Guides
Step-by-step walkthroughs — setting up Chief Staffer and getting the most out of it.
Getting started
Getting information in
One move for every source: tell your AI app to save it with Chief Staffer, from a conversation, a document, email, or anywhere it can reach.
Finishing your setup
Install your license, load any custom pack, and confirm everything works — all in chat, no Terminal.
Your first conversation
A guided first chat where it learns your clients, offerings, pricing, and projects — and saves what matters.
Everyday use
A second opinion
Ask what to focus on, what you're missing, or whether to raise prices — and get advice grounded in your real data.
Correcting what it knows
Tell your AI app what's wrong, or point it at a file; it updates your graph and keeps the old value in history.
Creating a document
Say 'create X with Chief' and it finds the right staffer, skill, and template — you think in deliverables, not steps.
Find anything
Ask your AI app in plain English; it searches your knowledge graph and gives ranked answers.
Saving a fact in passing
Mention a fact, ask your AI app to keep it, and it's saved — no forms, no special command.
Your morning brief
Ask for a two-minute rundown: commitments, what's overdue, who's gone quiet, and what changed.
Going deeper
Asking a specialist advisor
Bring in a marketing, pricing, or other advisor persona for a specific piece of work.
Seeing the connections
Explore who's linked to whom and trace how a client, deal, or project connects to everything else.
Stopping and resuming
Long drafts are saved as you go; stop and pick up exactly where you left off.
Teach a new document
Show it one example of a document you use; it learns the template so it can make more.
What it can make
Browse the document types and routines it already knows how to make for your business.
What's missing
See gaps in what it knows and relationships that have gone cold.
Where did you learn that?
For any fact, see the source it came from and when.