botserver/docs/src/chapter-04-gbui/suite-manual.md
Rodrigo Rodriguez (Pragmatismo) 36d5f3838c Add Suite user manual and HTMX architecture documentation
- Add comprehensive user manual covering all Suite applications
- Document HTMX architecture patterns used throughout the UI
- Complete designer.html JavaScript implementation
- Complete sources/index.html with remaining UI and event handlers
- Update SUMMARY.md with new documentation entries
2025-11-30 19:50:47 -03:00

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General Bots Suite - User Manual

The Complete Productivity Workspace

Like Microsoft Office, but with AI built-in


Welcome to General Bots Suite

General Bots Suite is your all-in-one workspace that combines communication, productivity, and AI assistance. Think of it like having Word, Outlook, Teams, and an AI assistant all in one place - but simpler and more powerful.

What makes it special:

  • Everything works together seamlessly
  • AI helps you with every task
  • No complex setup required
  • Works in your browser

Part I: Getting Started

Opening the Suite

  1. Open your web browser (Chrome, Firefox, Safari, or Edge)
  2. Go to your General Bots address (example: http://your-company.bot:8080)
  3. The Suite loads automatically - you'll see the workspace in seconds

Your First Look

When the Suite opens, you see:

┌─────────────────────────────────────────────────────────────────┐
│  🤖 General Bots              [Apps Menu ⋮⋮⋮]  [Theme 🌙]  [U]  │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│                                                                 │
│                    💬 Chat (Main Area)                          │
│                                                                 │
│                    Type your message here...                    │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

The Apps Menu

Click the nine-dot grid (⋮⋮⋮) in the top right to see all applications:

Icon App What It Does
💬 Chat Talk with your AI assistant
📁 Drive Store and manage your files
Tasks Manage your to-do lists
Mail Send and receive emails
📅 Calendar Schedule meetings and events
🎥 Meet Video calls and meetings
📝 Paper Write documents with AI help
🔍 Research AI-powered search
📊 Analytics View reports and statistics

Part II: Chat - Your AI Assistant

What Chat Does

Chat is your personal AI assistant. Ask questions, get help with tasks, or have a conversation - just like talking to a helpful colleague.

How to Use Chat

Sending a Message:

  1. Click in the message box at the bottom
  2. Type your question or request
  3. Press Enter or click the button

Example Conversations:

You: What meetings do I have today?
Bot: You have 2 meetings scheduled:
     • 10:00 AM - Team Standup
     • 2:00 PM - Project Review

You: Remind me to call John tomorrow at 3pm
Bot: Done! I've created a reminder for tomorrow at 3:00 PM 
     to call John.

You: Write a professional email to decline a meeting
Bot: Here's a draft:

     Subject: Unable to Attend Meeting
     
     Dear [Name],
     
     Thank you for the invitation. Unfortunately, I have 
     a scheduling conflict and won't be able to attend.
     
     Would it be possible to reschedule or receive a 
     summary of the discussion?
     
     Best regards

Voice Input

  1. Click the 🎤 microphone button
  2. Speak your message
  3. Click again to stop
  4. Your words appear as text automatically

Quick Suggestions

Below the message box, you'll see suggestion chips - common actions you can click:

[📊 Show my tasks] [📧 Check email] [📅 Today's schedule] [❓ Help]

Keyboard Shortcuts for Chat

Shortcut Action
Enter Send message
Shift+Enter New line (without sending)
Arrow Edit last message
/ Show command menu

Part III: Drive - File Management

What Drive Does

Drive is your file storage - like Google Drive or OneDrive. Store documents, images, spreadsheets, and any file you need.

The Drive Interface

┌─────────────────────────────────────────────────────────────────┐
│  [+ New ▼]              🔍 Search files...         [⊞] [≡]     │
├──────────────┬──────────────────────────────────────────────────┤
│              │  📁 My Drive > Projects > 2024                   │
│  My Drive    │ ─────────────────────────────────────────────────│
│  ⭐ Starred  │  [☐] Name              Size      Modified        │
│  🕐 Recent   │  ─────────────────────────────────────────────── │
│  🗑 Trash    │  📁 Reports           -         Today           │
│              │  📁 Presentations     -         Yesterday       │
│  ───────────│  📄 Budget.xlsx       245 KB    Mar 15          │
│  Labels     │  📄 Notes.docx        12 KB     Mar 14          │
│  🔵 Work    │  🖼 Logo.png          89 KB     Mar 10          │
│  🟢 Personal│                                                  │
└──────────────┴──────────────────────────────────────────────────┘

