THE FIELD GUIDE

A practical guide to getting started.

Current capabilities, clear boundaries and an honest roadmap.

01 / Start with Workspace

Create an account, create your personal workspace, then add customers, opportunities and tasks. Choose English, French, Spanish or Chinese from the interface.

Explore Workspace →

02 / Use Connect carefully

The development package supports manual text selection, review and private CRM capture. Real Chrome installation and identity acceptance are still pending. It does not listen in the background or send messages.

Download Connect development package ↓

03 / What comes next

Live transcription, LLM/Jev analysis, private-document RAG, calendar booking and team collaboration remain unavailable. Each integration needs its own provider and account acceptance.