Index · Guides
Pick a guide.
Each one is a short walkthrough with real screenshots, and many include a 30 to 45 second clip.
01Sign in to Charlo CPSMicrosoft 365 or Google. No passwords to type.2 steps
02Sign in and askFrom the sign-in screen to your first cited answer.Video · 5 steps
03Query the Knowledge AgentScope, ask, and read a cited answer you can trace.Video · 5 steps
04Search with filtersNarrow the knowledge base by container and metadata.Video · 7 steps
05Check citationsTrace every claim back to the exact source passage.Video · 4 steps
06Add a documentLoad a file into a container so Charlo can read it.5 steps
07Update assetsEdit the rate and index tables Charlo draws on.Video · 3 steps
08Rate presetsSource-backed benchmark rates, escalated and localised.Video · 6 steps
09Case study minerTurn a project into a drafted case study in minutes.5 steps
10JSON workflowExport, edit and sync structured report data.Video · 5 steps
11What is MMMThe Modified Monash Model and how Charlo uses it.Explainer · live map
12Sign inThe quick sign-in steps on their own.1 step