---
auto_generated: true
created: 2026-05-18
manual_updated_at: 2026-05-18
modified: 2026-05-19
name: User_Manual
status: active
tags:
- client/oliver
- domain/ai
- status/active
- tech/azure-ad
- tech/fastapi
- tech/react
- type/sop
type: sop
---

# AC Tool User Manual

## What This Tool Does

AC Tool is a comprehensive platform for managing creative deliverables, specifically designed for media production and advertising workflows. It automates the extraction of data from spreadsheets, analyzes content using AI models (OpenAI, Google Gemini, Anthropic), and consolidates results into structured CSV outputs. The tool supports multi-client environments, custom dropdowns, and real-time collaboration.

### Key Features:
- **AI-Powered Spreadsheet Analysis**: Upload Excel/CSV files to extract and classify deliverables automatically.
- **Multi-Provider AI Integration**: Switch between OpenAI, Google Gemini, and Anthropic Claude models for analysis.
- **Client Management**: Manage multiple clients with custom categories and media types.
- **Real-Time Job Tracking**: Monitor AI processing jobs with live progress updates and cost tracking.
- **Emergency Access**: Bypass SSO for emergency situations using token-based login.

## Who Uses It

- **Media Production Managers**: Track deliverables across multiple projects and formats.
- **Advertising Agencies**: Manage client-specific dropdowns and categories.
- **Content Teams**: Automate data extraction from large spreadsheets.
- **Administrators**: Manage users, clients, and system configurations.

## How to Access

### Standard Login
1. Navigate to `https://ai-sandbox.oliver.solutions/ac-helper/`
2. Click "Sign In" in the top right corner.
3. Authenticate via Azure AD (SSO) using your organizational credentials.

### Emergency Access
1. Navigate to the login page.
2. Look for the "Emergency Access" link (visible only when EMERGENCY_TOKEN is configured).
3. Enter the emergency token and user credentials provided by your administrator.

### API Access
- REST API endpoints are available at `/ac-helper/api/`
- WebSocket updates at `/ac-helper/ws/`
- Use the `ac_access_token` stored in sessionStorage for authentication.

## Main Workflows

### 1. Managing Clients
1. Go to the "Clients" section.
2. Click "Create Client" to add a new client.
3. Enter the client name and save.
4. Configure custom dropdowns and categories for the client (Admin only).

### 2. Uploading and Processing a Spreadsheet
1. Navigate to "Jobs" or the upload area.
2. Click "Upload File" and select your Excel/CSV file.
3. Choose the AI model configuration (optional).
4. Click "Process" to start the job.
5. Monitor progress in real-time via the job card.
6. Download the resulting CSV once the job completes.

### 3. Managing Sheets
1. Go to "Sheets" to view all saved spreadsheets.
2. Click on a sheet to load it into the editor.
3. Edit deliverables manually if needed.
4. Click "Save" to persist changes.
5. Use "Duplicate" to create a copy of an existing sheet.

### 4. Viewing Job History
1. Navigate to the "Jobs" section.
2. Filter by status, client, or date.
3. Click on a job to view details: cost, tokens used, latency, and results.

## FAQ

**Q: How much does AI processing cost?**
A: Each job displays its total cost in USD. You can configure minimum success thresholds to stop processing early if costs exceed limits.

**Q: What AI models are supported?**
A: Currently supports OpenAI (gpt-4.1), Google Gemini (gemini-2.0-flash-exp), and Anthropic Claude (Opus, Sonnet).

**Q: Can I use the tool without Azure AD?**
A: Yes, if your administrator has configured an EMERGENCY_TOKEN. Contact your admin for access.

**Q: How do I handle large files?**
A: The tool supports large uploads, but processing time and token usage will increase. Consider splitting large files into smaller batches for better performance.

**Q: Is data stored securely?**
A: Yes, all data is stored in a PostgreSQL database with encrypted connections. Access is controlled via Azure AD and role-based permissions.

**Q: Can I export my data?**
A: Yes, all sheets can be exported as CSV, and jobs include downloadable result files.

## Related

- [[01 Projects/ac-helper/USER_MANUAL]]
- [[01 Projects/ac-helper/USER_MANUAL.md]]