Getting Started

What is Refly

Refly is an AI-native content creation platform built on the concept of "Free Canvas". Through multi-threaded conversations, knowledge base integration, context memory, intelligent search, and a WYSIWYG AI document editor, it provides a one-stop solution from creative ideation to finished content:

1. Multi-topic & multi-threaded conversation functionality on a free canvas, allowing you to freely brainstorm and organize creative thoughts with AI assistance
2. Integration of writing materials and AI knowledge base to build a powerful second brain system
3. Context memory functionality similar to Cursor and NotebookLM for precise modifications
4. Built-in Perplexity-style AI web search and knowledge base retrieval to break through information bottlenecks
5. Integration of Notion-style AI editor and ChatGPT Canvas-like document processing experience for seamless creation

1-Minute Quick Overview Video

1. Product Introduction

What is Refly

Refly is an AI-native content creation platform built on the concept of "Free Canvas". Through multi-threaded conversations, knowledge base integration, context memory, intelligent search, and a WYSIWYG AI document editor, it provides a one-stop solution from creative ideation to finished content:

1. Multi-topic & multi-threaded conversation functionality on a free canvas, allowing you to freely brainstorm and organize creative thoughts with AI assistance
2. Integration of writing materials and AI knowledge base to build a powerful second brain system
3. Context memory functionality similar to Cursor and NotebookLM for precise modifications
4. Built-in Perplexity-style AI web search and knowledge base retrieval to break through information bottlenecks
5. Integration of Notion-style AI editor and ChatGPT Canvas-like document processing experience for seamless creation

Core Features and Value

Refly aims to "Let creators focus on thinking while AI assists with efficient creation".

Therefore, we have implemented 4 core capabilities:

1. Smart Canvas | Visualize Your Thinking
   1. Free canvas helps you clarify thoughts and easily organize ideas
   2. Covers 10+ scenarios including academic research, legal document research, investment analysis, and technical documentation
   3. AI intelligently analyzes topics and automatically generates research frameworks
   4. Personal knowledge base integration stimulates deep thought connections

2. Knowledge Management | Organize Information Better
   1. One-click import of papers, web pages, and various professional materials
   2. AI intelligent search for quick location of core reference content
   3. Automatic knowledge point correlation to inspire cross-domain innovation
   4. Seamless integration with existing knowledge systems

3. Multi-threaded Conversations | More Efficient Creation
   1. Canvas-style dialogue exploration for deep topic research
   2. Intelligent context management for more focused conversations
   3. Access knowledge base anytime to break through research bottlenecks
   4. Support real-time collaboration for collective wisdom

4. Professional Creation | More Professional Output
   1. Personalized writing environment for flexible creative scenarios
   2. Professional writing tools to support academic and technical content
   3. AI editing assistant to control content quality
   4. Structured output to ensure professional expression

Use Cases and User Groups

Whether you're a student writing papers, an office worker with a side business, or a content creator managing social media, you'll find suitable use cases.

	Scenarios	Effects	Benefits
Content Creators	Writing articles, social media posts, public accounts, short video scripts	Generate eye-catching titles and content frameworks in 30 minutes, inspire creativity	Eliminate content drought, improve creation efficiency
Knowledge Workers	Year-end summaries, work reports, project proposals	Quickly organize key points, generate professional expressions	Save 50% writing time, improve document quality
Academic/Legal/Investment Researchers	Thesis writing, literature reviews, research plans	Intelligent literature analysis, extract core viewpoints	Greatly improve research efficiency, ensure academic standards
Business Managers	Strategic planning, job reports, meeting minutes	Quickly integrate information, form decision basis	Improve management efficiency, optimize decision quality
Freelancers	Writing orders, proposal planning, business copywriting	One-click generation of multi-style content	Increase order efficiency, ensure delivery quality
Small Teams	Product documentation, training materials, team collaboration	Unify document standards, share knowledge assets	Reduce communication costs, improve team efficiency

2. Getting Started

How to Register/Login?

