- 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
42 KiB
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
- Open your web browser (Chrome, Firefox, Safari, or Edge)
- Go to your General Bots address (example:
http://your-company.bot:8080) - 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 |
| ✉ | 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:
- Click in the message box at the bottom
- Type your question or request
- 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
- Click the 🎤 microphone button
- Speak your message
- Click again to stop
- 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:
- Click + New button
- Select Upload Files
- Choose files from your computer
- Or: Drag files directly into Drive
Create New Folder:
- Click + New
- Select New Folder
- Type the folder name
- 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
- Type your task in the input box
- (Optional) Select a category: Work, Personal, Shopping, Health
- (Optional) Set a due date
- 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
- Click on Mail in the Apps menu
- Click any email in the list to read it
- The full email appears on the right
Composing Email
- Click ✏ Compose
- Fill in the fields:
- To: recipient's email
- Subject: what it's about
- Body: your message
- 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
- Click on a day/time slot
- Enter event details
- 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:
- Click Meet in Apps menu
- Click Start Meeting
- 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
- Click 🖥 Share
- Choose what to share:
- Entire Screen - Everything you see
- Window - One application
- Tab - One browser tab
- Click Share
- 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
- Click + New in the sidebar
- 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
Part IX: Research - AI Search
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
- Type your question in the search box
- Select a focus mode (optional)
- Press Enter
- Read the AI-synthesized answer
- Click sources to see original content
Collections
Save important searches and sources:
- Click + New Collection
- Name it (e.g., "Q1 Project Research")
- Add sources by clicking Save to Collection
- 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
- Browse or search prompts
- Click on a prompt card
- Click Use to apply it
- Customize if needed
Installing a Template
- Go to Templates tab
- Find a template (e.g., "CRM Contacts")
- Click Install
- Configure settings
- 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 | 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 │ │ℹInfo│ │
│ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ │
├─────────────────────────────────────────────────────────────────┤
│ 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
- Click your avatar (top right)
- 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:
- Open Suite
- Check Chat for overnight messages
- Review Tasks for the day
- 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 (
F5orCtrl+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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