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Search and update your Handbook

Find the right Handbook guidance with semantic search, make a targeted change, and independently review the result.

Use an Octavus Agent to find the right Handbook guidance, make a focused update, and verify that the change landed cleanly.

A walkthrough of semantic Handbook search, a targeted update, and an independent review.

Search for the right guidance

Ask your Agent where the Handbook covers a topic, such as sales forecasting. The Agent can perform semantic search across the Handbook, regardless of its size, and return the most relevant sections.

Semantic search helps you start from the existing operating guidance instead of guessing which page or wording to change.

Make a targeted update

After you identify the relevant guidance, ask the Agent to make the specific change you need. In the walkthrough, the requested methodology update adds MEDDPIC.

The Agent finds the relevant Handbook page and makes the focused edits there. This keeps the change connected to the operating guidance it updates.

Verify the change

Ask the Agent to run an independent review after the edit. The review checks that the update and edits landed cleanly.

Keep the Handbook useful

Use the Handbook for shared operating knowledge: systems, processes, decisions, and the terms your organization uses. Keep one-off task updates in the work itself rather than treating them as permanent Handbook guidance.