Table of Contents
1. Login and Getting Started
The VO system uses Microsoft 365 Single Sign-On. Only authorized company accounts can access the system.
Steps to Log In
- Navigate to vo.atlasconsulting.cn in your browser
- Click the Sign in with Microsoft button
- Enter your Microsoft 365 company credentials
- After authentication, you will be redirected to your dashboard
Figure 1.1: VO Login page with Microsoft SSO and language switcher
2. Dashboard Overview
The dashboard shows a real-time summary of projects, tasks, agent activity, and sales data.
Figure 2.1: Dashboard with stat cards, sales pipeline, charts, and active projects
| Component | Description |
|---|---|
| Stat Cards | Active Projects, Pending Tasks, Agents Online, Meetings This Week |
| Pending My Approval | Tasks awaiting your review — click View All to open the full approvals list sorted by project or assignee |
| Sales Pipeline | Pipeline value split by HK (HKD) and China (CNY) teams |
| Donut Charts | Active Projects and Revenue by Team |
| Active Projects | Table with client, phase, priority, and status |
| Activity Feed | Recent project/task/agent activity |
Figure 2.2: Pending Approvals page with sort by project/user/date
3. Creating a Project
Option A: Create from Meeting Notes
- Click Create from Meeting on dashboard or go to /meeting/new
- Enter notes (min 20 chars) with client, scope, budget details
- Upload supporting documents (PDF, DOCX, XLSX, PPTX, images)
- Click Create Project
Figure 3.1: Create Project from Meeting Notes form
Option B: Manual Job Creation
Go to /new/job to enter all details manually.
4. AI Document Pipeline and Review
Each project follows a structured workflow pipeline with AI-generated documents and multi-model review.
Figure 4.1: Workflow diagram and system architecture
| Phase | Assigned | Depends | Output |
|---|---|---|---|
| Requirement | Calvin, Sarah | - | Requirement Document |
| Budget Review | Chris.Atlas | Requirement | Budget Memo |
| Tech Spec | Chris.Atlas | Requirement | Technical Specification |
| Solution | Hill | Requirement | Solution Design |
| BOM | Lipton | Requirement | Bill of Materials |
| RFQ | Lipton | BOM | Request for Quotation |
| SOP | Lipton | Tech Spec | Standard Operating Procedure |
| Presentation | Gordon | Tech Spec, Solution | Presentation Deck |
| Meeting | Calvin | Presentation | Meeting Agenda |
4.1 AI Generation
When a task is ready, it is assigned to an AI agent (DeepSeek) which generates the document content based on the phase requirements and any uploaded reference documents.
4.2 Multi-Model Review (MoA)
After AI generation, the system runs an automatic review using three parallel AI referees:
- Technical reviewer — checks technical accuracy (DeepSeek)
- Quality reviewer — checks logic and completeness (Agnes AI)
- Business reviewer — checks business value (DeepSeek)
An aggregator then combines their feedback and decides one of three outcomes:
- APPROVE — document is ready for human sign-off
- REVISE — minor changes needed, agent reworks the content
- FLAG — critical issues found, marked for human review
4.3 Human Approval
Tasks marked APPROVED appear in the Pending My Approval section of your dashboard. To review and approve:
- Click Review → on the task card, or click View All to see all pending tasks on the approvals page
- The review modal opens showing the AI-generated document content
- Read the output and optionally add review notes
- Click Approve to confirm, or Revise to send it back to the agent
5. Document Viewer and Export
Figure 5.1: Document viewer with language toggle and export
| Feature | Usage |
|---|---|
| Language Switch | EN / Simplified / Traditional Chinese buttons in toolbar |
| PDF Export | Download a branded PDF document |
| PPTX Export | Generate a PowerPoint presentation |
6. Agent Management
Figure 6.1: Agent grid with status indicators
Status: Green=Online, Yellow=Busy, Red=Offline
Figure 6.2: Direct messaging interface
- Click Message on any agent card
- Send messages - sales agents receive mobile notifications
- Agent replies appear in real-time
7. Calendar Integration
Figure 7.1: Calendar with Outlook sync
- Go to Calendar tab
- Click Sync with Outlook to import meetings
- Click a meeting to create a project from it
8. Architecture Map (Graphify)
The VO system includes an interactive architecture map generated by Graphify, a knowledge graph tool that analyzes the entire codebase and visualizes component relationships.
Key findings from the latest analysis:
- 495 nodes and 952 edges across 28 communities
- Top components: Authentication (vo_auth.py), Database (vo_db.py), AI Pipeline (vo_ai_generate.py), i18n (vo_i18n.py)
- Cross-module bridge:
hybrid_convert()connects 6 different communities - Central monolith: vo-webui.py (83 nodes, Community 0)
Detailed Report: View the Graphify analysis report
Figure 9.1: Graphify knowledge graph showing VO system architecture
9. FAQ
How do I review and approve AI-generated documents?
After AI generation and automatic multi-model review, tasks marked APPROVED appear in the Pending My Approval section on the dashboard. Click Review → to open the review modal, read the document, add notes, then click Approve or Revise.
How do I upload documents to an existing project?
Open the project detail page and click + Upload Document. Supported: PDF, DOCX, XLSX, PPTX, DWG, DXF, EML, JPG, PNG.
Why is a task stuck on pending?
Check dependencies. Example: RFQ waits for BOM to complete first.
How do I regenerate an AI document?
On the project detail page, click the regenerate button on the document card.
How do I end a project?
Click End Project on the project detail page and select a reason.
Where can I see all tasks pending my approval?
Click the View All link in the Pending My Approval section on your dashboard, or navigate directly to /approvals. You can sort by project name, assignee, or date.
How do I view the user guide in another language?
The user guide is available in three languages: English, Simplified Chinese, and Traditional Chinese.
How do I switch the interface language?
Use EN / Simplified / Traditional Chinese buttons in the top navigation bar.