# Hippocampus User Guide

Hippocampus by Thalius turns your documents into a knowledge base you can ask questions in plain language. Every answer cites the pages it came from.

| | |
|---|---|
| Version | 0.91 (beta), October 2026 |
| Address | https://hippo.thalius.ai. After you sign in you land on your tenant's own address, `<name>.hippo.thalius.ai` |
| Plans | Free, Starter, Corporate. Controls your plan doesn't include stay visible but locked; see [Locked features](#173-locked-features) |
| Roles | **Owner**: manages the tenant, members and billing. **Member**: reads, asks, imports and edits where they have access |

Screenshots are from a Starter test tenant (light mode, 1440 px wide) unless the caption says Free.

## Contents

1. [Sign in](#1-sign-in)
2. [The screen layout](#2-the-screen-layout)
3. [Home](#3-home)
4. [Asking questions](#4-asking-questions)
5. [Chat](#5-chat)
6. [History](#6-history)
7. [Search](#7-search)
8. [All folders](#8-all-folders)
9. [A folder](#9-a-folder)
10. [A document](#10-a-document)
11. [Writing and editing documents](#11-writing-and-editing-documents)
12. [Import](#12-import)
13. [Share and Invite user](#13-share-and-invite-user)
14. [Connect to your AI](#14-connect-to-your-ai)
15. [Settings](#15-settings)
16. [Billing](#16-billing)
17. [Credits, plans and upgrades](#17-credits-plans-and-upgrades)
18. [Phone, dark mode and keyboard](#18-phone-dark-mode-and-keyboard)

---

## 1. Sign in

![Sign in](images/01-sign-in.png)

| Control | What it does |
|---|---|
| **Sign in with Google** | Signs in with your Google account. A new account starts on Free |
| **Email** + **Email me a link** | Sends a sign-in link. The link works once, for 24 hours |
| **Sign in with a password** | Switches the card to email and password (below) |
| **Terms**, **Privacy notice** | Open the legal pages. By continuing you accept them |
| **See all plans ↗** | Opens the plans on thalius.ai |

![Sign in with a password](images/02-sign-in-password.png)

| Control | What it does |
|---|---|
| **Email**, **Password**, **Sign in** | Signs in with a password |
| **Forgot password?** | Emails a reset link. The reset page asks for **New password**, **Confirm password** and **Update password** |
| **Email me a link instead** | Back to the email-link form |

**After "Email me a link"** the card shows *Check your inbox*:

| Control | What it does |
|---|---|
| **Send it again** | Sends a new link (after a short countdown) |
| **Use another address** | Back to the form |

**First sign-in.** Opening the link creates your account and your own tenant on Free (1,000 credits a month). You then land on your tenant's address.

**Invitations.** If someone invited you, a *You've been invited* dialog appears after sign-in:

| Control | What it does |
|---|---|
| **Join** | Joins that tenant. Then **Go there now** switches to it |
| **Later** | Asks again at your next sign-in |
| **Continue** | Closes the dialog |

**Different tenant.** If you open the address of a tenant you are not signed in to, the page says *Different tenant*. **Sign out and sign in here** signs you in to the one at this address.

---

## 2. The screen layout

![Home with top bar and side menu](images/03-home.png)

### 2.1 Top bar

| Control | What it does |
|---|---|
| **THALIUS Hippocampus** | Goes to Home |
| **BETA** | Shows that this is the beta release channel |
| **v0.91.0 · build** | Opens *What's new* (release notes). A dot means there's a release you haven't read |
| **Search documents** (Ctrl K / ⌘K) | Type and press Enter to open [Search](#7-search) |
| **N credits left** | Credits left this period. Hover to open the [credits popup](#171-credits-pill-and-popup). Owners: click to open Billing |
| **◐** | Switches between light and dark mode |

### 2.2 Side menu

| Control | What it does |
|---|---|
| **‹** (edge of the menu) | **Fold the menu in**. A small **›** button brings it back. The browser remembers your choice |
| **Home** | Start page |
| **All folders** | Lists every folder you can open. **⌄** hides or shows the folder tree below it |
| Folder names, **›** | Open a folder, or unfold its subfolders in place. **Show all (N)** appears when there are more than 8 |
| **History** | Your past chats |
| **+ Import** | Opens the [Import](#12-import) dialog. During an import it shows *Importing n/N* |
| **Connect to your AI** | Use Hippocampus from Claude or ChatGPT; see [Connect to your AI](#14-connect-to-your-ai) |
| Account row (initial, name, tenant) | Opens the account menu |

