SECURE AI SYSTEMS — USER MANUAL (PLAIN TEXT) Last updated: February 2026 1) OVERVIEW — WHAT THIS IS (AND WHAT IT ISN’T) What this is: • Secure AI Systems is a private, professionally operated AI service designed for people who work with sensitive information. • You open a secure web page, log in, and chat with an AI assistant (like “Sal” or “Hal”) the same way you would with a typical chat AI. • You can optionally add your own documents (“Knowledge”) so the assistant can answer questions using YOUR material (for example: policies, procedures, manuals, contracts, notes). What this is NOT: • This is not public “free AI.” It is not funded by ads. • This is not a social network, and it is not designed for casual “scrolling.” • This is not a magic mind-reader. If you don’t provide enough detail, it may ask questions or give a general answer. • This is not a substitute for professional judgment. It is a tool to help you think, write, summarize, plan, and learn. 2) SUPPORT Support phone: 1-425-223-4119 Hours: 9:00 AM – 5:00 PM, Monday–Friday, Pacific Time Best time to call: • If you can’t log in • If your chat link doesn’t load • If a feature stopped working (web search, knowledge, images, etc.) • If you think you deleted something important by mistake 3) SERVICE LEVELS (STANDARD vs PROFESSIONAL vs ENTERPRISE) Standard: • Best for everyday writing, summaries, planning, and general assistance. • May have fewer “advanced” features enabled. Professional: • Includes advanced features (example: image generation). • Best for users who want maximum capability. Enterprise: • Designed for organizations. • Typically includes organization-specific setup and support. If you are unsure what level you are on, contact Support. 4) WHAT YOU NEED • A modern web browser (Chrome, Safari, Edge, or Firefox). • Your Secure AI Systems login credentials. • The secure link to your chat window (provided by Secure AI Systems). 5) USING THE BROWSER LINK (OPENING YOUR CHAT WINDOW) 1. Open your browser. 2. Paste the Secure AI Systems link into the address bar. 3. Press Enter. 4. Bookmark the page once it loads, so you don’t have to search for it later. 6) LOG IN 1. On the login screen, enter your email/username and password. 2. Click “Sign In.” If login fails: • Double-check spelling. • Make sure Caps Lock is off. • If you still can’t log in, call Support. 7) CHANGE YOUR PASSWORD (IMPORTANT) You should change your password if: • It was shared with you temporarily • You suspect someone else might know it General guidance: • Use a long password you can remember (a phrase is fine). • Do NOT reuse the same password you use on other websites. Important warning: • Do NOT change “advanced settings” unless Support tells you to. Advanced settings can affect system behavior and reliability. 8) EXIT / LOG OUT When you are done: • Use the “Log out” option (preferred), or • Close the browser tab. If you are on a shared computer: • Always log out. 9) BASIC CHAT USE (THE CHAT WINDOW) How to ask questions: • Click in the message box at the bottom. • Type normally, like you are talking to a helpful coworker. • Press Enter (or click Send). Tips for better answers: • Be specific about what you want: “Summarize,” “Rewrite,” “Explain,” “Draft,” “Make bullets,” “Create a checklist,” etc. • Provide context: who it’s for, what tone you want, and any constraints (length, format, rules). Good examples: • “Rewrite this email to sound calm and professional. Keep it under 150 words.” • “Summarize this document in 10 bullet points for an executive.” • “Turn these notes into a step-by-step checklist.” 10) CHATS AND MEMORY (VERY IMPORTANT) How the system “remembers”: • The assistant remembers what is said INSIDE the current chat. • A new chat is treated like a new conversation. Best practice: • Start a new chat for each separate task. Examples: – A different client – A different project – A different topic – A different document set This prevents confusion and protects your work from getting mixed together. 11) STARTING A NEW CHAT / SWITCHING CHATS • To start a new chat, click “New Chat.” • To return to an earlier chat, select it from the chat list. • Name chats clearly (example: “Client A — Intake Summary”). 12) ADVANCED FEATURES (THE “STAR” ICON) You may see a small star icon for extra features. Common advanced features: • Web search (finds information on the public internet) • Images (Professional plans only) Important notes: • Web search and images usually take longer than normal chat. • If results are slow, wait a moment before clicking again. 13) KNOWLEDGE (YOUR DOCUMENT LIBRARY) What “Knowledge” means: • Knowledge is where you upload documents so the assistant can use them to answer questions. • Example documents: – Policies and procedures – Training manuals – Handbooks – Contracts (where appropriate) – Project notes – FAQs A) Upload Knowledge 1. Open the Knowledge/Document area. 2. Upload your file(s). 3. Wait for processing to finish. B) Sharing Knowledge • Some systems allow sharing a knowledge collection with other users (if enabled). • If you are not sure whether sharing is enabled, ask Support. C) Deleting Knowledge (CAUTION!) Deleting knowledge can remove it permanently. • If you are not 100% sure, do NOT delete. • If you must clean up, delete only what you recognize and no longer need. • When in doubt, call Support first. 14) USING KNOWLEDGE INSIDE A CHAT If you want the assistant to use your uploaded documents: • In the chat box, type: # (the “hash” symbol) • A dropdown list should appear. • Select the knowledge item or collection you want. • Then ask your question. Tip: • If you don’t select the right knowledge source, the assistant may answer more generally instead of using your documents. 15) COPY AND PASTE You can copy/paste safely to move text in and out of the chat. Copying text INTO chat: • Paste your text, then tell the assistant what to do with it. Example: “Summarize this in 5 bullets.” Copying results OUT of chat: • Highlight the response and copy it into your email or document. Tip: • If the text is long, paste it in sections and label them “Part 1,” “Part 2,” etc. 16) USING WEB SEARCH (WHEN ENABLED) What it does: • Web search looks up information on public websites. • Useful for: – Current events – Definitions – General research – Finding public references Important: • Web search results can be wrong or outdated, like any search engine. • For critical decisions, verify key facts with trusted sources. 17) IMAGES (PRO ONLY, WHEN ENABLED) What it does: • Generates images from a text description. Notes: • Images can take longer than text responses. • If you need a professional marketing image, tell the assistant: – size/aspect ratio you want – where you plan to use it (LinkedIn, web banner, flyer) – the tone (professional, playful, modern, etc.) 18) VOICE (IF ENABLED) Some systems include voice input/output. If you see a microphone or speaker option: • You may be able to speak your request instead of typing. If voice doesn’t work: • Check your browser permission settings (microphone access). • Or call Support. 19) QUICK TROUBLESHOOTING A) The chat page won’t load • Refresh the page. • Try a different browser. • Call Support if it still fails. B) I can’t log in • Re-check your credentials. • Call Support for account help. C) My answers seem “off” or unrelated • Start a new chat. • Make your question more specific. • If using Knowledge, press # and select the correct source again. D) I deleted something by mistake • Stop immediately and call Support. • Do not keep clicking or deleting. 20) THE SIMPLEST BEST PRACTICES (PRINT THIS IN YOUR HEAD) • Start a new chat for each new task. • Use # to select Knowledge when you want document-based answers. • Don’t change advanced settings. • When in doubt, call Support.