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Getting StartedQuickstart

Getting Started

Add a provider key, open a note, and ask the assistant for something. The whole setup takes about two minutes.

Prerequisites

  • A current version of Chrome, Firefox, Safari, or Edge.
  • An API key for at least one supported provider. A Google Gemini key covers the default model path and retrieval.

First Time Setup

1. Add a Provider Key

Open Settings → AI Models and paste a key for the provider you use:

Google (Gemini) AIza... OpenAI sk-... Anthropic sk-ant-... DeepSeek sk-... OpenRouter sk-or-...

Keys can be saved or removed per provider. Without a key the editor still works, but AI features will not run. OpenRouter gives you access to models the other four providers don’t offer.

2. Add a Tavily Key for Web Search (Optional)

Rosetta uses Tavily for live web search when the assistant needs current information that is not in your sources or PubMed. Add the key under Settings → Tavily web search. You can also provide it through the VITE_TAVILY_API_KEY environment variable for local development. Without a Tavily key the rest of the app works normally, and the assistant skips web search.

3. Sign In (Optional)

Signing in syncs your settings, scheduled tasks, and workspace records across browsers. Signed out, everything stays in the browser’s local storage on that machine. Both modes work; sign in when you want your workspace available on more than one machine.

4. Learn the Interface

  • Left sidebar: Projects, Templates, Smart Phrases, and Slash Commands.
  • Center: the note editor, with a tab strip showing open notes, the autosave timestamp, save history, and the template menu.
  • Right sidebar: Revisions, Workflows, RAG sources, and Reasoning.

Basic Workflow

  1. Create a project, or open one. Each project carries a specialty and a care context (Internal Medicine and Outpatient by default) that shape AI output for its notes.
  2. Open a note and apply a template from the template menu if you want a fixed structure.
  3. Write. Autosave runs continuously, and the timestamp in the tab strip shows the last save.
  4. Add reference material in the RAG panel so answers can cite your own sources.
  5. Ask the assistant in chat, or select text and right-click to run an agent on just that selection.
  6. Review each pending suggestion in the editor and accept or reject it. Nothing changes your note until you accept it.

For a worked example of steps 4 through 6, see First Document.

Synthetic Cases

You do not need a real chart to try Rosetta. Ask the assistant in chat to create synthetic cases and it will draft the notes and store them as a project:

Create a project of 5 synthetic inpatient cases for internal medicine, each with an H&P and a progress note.

Keyboard Shortcuts

ShortcutAction
Ctrl/Cmd + SSave the current note, or the template in the template editor
Ctrl/Cmd + WClose the current note tab
EscClose the settings panel
/Slash commands in the editor

Smart phrases expand as you type. For example:

.hpi → History of Present Illness:

Press Enter or Tab to accept the expansion, or Esc to dismiss it.

If Something Goes Wrong

Most problems trace back to a missing key or an excluded source. See Troubleshooting for the common errors and their fixes.