![Side menu folded](images/07-menu-folded.png)

### 2.3 Account menu

![Account menu](images/04-account-menu.png)

| Item | Who sees it | What it does |
|---|---|---|
| **Verify email** | Anyone whose email isn't verified yet | Sends a verification link (needed for admin access) |
| **Settings** | Owners and admins | Opens [Settings](#15-settings) |
| **Dark mode** | Everyone | Switch: sun = light, moon = dark |
| **What's new** | Everyone | Release notes for the current version |
| **Tenant** list | People in two or more tenants | ✓ marks the current tenant. Choose another to switch; you continue, already signed in, at that tenant's address |
| **Billing** | Owners | Opens [Billing](#16-billing) |
| **Set a password** | People who don't sign in with Google | Sets a password for password sign-in |
| **Sign out** | Everyone | Signs you out on every Hippocampus address in this browser |

### 2.4 What's new

![What's new](images/06-whats-new.png)

The panel lists each release with its date and changes. **×** closes it. When a new release arrives, a short notice appears; click it to open the panel.

---

## 3. Home

The start page. Ask a question, or open a recently updated folder.

| Control | What it does |
|---|---|
| **What do you want to know?** box | Type a question. Enter asks; Shift+Enter adds a line |
| **Whole knowledge base ⌄** | Scope chip: choose where to ask. See [Asking questions](#4-asking-questions) |
| **🎙** (Dictate) | Speak your question. Your browser asks for the microphone the first time |
| **↑** (Ask) | Asks the question and opens [Chat](#5-chat) |
| Suggested question cards | Built from your folder summaries. A click fills the box and scopes it to that folder; nothing is sent until you press Ask |
| **+ Import** | Opens Import |
| **All folders** | Opens All folders |
| Folder cards | Open the folder. *updated …* shows when it last changed |

**Empty tenant.** Home shows *No folders yet* with **+ Import**. Folders that others share with you appear here once they're ready.

---

## 4. Asking questions

You can ask from Home, or from the ask box docked at the bottom of every folder, document and History page.

### 4.1 Where to ask (scope)

![Scope picker](images/09-scope-picker.png)

| Control | What it does |
|---|---|
| Scope chip (e.g. **Whole knowledge base**, **Legal docs**) | Opens the picker. On a folder or document page the chip starts on that folder or document |
| **Search folders** | Finds a folder by name |
| **Whole knowledge base** | Asks across everything you can open |
| **Folders** tree, **›** | Pick a folder; **›** opens its subfolders |
| **Recently used** | Scopes you used before |
| Keys | ↑ ↓ select · → open · ← close · Enter confirm · Esc close |

A question scoped to a document searches the folder that holds the document.

### 4.2 The ask box

![Question filled in, scoped to a folder](images/10-ask-filled.png)

| Control | What it does |
|---|---|
| Question field | Enter asks; Shift+Enter adds a line |
| **🎙** | Dictate; press again to stop |
| **↑** | Ask |
| **›** (docked box only) | **Fold the question box away**. A round button brings it back (⌘J on a Mac) |

Each question costs credits; see [Credits](#17-credits-plans-and-upgrades).

---

## 5. Chat

### 5.1 The answer

![Chat answer](images/11-chat-answer.png)

| Element / control | What it does |
|---|---|
| Title | Your first question in this chat |
| **History** | Your earlier chats (see 5.4) |
| **+ New question** | Starts a new chat |
| Your question, with its scope chip | What you asked and where |
| Status lines (while working) | *Reading your question… · Searching documents… · Found N relevant sections… · Synthesizing answer…* |
| Confidence bar | **High**, **Good**, **Moderate**, **Low** or **Very low confidence**: how well the sources support the answer |
| **Read N sources from … · show reasoning** | Opens the search steps (5.2) |
| **Source p.N** chips | Open the quoted passage (5.3) |
| **Sources:** [1] [2] … | Every source used. **Show all N sources →** lists the rest |
| Model and **Time** line | The model that wrote the answer, and how long search and answer took |

Hippocampus searches your documents for every question. Follow-ups, greetings and thanks are answered without a search. If the documents don't contain the answer, it says so instead of guessing.

