Everything you can do in Saige,
explained step by step.
Browse by area or search from the sidebar. Every guide walks through the exact clicks, so your whole team can find the answer without asking.
Ask Saige AI
Chat with your practice's AI and get instant answers drawn from your own trained documents, from anywhere in the app.
Knowledge & Documents
Upload, import, organize, train, and share the knowledge base Saige learns from. Documents, images, and files all live here.
SOP Templates
NewBrowse ready-made SOP templates and bulk-import them into your library.
Import Google Docs
NewConnect your Google Drive and import documents directly into your Saige library.
Edit & Create Documents
NewBuilt-in editor with formatting, images, tables, and auto-save.
Upload & Train Documents
Upload PDF, DOC, DOCX, TXT, or ODT files and train Saige to answer questions from them.
Organize Library with Folders & Bulk Actions
NewGroup documents into folders, drag-and-drop to reorganize, and train many docs at once.
Share Documents with Staff
NewHand-pick which staff can view or edit a document, with permissions you can change or revoke at any time.
Share an Entire Folder with Staff
NewGrant view or edit access to every doc and walkthrough inside a folder. Sub-folders inherit automatically.
Walkthroughs
Record any process on screen and Saige turns it into step-by-step instructions. Refine the steps, then share with staff or anyone with a link.
Record a Walkthrough
NewCapture any process on screen and Saige turns the recording into step-by-step instructions for your team.
Edit & Refine Walkthrough Steps
NewReword titles, reorder steps, hide the source video, or regenerate the breakdown if you'd rather start over.
Share Walkthroughs with Team or Public Link
NewSend a walkthrough to specific staff with view or edit access, or generate a public link and QR code anyone can open with no account.
Training Courses
Build, publish, and assign training courses with lessons, videos, quizzes, and AI-generated content. Track progress across your team.
Create & Manage Courses
Build training courses for your team with lessons, quizzes, and AI-generated content.
Publish & Manage Course Status
Keep courses in Draft while you edit, then Publish when they're ready for your team.
Assign Courses by Role
Course assignment is role-driven. Match a course to roles and everyone in those roles auto-enrolls.
Generate Courses with AI
NewLet Saige draft a full course (chapters, lessons, and quizzes) from your trained Library documents.
Video Lessons
NewUpload videos or embed YouTube, Vimeo, and Loom links in course lessons.
Build & Grade Quizzes
Add quizzes to modules with randomized questions, a passing score, and automatic grading.
Course Access Requests
Let staff request access to courses they aren't yet assigned, and approve or deny from your notifications.
What Your Team Sees in /learn
A guided tour of the learner dashboard so you know exactly what staff experience after you assign a course.
Tasks & Checklists
Reusable checklists and recurring tasks. Assign by role or person, schedule the cadence, and let staff cycle through customizable statuses.
Create a Task
NewBuild a repeatable checklist task with ordered steps, then publish it for your team.
Assign a Task to Roles or People
NewPick the exact staff who should see a task, or auto-enroll everyone in a role.
Schedule a Recurring Task
NewRun a task every day, every weekday, weekly on certain days, or any custom cadence.
Customize Task Statuses
NewAdd custom status options like "Needs review" or "Blocked" that staff can cycle through on each step.
Complete Your Assigned Tasks
NewOpen a task, cycle each step through the configured statuses, and Saige saves your progress automatically.
Practice & Team
Invite staff, manage roles and permissions, set up your practice profile and branding, and manage your plan.
Manage Your Team
Invite team members, assign roles, and track their learning progress.
Invite Without a Role (or Pick Multiple)
NewRoles are now optional on invite. Skip the picker, assign one role, or stack several, and revise anytime from the team profile.
Resend an Expired Invitation
NewSaige now shows when an invite is about to expire and lets you push a fresh one with a single click.
Grant Full Library Access to a Team Lead
NewGive a senior staff member the same library experience you have. They can see, edit, organize, and upload every document and walkthrough.
Custom Roles
Create roles beyond the defaults. Give each a color, then use them when assigning courses or inviting staff.
Practice Profile & Branding
Set your practice logo, public display name, address, and contact details.