Creating and Uploading

Upload Files:

  1. Click + New button
  2. Select Upload Files
  3. Choose files from your computer
  4. Or: Drag files directly into Drive

Create New Folder:

  1. Click + New
  2. Select New Folder
  3. Type the folder name
  4. Press Enter

Working with Files

Open a file: Double-click it

Select files: Click the checkbox beside the file name

Multiple selection: Hold Ctrl (or Cmd on Mac) and click files

Right-click menu options:

  • 📂 Open
  • ⬇️ Download
  • ✏️ Rename
  • 📋 Copy
  • 📁 Move to...
  • Add to Starred
  • 🔗 Share
  • 🗑 Delete

View Options

Button View Best For
Grid view Images and visual files
List view Documents and details

Keyboard Shortcuts for Drive

Shortcut Action
Ctrl+U Upload files
Ctrl+N New folder
Delete Move to trash
Ctrl+C Copy
Ctrl+V Paste
Enter Open selected

Part IV: Tasks - To-Do Management

What Tasks Does

Tasks helps you track what needs to be done. Create to-do lists, set due dates, and mark items complete.

The Tasks Interface

┌─────────────────────────────────────────────────────────────────┐
│  ✓ Tasks                          Total: 12  Active: 5  Done: 7│
├─────────────────────────────────────────────────────────────────┤
│  ┌─────────────────────────────────────────────────────────┐   │
│  │ What needs to be done?              [Category ▼] [+ Add]│   │
│  └─────────────────────────────────────────────────────────┘   │
├─────────────────────────────────────────────────────────────────┤
│  [📋 All (12)] [⏳ Active (5)] [✓ Completed (7)] [⚡ Priority] │
├─────────────────────────────────────────────────────────────────┤
│  ☐ Review quarterly report                    📅 Today    🔴   │
│  ☐ Call client about proposal                 📅 Today    🟡   │
│  ☐ Update project documentation               📅 Tomorrow 🟢   │
│  ☑ Send meeting notes                         ✓ Done           │
│  ☑ Complete expense report                    ✓ Done           │
└─────────────────────────────────────────────────────────────────┘

Adding a Task

  1. Type your task in the input box
  2. (Optional) Select a category: Work, Personal, Shopping, Health
  3. (Optional) Set a due date
  4. Click + Add or press Enter

Pro tip: Be specific! Instead of "Work on project", write "Draft introduction section for project proposal"

Task Priorities

Color Priority When to Use
🔴 Red High Must do today
🟡 Yellow Medium Important but not urgent
🟢 Green Low Can wait

Completing Tasks

  • Click the checkbox to mark a task done
  • Completed tasks move to the "Completed" tab
  • Feel the satisfaction! ✓

Filter Tabs

Tab Shows
All Everything
Active Tasks not yet done
Completed Finished tasks
Priority High-priority tasks only

Creating Tasks from Chat

In Chat, just say:

You: Create a task to review the budget by Friday
Bot: Task created: "Review the budget" - Due: Friday

Part V: Mail - Email Management

What Mail Does

Mail connects to your email accounts so you can read, write, and organize emails without leaving the Suite.

The Mail Interface

┌────────────────┬───────────────────┬────────────────────────────┐
│                │                   │                            │
│  [✏ Compose]   │  Inbox            │  From: john@company.com    │
│                │                   │  Subject: Project Update   │
│  📥 Inbox (3)  │  ● Project Update │  ──────────────────────── │
│  📤 Sent       │    from John      │                            │
│  📝 Drafts     │    10:30 AM       │  Hi,                       │
│  🗑 Trash      │                   │                            │
│                │  ○ Meeting Notes  │  Here's the latest update  │
│                │    from Sarah     │  on our project...         │
│                │    Yesterday      │                            │
│                │                   │  Best,                     │
│                │  ○ Invoice #1234  │  John                      │
│                │    from Vendor    │                            │
│                │    Mar 15         │  [Reply] [Forward] [Delete]│
└────────────────┴───────────────────┴────────────────────────────┘

Reading Email

  1. Click on Mail in the Apps menu
  2. Click any email in the list to read it
  3. The full email appears on the right

Composing Email

  1. Click ✏ Compose
  2. Fill in the fields:
    • To: recipient's email
    • Subject: what it's about
    • Body: your message
  3. Click Send

AI-Assisted Writing:

You: Help me write an email to reschedule tomorrow's meeting
Bot: Here's a draft:

     To: [recipient]
     Subject: Request to Reschedule Meeting
     
     Hi [Name],
     
     I hope this message finds you well. Would it be 
     possible to reschedule our meeting tomorrow? 
     I have an unexpected conflict.
     
