The Manual
Client Success
Manual
Twenty-two short chapters plus a glossary. Read in order if it's new to you, or jump to the chapter that matches what you're stuck on. Each chapter is a few minutes long and has one clear point.
For your AI agent
Skip the reading. Point your agent at this.
Every chapter is also available as raw markdown. The agent reads the index, fetches what it needs, and applies the rules to your setup directly.
Chapters
- 005 min read
TL;DR — The Must-Knows
The five moves, the magic phrases, and the three daily habits that solve 80% of everything. Read this if you read nothing else.
- 012 min read
How to read this manual
Read in order if you're new. Jump to the chapter that matches what you're stuck on if you're not.
- 025 min read
What an AI agent actually is
The architectural difference between chatbots and agents, and why it matters for what you build.
- 036 min read
Your first day with the agent
What to set up, what to say first, and what to ignore on day one.
- 047 min read
How to talk to it (prompting basics)
Plain English wins. The handful of patterns that get you 90% of the way to a good prompt.
- 055 min read
The magic phrases
Twenty-something exact phrases that unblock the agent or change its behavior on the spot.
- 066 min read
Memory and always-loaded context
How the agent remembers things, what "always-loaded" means, and how to make rules stick.
- 0710 min read
Skills — teach it once, run forever
The single biggest compounding habit in the manual. How to make, edit, and audit skills.
- 085 min read
Daily habits of power users
Morning check-in, follow-up sweep, evening recap. The three habits that replace fifteen productivity apps.
- 095 min read
Braindumps — stop writing notes, start talking
Voice-message every idea, frustration, and after-call debrief. The agent handles the rest.
- 108 min read
Training it on your voice
Per-platform voice skills, training on yourself vs competitors, and how to keep the voice fresh.
- 115 min read
When to use sub-agents
Past three parallel asks per turn, the main agent drops things. Big work goes to sub-agents.
- 126 min read
Making the agent proactive
Schedule it to wake up on its own — every morning, after every meeting, when new leads land.
- 137 min read
Connecting tools (email, calendar, CRM, browser)
Just tell it what you use. "Connect to my Gmail / Calendar / CRM / browser — go figure it out."
- 146 min read
Communication channels
WhatsApp, Telegram, Slack, Discord, email, voice. Which to use when, and what they do differently.
- 156 min read
What the agent remembers and how
Short-term context, long-term memory, search, and how to keep the right things in front of it.
- 167 min read
Troubleshooting — fix anything in five minutes
The two real blockers, the phrases that unstick everything else, and a five-minute self-debug.
- 176 min read
Security and privacy
What the agent sees, what it stores, what it sends out, and how to keep credentials safe.
- 185 min read
Hosting choices and keeping costs down
Local vs cloud, model choice, and how to keep monthly cost from creeping up.
- 196 min read
The click moments — when you become dangerous
The shifts that mark when you've gone from "I don't get this" to "this is doing my job for me."
- 207 min read
Common mistakes (and how to skip them)
Every beginner makes the same fifteen. Here they are, and the one-line fix for each.
- 214 min read
Glossary
Every term in the manual, defined in one or two sentences. Use it to look things up, not to read end-to-end.
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