Getting Started
Getting Started with Aimee
A concise orientation to Aimee — what it is, how to log in, and what you can do from the main chat interface.
Signing in
How to sign in with your K3 Microsoft account, and what to do when your session expires.
Contacting support
How to reach the Aimee support team, the support email address to use, and what to include so your issue can be resolved quickly.
Chat
Chat basics
How to start a conversation, send a message, stop a response mid-stream, and use the message action buttons.
Managing conversations
How to organise, pin, find, and manage conversations in the sidebar.
Branching conversations
How to branch off from any message to explore a different direction without affecting the original thread.
Tool cards and result links
What tool call cards are, why they appear in the chat thread, and how to open results directly in Outlook, OneDrive, SharePoint, and other Microsoft 365 apps.
Files & Documents
Attaching files to chat
How to upload a file in the chat composer, supported formats, size limits, and how to preview or remove an attachment.
Documents: upload and view
How to upload a document file, view the document detail page, and download or save a version.
Create and safely revise Excel workbooks
How Aimee creates K3-styled workbooks, inspects existing files, and makes copy-first Excel changes.
Document AI editing
How to ask Aimee to create or edit a DOCX document, and how to review, accept, and reject tracked changes.
Attachment limits, formats, and privacy
The two ways to send files to Aimee, supported formats and size limits for each path, how long attachments are kept, and how to save a file to your OneDrive.
Microsoft 365
Microsoft 365 tools in chat
How to enable Microsoft 365 tools and ask Aimee to access your email, calendar, OneDrive, and SharePoint data.
Microsoft 365 capabilities in detail
A full breakdown of every Microsoft 365 action Aimee can take on your behalf: Outlook, Calendar, OneDrive, SharePoint, Teams, org chart, people, and tasks.
Email compose
How to ask Aimee to draft a new email or reply, review the draft in the email action card, and send or keep it in Outlook.
Email action states and troubleshooting
How to read the email action card status badges, what to do if a send fails, and how to recover when the email compose feature is unavailable.