### 5.2 Reasoning

![Reasoning steps](images/12-chat-reasoning.png)

| Step | Shows |
|---|---|
| **Parsed question** | How the question was understood |
| **Searched** | The search terms, and how many sections in how many documents matched |
| **Found in** | Each document and section used, with **Show original** and **Download original** |
| **Synthesized** | How many sections the answer was written from |

**collapse** closes the panel.

### 5.3 A source quote

![Source quote](images/13-chat-source-quote.png)

| Control | What it does |
|---|---|
| Document, section and **p.N** | Where the quote comes from |
| **⌄** / **⤢** | Show or hide the quote; expand it |
| **Show original →** | Opens the original file at that page, beside the chat |
| **Download original** | Downloads the original file |

*This document has changed since this passage was indexed* means you should check the original.

### 5.4 Answer actions and the input bar

![Answer actions](images/14-chat-answer-actions.png)

| Control | What it does |
|---|---|
| **Listen** / **Stop** | Reads the answer aloud |
| **Copy** | Copies the answer |
| **Good answer** / **Bad answer** | Tells Thalius whether the answer helped |
| **Show answer** | Earlier answers in the chat fold to one line; this opens them again |
| Scope chip, question field | As on Home. ↑ ↓ in the empty field walks through your past questions |
| **Browser voice ⌄** | Voice for Listen: **Browser voice** or **OpenAI voice** |
| **🎙** | Dictate your question |
| **↑** / **■** | Send. While an answer is being written it becomes **Stop** (or press Esc) |
| **Retry** | Shown after an error or a stopped answer; asks again |

A stopped answer costs no credits for the answer; searches that already ran are charged.

### 5.5 Chat history

![History in chat](images/15-chat-history.png)

*Earlier conversations* lists your chats in this tenant. Click one to reopen it; **×** deletes it after you confirm. Chats are kept with your account, on every device.

### 5.6 When questions are paused

If credits run out, a payment is due, or the tenant is over its plan's limits, the input bar shows the reason with **Top up**, **Upgrade** or **Update card**. Pressing Send opens a dialog (*Out of credits*, *Payment needed*, *Over your plan's limits*). Your question is kept; ask it again once questions resume. Reading documents always works.

---

## 6. History

![History](images/16-history.png)

| Control | What it does |
|---|---|
| **Chats** / **AI connector activity** | Two tabs |
| **⋯** → **Clear all history** | Deletes every chat. Click twice to confirm |
| **Search history** | Filters your chats |
| Chat rows | Title, number of questions, scope, time. Click to reopen |
| **×** | Delete this conversation (asks first) |
| **Show older chats** | Loads more |

Chats are grouped Today, Yesterday, Earlier this week and Older.

![AI connector activity](images/17-ai-connector-activity.png)

**AI connector activity** lists what an AI assistant connected to Hippocampus (Claude, ChatGPT, …) looked up for you: the search or the document, the app, the folder and the time. Only you see this list; entries are kept for 90 days. Each row has **Search again**, **Ask in chat** or **Open**, and **×** to delete it. **⋯ → Clear all activity** deletes them all.

---

## 7. Search

![Source search](images/18-search.png)

Search finds the exact sections that match your words, without writing an answer. Use it to find a clause, a value or a procedure quickly.

| Control | What it does |
|---|---|
| **Search documents** (top bar, Ctrl K / ⌘K) | Type and press Enter |
| Search field + **Search** | Search again on this page |
| *N sections across M documents* | How many matches |
| Result title (Document → Section) | Opens that section in Hippocampus |
| **p.N** | Page in the original |
| **Show original ↗** | Opens the original at that page in a new tab |

Each search costs credits, like a question; see [Credits](#17-credits-plans-and-upgrades).

---

## 8. All folders

![All folders, list view](images/19-all-folders-list.png)

| Control | What it does |
|---|---|
| **List** / **Grid** / **Graph** | Three views of the same folders |
| **+ Import** | Opens Import |
| **⋯** | Folder actions (below) |
| **Sort** | **Default order**, **Name A–Z**, **Name Z–A**, **Recently changed**. Remembered for you |
| **New folder** icon | Creates a top-level folder |
| Folder rows | Open the folder |

![Folder actions on All folders](images/22-all-folders-actions.png)

| ⋯ item | Who | What it does |
|---|---|---|
| **Invite user** | Owner, Starter | Add someone to this tenant as a member; see [Invite user](#132-invite-user) |
| **Show files** | Everyone | Lists every file as stored; **Back to the list** returns |