Visit https://refly.ai/, click "Get Started" and authorize login with Google or Github.

System Requirements

Refly is a browser-based online product that can be opened in any operating system using Google/Chrome browser, and other browsers such as Microsoft Edge, Firefox, or Arc browser are also supported.

3. Basic Feature Guide

Let's understand Refly's core usage process through a user story, such as creating an article about the newly released "OpenAI Sora".

Organizing Creative Ideas with Free Canvas

First, you can generate various questions about Sora-related technologies on Refly's free canvas, then understand the implementation principles of each part. Once you have a basic understanding of Sora's technology and product, you can continue to ask follow-up questions based on certain node topics, dive deeper, and understand more advanced concepts step by step.

What's more amazing is that each step represents your free-flowing questioning and thinking process, and these processes don't interfere with each other unless you manually ask questions based on a certain node or add it to the context ("Add to Context/Follow-up" floating on each node). This provides you with the ability to ask in-depth questions based on a specific topic or think freely based on multiple topics - very flexible!

Using Built-in AI Search or Uploading Writing Materials

Once you have a general understanding of Sora's principles and derived technologies, you can start preparing your creation materials! Click the floating button on the left side of Refly, select the second button "Add Resource", and you can add interesting materials to the free canvas through online search, copying webpage links, or plain text for later research.

Each added material is automatically processed with AI semantics, allowing you to use the "Knowledge Base Search" skill to semantically search and question all resources - it's like having an AI search engine like Perplexity powered by both web content and your private domain knowledge!

Multi-threaded Conversations for Creative Research

After importing your writing materials, you can ask AI questions based on the materials, such as summarizing, translating, or generating tables for certain materials. Use the first button "Selection Mode" on the left of the canvas or the "Add to Context/Follow-up" button floating on each node to select multiple materials for summarization, translation, or ask any questions you want!

Of course, throughout the research process, Refly also provides many useful skills such as "Web Search" and "Knowledge Base Search" that can be called with one click to perform intelligent semantic search on all related content across the web or all materials you've already saved - don't miss any detail!

Using AI Editor for Writing

Finally, we come to the most exciting part! You can quickly generate a document using the "Generate Document" skill or create a new document using the "New Document" in the sidebar. Most usefully, during the document generation process, you can select any materials from the canvas (just click the "Add to Context/Follow-up" button floating on each node), combine materials with questions to generate documents, making your document content specifically tailored to your writing goals!

Of course, you can also independently complete each AI question or in-depth exploration based on topics, then use the "Insert" button on the answer node to insert useful content into your article with one click, step by step generating a usable document with AI assistance!

At this point, you might ask, if each step is generated by AI, won't the overall result be messy? Don't worry! Refly's document editor comes with rich text operation capabilities, allowing you to quickly format using the provided rich text tools. Of course, it also supports selecting content with one click to let AI format or edit for you - how thoughtful is that! 😆

That's it! Through the steps above, you've mastered the secret to using Refly AI to help you efficiently complete the journey from creative ideas to high-quality content! Now it's time for you to explore freely ~ Good luck 🍀

5. FAQ

Issue Reporting

Currently, Refly is fully open and in its early access phase, so you might encounter some usability issues, but we'll fix them right away! If you encounter any errors or other issues, you can copy the troubleshooting code and throw it in our face immediately! We'll follow up with fixes right away! For example, the error below. TraceID is the error code!

Landing Page Error

This situation occurs because Refly's overall login authorization system has changed. Users who previously participated in the beta test and were already logged in will encounter this - just click "Get Started" to log in normally.

6. Get Help & Join Feedback Group

Join the Feishu group:

Follow Refly.AI Official Account for the latest features 👇

Discord 👉 https://discord.com/invite/bWjffrb89h

You can visit the "Contact Us" link to join our beta feedback discussion group, and we'll answer your questions right away!