User Manual

1. Getting Started

2. Having a Conversation

The chat interface works like a professional AI assistant focused on financial topics.

Feature	How to use
Send a message	Type in the text box and press Enter or click the send button (↗).
New line	Press Shift + Enter to add a line break without sending.
Quick-start chips	On the welcome screen, click any of the suggested topic chips to instantly start a conversation on a common financial topic.
New conversation	Click the + button at the top of the sidebar to start a fresh conversation.
Switch conversations	Click any conversation in the left sidebar to open it. Your full history is preserved.
Delete conversation	Hover over a conversation in the sidebar and click the trash icon that appears.
Stop a response	Click the red Stop button (square icon) while Omniaifin is generating to halt the stream immediately.
Copy a response	Hover over any assistant message and click the copy icon that appears beneath it.

3. Voice Input & Speech Output

4. Attaching Files

Omniaifin can read and analyse documents you attach directly to a message.

1. Click the paperclip (📎) icon in the input bar.
2. Select one or more files from your device. Supported formats: images, PDF, TXT, CSV, JSON, Markdown, DOCX, HTML.
3. Chips appear above the text box confirming the files are attached.
4. Type your question (e.g. "Summarise this document" or "Find the compliance issues in this file") and press Send.
5. Omniaifin reads the file content and responds in context.

Note: File uploads in chat are separate from the Knowledge Base documents in the Admin Panel. Chat attachments are per-message; KB documents are permanent and available to all RAG queries.

5. Setting Up Your Workspace

A Workspace is a private, company-level environment. It holds your Knowledge Base documents and your team users. Only the Owner (the person who created the workspace) can access the Admin Panel.

6. Knowledge Base & Documents

The Knowledge Base is what makes Omniaifin answer questions specific to your organisation. When you upload a document, Omniaifin:

1. Extracts the full text from the file.
2. Splits it into small overlapping chunks.
3. Creates an AI embedding (vector) for each chunk.
4. At chat time — finds the most relevant chunks for the user's question and injects them into the AI's context window (RAG — Retrieval-Augmented Generation).

Document Statuses

Status	Meaning
processing	File is being read, chunked, and embedded. Usually completes in seconds to a few minutes depending on file size.
ready	Fully processed. All chunks are indexed and the document actively contributes to chat answers.
failed	Processing encountered an error. Hover the status badge to see the error message. Try re-uploading the file.

Allowed Roles

When uploading, you choose which roles can see a document's content in chat answers:

• Admin only — sensitive internal strategy documents.
• Admin + Employee — operational documents for staff.
• All roles — public-facing content customers can also see.

Upload Limits by Plan

Plan	Max Documents	Max File Size	Team Members
Free	2	10 MB	2
Silver	5	25 MB	5
Gold	20	100 MB	20
Platinum	50	200 MB	50
Enterprise	200	500 MB	200

7. Managing Users & Roles

Add colleagues to your workspace from Admin → Users. The person must have signed in to Omniaifin at least once (so their account exists) before you can add them by email.

Role	What they can do	Documents visible
Admin / Owner	Full access — manage documents, add/remove users, change roles, view contact messages, access all admin pages.	All documents (admin, employee, customer tiers).
Employee	Chat only. No admin access. Receives detailed, operational-level answers.	Documents marked for employee or customer access.
Customer	Chat only. No admin access. Receives simplified, customer-friendly answers.	Only documents explicitly marked for customer access.

Important: Users added by you (subordinates) will not see the Admin Panel button in their sidebar — they only see the chat interface. Only you, the workspace owner, have admin access.

8. Plans & Billing

Omniaifin offers multiple subscription tiers. View and upgrade from the Plans page.

Plan	Messages/Day	Docs	File Size	Users	Features
Free	20	2	10 MB	2	Basic chat, standard speed
Silver	100	5	25 MB	5	File uploads, image analysis, faster speed
Gold	500	20	100 MB	20	Priority speed, all features, voice TTS
Platinum	Unlimited	50	200 MB	50	Dedicated support, highest priority
Enterprise	Unlimited	200	500 MB	200	Custom integrations, SLA, dedicated onboarding

To upgrade: go to Plans, select your plan, and complete the payment form. Your new limits activate immediately.

To view your current plan and usage: go to My Plan.

9. Frequently Asked Questions

10. Contact & Support