![Grid view](images/20-all-folders-grid.png)

### 8.1 Graph view

![Graph view](images/21-all-folders-graph.png)

| Control | What it does |
|---|---|
| *N nodes · N levels* | Size of the tree shown |
| **−** / **%** / **+** | Zoom out, zoom level, zoom in |
| **⊕** | Fit to view |
| **⤢** | Fullscreen. Esc returns |
| **Show:** Folders, Documents, Sections, Originals, Comments, System files | Choose what the graph shows |
| Mouse | Click: unfold or fold · double-click: open · wheel: zoom · drag: pan |

Selecting a node shows a card with **Open →**, **Original ↗** and **Unfold / Fold**.

---

## 9. A folder

![A folder](images/23-folder.png)

| Control | What it does |
|---|---|
| Breadcrumb (**All folders / …**) | Go up |
| Title, *N documents · M folders* | The folder and its contents |
| **List** / **Grid** / **Graph** | Views, as in All folders |
| **+ Import** | Import into this folder (it is preselected) |
| **⋯** | Folder actions (below) |
| **Folder summary**, **Show more** | An automatic summary of everything in the folder |
| **Sort** | As in All folders |
| **New document** icon | Write a new document here; see [Writing documents](#11-writing-and-editing-documents) |
| **New folder** icon | Create a subfolder |
| **Delete folder** icon | Delete this folder and everything in it |
| Subfolder rows | Open the subfolder |
| Document rows | Thumbnail of page 1, title, original file name, page count. The title opens the document; the file name opens the original |
| **Up one level**, **Show MD** (page foot) | Go to the parent folder; open the page's Markdown in a new tab |

Folder pages also have the docked ask box, scoped to the folder.

![Folder actions](images/24-folder-actions.png)

| ⋯ item | Who | What it does |
|---|---|---|
| **Rename** | Editors | Change this folder's name |
| **Invite user** | Owner (top-level folders) | Add someone to the tenant |
| **Share** | Editors (subfolders) | Invite people to this folder; see [Share](#131-share) |
| **Show files** | Everyone | Every file as stored |

### 9.1 New folder and new document

![New folder](images/25-new-folder.png)

Type a **Folder name** and press **Create**; **×** cancels. **New document** works the same way with **Document name** and **Create and edit**. If a name isn't allowed, Hippocampus suggests one (**Use "…"**). Folder names starting with `_` are reserved.

### 9.2 Rename and delete

![Rename folder](images/27-rename-folder.png)

**Rename** keeps chats and searches that were scoped to the folder working under the new name.

![Delete folder](images/28-delete-folder.png)

**Delete folder** removes the folder and everything in it for good. Type the folder's name to enable the button.

---

## 10. A document

Every imported file becomes a document with a summary, sections, a table of contents and its original.

### 10.1 Summary

![Document summary](images/29-document-summary.png)

| Control | What it does |
|---|---|
| Breadcrumb | Back to the folder |
| Thumbnail | Opens the original |
| **Summary** / **Original** / **Graph** | Views. **Original** opens the file beside the page |
| **Comments** | Shows or hides comments. Remembered for you |
| **Contents** | Jump to a section (wide screens, with comments shown) |
| **⋯** | Document actions (10.5) |
| **Summary** text | What the document says, in short |
| **Table of contents** | Each section. Click to open it in place |
| **On this page** card | Jump to the summary, the table of contents or a section (wide screens) |
| **Edit** | Only on documents written in Hippocampus; see [section 11](#11-writing-and-editing-documents) |

### 10.2 Original

![Original beside the summary](images/30-document-original.png)

| Control | What it does |
|---|---|
| **↓** | Download the original |
| **↗** | Open it in a new tab |
| **×** | Close the original |
| Viewer toolbar | Page, zoom, rotate, print: your browser's PDF viewer |

On a phone or tablet the original opens full screen with **Back**, **Zoom out**, **Zoom in**, **Download original** and *Page X of Y*.

### 10.3 Graph and files

![Document graph](images/31-document-graph.png)

The document's tree: full text, sections, originals and comments. Controls as in [Graph view](#81-graph-view).

![Document files](images/32-document-files.png)

**⋯ → Show files** lists the document's parts: **Summary**, the original (as uploaded), **Comments** and **Change log**. **⋯ → Back to the summary** returns.

