Agent Lead EngineHelp

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

  1. Text what you want to save. For example: "Add to my to-do list: order more boxes."
  2. To see a list, text: "What is on my list?"
  3. To see your project folders, send /projects as 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

  1. Send /home as its own text.
  2. Your assistant sends you a private link. Tap it.
  3. Your page opens. Tap the Files tab to see your project folders.
  4. 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

This is an example. The words your assistant uses will be different.

Demo notice

During a demo, do not save private customer details in your lists or notes. Read the demo rules.