OCTA Flow Help Center – Support & FAQ

Answers to every OCTA Flow question — signing up, engagements, skills, uploading files, findings, teams, automations, integrations, security, and troubleshooting.

Getting started

• Before you start: what OCTA Flow is, who it's for, and what you need to get going
• Your first week: onboarding, the layout, and running your first task
• Understanding engagements: engagement types, stages, and how work is organized
• Ask, Plan, and Agent modes: three ways to work with the AI and when to use each

Working in OCTA Flow

• Skills, uploading files, and reviewing output and findings
• Managing clients and managing your team
• AI quality and accuracy, and automations
• Integrations with accounting software, notifications, and communication

Security and troubleshooting

Dedicated sections cover security and data privacy, power-user features, and step-by-step troubleshooting so you can resolve issues quickly.