### 10.4 Sections

![A section](images/38-section.png)

Each section has its own page: its text, the page it came from (**Source: … page N**) and a link back to the document. You can ask about it with the docked ask box.

### 10.5 Document actions (⋯)

![Document actions](images/33-document-actions.png)

| Item | What it does |
|---|---|
| **Markdown** | The full text, as Markdown |
| **Share** | Invite people to this document; see [Share](#131-share) |
| **Show files** | Its original, full text, comments and change log |
| **Show frontmatter** | The page's metadata as YAML, with **Copy** and **Close** |
| **Delete document** | Removes the document and its summaries, after you confirm |

![Frontmatter](images/34-frontmatter.png)

![Delete document](images/35-delete-document.png)

### 10.6 Comments

You need edit rights on the document to comment.

![Select text](images/36-comment-select.png)

1. Select text in the summary, a section or the full text. A **Comment** button appears.
2. Click it, type in **Add a comment**, and press **Comment**. **Cancel** discards it.

![Add a comment](images/37-comment-add.png)

| Control on a comment | What it does |
|---|---|
| **Reply** | Answer in the thread |
| **Resolve** / **Reopen** | Mark the thread done, or open it again |
| **Edit**, **Delete** | On your own comments and replies |

On wide screens comments sit in the margin. On narrower screens highlighted passages show a count; click to open the thread. If the commented text was later removed, the comment shows *The passage is gone* or is listed under *Detached*.

---

## 11. Writing and editing documents

Create a document with **New document** in a folder (see [9.1](#91-new-folder-and-new-document)), then **Create and edit**.

![New document](images/26-new-document.png)

| Editor control | What it does |
|---|---|
| **Visual** / **Markdown** | Edit formatted text, or the raw Markdown |
| Paragraph, **H1**, **H2**, **H3** | Text style |
| **Bold** (⌘B / Ctrl B), **Italic** (⌘I / Ctrl I), **Inline code**, **Link** (⌘K / Ctrl K) | Inline formatting |
| Bulleted list, Numbered list, Quote, Code block, Horizontal rule | Blocks |
| **Edit Frontmatter** | Tags and other metadata |
| **Cancel** | Leave. With unsaved changes it asks **Keep editing** or **Discard changes** |
| **Save** | Saves and returns to the page |

After saving, search finds the new text in under a minute and the summary refreshes in a few minutes.

Imported documents can't be edited this way: re-import the corrected file instead.

---

## 12. Import

Open it from **+ Import** in the side menu, on Home or on a folder.

![Import, empty](images/39-import-empty.png)

| Control | What it does |
|---|---|
| Drop zone | Drop files or whole folders. Folders keep their structure |
| **+ Add file or folder** | **Choose files** or **Choose folder** |
| **Choose a folder to save in** (required) | Where the documents go. They get this folder's access; each folder you add becomes a subfolder of it |
| **All folders** / **Recent** | Pick from the tree, or from folders you imported into before |
| **🔍** | Search folders (Ctrl K / ⌘K) |
| **+ New folder** | Create the destination folder now (it is made when you press Import) |
| **↻** | Reload the folders |
| Folder rows: **○**, **›** | Select a folder; open its subfolders |
| **Reading quality: Standard / Advanced models** | Advanced uses stronger models for hard pages such as scans, tables and formulas, at more credits per page. Locked on Free |
| **Credits per page ↗** | The tariff |
| **Cancel** | Close without importing |
| **Import** | Start. The hint beside it says what's still missing |

![Import ready](images/40-import-ready.png)

| After choosing files | What it does |
|---|---|
| File list, **×** | Leave a file or folder out |
| **+ Add more files** | Add to the list |
| **Who can see this?** | Shows how many people will see the documents, e.g. *Visible to 2 people with access to the whole tenant* |

**Accepted files:** PDF, Word (.docx), PowerPoint (.pptx), Excel (.xlsx), Markdown (.md, .markdown) and text (.txt, .text).

| Limit | Value |
|---|---|
| File size | 95 MB per file |
| Files per pick | 5,000 (import the rest in another round) |
| Folder depth | 32 levels |
| Left out automatically | Empty files, hidden and lock files (.DS_Store, Thumbs.db, ~$ files) |

**While importing** each file shows its steps (reading, extracting the structure, splitting into sections, summarizing, storing, indexing) and the time taken. **Cancel import** stops files that haven't started; files already being processed finish. You can close the dialog: the side menu shows *Importing n/N*.

