Help Center

How to use the knowledge base

Feed your own documents to the AI so it generates from your business context instead of guessing.

1. 1In the editor toolbar, click the "Knowledge base" button (book icon) next to "Versions" to open the panel.
2. 2Upload documents — PDF, Word, PPT, Excel, CSV, HTML, Markdown, TXT are supported; image-heavy PDFs are OCR'd automatically.
3. 3Once uploaded, the platform indexes them and auto-retrieves relevant passages during generation — no manual referencing needed.
4. 4Turn on "Strict compliance mode" to answer strictly from your docs, pointing to official sources rather than inventing when uncovered.

KB retrieval consumes a small amount of credits per use. PPT projects have no runtime AI, so the KB isn't shown for them.

How to describe requirements and revisions clearly

The more specific you are, the less rework — and the fewer credits spent.

1. 1Start with "who it's for and what problem it solves", then list key pages, features and data fields.
2. 2Provide reference examples, URLs or field lists so the AI aligns with your expectations.
3. 3For revisions, point to the specific page/element and state "what it is now vs. what you want" — avoid vague "make it nicer".
4. 4Break big changes into a few small iterations — steadier and cheaper than rebuilding from scratch.

How to use platform skills

The platform has several AI-invokable capabilities that trigger automatically based on project type and description — no manual switches.

1. 1Document parsing: automatically reads text from your uploaded Word/PDF/PPT/Excel/images (with OCR).
2. 2Knowledge base retrieval: vectorizes your docs and finds relevant passages during generation.
3. 3Web search: fetches up-to-date public info on demand to correct time-sensitive content.
4. 4Document export: report projects can export to Word/PDF in one click.

These are platform-exclusive capabilities; if you download the source to deploy yourself, you'll need to wire up the corresponding services.

How to write a proposal report

"Proposal report" is a project type built for structured long-form reports, producing a full chaptered document.

1. 1Choose the "Proposal report" type when creating a project.
2. 2Describe the topic, key points and target readers; URLs in your description are auto-detected and their content collected as source material.
3. 3Upload research materials (PDF/Word/PPT/Excel/images) when you need more sources — they're used as evidence too.
4. 4After the report is generated, export it to Word or PDF from the top of the preview.

URLs that fail to collect are listed explicitly — sources are never fabricated.

How to roll back a version

The platform auto-saves before each generation, so you can return to an earlier state anytime — and the rollback itself is undoable.

1. 1In the editor toolbar, click the "Versions" button (clock icon) to open the version panel.
2. 2You'll see auto snapshots (created before each generation) and versions you saved manually.
3. 3Click "Restore" on a version and confirm; your current code is auto-saved first, so you can undo the rollback.
4. 4At important milestones, save a version manually with a note to find it later.

Rollback is unavailable while a generation is in progress — wait for the current round to finish.

How to use search

Let the AI reference the latest information from the web to avoid stale content.

1. 1In the chat input area, click the "Web search" button (globe icon) to open the search panel.
2. 2Enter keywords, review the results and sources, then click "Merge into request" to bring them into the chat.
3. 3You can also tick web search during the analyze/plan stage so the AI references real-time info directly.

Web search consumes credits per query and only appears once the platform has web access enabled.