> For the complete documentation index, see [llms.txt](https://docs.siit.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.siit.io/guides/readme.md).

# Guides

Step-by-step guides for setting up and running Siit.

<h2 align="center">Siit Guides</h2>

<p align="center">Step-by-step guides to set up Siit, run your service desk and connect your tools. Our guides are packed with advice, tips and best practices for Siit and beyond.</p>

<p align="center"><button type="button" class="button primary" data-action="ask" data-icon="gitbook-assistant">Ask a question…</button></p>

### Featured guides

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4>Set up the Siit MCP server</h4></td><td>Connect Siit to your AI assistant through the MCP server</td><td><a href="/guides/integrations/mcp-server-setup-guide.md">Set up the Siit MCP server</a></td></tr><tr><td><h4>Set up app access policies</h4></td><td>Decide who can request which apps and who approves them</td><td><a href="/guides/data-management/app-policies-set-up.md">Set up app access policies</a></td></tr><tr><td><h4>Set up the Triage Agent</h4></td><td>Let AI handle and route incoming employee requests</td><td><a href="/guides/ai/triage-agent-guide.md">Set up the Triage Agent</a></td></tr></tbody></table>

### Categories

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h3><i class="fa-rocket">:rocket:</i></h3></td><td><h4>Getting started</h4></td><td>Set up your workspace and roll Siit out to your team</td><td><a href="/guides/getting-started/quick-start-onboarding.md">Set up your workspace</a></td></tr><tr><td><h3><i class="fa-comments">:comments:</i></h3></td><td><h4>Channels</h4></td><td>Slack, Microsoft Teams, the portal and email</td><td><a href="/guides/integrations/integrations-communication/set-up-slack.md">Set up Slack</a></td></tr><tr><td><h3><i class="fa-ticket">:ticket:</i></h3></td><td><h4>Request management</h4></td><td>Handle, organize and follow up on requests</td><td><a href="/guides/request-management/manage-views.md">Manage views</a></td></tr><tr><td><h3><i class="fa-store">:store:</i></h3></td><td><h4>Service catalog</h4></td><td>Build the services, forms and SLAs employees request from</td><td><a href="/guides/request-management/request-and-service-management-service-catalog/category-services-management.md">Organize categories and services</a></td></tr><tr><td><h3><i class="fa-robot">:robot:</i></h3></td><td><h4>AI</h4></td><td>Set up the Triage Agent, Assist and the IT Agent</td><td><a href="/guides/ai/triage-agent-guide.md">Set up the Triage Agent</a></td></tr><tr><td><h3><i class="fa-diagram-project">:diagram-project:</i></h3></td><td><h4>Workflows</h4></td><td>Automate processes, from routing to onboarding</td><td><a href="/guides/workflows/people-workflow.md">Set up People Workflows</a></td></tr><tr><td><h3><i class="fa-chart-pie">:chart-pie:</i></h3></td><td><h4>Reporting &#x26; analytics</h4></td><td>Read your dashboards and export your data</td><td><a href="/guides/reporting-and-analytics/dashboards.md">Read your dashboards</a></td></tr><tr><td><h3><i class="fa-database">:database:</i></h3></td><td><h4>Data management</h4></td><td>Manage people, app access and knowledge articles</td><td><a href="/guides/data-management/change-primary-email.md">Change a user's primary email</a></td></tr><tr><td><h3><i class="fa-bullhorn">:bullhorn:</i></h3></td><td><h4>Communication</h4></td><td>Send broadcasts to your employees</td><td><a href="/guides/getting-started/getting-started-for-admins/send-communication.md">Send your first broadcast</a></td></tr><tr><td><h3><i class="fa-plug">:plug:</i></h3></td><td><h4>Integrations</h4></td><td>Connect your IAM, HRIS, MDM, ticketing and knowledge tools</td><td><a href="/guides/integrations/mcp-server-setup-guide.md">Set up the Siit MCP server</a></td></tr><tr><td><h3><i class="fa-gear">:gear:</i></h3></td><td><h4>Workspace</h4></td><td>Roles, permissions, SSO, SCIM and settings</td><td><a href="/guides/workspace/manage-permissions.md">Manage roles and permissions</a></td></tr><tr><td><h3><i class="fa-code">:code:</i></h3></td><td><h4>Developer</h4></td><td>Webhooks and multi-instance setups</td><td><a href="/guides/workspace/admin-security-workspace-workspace-settings/multi-instances.md">Manage multiple instances</a></td></tr></tbody></table>

***

### More guides

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><h3><i class="fa-flag-checkered">:flag-checkered:</i> Start here</h3></td><td><ul><li><a href="/guides/getting-started/quick-start-onboarding.md">Set up your workspace</a></li><li><a href="/guides/integrations/integrations-communication/set-up-slack.md">Set up Slack</a></li><li><a href="/guides/request-management/request-and-service-management-service-catalog/category-services-management.md">Organize categories and services</a></li><li><a href="/guides/workflows/people-workflow.md">Set up People Workflows</a></li><li><a href="/guides/getting-started/getting-started-employee-guides/slack-employee-guide.md">Slack guide for employees</a></li></ul></td></tr><tr><td><h3><i class="fa-sparkle">:sparkle:</i> Recently updated</h3></td><td><ul><li><a href="/guides/integrations/integrations-iam/use-microsoft-entra-id-actions-in-siit.md">Use Microsoft Entra ID actions</a></li><li><a href="/guides/request-management/group-requests.md">Group related requests</a></li><li><a href="/guides/integrations/integrations-iam/get-locked-out-users-back-into-their-account-and-device.md">Recover a locked-out user</a></li><li><a href="/guides/ai/migrating-from-ai-assist-to-the-triage-agent.md">Move to the Triage Agent</a></li><li><a href="/guides/reporting-and-analytics/daily-and-weekly-summaries-are-retiring-rebuild-your-digest-with-the-siit-mcp-server.md">Rebuild your daily digest with MCP</a></li></ul></td></tr></tbody></table>

{% hint style="info" icon="book-open" %}
Want to know what a feature does before setting it up? Each category here matches a section of the [Documentation](https://docs.siit.io/).
{% endhint %}


---

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