**When done:** *N of M files imported successfully*, a per-file list (failed files show why) and **Done**.

| Note in the dialog | Meaning / what to do |
|---|---|
| *N files couldn't be read* | Usually online-only files (OneDrive, Google Drive, Dropbox). Make them available offline (Windows: *Always keep on this device*; Mac: *Download Now*), then **Retry these files** |
| *Already imported* | The same file is already there |
| *…shared differently from the destination* | Confirm with **Import into this folder anyway**, or choose another folder |
| *Its full text was edited by hand* | **Import and replace** overwrites those edits; **Skip this file** keeps them |
| *Your last import stopped before it finished* | **Show the files** to see what's missing; **Forget this import** clears the note |

---

## 13. Share and Invite user

### 13.1 Share

Open it from **⋯ → Share** on a subfolder or a document.

![Share](images/42-share.png)

| Control | What it does |
|---|---|
| **Invite by email** | The person's email address |
| **Viewer** / **Editor** | Viewer reads and asks. Editor can also import, write, rename, comment and delete |
| **Share** | Gives access to this folder (and everything in it) or this document |
| **People with access** | Everyone who can open it, with where their access comes from: *This folder*, *From {folder}*, *Tenant-wide*, *Group*, *Inherited* |
| **×** | Remove access (asks first) |

Share sends no email: tell the person yourself. If they're signed in to this tenant, a page refresh is enough.

On Free and Starter, Share works for people who are already members of your tenant. Add someone new with [Invite user](#132-invite-user) first.

### 13.2 Invite user

Adds a person to your tenant. Owners only, on Starter. Open it from **⋯ → Invite user** on All folders or a top-level folder, or from **Settings → Members**.

![Invite user](images/43-invite-user.png)

| Control | What it does |
|---|---|
| Email field | The person's email |
| **Member** | Their role |
| **Invite** | Sends the invitation email. A person without an account gets one, with a link to activate it and join |
| Yellow note | Shown when every paid user is taken: the new user is billed now for the rest of the billing period, and their 1,000 credits arrive with that payment |
| **Cancel** / **Done** | Close |

---

## 14. Connect to your AI

Use your Hippocampus documents from Claude or ChatGPT over MCP. The assistant searches and reads as you, with exactly your access. Part of Starter and Corporate.

![Connect to your AI](images/44-connect-to-your-ai.png)

| Control / card | What it does |
|---|---|
| **Server address** + **Copy** | `https://hippo.thalius.ai/mcp`. Paste it where your AI app asks for a connector or MCP server URL |
| **Claude** (claude.ai, desktop app) | Customize → Connectors → **+ Add** → **Add custom connector** → name it *Hippocampus*, paste the address → **Continue**, **Add** → **Connect**, then sign in and approve. On Team or Enterprise plans an owner adds it under Organization settings → Connectors first |
| **Claude Code** + **Copy** | `claude mcp add --transport http hippocampus https://hippo.thalius.ai/mcp`, then run `/mcp` and authenticate |
| **ChatGPT** | Turn on developer mode (Settings → Apps → Advanced settings), create an MCP app named *Hippocampus* with OAuth, then sign in and approve |
| **When you approve** | Hippocampus shows the app, what it asks to do and your account. In several tenants, you choose which one it connects to |
| **Connected apps** + **Disconnect** | Every app connected in this tenant. Disconnect ends its access at once. Removing the connector inside Claude or ChatGPT is not enough on its own |

What the assistant looked up appears under **History → AI connector activity**. On Free the page shows **See plans**, and the Copy button is locked.

---

## 15. Settings

Owners and admins open it from **account menu → Settings**. Members don't see it.

