a robot” confirmation) and then click Sign in – or Send magic link for the magic link.

You don't need to remember a magic link: instead of a password you receive an email with a one-time sign-in link. Handy if you'd rather not memorise another password.

Forgot your password

If you’ve forgotten your password, use the Forgot password? link on the sign-in page. Enter your email address – you’ll receive a reset link that lets you choose a new password under Set a new password.

What happens after you click the email link?

The invitation email leads to its own invitation page (see Path A below). All other Kasimir emails (account confirmation, magic link, password reset) lead to a shared confirmation page. It automatically detects which case applies and routes you accordingly:

Password reset → you set a new password right away. If you have set up a second factor, you first confirm your code or passkey.
All other cases → you are taken straight into the app: to the chat if you already belong to a company, otherwise into setup.

Setting up your company (onboarding)

On your first login Kasimir decides which path fits you.

Path A: You were invited

The link in the invitation email opens the page You’ve been invited. It shows who invited you to which company and which role you get. Depending on your situation you create an account (Create account & join), sign in with your existing account (Sign in & join), set a password (Set password & join) or – if you are already signed in – click Accept invite. You then land directly in the chat. Via Decline this invitation instead you can also decline the invitation.

If you sign in without the link from the email (e.g. directly at /login) and there is an open invitation for your email address, you’ll see Invitation to {company name} instead: enter your first name (required) and optionally your last name, then click Accept invitation.

If your email domain already belongs to a registered company but you don’t have a personal invitation, it depends on that company’s settings: if it has enabled the domain for automatic joining (Administration → Access), you join directly. Otherwise Kasimir tells you so – in that case ask your administrator to invite you into the existing team.

Path B: You set up a new company

If you are the first person from your company, a wizard guides you through setup in five steps. Progress is shown as a stepper at the top.

The five-step setup wizard for new companies.

Your name – First name (required) and optionally Last name.
Company – the Company name (e.g. "Müller GmbH").
Size – number of employees (1–10, 11–50, 51–200, 201–1,000, Over 1,000) and the Industry.
Use case – optional: pick a template such as Make internal knowledge accessible, Speed up customer communication, Automate routine tasks or Research and analysis – or describe your use case in your own words.
Team – optional: invite colleagues right away by email and assign the Administrator or Member role.

Use Next to advance, Back to step back. You can skip the team step via Invite later. Clicking Finish creates your company and takes you to the chat.

Steps 3 to 5 are optional. You can add size, industry, use case and team invitations later in settings at any time – only your first name and the company name are required.

Your first question in the chat

After setup, the Chat is your main starting point. Open it from the sidebar or via New chat. You're greeted by your first name: "Hi {name} — how can I help?".

The chat start screen with model picker and example prompts.

To ask your first question:

Pick a model. Use the Model selector in the input field to choose the AI model. A badge next to each model shows where it runs: Own servers (on Kasimir’s own servers), EU cloud (within the EU) or Non-EU (outside the EU). Models on own servers are the most privacy-friendly choice.
Type your question. Write your question in the Type a message… field. You can also click one of the Examples cards (e.g. “Summarise the key points from this text…”) to insert the text.
Send. Click Send (or press Enter). The answer appears right below; use Stop to cancel a running response.

Features around the input field

Tools – switches on extra capabilities for this chat, such as Web search or Data analysis.
Knowledge sources – in the bar below the input field: Company knowledge (answers from your documents), connected services (e.g. Microsoft 365, Google Workspace or Nextcloud) and databases.
+ (attach file) – adds a file: via Upload, from the current chat, from a project, or directly from Microsoft 365 or Google Workspace.
@ – mentions an agent, which then answers this specific message.
Microphone – dictate your question by voice instead of typing.

Watch the model label: if you pick a model marked Non-EU, the data leaves the EU. These models are only available if your company has explicitly enabled them – when in doubt, stay with the EU default model.

Where to go next

The sidebar gives you access to the other areas of the platform:

Agents – persistent agents with their own knowledge for recurring tasks.
Workflows – multi-step automations; they start manually, on a schedule, via a form or a webhook.
Files – your document library as a knowledge base for the chat.
Meetings – recording, transcription and AI summaries of meetings.
Translator, Prompt library, Skills and Scheduled for recurring tasks.
Integrations – connect Microsoft 365, Google Workspace, Nextcloud, ownCloud and MSO.

Enjoy working with Kasimir.

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