Welcome to Knowledge docs
Short, scannable guides for everything you can do — from your first upload to building a production agent.
Knowledge turns your team's documents into instant cited answers — in your browser, in Word and in Excel. These docs cover the day-to-day workflows. If you're brand new, start with the 30-minute quick start; if you're stuck, jump to troubleshooting.
Get started
30-minute quick start
From sign-in to your first cited answer. The path our most-successful customers take in their first hour.
Your account & plan
What's in each tier, where the quotas live, how to upgrade or change billing.
Work with your documents
Projects & uploads
Organise documents into projects, add new files, replace stale ones, delete safely. Supported file types and OCR.
SharePoint connector
Ingest files and folders directly from SharePoint, track folders that auto-update, plus the security & permission model your admin will want to read.
Search, chat & citations
How retrieval works, when to scope by project, how to verify answers via the citation drawer.
Browser workflows — no Office install needed
Doc review (fact-check)
Upload a Word or PDF document, check every claim against an agent's knowledge base, accept / reject each flagged finding, export the verdict trail to Excel for auditors. Same pipeline as the Word add-in's Verify skill, plus PDF + OCR.
Questionnaires (fill .xlsx)
Upload a security questionnaire / RFP / vendor DDQ. Pick the question column with one click (visual sheet + column preview). Download the same file with answers filled in, formatting preserved.
Automate
Agents — every field explained
System prompt, behavior toggles (strict grounding, source citations), input template, model, top-K, temperature, output mode, JSON schema — what each one does, what to put in it, when to leave the default.
Pick the right model
Standard vs premium tier. When cheap is the right answer. How to A/B two models on the same questions.
Word & Excel add-ins
All 8 Skills explained: Free prompt, Verify (fact-check), Audit, Fill template, Summarize, Translate, plus the Excel questionnaire workflow. Context scopes, output modes, real-world combinations.
Install the add-ins
Step-by-step install instructions for Word and Excel (Microsoft 365), including the M365 admin centre flow for org-wide rollouts.
Team
Invite members & roles
Admins, members, project owners, editors, viewers. Who can see what, who can change what.
Department support (internal chat)
Publish agents as staff departments (IT, HR, Legal…) so employees can ask them from your intranet, SharePoint or Teams — grounded, cited answers from your own documents. Admin publishes & copies a portal link; sensitive content stays in the normal chat.
When things go wrong
Can't find what you're looking for? Email support@olyteck.com with as much context as you can — screenshots, document names, what you expected vs what happened. We read every message and our turnaround on weekdays is typically same-day.