---
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 Bot 2.0 (Nexus MVP) - User Manual

## What This Tool Does

**Nexus** is an enterprise-grade AI platform designed for OLIVER Agency and similar organizations. It centralizes artificial intelligence capabilities into a single secure hub, providing three core functions:

1.  **RAG Chat (Retrieval-Augmented Generation):** Ask natural language questions about your company's internal documents. The AI retrieves relevant information from the knowledge base and answers with source citations.
2.  **Personal Assistant:** Access your Microsoft 365 data (emails, calendar, OneDrive files, SharePoint) via secure read-only integration.
3.  **Knowledge Base Management:** A secure admin interface to upload, organize, and manage corporate documents for AI indexing.

## Who Uses It

*   **End Users:** Employees needing quick access to company knowledge or personal productivity tools.
*   **Content Managers:** Administrators responsible for uploading documents, managing the taxonomy (regions/departments), and monitoring system health.
*   **Super Administrators:** IT staff with full access to system configuration, user roles, and backend settings.

## How to Access

1.  **URL:** Navigate to `https://ai-sandbox.oliver.solutions` (or your specific deployment URL).
2.  **Authentication:** Log in using your **Microsoft Entra ID (Azure AD)** credentials.
    *   The system uses a secure **PKCE (Proof Key for Code Exchange)** flow for Single Sign-On (SSO).
    *   No separate password is required; you use your standard corporate login.
3.  **Browser Support:** Optimized for modern browsers (Chrome, Edge, Firefox, Safari).

## Main Workflows

### 1. Chatting with Your Knowledge Base

1.  Navigate to the **AI Chat** section.
2.  Type your question in natural language (e.g., "What is the policy on remote work?" or "Summarize the Q3 financial report").
3.  **Multi-Language Support:** You can ask questions in any language; the response will be generated in that same language.
4.  **Review Sources:** The AI response includes clickable citations linking to the original documents. Click these to view the source material.

### 2. Managing the Knowledge Base (Admins Only)

1.  Navigate to the **Knowledge Base** admin panel.
2.  **Upload Documents:** Click "Upload" and select files (PDF, DOCX, TXT, etc.).
3.  **Tag Content:** Assign the document to a specific **Region** (e.g., UK, US, APAC) and **Department** (e.g., HR, IT). This ensures users only see content relevant to their scope.
4.  **Processing:** The system automatically extracts text, chunks the content, and generates vector embeddings. This may take a few minutes.
5.  **Re-indexing:** If a document is updated, use the "Re-index" button to refresh the data.

### 3. Using the Personal Assistant

1.  Navigate to the **Assistant** tab.
2.  **Calendar:** Ask "What are my meetings today?" to view your schedule.
3.  **Email:** Ask "Summarize unread emails from [Name]" to get quick insights.
4.  **Files:** Ask "Show me recent documents in [Folder Name]" to access OneDrive/SharePoint content.
5.  *Note:* All access is read-only. You cannot delete or modify data via the Assistant.

## Frequently Asked Questions (FAQ)

**Q: Can I ask questions in different languages?**
A: Yes. Nexus supports multi-language queries and responds in the language you used.

**Q: How is my data secured?**
A: Nexus uses Microsoft Entra ID for authentication and JWT tokens for session management. Data is stored in encrypted PostgreSQL and Qdrant databases. CORS policies restrict access to trusted origins only.

**Q: Why is my document taking a long time to process?**
A: Large documents or complex formats (like scanned PDFs) require heavy processing. You will receive a notification when indexing is complete.

**Q: Can I delete my chat history?**
A: Yes, you can clear individual chats from the chat interface.

**Q: What happens if my session expires?**
A: Your JWT token expires after 15 minutes (default). Simply refresh the page or log in again. The system will prompt you to re-authenticate if needed.

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