     Please let me know what times work for you 
     later this week.
     
     Thank you for understanding.

Email Folders

Folder Purpose
Inbox New and unread messages
Sent Emails you've sent
Drafts Unfinished emails
Trash Deleted emails (emptied after 30 days)

Email Actions

Button Action
Reply Respond to sender
Reply All Respond to everyone
Forward Send to someone else
Delete Move to Trash
Archive Remove from Inbox but keep

Part VI: Calendar - Scheduling

What Calendar Does

Calendar shows your schedule, meetings, and events. Plan your day, week, or month at a glance.

The Calendar Interface

┌─────────────────────────────────────────────────────────────────┐
│  ◄ March 2024 ►                    [Day] [Week] [Month]         │
├─────────────────────────────────────────────────────────────────┤
│  Mon     Tue     Wed     Thu     Fri     Sat     Sun            │
│  ────────────────────────────────────────────────────────────── │
│                                  1       2       3              │
│                                                                 │
│  4       5       6       7       8       9       10             │
│          ████                                                   │
│          Team                                                   │
│          Meeting                                                │
│                                                                 │
│  11      12      13      14      15      16      17             │
│                  ████    ████                                   │
│                  Project Review                                 │
│                  Demo    1:1                                    │
└─────────────────────────────────────────────────────────────────┘

Creating an Event

Method 1: Click and Create

  1. Click on a day/time slot
  2. Enter event details
  3. Click Save

Method 2: Ask the AI

You: Schedule a team meeting for next Tuesday at 2pm
Bot: Event created:
     📅 Team Meeting
     🕐 Tuesday, March 19 at 2:00 PM
     ⏱ Duration: 1 hour

Event Details

When creating an event, you can set:

  • Title - What the event is
  • Date & Time - When it happens
  • Duration - How long it lasts
  • Location - Where (room or video link)
  • Attendees - Who to invite
  • Reminder - When to notify you
  • Repeat - Daily, weekly, monthly

Calendar Views

View Shows Best For
Day Hour by hour Detailed daily planning
Week 7 days Seeing your week ahead
Month Full month Long-term planning

Keyboard Navigation

Key Action
Previous/Next period
T Jump to Today
D Day view
W Week view
M Month view

Part VII: Meet - Video Calls

What Meet Does

Meet lets you have video calls with one person or many. Share your screen, record meetings, and get AI transcriptions.

Starting a Meeting

Start Instant Meeting:

  1. Click Meet in Apps menu
  2. Click Start Meeting
  3. Share the link with others

Schedule for Later:

You: Schedule a video call with the team for tomorrow at 10am
Bot: Meeting scheduled:
     🎥 Team Video Call
     📅 Tomorrow at 10:00 AM
     🔗 Link: meet.bot/abc-defg-hij
     
     Shall I send invites to the team?

The Meeting Interface

┌─────────────────────────────────────────────────────────────────┐
│  Meeting Room                           00:15:32    [👥 3] [💬] │
├─────────────────────────────────────────────────────────────────┤
│  ┌─────────────────────┐  ┌─────────────────────┐              │
│  │                     │  │                     │              │
│  │      👤 You         │  │     👤 John         │              │
│  │                     │  │                     │              │
│  │      (Camera)       │  │     (Camera)        │              │
│  └─────────────────────┘  └─────────────────────┘              │
│                                                                 │
│  ┌─────────────────────┐                                       │
│  │     👤 Sarah        │                                       │
│  └─────────────────────┘                                       │
├─────────────────────────────────────────────────────────────────┤
│          [🎤 Mute] [📹 Video] [🖥 Share] [🔴 Record] [📞 End]  │
└─────────────────────────────────────────────────────────────────┘

