Knowledge Pack Library

AI-Powered Knowledge Library
for Software, Finance, and Everyday Life

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.

22
Knowledge Packs
3,673
How-To Guides
5
Domains

How Knowledge Packs Power Your Answers

Step 01

Detect

OverShoulder detects which app you're using from your shared screen — Photoshop, Excel, Figma, or any supported tool.

Step 02

Search

Your question is converted to a vector embedding and semantically matched against thousands of guide chunks using pgvector similarity search.

Step 03

Inject

The most relevant how-to steps are injected into the AI's context, so it responds with verified instructions — not hallucinated guesses.

Available Knowledge Packs

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.

Photoshop

Adobe Photoshop

360 guides · 2,469 segments

Image editing, layers, masks, retouching, color correction, selections, filters, export formats, text effects, and compositing.

Layers Masks Retouching Export

Sample Guides

  • How to Remove a Background (Quick Selection + Refine Edge)
  • Layer Blending Modes Explained (Multiply, Screen, Overlay...)
  • Creating Clipping Masks for Non-Destructive Edits
  • Color Correction with Curves and Levels
  • Pen Tool Mastery — Precise Selections and Paths
  • Smart Objects — Scale Without Quality Loss
  • Retouching Portraits with Clone Stamp & Healing Brush
  • Export for Web — PNG, JPG, WebP Optimization

+ 352 more guides

Excel

Microsoft Excel

299 guides · 1,671 segments

Formulas, pivot tables, charts, data validation, conditional formatting, VLOOKUP, macros, and data analysis.

Formulas Pivot Tables Charts Macros

Sample Guides

  • VLOOKUP vs. XLOOKUP — When to Use Each
  • Pivot Table Masterclass — Group, Filter, Summarize
  • Conditional Formatting Rules for Data Visualization
  • Data Validation — Dropdowns, Date Ranges, Custom Rules
  • INDEX + MATCH — The VLOOKUP Alternative
  • Recording and Editing VBA Macros
  • Power Query — Import and Transform Data
  • IF, SUMIF, COUNTIF — Logical Functions Guide

+ 291 more guides

Word

Microsoft Word

275 guides · 1,787 segments

Text formatting, styles, templates, tables, mail merge, references, track changes, headers, and document export.

Styles Mail Merge Tables References

Sample Guides

  • Styles & Headings — Consistent Document Formatting
  • Mail Merge Walkthrough — Letters, Labels, Envelopes
  • Auto-Generate Table of Contents from Headings
  • Track Changes & Review — Collaborative Editing
  • Custom Templates — Create & Share
  • Page Layout — Margins, Columns, Section Breaks
  • Advanced Find & Replace with Wildcards
  • Citations & Bibliography — APA, MLA, Chicago

+ 267 more guides

Notion

Notion

235 guides · 1,634 segments

Databases, templates, views, relations, formulas, project management, wikis, and integrations.

Databases Templates Views PM

Sample Guides

  • Database Properties — Select, Multi-Select, Formula, Relation
  • Template Gallery — Creating Reusable Page Templates
  • Linked Database Views — Filter, Sort, Group
  • Relation & Rollup — Cross-Database References
  • Project Management with Board & Timeline Views
  • Building a Team Wiki — Structure & Permissions
  • Notion API — Automations and Integrations
  • Notion AI — Summarize, Translate, Generate Content

+ 227 more guides

Figma

Figma

219 guides · 1,536 segments

Auto layout, components, variants, prototyping, design systems, plugins, collaboration, and asset export.

Auto Layout Components Prototyping Export

Sample Guides

  • Auto Layout Fundamentals — Padding, Spacing, Resizing
  • Building Reusable Components with Variants
  • Interactive Prototyping — Flows, Animations, Overlays
  • Design Tokens — Colors, Typography, Spacing Styles
  • Plugin Development — Extend Figma with Code
  • Branching & Merging for Team Collaboration
  • Exporting Assets — SVG, PNG, PDF at Multiple Scales
  • Responsive Design with Min/Max Constraints

+ 211 more guides

Sheets

Google Sheets

200 guides · 1,133 segments

Functions, data validation, dropdowns, IMPORTRANGE, sorting, filtering, charts, and collaboration.

Functions Dropdowns Charts IMPORTRANGE

Sample Guides

  • IMPORTRANGE — Pull Data Between Spreadsheets
  • QUERY Function — SQL-Like Data Filtering
  • Data Validation — Dropdowns, Checkboxes, Custom Rules
  • Conditional Formatting — Color Scales and Icon Sets
  • ARRAYFORMULA — Apply Functions to Entire Columns
  • Google Apps Script — Custom Menus and Automation
  • Pivot Tables — Summarize and Analyze Large Datasets
  • Chart Types — Bar, Line, Pie, Combo Visualizations

+ 192 more guides

PowerPoint

PowerPoint

200 guides · 1,109 segments

Animations, slide design, transitions, slide master, charts, SmartArt, video embedding, and export.

