First steps
This guide covers a user’s first steps in CoeOS. No technical knowledge is required.
1. Sign in and start a conversation
Section titled “1. Sign in and start a conversation”Sign in with the account provided by your administrator. A CoeOS conversation is a thread with the assistant. Group conversations by project (a case, a client) to give them a dedicated document base and memory.
2. The Confidential toggle (the shield)
Section titled “2. The Confidential toggle (the shield)”Every conversation carries a confidentiality shield in the top bar:
- Green (Confidential) — the default state. The conversation only goes to the models your organisation marked safe: models hosted on your premises, or providers under a data processing agreement (DPA) with zero data retention (ZDR). Web search is off. Keep this mode for anything covered by professional secrecy.
- Amber (Open) — you switch explicitly when the content is not sensitive: open routing and web search become available.
Switching to open is only possible if your instance allows it. And it only works one way: a conversation that sent a confidential turn never goes back to open, so its history cannot leave for the open side. For an open topic, start a new conversation. See confidentiality for the full mechanics.
3. Upload a document
Section titled “3. Upload a document”Drag a file into the composer, or use the paperclip. Supported formats: PDF, Word (docx/doc), Excel (xlsx/xls), PowerPoint (pptx/ppt), OpenDocument (odt/ods/odp), CSV, images, text. Text is extracted inside the application (nothing leaves the network); a scanned PDF automatically falls back to OCR. The assistant then reads the document and can summarise it, compare it to your doctrine, extract key points.
4. Agent mode
Section titled “4. Agent mode”Turn on agent mode (dedicated button) to give the assistant its tools: document search (RAG), web search (open mode only, run by the box), workspace files, MCP servers. Without agent mode, the conversation stays a plain chat. See agents.
5. A contract review
Section titled “5. A contract review”For a regulated review (contract, HR policy), CoeOS uses a compartmentalised workflow in three steps (compose → review → validate). It produces a compliance table clause by clause against the firm’s doctrine. The output is a proposal: nothing is exported until you click “Validate”. The AI advises, the lawyer decides.
6. Generate an Office file
Section titled “6. Generate an Office file”Ask for a Word or Excel deliverable (“write the summary as a Word doc”, “put the compliance table in an Excel”): CoeOS generates the file inside the application and attaches it to the reply, ready to download.