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
Twenty-two chapters, ~2 hours end to end.
- 00TL;DR, The Must-KnowsThe five moves, the magic phrases, and the three daily habits that solve 80% of everything. Read this if you read nothing else.5 min read
- 01How to read this manualRead in order if you're new. Jump to the chapter that matches what you're stuck on if you're not.2 min read
- 02What an AI agent actually isThe architectural difference between chatbots and agents, and why it matters for what you build.5 min read
- 03Your first day with the agentWhat to set up, what to say first, and what to ignore on day one.6 min read
- 04How to talk to it (prompting basics)Plain English wins. The handful of patterns that get you 90% of the way to a good prompt.7 min read
- 05The magic phrasesTwenty-something exact phrases that unblock the agent or change its behavior on the spot.5 min read
- 06Memory and always-loaded contextHow the agent remembers things, what "always-loaded" means, and how to make rules stick.6 min read
- 07Skills, teach it once, run foreverThe single biggest compounding habit in the manual. How to make, edit, and audit skills.10 min read
- 08Daily habits of power usersMorning check-in, follow-up sweep, evening recap. The three habits that replace fifteen productivity apps.5 min read
- 09Braindumps, stop writing notes, start talkingVoice-message every idea, frustration, and after-call debrief. The agent handles the rest.5 min read
- 10Training it on your voicePer-platform voice skills, training on yourself vs competitors, and how to keep the voice fresh.8 min read
- 11When to use sub-agentsPast three parallel asks per turn, the main agent drops things. Big work goes to sub-agents.5 min read
- 12Making the agent proactiveSchedule it to wake up on its own, every morning, after every meeting, when new leads land.6 min read
- 13Connecting tools (email, calendar, CRM, browser)Just tell it what you use. "Connect to my Gmail / Calendar / CRM / browser, go figure it out."7 min read
- 14Communication channelsWhatsApp, Telegram, Slack, Discord, email, voice. Which to use when, and what they do differently.6 min read
- 15What the agent remembers and howShort-term context, long-term memory, search, and how to keep the right things in front of it.6 min read
- 16Troubleshooting, fix anything in five minutesThe two real blockers, the phrases that unstick everything else, and a five-minute self-debug.7 min read
- 17Security and privacyWhat the agent sees, what it stores, what it sends out, and how to keep credentials safe.6 min read
- 18Hosting choices and keeping costs downLocal vs cloud, model choice, and how to keep monthly cost from creeping up.5 min read
- 19The click moments, when you become dangerousThe shifts that mark when you've gone from "I don't get this" to "this is doing my job for me."6 min read
- 20Common mistakes (and how to skip them)Every beginner makes the same fifteen. Here they are, and the one-line fix for each.7 min read
- 21GlossaryEvery term in the manual, defined in one or two sentences. Use it to look things up, not to read end-to-end.4 min read
Work with us
Put AI to work
in your business.
A free 30-minute strategy call. We map your highest-ROI AI opportunities and scope a custom engagement.
No commitment 30 minutes Custom roadmap