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Installation and user guide

Everything you need to install OfficeCrew, activate your trial and start using it.

System requirements

  • Operating system: Windows 10/11 or Windows Server 2019 and later (64-bit).
  • With cloud models: a 4-core CPU, 8 GB RAM and 10 GB free disk are enough.
  • With local models: an NVIDIA GPU is recommended. See the Offline edition page for hardware tiers.
  • Users connect from any computer on the network with a browser (Edge, Chrome, Firefox).

Installation

  1. Register and verify your email address. Your trial key arrives by email and is also shown on My account.
  2. Download the installer (Setup.exe) from My account.
  3. Run it on the computer that will act as the server. No administrator rights are needed; the app installs into the user's profile.
  4. When setup finishes, the OfficeCrew icon appears in the system tray and the server starts in the background.

First sign-in

  1. Double-click the OfficeCrew shortcut on the desktop or in the Start menu: the app opens in your browser. You can also open http://localhost:8080 yourself.
  2. On first run a random password is created for the administrator account. It is in %LocalAppData%\OfficeCrew\state\FIRST-RUN-PASSWORD.txt.
  3. Change the password after signing in.

Activating your trial key

On first start the app asks for a trial or license key. There are three ways to activate:

  • Activation code by email: if you received the setup file by email from us or a partner, the same email contains an activation code. In Admin → Settings → License, click I have an activation code and paste it. No internet connection is needed; the trial ends on the date in the code.
  • Online activation (recommended): enter the key and click Activate online. The app contacts our server once and tells you before it does. It sends the key, the computer name and an anonymous machine ID. Your chats and documents are never sent.
  • Offline activation: if you do not want any internet contact, choose Activate offline. The app shows a request code. Send it to us and we give you an activation code, or we activate the installation on site.

After activation the app checks the key locally and never needs to contact us again. With a key, the 30-day trial starts at the first activation.

Choosing a model

During the trial, choose one of two options in Admin → Settings and Admin → Models. For customer installations we set this up together with you.

  • Your own API key: enter an Anthropic, OpenAI, Google Gemini, Groq, Mistral or Cerebras key under Cloud keys and activate a model.
  • Local model: install the built-in llama.cpp engine, download a model and activate it. No data leaves your computer.

Offline use

  1. We do these steps with you at the first installation. While the computer is online, install the engine under Settings → Local engine.
  2. Download and activate the model that suits your hardware under Models.
  3. Run Settings → Tool-calling test to check that the model uses tools correctly.
  4. Click Settings → Offline use → Prepare for offline use to download everything needed, then turn offline mode on and click Run self-check.
  5. Optionally allow exceptions such as Microsoft 365 mail or safe web search. Every connection is logged.

Users and roles

  • Admin: the company's IT staff. Manages users, departments, agents and documents.
  • User: chats with the agents they are allowed to use. LDAP/Active Directory sign-in is supported.

Platform settings such as the engine, models, offline mode and cloud keys are set up with our support.

Organization and agents

  1. Open Admin → Organization. Units form a tree with Company at the top.
  2. Click Propose with AI and describe the company in a few sentences (industry, size, departments). The AI drafts the units, a manager agent for each unit and the department agents with their instructions. Edit the draft, then click Apply to organization. Existing units and agents are reused; nothing is deleted.
  3. Give each unit its people and check its manager agent. People can use the agents of their own unit and of every unit below it.
  4. Give work to a manager agent: it splits the job, hands the parts to its own department agents and the units below, checks the answers and replies with one result.
  5. How deep tasks may be passed down, and how many per turn, is set under Delegation limits.
  6. On a unit, Schedule weekly report has its manager agent collect the reports of the units below and file the unit's report every week. Read reports with the Reports button in the chat.
  7. On the top unit, Schedule daily executive briefing has the CEO agent prepare a briefing every weekday. The scheduled briefing only gathers information. In a chat, when you ask, the CEO agent has the responsible unit's manager agent carry out the action and reports what was done. Remember to enable it on the Agents tab.

Skill Builder

Skill Builder turns a file your team builds by hand (an order list, a report, a form) into a reusable, verified skill.

  1. Open a chat with the Skill Builder agent. Give it the finished output file, the input file that produced it and what you want automated. If you have a second pair from another period, add it too: the rules are tested against it separately.
  2. The agent analyses the files with scripts and works out the rules. Every rule must carry evidence: the cells or paragraphs in your file it comes from.
  3. Where the data can't explain something, it asks you: with concrete evidence, at most seven questions at a time. Your answer is recorded as the rule's source.
  4. The output is rebuilt from scratch and compared with the original. The loop continues until every difference is explained.
  5. You review and approve the report. Nothing is packaged without your approval.
  6. The skill is registered only after it passes seven gates checked by the platform: G0 input, G1 analysis, G2 evidence for every rule, G3 back-generation, G4 your approval, G5 acceptance tests, G6 a clean-room run in an empty folder that must reproduce your file exactly.
  7. The rules live in one file. To change a rule you update the rule, not the code, and the skill goes through the same gates again.

Updates

The app checks this website for new versions and installs them automatically. You can also check by hand with Check for updates… in the tray menu, or stop automatic updates with Pause auto-updates.

When the trial ends

After 30 days the app shows a Trial ended screen. You can still view and export your existing chats and files, but you cannot start new chats. Contact us for a full license and enter the license key on the same screen.