# Getting Started with {{productName}} ## What {{productName}} Is {{productName}} is your Operations Manager — an operations layer that runs on a device on your premises. It plays four roles: follows through on your commitments, responds to your customers at any hour, handles your finances (quotes, invoices, chasing), and manages your picture — what's overdue, what's at risk, what needs a decision. You don't adopt a new system. You just talk, and the organisation happens. {{productName}} connects to your services — WhatsApp, Telegram, email, your contacts, your calendar — and acts proactively. It remembers context across conversations and takes action on your behalf. Because {{productName}} runs locally, your data stays in your home. It never passes through someone else's cloud. ## The Two Interfaces **Admin (you)** — accessed at your local address (e.g. `maxy.local:19200`) or remotely via your Cloudflare domain. The admin interface is protected by a PIN. This is where you manage {{productName}}: configure settings, manage contacts, review activity, and have full conversations. The admin agent has access to all your plugins and can take action. **Public (visitors)** — anyone who reaches your public URL gets the public agent. It handles product enquiries, collects prospect details, and answers questions about your business. It cannot read or write your private data. ## Install the Dashboard as an App The admin dashboard and the chat dashboard can be installed as standalone apps, so they open in their own window with their own icon instead of a browser tab. Installing changes nothing about how {{productName}} works — it is the same dashboard, just launched like any other app. **On a phone or tablet:** - **iPhone or iPad (Safari):** open the dashboard, tap the Share button, then **Add to Home Screen**. A {{productName}} icon appears on your home screen; tapping it opens the dashboard full-screen. - **Android (Chrome):** open the dashboard, then either tap the **Install** prompt Chrome offers, or open the browser menu and choose **Install app** / **Add to Home screen**. **On a computer (Chrome or Edge):** open the dashboard, then click the **Install** icon at the right of the address bar (or open the browser menu and choose **Install**). The dashboard opens in its own window from then on. The admin dashboard and the chat dashboard install as two separate apps, so you can keep both on your home screen or dock. Each one opens straight to its own screen. ## First Power-On (New Device) If your device has no WiFi configured and no ethernet cable connected, it creates a temporary WiFi network for setup: 1. Power on the device and wait about 60 seconds 2. On your phone, look for a WiFi network called **{ProductName}-Setup** (e.g. `{{productName}}-Setup`) 3. Connect to that network — a setup page opens automatically 4. Select your home WiFi network from the list and enter the password 5. The device connects to your WiFi and the temporary network disappears 6. Your phone automatically reconnects to your home WiFi After WiFi is configured, open your browser and go to `{hostname}.local:19200` (the setup page shows this address). If you already have ethernet connected, the temporary WiFi network does not appear — go directly to the admin interface. ## First Run When you first open the admin interface: 1. Set your PIN — this protects access to the admin interface 2. Connect to Claude — {{productName}} will guide you through connecting to your Claude account 3. Enter your PIN to log in 4. {{productName}} walks you through onboarding: choosing which plugins to activate, connecting to WiFi (skip if already configured via the setup network above), setting up remote access, and configuring your account This setup is resumable — if you close the browser mid-setup, {{productName}} picks up where you left off next time. After install, a live admin terminal is available inside the Software Update window — your Pi's shell, accessible through the admin UI, for upgrades and any other shell work without needing to SSH. ## How to Use {{productName}} Conversation is the only interface. Type or speak what you need: - "Add John Smith to my contacts, he's a potential client from the conference" - "Schedule a call with Sarah for Thursday at 2pm" - "What did I last discuss with Tom?" - "Send a Telegram message to the team: standup in 10 minutes" - "Create a one-pager PDF about our new product launch" {{productName}} understands plain language. You don't need to learn commands or navigate menus. ### Voice Notes When the text field is empty, a microphone button appears in place of the send button. Tap it to record a voice note — speak naturally and tap send when done. {{productName}} transcribes your voice note and responds to what you said, the same as if you had typed it. You can also pause and resume recording, or tap the trash icon to discard and start over. Voice recording requires a secure connection (HTTPS). When accessing {{productName}} over the local network via HTTP, use the tunnel URL for voice notes. You can also drop, paste, or pick an audio file (`.opus`, `.ogg`, `.m4a`, `.mp4`, `.mp3`, `.wav`, `.webm`) into the chat composer — for example a voice note forwarded from WhatsApp. An `.mp4` video file works too: its audio track is extracted and transcribed. The file is transcribed the same way the in-browser recording is, and only the transcript reaches {{productName}}; the audio itself is discarded after transcription. If you type a message and attach an audio file on the same send, both arrive — the transcript follows your typed text. ## What {{productName}} Remembers {{productName}} maintains a memory graph of everything important: contacts, conversations, preferences, relationships, and context. When you tell {{productName}} something, it stores it. When you ask about something later, it retrieves it. You can always tell {{productName}} to remember or forget specific things: "Remember that I prefer morning calls" or "Forget what I said about the Johnson account." ## Reaching Your Data When {{productName}} Is Unavailable If the AI is ever unreachable — network outage, API provider down — you can still access your own data through the **Data** item in the admin header menu. It opens a page with two panels: - **Graph search** — type a keyword to search your knowledge documents, sections, and notes directly in Neo4j. No AI involved. - **Files** — browse everything under your install's `data/` folder. Click a folder to open it, a file to download it. Use **Upload** to drop new files into `data/uploads/`. Everything on this page works without calling any AI service. It's there so your data is never locked behind an agent that can't respond. ## Getting Help Ask {{productName}} anything. If you want to know what it can do, just ask: "What can you help me with?" or "How do I set up Telegram?"