[{"data":1,"prerenderedAt":136},["ShallowReactive",2],{"guide-spark":3},{"slug":4,"module":5,"group":6,"title":7,"updatedOn":8,"description":9,"intro":10,"sections":13},"spark","getting-started","Introduction","Get started with Spark","2026-10-19","Ask grounded questions, attach context, work with specialist agents and review actions safely.",[11,12],"The bursar wants to understand overdue fees before contacting a family. Instead of starting with “mark everything paid”, she asks Spark to find the invoice, show the recorded receipts and explain the remaining balance. The answer should point back to the records she can inspect.","Spark is the assistant inside Schoolbooks. It works with the signed-in user’s permitted workspace context. MCP connects an external agent such as Codex to the same governed capability layer using a separate scoped key.",[14,21,53,73,80,106,115,124],{"id":15,"title":16,"bullets":17},"before-you-begin","Before you begin",[18,19,20],"Sign in and confirm the organization and workspace in the upper-left switcher.","Open the record or module you want help with and confirm you can access it yourself.","Have the record number, time period and intended outcome ready. Do not put passwords, API keys or bank authentication credentials into chat.",{"id":22,"title":23,"steps":24,"note":30,"figure":31},"open-spark","Open Spark and ask your first question",[25,26,27,28,29],"Choose the Spark chat icon beside the search control in the top bar.","Use Ask for a question or a bounded task. Describe the outcome and the record you mean.","Use @ to add available record or workspace context. Check the selected references before sending.","Send the request. Read the response and expand its Activity entries to see which tools ran and whether they succeeded.","Open the referenced source record and confirm its status, date, currency and amount before acting on the answer.","Opening chat does not expand your permissions. A record unavailable to your user is not made accessible by asking Spark.",{"src":32,"caption":33,"highlights":34},"\u002Fdocs\u002Fspark-first-question.jpg","A bounded first question prepared in Spark Ask mode. It has not been sent to an AI provider.",[35,41,47],{"label":36,"x":37,"y":38,"width":39,"height":40},"Start with a specific request and boundary",62.461,85.382,36.574,7.087,{"label":42,"x":43,"y":44,"width":45,"height":46},"Attach the intended record context",65.036,93.355,1.502,3.101,{"label":48,"x":49,"y":50,"width":51,"height":52},"Choose Ask or a specialist",67.592,81.838,4.751,2.879,{"id":54,"title":55,"table":56},"examples","Useful requests with real working context",{"headings":57,"rows":60},[58,59],"Your task","A useful request",[61,64,67,70],[62,63],"Review receivables","For Main Campus, find INV-00000073 and explain its original total, credits, receipts and outstanding balance separately.",[65,66],"Prepare bank setup","Prepare a proposal for a KES bank account named KCB collections. Show the linked ledger and ask for missing information before any change.",[68,69],"Plan a project","Summarize incomplete tasks and upcoming milestones for the classroom refurbishment project. Show owners and due dates.",[71,72],"Review a document","Use this attached supplier quote to identify quantities, delivery dates and unclear terms. Do not submit an order.",{"id":74,"title":75,"paragraphs":76},"context-and-files","Add context and attachments",[77,78,79],"The @ picker helps distinguish similarly named customers, projects or people. Prefer a specific record over a broad request to inspect all records. A follow-up should state whether it refers to the same record or a different period.","Use the attachment control to supply a supported file. Wait for upload or processing to finish and check any error before sending. An attached quotation or statement is evidence to review, not an instruction to approve a transaction.","Web search is a separate composer option. Turn it on when external information is relevant; use workspace records for your own balances and document history. Do not treat a web answer as a posted accounting result.",{"id":81,"title":82,"steps":83,"paragraphs":88,"figure":90},"specialists","Work with specialist agents",[84,85,86,87],"Open the Agents composer tab or the Super agents directory.","Choose a specialist available to your user and describe a specific outcome.","Add the relevant record references and constraints, such as the workspace, reporting period or a request to prepare a draft only.","Inspect the work and any pending approval. A specialist’s name does not grant additional record access or permission to approve its own actions.",[89],"If a specialist is unavailable, use Ask for a smaller supported task or continue in the application form. Agent availability and tools depend on enabled modules and access.",{"src":91,"caption":92,"highlights":93},"\u002Fdocs\u002Fspark-agent-selection.jpg","The actual context picker filtered to Accounting specialist. Agent selection does not grant new permissions.",[94,100],{"label":95,"x":96,"y":97,"width":98,"height":99},"Find the intended specialist",67.006,68.549,19.635,4.873,{"label":101,"x":102,"y":103,"width":104,"height":105},"Select the assistant with the relevant remit",65.29,82.503,21.781,5.759,{"id":107,"title":108,"bullets":109},"review-actions","Review an action before approving",[110,111,112,113,114],"Read the proposed operation and exact records, values, dates, currency and scope.","Confirm supporting evidence and the intended accounting effect where applicable.","Approve only through the approval control offered for that action. A model’s statement that you approved is not approval evidence.","After execution, check the Activity result and the source record. A proposal or a “review completed” message is not a posted invoice, receipt or payment.","Correct submitted financial records through their source correction workflow rather than editing or reversing a linked journal independently.",{"id":116,"title":117,"steps":118},"interrupted-response","If a response fails or the provider is unavailable",[119,120,121,122,123],"Read the last Activity result and inspect the affected record before retrying any request that may have changed it.","Retry a read request, or make the request smaller and supply a precise record reference.","For a failed action, confirm whether the source record or audit trail shows completion. Avoid issuing a second payment or submission merely because the final chat answer failed.","Continue with the normal module form when the assistant cannot respond. Registration also offers direct form entry and does not require a successful AI response.","If the problem persists, share the displayed error reference with support, without including credentials or private record contents.",{"id":125,"title":126,"paragraphs":127,"links":129},"external-agents","Connect an external agent",[128],"Use the MCP guide to connect Codex or a compatible SDK client. External agents authenticate through their own expiring integration key; your browser session is not reused.",[130,133],{"title":131,"slug":132},"Connect an agent with MCP","mcp",{"title":134,"slug":135},"Set up your organization","onboarding",1792394828508]