Getting Started

KleioBase turns scans of old documents - birth certificates, census pages, letters, handwritten records - into a connected family history. You upload an image, the AI transcribes and translates it and pulls out the people, dates, and places, and you confirm what it found. Each confirmed record builds up person profiles you can browse, link, and export.

This guide gets you from a new account to your first confirmed record.

Create your account

1. Go to the sign-up page and enter your email and a password. Passwords need at least 8 characters, including an uppercase letter, a lowercase letter, and a number.
2. Submit the form to create your account. New accounts start on the free Explorer plan - no card required.
3. Sign in. You will land on your dashboard.

If you forget your password, use the "Forgot password" link on the sign-in page to get a reset email.

Take the product tour

The first time you sign in, a short guided tour points out the main parts of the app:

1. Upload your first record - where to add a document.
2. Review the AI extraction - where the transcription and extracted data appear.
3. Confirm to your knowledge base - how a record becomes person profiles.
4. Explore your knowledge base - where your people, places, and timeline live.
5. Meet the Research Companion - the AI assistant that can answer questions about your data.
6. Settings and account - where to manage your plan and preferences.

The first three steps advance on their own as you actually upload, review, and confirm a record. The last three advance when you click through them. You can replay the whole tour any time from Settings > Account & Preferences > Restart product tour.

The core workflow

Almost everything in KleioBase follows the same path:

1. Upload a scan or photo of a document.
2. Process it so the AI reads the handwriting and extracts the people and events.
3. Review the result and fix anything the AI misread.
4. Confirm it - this creates or updates person profiles and links the record to them.

After you confirm a few records, your knowledge base fills with people, your timeline and places map populate, and KleioBase starts suggesting duplicate profiles to merge.

Start with Uploading Records for the full upload walkthrough.

Your dashboard

The dashboard is your home screen.

• Before your first record, it shows the three-step Upload to Extract to Confirm workflow to get you started.
• Once you have data, it shows your totals (records, people), a connection-rate dial, recent activity, and any pending duplicate matches or research suggestions.

The connection rate tells you how much of your tree is linked back to your home person (more on that below).

Account settings

Open settings from the menu in the sidebar. The sections you will use most:

• Account & Preferences - your display name and avatar, your home person, your theme (light, dark, or auto), the button to restart the product tour, and a danger zone for clearing your data or deleting your account.
• Billing - your current plan, upgrades, invoices, and pay-as-you-go credits. See Plans & Billing.
• Import / Export - bring a tree in or take your data out. See Importing & Exporting Data.
• Accessibility - a low-contrast text toggle if the default text is too bright for you.

Set your home person

Your home person (also called the root person) is the anchor of your tree - usually you, or the relative you are researching outward from. KleioBase uses it to work out which profiles are "connected" to your main tree and which are floating on their own. Set it under Account & Preferences once you have created a few profiles. See Your Knowledge Base for what "connected" means in practice.

What to read next

• Uploading Records - supported files, AI extraction, and confirming results.
• Your Knowledge Base - people, families, records, places, timeline, and trash.
• Research Companion - ask the AI about your tree.
• Plans & Billing - what each plan unlocks.