OverShoulder comes with thousands of expert how-to guides spanning software tools, investing, tax filing, legal basics, and more. When you ask a question, our AI retrieves the most relevant step-by-step instructions in real-time — giving you verified, accurate answers instead of generic AI guesses.
Your question goes through a 5-stage intelligent pipeline that combines screen context, semantic search, and automatic web fallback — so you always get the best answer available.
Identifies which app you're using from your shared screen — Photoshop, Excel, HomeTax, or any supported tool.
Your question is enriched with window title & URL from the screen. Even "what do I do next?" becomes a precise query.
Enriched query is vector-embedded and matched against 22,000+ guide chunks via pgvector cosine similarity.
No pack match? OverShoulder auto-searches the web with the enriched query — so you still get real-time info.
Best-matching guide or web result injected into AI context — verified steps, not hallucinated guesses.
Ask a how-to question with screen sharing on, and Active Guide takes over. The AI watches your screen and automatically advances to the next step as you complete each one — no typing "next" or "and then?" required. Powered by Knowledge Packs for verified, accurate instructions.
Each pack contains expert-written how-to guides covering the most common tasks, features, and workflows. Guides are structured as step-by-step instructions with tips and common mistakes.
360 guides · 2,469 segments
Image editing, layers, masks, retouching, color correction, selections, filters, export formats, text effects, and compositing.
Sample Guides
+ 352 more guides
299 guides · 1,671 segments
Formulas, pivot tables, charts, data validation, conditional formatting, VLOOKUP, macros, and data analysis.
Sample Guides
+ 291 more guides
275 guides · 1,787 segments
Text formatting, styles, templates, tables, mail merge, references, track changes, headers, and document export.
Sample Guides
+ 267 more guides
235 guides · 1,634 segments
Databases, templates, views, relations, formulas, project management, wikis, and integrations.
Sample Guides
+ 227 more guides
219 guides · 1,536 segments
Auto layout, components, variants, prototyping, design systems, plugins, collaboration, and asset export.
Sample Guides
+ 211 more guides
200 guides · 1,133 segments
Functions, data validation, dropdowns, IMPORTRANGE, sorting, filtering, charts, and collaboration.
Sample Guides
+ 192 more guides
200 guides · 1,109 segments
Animations, slide design, transitions, slide master, charts, SmartArt, video embedding, and export.
Sample Guides
+ 192 more guides
160 guides · 869 segments
Design templates, background removal, text effects, animations, brand kits, resizing, and social media content.
Sample Guides
+ 152 more guides
130 guides · 848 segments
Messaging, channels, threads, file sharing, notifications, huddles, apps, integrations, and workspace management.
Sample Guides
+ 122 more guides
130 guides · 854 segments
Formatting, tables, headers, page layout, comments, collaboration, add-ons, and document templates.
Sample Guides
+ 122 more guides
120 guides · 821 segments
Meeting setup, screen sharing, recording, breakout rooms, virtual backgrounds, scheduling, and settings.
Sample Guides
+ 112 more guides
200 guides
Brokerage navigation, order types, P/E ratios, fundamental & technical analysis, portfolio management, dividends, and 401(k) investing.
Sample Guides
+ 196 more guides
250 guides · CFA-Level
Financial statement analysis, equity valuation, DCF modeling, fixed income, risk management, and economic indicators at CFA exam level.
Sample Guides
+ 246 more guides
150 guides
Form 1040 navigation, deductions, credits, TurboTax walkthrough, self-employment taxes, capital gains, and amended returns.
Sample Guides
+ 146 more guides
100 guides · Korean
Year-end tax settlement, comprehensive income tax, HomeTax navigation, property tax, and financial income taxation guides — all in Korean.
Sample Guides
+ 96 more guides
120 guides
Retirement accounts, portfolio strategies, dollar-cost averaging, passive investing, and 401(k)/IRA management.
Sample Guides
+ 116 more guides
100 guides
Safely buying, storing, and managing crypto — wallet security, exchange navigation, DeFi lending, staking, and blockchain basics.
Sample Guides
+ 96 more guides
120 guides
Lease agreements, tenant rights, small claims, consumer rights, copyright, employment law, and when to get a lawyer.
Sample Guides
+ 116 more guides
100 guides · EN/KO
Mortgage basics, house hunting, making offers, inspections, closing process. Includes Korean housing guides for Jeonse/Wolse leases and public housing subscriptions.