Meeting Controls

Button Function
🎤 Mute Turn microphone on/off
📹 Video Turn camera on/off
🖥 Share Share your screen
🔴 Record Record the meeting
📝 Transcribe Get live captions
💬 Chat Open meeting chat
👥 Participants See who's in the call
📞 End Leave the meeting

Screen Sharing

  1. Click 🖥 Share
  2. Choose what to share:
    • Entire Screen - Everything you see
    • Window - One application
    • Tab - One browser tab
  3. Click Share
  4. Click Stop Sharing when done

AI Features in Meetings

Live Transcription:

  • Enable with the 📝 Transcribe button
  • Words appear as people speak
  • Great for accessibility and note-taking

Meeting Summary: After the meeting, ask:

You: Summarize today's project meeting
Bot: Meeting Summary:
     
     Duration: 45 minutes
     Participants: You, John, Sarah
     
     Key Points:
     • Project deadline moved to April 15
     • John will handle client communication
     • Sarah completing design by Friday
     
     Action Items:
     • [You] Review budget proposal
     • [John] Send client update
     • [Sarah] Share design mockups

Part VIII: Paper - AI Writing

What Paper Does

Paper is your writing space with AI assistance. Write documents, notes, reports - and let AI help you write better.

The Paper Interface

┌────────────────┬────────────────────────────────────────────────┐
│                │  [B] [I] [U]  H1 H2  • ―  🔗  📷  [AI ✨]      │
│  📄 Notes      ├────────────────────────────────────────────────┤
│  ────────────  │                                                │
│  Meeting Notes │  Project Proposal                              │
│  Project Plan  │  ════════════════                              │
│  Ideas         │                                                │
│                │  Introduction                                  │
│  ────────────  │  ────────────                                  │
│  Quick Start   │                                                │
│  [📄 Blank]    │  This document outlines our proposal for      │
│  [📋 Meeting]  │  the upcoming project. We aim to...           │
│  [✓ To-Do]     │                                                │
│  [🔬 Research] │  |                                             │
│                │                                                │
└────────────────┴────────────────────────────────────────────────┘

Creating a Document

  1. Click + New in the sidebar
  2. Choose a template:
    • Blank - Start fresh
    • Meeting Notes - Pre-formatted for meetings
    • To-Do List - Checkbox format
    • Research - Sections for sources

Formatting Toolbar

Button Function Shortcut
B Bold Ctrl+B
I Italic Ctrl+I
U Underline Ctrl+U
H1 Heading 1 Ctrl+1
H2 Heading 2 Ctrl+2
Bullet list Ctrl+Shift+8
Numbered list Ctrl+Shift+7
🔗 Insert link Ctrl+K
📷 Insert image -

AI Writing Assistant

Click the AI button or type /ai for AI help:

Commands:

/ai improve     → Make the text better
/ai shorter     → Make it more concise  
/ai longer      → Expand with more detail
/ai formal      → Make it professional
/ai friendly    → Make it casual
/ai translate   → Translate to another language
/ai summarize   → Create a summary

Example:

You wrote: "The thing we need to do is make the stuff better"

/ai formal

AI suggests: "Our objective is to enhance the quality of 
             our deliverables to meet higher standards."

Auto-Save

Paper saves automatically as you type. Look for:

  • "Saving..." - Currently saving
  • "Saved" - All changes saved
  • "Offline" - Will save when connected

What Research Does

Research is like having a research assistant. Search the web, your documents, and knowledge bases - then get AI-synthesized answers.

The Research Interface

┌────────────────┬────────────────────────────────────────────────┐
│                │                                                │
│  🔍 Research   │  ┌────────────────────────────────────────┐   │
│                │  │ What are the best practices for...     │   │
│  ────────────  │  └────────────────────────────────────────┘   │
│  Focus:        │                                                │
│  [🌐 All]      │  AI Answer:                                    │
│  [📚 Academic] │  ══════════                                    │
│  [💻 Code]     │  Based on multiple sources, here are the      │
│  [🏠 Internal] │  key best practices:                          │
│                │                                                │
│  Collections:  │  1. Start with clear requirements             │
│  📁 Project A  │  2. Use iterative development                 │
│  📁 References │  3. Test early and often                      │
│                │                                                │
│  Recent:       │  Sources:                                      │
│  • market size │  [1] industry-guide.com                       │
│  • competitors │  [2] techblog.dev                             │
│                │  [3] your-docs/guidelines.pdf                 │
└────────────────┴────────────────────────────────────────────────┘

