Getting Started with Sophic

Sophic is an operational knowledge base for small-to-medium engineering teams. It captures the unwritten rules and tribal knowledge buried in Slack threads, PR discussions, CLI notes, and incident write-ups, then turns it into searchable, structured runbooks using agentic ingestion and vector search. This guide walks you from sign-up to your first capture.

1. Sign Up and Create a Workspace

1. Go to https://app.sophic.so and sign up.
2. Create a workspace. The person who creates it becomes the owner.
3. Each workspace isolates its own data, so everything you capture stays scoped to your team.

New workspaces start on the Free plan ($0/month, up to 3 team members, 7-day knowledge history, basic AI search & query, community support). You can upgrade later to Basic ($12/month, or $10/month billed annually) or Business ($25/month, or $20/month billed annually, "Most Popular") for more members, longer history, and additional features. Enterprise plans with custom pricing are also available — contact sales.

2. Connect an Integration

Integrations let Sophic ingest knowledge automatically. Available connectors:

• Slack — connect via OAuth; Sophic watches threads and channels, and mentioning @sophic in a thread captures a conversation into the KB. (Basic or higher.)
• GitHub — install the GitHub App to capture pull-request and issue discussions from monitored repositories.
• Google Drive — connect via OAuth to periodically sync Google Docs, Sheets, and text files.
• Linear — connect with a Linear API key to sync issues and comments.
• Granola — connect with a Granola API key to ingest meeting notes.

3. Invite Teammates

1. Open workspace settings and invite members by email.
2. Assign each person a role. From highest to lowest access: owner, admin, editor, viewer, agent-only.

Member limits depend on your plan (Free: 3, Basic: 25, Business/Enterprise: unlimited) and are enforced server-side.

4. Make Your First Capture

You can capture knowledge through the web editor or the sophic CLI.

Web editor: open your workspace and write or paste a note directly.

CLI: install the sophic binary from npm, then log in and capture:

sophic login
sophic capture "We restart the worker pool by scaling the deployment to 0, then back up."

sophic login opens your browser for sign-in, then stores a Personal Access Token and your workspace list in ~/.sophic/config.json. CLI captures are idempotent, so retrying won't create duplicates.

5. Wait for Ingestion, Then Search

New content lands in an immutable capture buffer first. A background sweep (the librarian) then consolidates captures into documents — deduping, cleanup, and topic tagging — splits them into hierarchical sections, and embeds them for search. Your content becomes searchable after ingestion completes — it is not instant.

Once ingested, search two ways:

• Semantic search — vector search, best for concepts and fuzzy questions.
• Grep — literal or regex search, best for exact identifiers like env-var names, function names, or error strings.

Results carry heading breadcrumbs so you can see where each match lives.

FAQ

Why can't I find my note right away?
Captures are processed by a background sweep before they become searchable. Give ingestion a moment to finish.

My short note didn't show up. Why?
Very short captures are rejected — there's a minimum word count. Add a sentence or two of context.

Do I need a paid plan to start?
No. The Free plan supports up to 3 team members. Slack integration, runbook generation, and incident knowledge capture require Basic or higher; the AI Agent chat assistant and API access require Business or higher.