Sample Guides
+ 96 more guides
80 guides · EN/KO
Plan selection, reading EOBs, filing claims, HSA/FSA management, open enrollment, and Korean national health insurance guides.
Sample Guides
+ 76 more guides
65 guides
Auto loans, lease vs. buy decisions, insurance, negotiation tactics, trade-in value, and total cost of ownership.
Sample Guides
+ 61 more guides
60 guides · EN/KO
Repayment plans, IDR comparison, PSLF, refinancing, FAFSA, and Korean student loan / national scholarship guides.
Sample Guides
+ 56 more guides
85 guides · EN/KO
Complete guide to using OverShoulder — setup, screen sharing, AI models, privacy modes, Memory Box, knowledge packs, and troubleshooting.
Sample Guides
+ 79 more guides
Built on PostgreSQL + pgvector for production-grade semantic search at scale.
Anyone can create knowledge packs — for your internal tools, industry expertise, or professional domain. Publish guides that help thousands of users get real-time AI guidance tailored to your exact processes.
Write step-by-step guides in our JSON format. Each guide includes a summary, numbered steps with instructions and tips, keywords, and difficulty level. See our open-source schema and examples on GitHub.
Submit your pack via GitHub Pull Request or email. Include a pack.json manifest with app identifiers, category, and guide count. We accept packs of any size — from 20 guides to 500+.
Our team reviews for accuracy, completeness, and safety. Financial/legal packs are reviewed by domain specialists. Typical review takes 3-5 business days. We provide feedback if changes are needed.
Our pipeline chunks each guide into step-level segments, generates vector embeddings (OpenAI text-embedding-3-small, 1536d), and indexes them in PostgreSQL + pgvector with HNSW for fast semantic search.
Indexed guides go live instantly. When users ask relevant questions, your pack's guides are retrieved via cosine similarity search and injected into AI context. You're credited as the pack author.
knowledge-packs/
your-pack-id/
pack.json ← manifest
guides/
guide-slug-1.json
guide-slug-2.json
...{
"id": "your-pack-id",
"name": "Your Pack Name",
"description": "What this pack covers.",
"metadata": {
"appIdentifiers": ["AppName", "app.com"],
"category": "software",
"languages": ["en"],
"guideCount": 50
}
}{
"id": "your-pack-id-guide-slug",
"title": "How to Do Something",
"summary": "Brief description of the task.",
"keywords": ["keyword1", "keyword2"],
"difficulty": "beginner",
"steps": [
{
"title": "Step 1 title",
"instruction": "Detailed instruction.",
"tip": "Optional pro tip."
}
],
"commonMistakes": [
"Mistake users often make."
]
}●id format: {pack-id}-{guide-slug}
●steps: 3-8 per guide
●keywords: 5-10 per guide
●difficulty: beginner | intermediate | advanced
Don't want to build it yourself? Send us your documentation, SOPs, or training materials and we'll convert them into optimized knowledge packs. Full white-glove service from content structuring to deployment.
Knowledge Packs are curated libraries of step-by-step guides that power OverShoulder's real-time AI guidance. Unlike generic AI chatbots that rely solely on training data, OverShoulder retrieves verified how-to instructions specific to your context — whether you're editing photos in Photoshop, filing taxes on TurboTax, or analyzing stocks on your brokerage platform.
Each Knowledge Pack contains expert-written guides structured as numbered steps with specific instructions, tips for common issues, and contextual advice. When you ask a question like "How do I remove a background in Photoshop?" or "What is a P/E ratio?", our vector search engine finds the most relevant guide steps and injects them directly into the AI's context — ensuring you get accurate, actionable instructions rather than hallucinated responses.
The underlying technology uses PostgreSQL with pgvector for semantic similarity search. Each guide is broken into individual step-level chunks and embedded using OpenAI's text-embedding-3-small model. This step-level granularity means the AI can retrieve the exact step you need, rather than an entire tutorial — keeping responses focused and concise.
OverShoulder's Knowledge Library spans software tools, finance, tax, legal, and life skills — with new domains being added continuously. Enterprise customers and domain experts can create and submit custom knowledge packs for any area of expertise, from proprietary internal tools to professional domains like accounting or healthcare.