Search Modes

Mode Icon Searches
All 🌐 Everything
Academic 📚 Research papers, journals
Code 💻 Documentation, code examples
Internal 🏠 Your company's knowledge base

Using Research

  1. Type your question in the search box
  2. Select a focus mode (optional)
  3. Press Enter
  4. Read the AI-synthesized answer
  5. Click sources to see original content

Collections

Save important searches and sources:

  1. Click + New Collection
  2. Name it (e.g., "Q1 Project Research")
  3. Add sources by clicking Save to Collection
  4. Access anytime from the sidebar

Pro Tips

Be specific:

  • "marketing"
  • "B2B SaaS marketing strategies for startups under 50 employees"

Use follow-up questions:

Search: What is machine learning?
Follow-up: How is it different from deep learning?
Follow-up: What are practical business applications?

Part X: Analytics - Reports & Insights

What Analytics Does

Analytics shows you reports about usage, conversations, and performance. Understand how the bot is being used and what's working.

The Analytics Interface

┌─────────────────────────────────────────────────────────────────┐
│  📊 Analytics Dashboard              [Last 24h ▼] [⟳ Refresh]  │
├─────────────────────────────────────────────────────────────────┤
│  ┌──────────┐  ┌──────────┐  ┌──────────┐  ┌──────────┐       │
│  │  1,234   │  │   89%    │  │  2.3s    │  │   45     │       │
│  │ Messages │  │ Success  │  │ Avg Time │  │  Users   │       │
│  │  +12%    │  │  Rate    │  │ Response │  │  Today   │       │
│  └──────────┘  └──────────┘  └──────────┘  └──────────┘       │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  Messages Over Time                 Top Questions              │
│  ┌─────────────────────────┐       ┌─────────────────────────┐ │
│  │    ╭─╮                  │       │ 1. How do I reset...    │ │
│  │   ╭╯ ╰╮    ╭─╮         │       │ 2. What is the status...│ │
│  │  ╭╯   ╰────╯ ╰╮        │       │ 3. Where can I find...  │ │
│  │ ─╯            ╰──      │       │ 4. Help with login      │ │
│  └─────────────────────────┘       └─────────────────────────┘ │
└─────────────────────────────────────────────────────────────────┘

Key Metrics

Metric What It Means
Messages Total conversations
Success Rate % of questions answered well
Avg Response Time How fast the bot replies
Users Number of people using the bot
Popular Topics What people ask about most

Time Ranges

Select different periods to analyze:

  • Last Hour
  • Last 6 Hours
  • Last 24 Hours
  • Last 7 Days
  • Last 30 Days
  • Custom Range

Exporting Data

Click Export to download reports as:

  • CSV - For spreadsheets
  • PDF - For sharing
  • JSON - For developers

Part XI: Designer - Visual Dialog Builder

What Designer Does

Designer lets you create bot conversations visually - like VB6 form designer, but for conversations. Drag and drop blocks to build dialogs without coding.

The Designer Interface

┌──────────────┬──────────────────────────────────────┬──────────┐
│   Toolbox    │           Canvas                     │Properties│
├──────────────┼──────────────────────────────────────┼──────────┤
│              │                                      │          │
│  💬 TALK     │    ┌─────────┐                       │ Node:    │
│  👂 HEAR     │    │💬 TALK  │                       │ TALK     │
│  📝 SET      │    │"Hello!" │───┐                   │          │
│              │    └─────────┘   │                   │ Message: │
│  ─────────   │                  ▼                   │ [Hello!] │
│              │    ┌─────────┐   ┌─────────┐        │          │
│  🔀 IF       │    │👂 HEAR  │──▶│🔀 IF    │        │          │
│  🔄 FOR      │    │ name    │   │name="Jo"│        │          │
│  🔃 SWITCH   │    └─────────┘   └────┬────┘        │          │
│              │                   ┌───┴───┐          │          │
│  ─────────   │                  Yes     No          │          │
│              │                   │       │          │          │
│  📞 CALL     │              ┌────┴──┐ ┌──┴────┐    │          │
│  📧 SEND     │              │💬TALK │ │💬TALK │    │          │
│  💾 SAVE     │              │"Hi Jo"│ │"Hello"│    │          │
│              │              └───────┘ └───────┘    │          │
└──────────────┴──────────────────────────────────────┴──────────┘

