Index · Guides
Pick a guide.
Fifteen short walkthroughs with real screenshots, in three groups: General, Knowledge Base and Project Hub.
01 · General
General
Get in, and the one concept worth knowing.
02 · Knowledge Base
Knowledge Base
Ask, filter, check and add to what Charlo knows.
03Query the Knowledge AgentScope, ask, and read a cited answer you can trace.5 steps
04Search with filtersNarrow the knowledge base by container and metadata.7 steps
05Check citationsTrace every claim back to the exact source passage.4 steps
06Add a documentLoad a file into a container so Charlo can read it.5 steps
07Refine an answer with quick actionsAdd a table, chart it, shorten it, check the evidence or type your own instruction, then step back through revisions.8 steps
08Edit tables and charts in an answerClick a cell and type, watch the calculations and the bound chart update, add your own row, delete rows.8 steps
03 · Project Hub
Project Hub
Set up a project, report on it, and run its claims.
09Send a report link to a clientSet up client emails, create a secure PIN-protected link and send it with a ready-made Outlook draft.7 steps
10Cover cards in project reportsWire the cover's headline figures to Commercials, to your own sections, or type them in.3 steps
11Wire Commercials into a reportFeed live cost figures, tables and charts into a project report, and check every connection before you publish.5 steps
12Choose rows in the Financial SummaryPick which cost lines your client sees, combine lines into one, and keep every figure tied to Commercials.6 steps
13Set up a trade breakdown claimGive a commitment a schedule of values so its claims are assessed trade by trade, with subtotals Charlo works out.7 steps
14Assess a progress claimRaise the month's claim, assess it line by line, compare it with the vendor's figures, and certify.6 steps
15Set up a claim certificateAuthor the certificate wording once, set the letterhead, then issue certificates straight from the claims ledger.10 steps