---
auto_generated: true
created: 2026-05-18
manual_updated_at: 2026-05-18
modified: 2026-05-18
name: User_Manual
status: active
tags:
- client/oliver
- domain/ai
- tech/azure-ad
- tech/rag
- type/sop
type: sop
---

# Oliver AI Assistant - User Manual

## What This Tool Does

Oliver AI Assistant is an intelligent workplace assistant designed to help users manage information, automate workflows, and retrieve knowledge efficiently. Key capabilities include:

- **AI-Powered Chat**: Natural language interface for asking questions about your documents and data.
- **SharePoint Integration**: Automatic synchronization of files and folders from Microsoft SharePoint to a centralized knowledge base.
- **Vector Search**: Semantic search capabilities allowing you to find relevant information based on meaning, not just keywords.
- **Document Processing**: Upload, process, and index documents for quick retrieval.
- **Productivity Tools**: Assists with drafting, summarizing, and organizing tasks.

## Who Uses It

- **Employees/Staff**: To quickly find answers to questions, access company documents, and automate repetitive data tasks.
- **Knowledge Managers**: To oversee the synchronization of content from SharePoint and ensure data integrity.
- **Administrators**: To manage users, configure system settings, and monitor system health and analytics.

## How to Access

1. **URL**: Navigate to the deployed Oliver AI Assistant URL provided by your IT department (e.g., `https://oliver.yourcompany.com`).
2. **Login**: Use your corporate SSO credentials to log in.
3. **Interface**: You will see a main dashboard with:
   - A chat input area at the bottom.
   - A sidebar showing recent conversations or shared resources.
   - A navigation menu for Admin settings (if permitted).

## Main Workflows

### Workflow 1: Chatting with Oliver

1. **Start a Conversation**: Type a question or command in the chat box at the bottom of the screen.
2. **Send Message**: Press `Enter` or click the Send arrow.
3. **Wait for Response**: Oliver processes your request, potentially querying the vector database or API services.
4. **Review Results**: Read the AI-generated response, which may include text, links, or summaries.
5. **Follow Up**: Ask clarifying questions to refine the answer.

### Workflow 2: Sharing and Syncing Documents

1. **Upload**: Click the "Upload" button in the chat or dedicated documents section.
2. **Select Files**: Choose PDFs, DOCX, TXT, or other supported formats from your local device.
3. **Process**: The system will automatically chunk and embed the document.
4. **Query**: Ask Oliver about the content immediately after processing. Example: "What are the key points in the document I just uploaded?"

### Workflow 3: Managing SharePoint Sync (Admins)

1. **Navigate to Admin**: Click the Admin icon in the sidebar.
2. **Go to Sync Settings**: Select "SharePoint Sync" from the admin menu.
3. **Configure Folder**: Enter the SharePoint folder URL and credentials if not already set.
4. **Trigger Sync**: Click "Sync Now" to force a manual synchronization.
5. **Monitor Status**: Check the sync log for errors or completion status.

## FAQ

### Q: Why is Oliver taking so long to respond?
A: Complex queries involving large document sets or heavy processing may take longer. For immediate responses, try rephrasing your question to be more specific.

### Q: Can I delete a chat history?
A: Yes, navigate to the conversation list in the sidebar, hover over the conversation, and click the delete icon.

### Q: Is my data secure?
A: Yes, Oliver AI Assistant uses encrypted connections (HTTPS) and stores data in secure, isolated environments. Sensitive configurations are encrypted at rest.

### Q: How do I troubleshoot sync errors?
A: Check the "Sync Logs" in the Admin panel. If errors persist, ensure your SharePoint credentials are valid and the folder permissions are correctly set.

### Q: What file types are supported?
A: Currently, we support PDF, DOCX, TXT, MD, and CSV files. Contact support for additional format requests.

## Related
- [[01 Projects/Oliver-ai-bot_2.0/USER_MANUAL]]
- [[01 Projects/Oliver-ai-bot_2.0/USER_MANUAL.md]]
- [[01 Projects/enterprise-ai-hub-nexus/USER_MANUAL.md]]
- [[01 Projects/oliver-ai-assistant/USER_MANUAL.md]]