Animations Slide Master Charts Export

Sample Guides

  • Slide Master Customization — Layouts, Fonts, Colors
  • Animation Timeline — Sequencing, Triggers, Duration
  • Morph Transition — Seamless Slide Animations
  • SmartArt Diagrams — Org Charts, Process Flows
  • Embedding and Trimming Videos
  • Presenter View Setup & Speaker Notes
  • Chart Formatting — Data-Driven Slide Design
  • Export as PDF, Video (MP4), or Image Set

+ 192 more guides

Canva

Canva

160 guides · 869 segments

Design templates, background removal, text effects, animations, brand kits, resizing, and social media content.

Templates BG Remover Text Effects Animate

Sample Guides

  • Background Remover — One-Click Transparent Backgrounds
  • Brand Kit Setup — Colors, Fonts, Logos
  • Social Media Templates — Instagram, YouTube, LinkedIn
  • Text Effects — Curved, Gradient, Shadow, Outline
  • Page Animations — Entrance, Exit, Fade Effects
  • Magic Resize — Adapt One Design to Any Format
  • Video Editing — Trim, Split, Add Music
  • Print Design — Business Cards, Flyers, Posters

+ 152 more guides

Slack

Slack

130 guides · 848 segments

Messaging, channels, threads, file sharing, notifications, huddles, apps, integrations, and workspace management.

Channels Threads Huddles Apps

Sample Guides

  • Channel Organization — Naming Conventions & Structure
  • Thread Best Practices — Keep Conversations Organized
  • Huddles & Audio Calls — Quick Voice Conversations
  • App & Bot Integration — Connecting External Tools
  • Notification Settings — Reduce Noise, Stay Focused
  • Workflow Builder — Automate Routine Tasks
  • Slack Connect — Collaborate with External Partners
  • Admin Settings — Permissions, Roles, Workspace Rules

+ 122 more guides

Docs

Google Docs

130 guides · 854 segments

Formatting, tables, headers, page layout, comments, collaboration, add-ons, and document templates.

Formatting Tables Collaboration Add-ons

Sample Guides

  • Document Formatting — Headings, Spacing, Indentation
  • Table Creation & Styling — Borders, Merging, Colors
  • Headers, Footers & Page Numbers
  • Suggesting Mode & Comment Threads
  • Voice Typing — Dictate Documents Hands-Free
  • Add-on Recommendations — Grammarly, Lucidchart, etc.
  • Document Templates — Resume, Report, Proposal
  • Sharing & Permissions — Viewer, Commenter, Editor

+ 122 more guides

Zoom

Zoom

120 guides · 821 segments

Meeting setup, screen sharing, recording, breakout rooms, virtual backgrounds, scheduling, and settings.

Meetings Recording Breakout Rooms Settings

Sample Guides

  • Meeting Scheduling — Recurring, One-Time, Calendar Sync
  • Screen Sharing — Portion, App Window, Full Desktop
  • Recording & Transcription — Local vs. Cloud
  • Breakout Room Setup — Auto & Manual Assignment
  • Virtual Backgrounds — Image, Video, Blur
  • Audio & Video Settings — Noise Suppression, HD Video
  • Zoom Webinar Basics — Registration, Q&A, Polls
  • Security Settings — Waiting Room, Passcode, Lock

+ 112 more guides

Stock Investing

200 guides

Brokerage navigation, order types, P/E ratios, fundamental & technical analysis, portfolio management, dividends, and 401(k) investing.

Brokerage Order Types Analysis 401(k)

Sample Guides

  • How to Choose Investments in Your 401(k)
  • How to Place an After-Hours Order
  • How to Analyze Accounts Receivable Turnover
  • How to Secure Your Brokerage Account

+ 196 more guides

Investment Analysis

250 guides · CFA-Level

Financial statement analysis, equity valuation, DCF modeling, fixed income, risk management, and economic indicators at CFA exam level.

Valuation DCF Risk Fixed Income

Sample Guides

  • How to Calculate and Interpret Investment Alpha
  • How to Understand Accrual vs. Cash Accounting
  • How to Manage Active Risk in Portfolios
  • How to Analyze Agricultural Commodity Markets

+ 246 more guides

US Tax Filing

150 guides

Form 1040 navigation, deductions, credits, TurboTax walkthrough, self-employment taxes, capital gains, and amended returns.

Form 1040 Deductions Credits Self-Employed

Sample Guides

  • How to Claim the American Opportunity Tax Credit
  • How to File an Amended Return Using Form 1040-X
  • How to Claim the Adoption Tax Credit
  • How to Understand AGI vs MAGI

+ 146 more guides

Korean Tax Filing

100 guides · Korean

Year-end tax settlement, comprehensive income tax, HomeTax navigation, property tax, and financial income taxation guides — all in Korean.

