Help centerThe basicsGuide 4 of 11
Lists, notes and your files page
This guide shows you how to keep lists and notes, and how to open your files page.
Keep a list or a note
- Text what you want to save. For example: "Add to my to-do list: order more boxes."
- To see a list, text: "What is on my list?"
- To see your project folders, send
/projectsas its own text.
Your assistant keeps lists and notes in project folders. For example: jobs, to-dos and customer tickets.
Add to my to-do list: order more boxes.
What is on my list?
/projects
Open your files page
- Send
/homeas its own text. - Your assistant sends you a private link. Tap it.
- Your page opens. Tap the Files tab to see your project folders.
- In Files you can download a file or upload a new one.
/home
What is on your page
- Files. Your project folders. You can download and upload.
- Log. A list of what was done on the server.
- Chat history. Your past conversations.
- Usage. How much you have used your assistant.
- Settings.
Good to know
The link is for you. Do not share it with other people.
Example conversation
You:
Add to my to-do list: order more boxes.
Your assistant:
Added to your to-do list.
You:
What is on my list?
Your assistant:
Your to-do list:
1. Call the supplier on Monday
2. Order more boxes
Demo notice
During a demo, do not save private customer details in your lists or notes. Read the demo rules.