Building a Dialog

Step 1: Drag Blocks

  • Drag from Toolbox to Canvas
  • Blocks snap to grid

Step 2: Connect Blocks

  • Drag from output port (●) to input port
  • Lines show conversation flow

Step 3: Configure Properties

  • Click a block
  • Edit settings in Properties panel

Step 4: Export

  • Click Export to .bas
  • Save your dialog file

Block Types

Block Icon Purpose Example
TALK 💬 Bot speaks "Welcome! How can I help?"
HEAR 👂 Wait for user input Store response in name
SET 📝 Set a variable total = price * quantity
IF 🔀 Make decisions If age > 18 then...
FOR 🔄 Repeat for items For each item in cart...
SWITCH 🔃 Multiple choices Switch on category...
CALL 📞 Call another dialog Call "checkout"
SEND MAIL 📧 Send email Send confirmation
SAVE 💾 Save data Save to database
WAIT Pause Wait 5 seconds

Example: Simple Greeting Dialog

   ┌─────────────────┐
   │    💬 TALK      │
   │ "What's your    │
   │    name?"       │
   └────────┬────────┘
            │
            ▼
   ┌─────────────────┐
   │    👂 HEAR      │
   │   as: name      │
   │   type: STRING  │
   └────────┬────────┘
            │
            ▼
   ┌─────────────────┐
   │    💬 TALK      │
   │ "Nice to meet   │
   │  you, {name}!"  │
   └─────────────────┘

Generated Code:

TALK "What's your name?"
HEAR name AS STRING
TALK "Nice to meet you, " + name + "!"

Keyboard Shortcuts in Designer

Shortcut Action
Ctrl+S Save
Ctrl+O Open file
Ctrl+Z Undo
Ctrl+Y Redo
Ctrl+C Copy block
Ctrl+V Paste block
Delete Delete selected
Escape Deselect

Part XII: Sources - Prompts & Templates

What Sources Does

Sources is your library of prompts, templates, tools, and AI models. Find and use pre-built components to extend your bot.

The Sources Interface

┌─────────────────────────────────────────────────────────────────┐
│  Sources                                    🔍 Search...        │
├─────────────────────────────────────────────────────────────────┤
│  [Prompts] [Templates] [MCP Servers] [LLM Tools] [Models]       │
├──────────────┬──────────────────────────────────────────────────┤
│              │                                                  │
│  Categories  │  ⭐ Featured                                     │
│  ─────────── │  ┌────────────┐  ┌────────────┐                 │
│  📝 Writing  │  │ Customer   │  │ Sales      │                 │
│  📊 Analysis │  │ Service    │  │ Assistant  │                 │
│  💼 Business │  │ ──────────│  │ ──────────│                 │
│  💻 Code     │  │ Handle     │  │ Qualify    │                 │
│  🎨 Creative │  │ support    │  │ leads and  │                 │
│              │  │ inquiries  │  │ schedule   │                 │
│              │  │ [Use]      │  │ [Use]      │                 │
│              │  └────────────┘  └────────────┘                 │
└──────────────┴──────────────────────────────────────────────────┘

Tabs Explained

Tab Contains Use For
Prompts Pre-written AI instructions Starting conversations
Templates Complete bot packages Full solutions
MCP Servers External tool connections Integrations
LLM Tools AI functions Extending capabilities
Models AI model options Choosing AI provider

Using a Prompt

  1. Browse or search prompts
  2. Click on a prompt card
  3. Click Use to apply it
  4. Customize if needed

Installing a Template

  1. Go to Templates tab
  2. Find a template (e.g., "CRM Contacts")
  3. Click Install
  4. Configure settings
  5. Template is now active

Available Models

Model Provider Best For
GPT-4o OpenAI General tasks, vision
Claude 3.5 Anthropic Analysis, coding
Gemini 1.5 Google Long documents
Llama 3.1 Meta Open source, privacy

Part XIII: Tools - System Utilities

Compliance Scanner

Check your bot dialogs for security issues:

