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Sophia AI - Setup

Cloud

Overview

Sophia is exclusively available as a managed service through RESTHeart Cloud in the dedicated tier. The SoftInstigate team handles the entire infrastructure setup — you don’t need to install or configure any software.

Prerequisites

  • MongoDB Atlas — for document storage and vector search (Atlas Vector Search index on textSegments)

  • AWS account — for Bedrock model access (Claude family, Amazon Nova, NVIDIA Nemotron) and Titan Embed v2

Getting Started

Contact support@restheart.com to request a dedicated service with the Sophia plugin.

The SoftInstigate team will guide you through:

  1. AWS Bedrock configuration — IAM user with the required Bedrock and Marketplace permissions, access keys, and Bedrock Marketplace subscription for the LLMs and Titan Embed v2 you intend to use

  2. MongoDB Atlas vector index — vector search index on the textSegments collection (Titan Embed v2 produces 1024-dimensional embeddings, cosine similarity)

  3. Initial admin account — your first administrator user, used to log in to the admin panel

  4. Initial agent setup — a starter agent with prompt template, tag filters, and a default knowledge base

After Setup

Once the service is provisioned, you can:

  • Log in to the Admin Panel at /admin to manage contexts, upload documents, configure agentic and collaborative options, manage users and API tokens, and monitor costs and chat history — see the Administrator Guide

  • Share the chat URL with your users — see the User Guide

  • Connect AI clients via MCP — see Sophia MCP Server

Supported Document Formats

Sophia accepts a wide range of formats out of the box:

  • Plain text & markup: .txt, .md, .html, .xml

  • Office: .pdf, .docx, .xlsx, .pptx, .doc, .xls, .ppt, .rtf

  • Open document: .odt, .ods, .odp

  • Apple iWork: .pages, .numbers, .key

  • eBook: .epub

  • Source code: .java, .kt, .py, .js, .mjs, .ts, .go, .rs, .swift, .cs, .cpp, .cc, .c, .h

UTF-8 encoding is recommended for all text-based files.