![Settings](images/45-settings.png)

| Control | What it does |
|---|---|
| Header | Tenant name, plan, your email and role |
| Tenant tabs (if you have two or more tenants) | Switch the tenant you're managing |
| **Members** · **Invite people** | Users in the tenant; opens Members |
| **Credits** · **Top up** / **Upgrade** | Credits left. Top up on Starter; Upgrade on Free |
| **New period** · **Billing** | When credits renew; opens Billing |
| **Tenants** · **New tenant** | Tenants you own; creates one ([16.6](#166-new-tenant)) |
| **Profile** | Name, plan, owner, default answer model |
| **Members** | Users, roles and invitations |
| **Billing** | Credits, licence, card and invoices |
| **Tenants** | Tenants you own |
| **API and MCP** | Points to [Connect to your AI](#14-connect-to-your-ai). API keys are coming |
| **Sign-in and SSO** | Coming soon (Corporate) |

### 15.1 Profile

![Profile](images/46-profile.png)

| Control | What it does |
|---|---|
| **Name** + **Save** | Renames the tenant |
| **Plan** · **New period … · Billing** | Your plan; opens Billing |
| **Owner** · **Hand over ownership** | Makes another member the owner (needs a second member) |
| **Default answer model** + **Save** | The model that writes answers for everyone in the tenant |

![Hand over ownership](images/47-hand-over.png)

You stay a member, but the new owner takes over renaming, billing, members and tenants.

### 15.2 Members

![Members](images/48-members.png)

| Control | What it does |
|---|---|
| *N of M users · N invited* | Paid users in use, and open invitations |
| **Role** select | Change a member's role. The owner's role can't be changed here |
| **State** | *active* or *invited by …* |
| **Remove** | Removes a member (asks first) |
| **Revoke** | Cancels an invitation (asks first) |
| **Invite** card | Same as [Invite user](#132-invite-user) |
| **Hand over ownership** · **Hand over** | As in Profile |

### 15.3 Tenants

![Tenants](images/49-tenants.png)

| Control | What it does |
|---|---|
| *N of 3 · each billed on its own* | Tenants you own, out of your plan's limit |
| **Rename…** | Renames a tenant (inline **Save** / **Cancel**) |
| **Delete** | Deletes another tenant you own (type its name to confirm). Not the one you're in |
| **+ New tenant** | Creates a tenant: its own Starter subscription, €30.00 a month, 3,000 credits |

---

## 16. Billing

Owners only. Open it from the account menu, the credits pill, or Settings.

![Billing](images/51-billing.png)

| Section / control | What it does |
|---|---|
| **Billing settings →** | Company details, VAT number, card, invoices |
| Tenant tabs | One per tenant you own |
| **Usage** · **Current** / **Previous** | Requests and cost per action type (searches, questions, imported pages) in this or the last period |
| **Credits** | Credits left, used and total; when they reset |
| **Top up** | Buy credits (Starter) |
| **Upgrade** | Move to a higher plan |
| **Licence** | Plan and extra users, with the total excl. and incl. VAT, and the card that pays |
| **Change plan** | Move to Free at the end of the period ([16.3](#163-change-plan)) |
| **Pay now** / *Nothing to pay* | Pay an open invoice, or the next charge date |
| **All your tenants** | Plan and monthly licence of every tenant you own |

![Billing on Free](images/59-billing-free.png)

On Free, Billing shows usage and credits with **Upgrade to Starter**. Free can't buy extra credits.

### 16.1 Top up

![Top up](images/52-top-up.png)

| Control | What it does |
|---|---|
| **1,000 credits — €10.00** | The credit pack |
| **Cancel** | Close |
| **Continue to payment** | Opens the secure payment page (Stripe). After paying you come back to Hippocampus |

Added credits never expire and are used after the month's credits.

### 16.2 After payment

Back in Hippocampus, *Payment confirmed* lists what changed (plan, credits, renewal date) with **OK**. If the payment didn't go through, nothing changed; try again.

### 16.3 Change plan

![Change plan](images/53-change-plan.png)

| Control | What it does |
|---|---|
| **Keep Starter** | Close; nothing changes |
| **Set downgrade for {date}** | The tenant moves to Free at the end of the period. It lists what is over Free's limits (e.g. users). Nothing is deleted; documents stay readable |

Until that date, Billing shows *Moving to Free on {date}* with **Keep Starter** to undo it.