┌─────────────────────────────────────────────────────────────────┐
│  🛡 Compliance Scanner                          [Scan] [Export] │
├─────────────────────────────────────────────────────────────────┤
│  ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐                  │
│  │  2   │ │  5   │ │  3   │ │  1   │ │  0   │                  │
│  │🔴Crit│ │🟠High│ │🟡Med │ │🟢Low │ │Info│                  │
│  └──────┘ └──────┘ └──────┘ └──────┘ └──────┘                  │
├─────────────────────────────────────────────────────────────────┤
│  Severity  │ Issue                    │ File         │ Action   │
│  ─────────────────────────────────────────────────────────────  │
│  🔴 Critical│ Hardcoded password      │ start.bas:15 │ [Fix]    │
│  🔴 Critical│ API key exposed         │ api.bas:42   │ [Fix]    │
│  🟠 High   │ SQL injection risk       │ data.bas:28  │ [Review] │
└─────────────────────────────────────────────────────────────────┘

What It Checks:

  • Hardcoded passwords
  • Exposed API keys
  • SQL injection risks
  • Deprecated keywords
  • Security best practices

Part XIV: Settings

Accessing Settings

  1. Click your avatar (top right)
  2. Select Settings

Setting Categories

Profile:

  • Display name
  • Avatar image
  • Email address
  • Language preference

Notifications:

  • Email notifications
  • Desktop alerts
  • Sound preferences

Appearance:

  • Theme (Light/Dark/Auto)
  • Accent color
  • Font size

Privacy:

  • Data retention
  • Conversation history
  • Usage analytics

Connections:

  • Email accounts
  • Calendar sync
  • Cloud storage

Part XV: Keyboard Shortcuts Reference

Global Shortcuts

Shortcut Action
Alt+1 Open Chat
Alt+2 Open Drive
Alt+3 Open Tasks
Alt+4 Open Mail
Alt+5 Open Calendar
Escape Close dialog/menu
/ Focus search
Ctrl+K Command palette

Common Shortcuts

Shortcut Action
Ctrl+S Save
Ctrl+Z Undo
Ctrl+Y Redo
Ctrl+C Copy
Ctrl+V Paste
Ctrl+A Select all
Ctrl+F Find

Part XVI: Tips & Best Practices

Daily Workflow

Morning:

  1. Open Suite
  2. Check Chat for overnight messages
  3. Review Tasks for the day
  4. Check Calendar for meetings

During Work:

  • Use Chat for quick questions
  • Upload files to Drive
  • Update Tasks as you complete them
  • Take notes in Paper

End of Day:

  • Mark completed tasks done
  • Archive old emails
  • Review tomorrow's calendar

Productivity Tips

In Chat:

  • Be specific in your questions
  • Use follow-up questions
  • Say "summarize" for long responses

In Drive:

  • Use folders to organize
  • Star important files
  • Use search instead of browsing

In Tasks:

  • Break big tasks into smaller ones
  • Set realistic due dates
  • Use categories to organize

In Mail:

  • Process emails once
  • Archive instead of delete
  • Use AI for drafting

Getting Help

Ask the Bot:

You: How do I upload a file?
You: What keyboard shortcuts are there?
You: Help me with tasks

Resources:

  • This manual
  • In-app help (click ?)
  • Support team

Appendix A: Troubleshooting

Common Issues

Suite won't load:

  • Refresh the page (F5 or Ctrl+R)
  • Clear browser cache
  • Try a different browser

Files won't upload:

  • Check file size (max 100MB)
  • Check internet connection
  • Try a smaller file first

Bot not responding:

  • Wait a few seconds
  • Refresh the page
  • Check internet connection

Video/audio not working:

  • Allow camera/microphone in browser
  • Check device permissions
  • Try different browser

Error Messages

Message Solution
"Connection lost" Check internet, refresh page
"File too large" Reduce file size
"Permission denied" Contact administrator
"Session expired" Log in again

Appendix B: Glossary

Term Definition
Bot AI assistant that responds to your messages
Dialog A conversation flow or script
HTMX Technology that makes pages interactive
KB Knowledge Base - stored information
MCP Model Context Protocol - tool connections
Suite The complete workspace application
Template Pre-built bot configuration

Appendix C: Version History

Version Date Changes
1.0 March 2024 Initial release with Chat, Drive, Tasks, Mail
1.1 April 2024 Added Meet, Paper, Research
1.2 May 2024 Added Designer, Sources, Compliance

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For the latest documentation, visit the online manual