Sign in, check AI, assign a small task and review the result. This example works entirely in dashboard chat, without external connections.

AI usage is billed or deducted from credit by your model provider. See Service and costs and Usage for estimates versus actual bills.

Open your customer account, enter your subscription email, select Send sign-in link and open the emailed link. Or use Sign in with Google with the same address. Check the account and plan; choose the intended account if several appear.

2. Open the host dashboard

Under Server, find your host and select Dashboard. It opens in the same tab. Continue when you see Today and the mate entries.

3. Choose one mate and check AI

Open Mate Settings → choose a mate → AI Model. Check the main model and Running status.

If not set up, connect an AI account and choose a main model. Linking the account alone is not enough.

4. Provide the information and send a task

Select the same mate in the sidebar → Chats → + New conversation. Paste this example, or use your own non-sensitive information. Select Send, check the message appears and wait for a reply.

Make a checklist: time, task, and what I need to prepare.
Mark missing details "To confirm". Only make the table.

10:00: Review the proposal with a colleague. Bring the draft.
14:00: Discuss the homepage with the designer. Prepare reference images.
Reply to the supplier's quote before leaving work today.

5. Check the result

Check all three tasks, their times and that missing preparation says “To confirm”. Ask for changes in the same chat: “Mark preparation for the supplier quote as To confirm. Keep the other rows.” Check the revision too.

Once received and checked, your first task is complete. Find more features in the interface map or connect messaging for phone access. To find results later, see Work progress.

If you get stuck

Missing email or expired link: Sign-in problems.
Host pending, stopped or inaccessible: Host entry.
AI credit, authorization or unavailable status: Model problems.
Busy mate or failed send: Chat guide. No reply: Mate not responding. If results are missing on screen, first check that data loaded.

beginner onboarding introduction quick start first use

Get started in five steps: finish a small task