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Voltquant Notes

Learn how to integrate, configure, and customise your AI workflow assistant for seamless automation.

Welcome to the Voltquant AI Colleague documentation site.

Full Documentation Coming Soon

Quick Start

Sign-In/Sign-Out

Once your Organisation has been set-up with Voltquant, you can Sign-in to your account using your Microsoft credentials. We use Microsoft as an authenticator for your security and convenience.

Initial Sign-In Using Microsoft Authenticator

Before You Begin — Download Microsoft Authenticator

This setup requires the Microsoft Authenticator app on your mobile phone. Download it before starting if you do not already have it:

Platform Download Link Notes
Android play.google.com — Microsoft Authenticator Search ‘Microsoft Authenticator’ in Google Play
iOS (iPhone) apps.apple.com — Microsoft Authenticator Search ‘Microsoft Authenticator’ in App Store

1. Open Voltquant

Navigate to our Web App and click the Login With Microsoft button to begin.

https://ai-colleague.voltquant.uk/login
Voltquant Login Screen
Login With Microsoft Button

2. Enter Your Email

You will be redirected to the Microsoft sign-in page. Enter your work email address in the Email, phone, or Skype field and click Next.

Microsoft Email Input
Microsoft Email Input — Next

3. Passkeys / Security Key Prompt

Microsoft may prompt you to use a passkey or security key. If you have a passkey saved on your phone, scan the QR code shown. If not, click Cancel and continue with your password or PIN.

Passkey Prompt

4. Face, Fingerprint, PIN or Security Key

Action required in app — Your device will open a security window. Follow the on-screen instructions — this may be Face ID, fingerprint, or PIN depending on your device.

Device Security Prompt
Device Security — Step 1
Device Security — Step 2

5. Connecting to Your Device

The browser will show Connecting to your device with a progress indicator. Wait for this to complete — no action needed on your part.

Connecting to Device

6. Stay Signed In?

Microsoft will ask if you want to stay signed in. Since this is a first login, it is recommended to click No to keep your session secure. You can change this preference in future.

Stay Signed In Prompt

7. Grant Voltquant Permissions

A permissions screen will appear from VOLTQUANT (voltquant.onmicrosoft.com). This is expected and legitimate. Click Accept to allow Voltquant to access your profile data.

Voltquant Permissions Screen

8. More Information Required

Microsoft will inform you that your organisation requires additional security info before proceeding. Click Next to begin setting up multi-factor authentication (MFA).

More Information Required

9. Install Microsoft Authenticator

Action required in app — The setup wizard will prompt you to install Microsoft Authenticator. If you have already downloaded the app (see prerequisites above), click Next to continue.

Install Authenticator Prompt

10. Set Up Account in the App

Action required in app — Open Microsoft Authenticator on your phone. Tap the + button, select Work or school account, and allow notifications if prompted. Return to the browser and click Next.

Set Up Account in App

11. Scan the QR Code

Action required in app — The browser will display a QR code. In Microsoft Authenticator, tap Scan a QR code and point your camera at the code on screen. Once scanned successfully, click Next in the browser.

QR Code Screen

12. Approve the Test Notification

Action required in app — The browser displays a number (e.g. 85). Check Microsoft Authenticator on your phone — a push notification will have arrived. Open it, enter the matching number, and approve the sign-in request.

Test Notification Number Match

13. Authenticator Added

The browser confirms Authenticator Added. Microsoft Authenticator is now your default sign-in method. Click Done.

Authenticator Added Confirmation

14. Voltquant Loads

You are redirected back to Voltquant, which shows a brief Authenticating... loading screen before taking you to your projects dashboard. Setup is complete.

Voltquant Loading Screen

Troubleshooting

Situation What to Do
No passkey / QR code prompt at Step 3 Click Cancel on the passkey screen. You will be prompted for your password or PIN instead.
QR code won’t scan in Step 11 Tap ‘Can’t scan the QR code?’ in the browser to get a manual setup code you can enter directly into the app.
Push notification doesn’t arrive in Step 12 Check notification permissions for Microsoft Authenticator on your phone, or open the app manually to find the pending approval request.
Permissions screen says ‘not shared by Microsoft’ This is expected for third-party apps. As long as the requestor shows VOLTQUANT / voltquant.onmicrosoft.com, it is legitimate.
Already have Microsoft Authenticator Simply add a new Work or school account within the existing app. You do not need to reinstall it.
’Can’t access your account?’ link Use this on the sign-in screen if you have forgotten your Microsoft account credentials — it will guide you through account recovery.

Regular Sign-In

1. Find Us

Using your browser of choice, navigate to our Web App at:

https://ai-colleague.voltquant.uk/login
Sign-In Screen

2. Select ‘Login With Microsoft'

Select the Login button as displayed below:

Login Button

3. Enter Microsoft Credentials

You will be redirected to the Microsoft login screen in a new tab where you can enter your details. On success, you will be redirected back to Voltquant app.

4. Enjoy the app!

On success, you will be able to view your Organisation’s 'Project Page':

https://ai-colleague.voltquant.uk/projects

Sign-Out

1. Select Sign-Out Icon

Navigate to the bottom of the sidebar to find the sign-out icon, as seen below:

Sign-Out Button
Sign-Out Button in App Navbar

2. Confirm Success

When successfully logged out, you will see a confirmation toast confirmation toast in bottom right-hand corner.

Sign-In Success Toast Message

FAQs

How does Voltquant answer my questions?

Voltquant draws on multiple knowledge sources to provide comprehensive, informed responses:

  • Your organisation's knowledge base - Including project documentation, internal databases, and institutional expertise.
  • Industry-specific insights - Leveraging deep understanding of energy markets, quantitative analysis, and sector best practices.
  • Contextual analysis - Combining your specific organisational context with broader industry trends and technical knowledge.

This multi-layered approach ensures responses are both technically accurate and tailored to your specific needs and operational environment.

What is the difference between a Reader, Admin and Super Admin?

A Reader can access:

  • Chat Feature
  • Workflows Feature

An Admin can access all of the above, plus:

  • View Project Controls
  • Add and Remove Users in User Management
  • Add and Delete Files in File Management

A Super Admin can access all of the above, plus:

  • Create Projects
  • Delete Projects
How do I view the sources used to generate an answer?

At the bottom of each answer, there are File Tiles specifying which documents have informed the above answer. If you would like to see which specific section was referenced, please select the File Tile and select the Expand icon next to Document Name.

File Tile
FileTile at bottom of chat answer.
Document Preview Expand.

How do I start a new thread?

Select New Conversation in the sidebar or use the hotkey Cmd+K (macOS) / Ctrl+K (Windows/Linux).

New Conversation
FileTile at bottom of chat answer.