### 16.4 Billing settings

![Billing settings](images/54-billing-settings.png)

| Control | What it does |
|---|---|
| **Company details**: Country, Company name, Address, Postal code, City, Company registration number | Printed on this tenant's invoices |
| **Save company details** | Saves them |
| **VAT Information** + **Check VAT** | Your company VAT number, checked in the EU VIES register (*✓ VAT is OK*, *Not valid*, *VIES didn't answer*) |
| **Card** · **Change card** | Opens the payment portal to change the card |
| **Invoices** · **View** | Every invoice with month, amount and status |
| **Delete {tenant}…** | Deletes a tenant you own and stops its subscription (not your first tenant) |

### 16.5 An invoice

![Invoice](images/55-invoice.png)

| Control | What it does |
|---|---|
| **Download PDF ↗** | The invoice as PDF |
| **Pay now ↗** | Pay an open invoice |
| From / Bill to / items | Seller, your company details, lines, VAT and total |

### 16.6 New tenant

![New tenant](images/50-new-tenant.png)

Enter a **Tenant name** and press **Create tenant**. You go to payment; the new tenant gets its own address, its own Starter subscription and its own credits. Free includes one tenant only.

---

## 17. Credits, plans and upgrades

### 17.1 Credits pill and popup

![Credits popup](images/05-credits-popup.png)

| Element | What it does |
|---|---|
| Pill colour | Green under 50 % used, yellow from 50 %, red from 80 % |
| *N of M credits left* · *Credits reset on {date}* | Balance and renewal date |
| **Details** | Opens Billing (owners) |
| **Price list** | Opens Plans |
| **Top up** / **Upgrade** | Shown once 60 % is used: Top up on Starter, Upgrade on Free |

The popup opens by itself the first time you pass each 20 % step in a period.

### 17.2 Plans

![Plans (Free tenant)](images/56-plans.png)

| Control | What it does |
|---|---|
| **← Back** | Return where you came from |
| **Monthly** / **Yearly** | Show monthly or yearly prices |
| **Your plan** | Your current plan |
| **Upgrade** | Opens the upgrade dialog (17.4) |
| **Talk to us** | Corporate: contact Thalius |
| **What each action costs ↗** | The credit tariff |

| | Free | Starter | Corporate |
|---|---|---|---|
| Price (excl. VAT) | €0, no card needed | €30 a month or €250 a year | Custom |
| Credits every month | 1,000 | 3,000 | Custom |
| Users | Yourself | €10 per extra user a month, +1,000 credits each | Custom |
| Tenants | 1 | 3 | Custom |
| Extra credits | — | €10 per 1,000, never expire | Invoiced |
| Hosting | Our cloud, EU | Our cloud, EU | To your requirements, EU |
| Tenant administration, Advanced ingest models, Premium answer model | — | ✓ | ✓ |
| Single sign-on, audit export, DPA; your own model key | — | — | ✓ |

One credit = €0.01. Reading your documents is free on every plan.

### 17.3 Locked features

![Locked feature popover (Free)](images/58-locked-feature.png)

A control your plan doesn't include stays visible but greyed. Hover, focus or tap it to see why, with **See upgrade options** (or **Buy credits** when only credits are missing).

### 17.4 Upgrade

![Upgrade](images/57-upgrade.png)

| Control | What it does |
|---|---|
| **Monthly · €30.00** / **Yearly · €250.00** | Billing period |
| **−** / **You + N** / **+** | Extra users. Each is billed now for the rest of the period and brings 1,000 credits |
| Price lines | *Starter package - 30 EUR per month* · *Due today: … excl. taxes (… with 25% VAT tax)* · *Next payment on {date}* |
| **Cancel** | Close |
| **Continue to payment** | Opens the payment page (card and billing address). Company details and VAT ID go in Billing settings |

Same tenant, same documents, same links: nothing moves when you upgrade.

---

## 18. Phone, dark mode and keyboard

![Phone: home, menu, chat](images/60-phone.png)

| On a phone | |
|---|---|
| **☰** | Opens the side menu |
| **🔍** | Opens the search field |
| Ring + number | Credits left; tap for the popup |
| Dark mode, What's new | In the account menu |
| Originals | Open full screen with page and zoom buttons |

![Dark mode](images/08-dark-mode.png)

| Shortcut | Action |
|---|---|
| Ctrl K / ⌘K | Search documents (in Import: search folders) |
| ⌘J (Mac) | Open the question box |
| Enter / Shift+Enter | Ask / new line |
| ↑ ↓ (empty question field in chat) | Walk through past questions |
| Esc | Stop an answer; close menus, dialogs and fullscreen |
| ↑ ↓ → ← Enter | Move in the scope picker and menus |
| ⌘B / ⌘I / ⌘K (Ctrl on Windows) | Bold, italic, link in the editor |
| Tab (first) | *Skip to main content* |