Aimee/Help Centre/Getting Started with Aimee
Getting Started

Getting Started with Aimee

Updated 2026-06-01·5 min read

A concise orientation to Aimee — what it is, how to log in, and what you can do from the main chat interface.


What is Aimee?

Aimee is K3 Advisory Group's internal AI assistant. You can use it to answer questions, summarise documents, draft emails, search your Microsoft 365 data, and more — all from a single chat interface.

Creating your account

Getting started takes under two minutes. Navigate to the Aimee app URL provided by your organisation and sign in using Microsoft single sign-on (SSO) with your K3 work email.

Important

You must use a K3 domain account. External accounts are not permitted.

Navigating the chat interface

Once logged in you will land on the main chat interface. Key areas:

  • Chat input area — type your question or prompt here.
  • Attach/Add button — upload a file or toggle Microsoft 365 tools on or off.
  • Send button — submit your message.
  • "Start a new task" button (sidebar) — opens a fresh conversation.
  • Theme toggle (top right) — switch between light and dark mode.
  • Sidebar collapse icon — show or hide the conversation sidebar.
  • Conversation search bar — filter your previous chats.
  • Conversation history — grouped conversations listed in the sidebar.
  • User profile section (sidebar footer) — sign out.
Aimee chat interface overview with labelled UI areas

Next steps

You are up and running. Use the related articles below or browse the help centre to explore specific workflows.

Still have questions?

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