Help Center
How to set your lab up in Labsistant and keep its inventory accurate. 26 guides, grouped by what you are trying to do.
Getting started
- Invite your team and what each role can do How to invite lab members and what the PI, Researcher, and Junior Researcher roles can each do.
- Set up your lab: import your existing inventory Load your whole inventory in one guided pass from spreadsheets, vendor PDFs, and shelf photos.
- What is Labsistant A two-minute tour of what Labsistant tracks, who uses it, and where everything lives.
Inventory
- Add a reagent Walk through the three-step Add Reagent flow and what each step is asking for.
- Add a sample Record a specimen your lab collected, with its collection date, biohazard flag, and thaw state.
- Add a supply Record consumables like tips, tubes, and gloves, with a reorder threshold that warns you before you run out.
- QR labels and scanning What a container's short code is, how to make a label and stick it on, how to scan it on your phone, and what a scan that finds nothing is telling you.
- Reagents, supplies and samples: which is which How the three item kinds differ and how to pick the right one.
- Requests: ask for an item, answer a request How to ask for an item that is not yours to take, who the request goes to, how to answer one, and what an approval lets the other person do.
- Update, consume, or adjust an item's quantity The difference between pulling, using, adjusting, and closing, and when to reach for each.
Compliance
- Lot numbers, CAS, hazard and expiration What each compliance field is for, why Labsistant never guesses one, and how to record an item whose lot number has not arrived yet.
- Sterile and RNase-free flags What the two handling flags mean, which items carry them, and how marking and restoring them works.
Storage and locations
- Create a storage location Build out your rooms, freezers, shelves, and boxes, and nest them so an item's location actually tells you where to look.
- Grid boxes and numbered slots Turn a location into a rows-and-columns box so every item has an exact position, not just "somewhere in the box".
- Personal, group and lab: who sees what The ownership model behind items and locations, what a manager adds on top of it, and why you can see a colleague's stock but have to ask for it.
Recipes and Make Reagent
- Create and manage recipes Define what your lab makes in-house, write the recipe once, and let it scale to whatever batch size you need.
- Make a reagent from a recipe Prepare a fresh batch in-house, scaled to the amount you want, drawing the inputs down from stock automatically.
Samples and experiments
- Experiments and experiment templates Define a procedure once as a template, schedule runs of it, and draw the materials from stock as you go.
- Samples: collection, thawing and biohazard The sample lifecycle, from collection date through thawing and deriving child samples, with lineage kept automatically.
Importing data
- Import files: CSV, vendor PDFs and shelf photos What you can upload, how to gather it all in one batch, and how the column matching works.
- Review and finish an import Confirm your locations, work the review grid, and finish, including what happens to rows that are not ready.
Edna, the assistant
- Edna, the AI assistant: what it can do Ask about your inventory in plain language, and understand the propose-then-confirm rule that governs every change.
- Let Edna make changes and attach files The PI-only switch that lets the assistant propose changes, and how to import from a document by attaching it in chat.
Plans and account
- Plans and limits What Free, Team, and Lab each include, which features are gated, and how to manage your subscription.
- Your notifications The bell, the notifications page, summary emails, and what to do with a running-out forecast.
- Your profile, timezone and notifications Personal settings, the difference between your timezone and the lab's, and choosing which alerts you get.