연말정산 종합소득세 홈택스 부동산세

Sample Guides

  • 부동산 취득세 계산하고 납부하는 방법
  • 추가공제 항목 신청하는 방법
  • 엔젤투자 소득공제 신청하는 방법
  • 복식부기와 간편장부 차이 이해하는 방법

+ 96 more guides

ETF & Index Funds

120 guides

Retirement accounts, portfolio strategies, dollar-cost averaging, passive investing, and 401(k)/IRA management.

401(k) IRA DCA Passive

Sample Guides

  • How to Get Started with Your 401(k) Plan
  • How to Maximize 401(k) Contribution Limits
  • How to Set Up Automatic ETF Investments
  • How to Evaluate 401(k) Investment Options

+ 116 more guides

Crypto & Digital Assets

100 guides

Safely buying, storing, and managing crypto — wallet security, exchange navigation, DeFi lending, staking, and blockchain basics.

Wallets DeFi Staking Security

Sample Guides

  • How to Understand Bitcoin Fundamentals
  • How to Secure Your Crypto Exchange Account
  • How to Use Aave for DeFi Lending
  • How to Understand the Bitcoin Halving

+ 96 more guides

Legal Self-Help

120 guides

Lease agreements, tenant rights, small claims, consumer rights, copyright, employment law, and when to get a lawyer.

Tenant Rights Small Claims Copyright Employment

Sample Guides

  • How to Understand Arbitration Clauses in Contracts
  • How to Understand At-Will Employment
  • How to Understand Attorney Fee Arrangements
  • How to File a DMCA Takedown Notice

+ 116 more guides

Home Buying

100 guides · EN/KO

Mortgage basics, house hunting, making offers, inspections, closing process. Korean guides include 전세/월세 and 청약.

Mortgage Inspection Closing 전세/월세

Sample Guides

  • How to Choose Between a 15-Year and 30-Year Mortgage
  • How to Compare Mortgage Rates and Lenders
  • 전세 vs 월세 — 차이점과 선택 가이드
  • 청약 통장 만들기와 청약 신청 방법

+ 96 more guides

Health Insurance

80 guides · EN/KO

Plan selection, reading EOBs, filing claims, HSA/FSA management, open enrollment, and Korean 건강보험 guides.

EOB HSA/FSA Claims 건강보험

Sample Guides

  • How to Appeal a Denied Insurance Claim
  • How to Invest Your HSA Funds
  • How to Protect Yourself from Balance Billing
  • 한국 자동차보험 기본 이해 및 가입 방법

+ 76 more guides

Car Buying & Ownership

65 guides

Auto loans, lease vs. buy decisions, insurance, negotiation tactics, trade-in value, and total cost of ownership.

Auto Loan Lease vs Buy Insurance Negotiation

Sample Guides

  • How to Get Pre-Approved for an Auto Loan
  • Loan vs. Lease — Which Is Right for You?
  • How to Understand Auto Insurance Coverage Types
  • How to Calculate Total Cost of Ownership

+ 61 more guides

Student Loans

60 guides · EN/KO

Repayment plans, IDR comparison, PSLF, refinancing, FAFSA, and Korean 학자금 대출/국가장학금 guides.

IDR Plans PSLF FAFSA 국가장학금

Sample Guides

  • How to Compare IDR Repayment Plans
  • How to Enroll in Autopay for 0.25% Discount
  • 한국장학재단 학자금 대출 신청 방법
  • 국가장학금 신청 방법 및 유형별 안내

+ 56 more guides

Technical Overview

Built on PostgreSQL + pgvector for production-grade semantic search at scale.

Vector Search Architecture

  • OpenAI text-embedding-3-small (1536 dimensions)
  • PostgreSQL + pgvector with HNSW indexing
  • Cosine similarity search with 0.60 threshold
  • App-aware filtering for precision

Step-Level Chunking

  • Each guide split into summary + individual steps
  • Step-level retrieval for precise answers
  • Metadata: app, difficulty, keywords, platform
  • Deduplicated results — best chunk per guide
Enterprise & Partners

Build & Submit Your Own Knowledge Packs

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.

How to Submit a Knowledge Pack

Step 01

1. Create

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.

Step 02

2. Submit

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+.

Step 03

3. Review

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.

Step 04

4. Ingest & Index

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.

Step 05

5. Publish

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.

Quick Start — Pack Structure

Directory Layout

knowledge-packs/
  your-pack-id/
    pack.json          ← manifest
    guides/
      guide-slug-1.json
      guide-slug-2.json
      ...

pack.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
  }
}

guides/guide-slug.json

{
  "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

Our Review Standards

  • Factual accuracy verified against official sources
  • No harmful advice, no specific investment/legal recommendations
  • Step-by-step format with clear, actionable instructions
  • Guides cover common workflows comprehensively
  • Domain-specific packs reviewed by qualified specialists

Managed Ingestion Service

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.

SOPs Training Docs Help Centers Video Tutorials

What are Knowledge Packs?

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.