[{"data":1,"prerenderedAt":840},["ShallowReactive",2],{"navigation_docs_en":3,"-en-automation-and-ai-getting-started-with-crew":137,"-en-automation-and-ai-getting-started-with-crew-surround":835},[4,22,39,56,85,98,115,128],{"title":5,"path":6,"stem":7,"children":8,"page":21},"Getting started","\u002Fen\u002Fgetting-started","en\u002F1.getting-started",[9,13,17],{"title":10,"path":11,"stem":12},"Adding a new client","\u002Fen\u002Fgetting-started\u002Fadding-a-client","en\u002F1.getting-started\u002F1.adding-a-client",{"title":14,"path":15,"stem":16},"Installing the Kahunas app","\u002Fen\u002Fgetting-started\u002Finstalling-the-kahunas-app","en\u002F1.getting-started\u002F2.installing-the-kahunas-app",{"title":18,"path":19,"stem":20},"Understanding your dashboard","\u002Fen\u002Fgetting-started\u002Funderstanding-your-dashboard","en\u002F1.getting-started\u002F3.understanding-your-dashboard",false,{"title":23,"path":24,"stem":25,"children":26,"page":21},"Clients and 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automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":121,"body":139,"description":828,"extension":829,"links":830,"meta":831,"navigation":832,"path":122,"seo":833,"stem":123,"__hash__":834},"docs_en\u002Fen\u002F7.automation-and-ai\u002F1.getting-started-with-crew.md",{"type":140,"value":141,"toc":811},"minimark",[142,146,234,237,242,252,261,268,276,287,302,310,314,325,333,340,344,347,370,377,380,387,391,394,397,401,408,416,427,434,441,445,452,463,466,470,487,491,498,506,536,540,546,588,594,597,604,612,616,621,629,666,670,681,689,703,707,710,724,727,741,745,798,804],[143,144,145],"p",{},"Crew is the AI area of Kahunas. It has five assistants, and each one has a single job:",[147,148,149,165],"table",{},[150,151,152],"thead",{},[153,154,155,159,162],"tr",{},[156,157,158],"th",{},"Assistant",[156,160,161],{},"Job",[156,163,164],{},"What it does",[166,167,168,183,196,209,222],"tbody",{},[153,169,170,177,180],{},[171,172,173],"td",{},[174,175,176],"strong",{},"Whim",[171,178,179],{},"General chat",[171,181,182],{},"Answers questions about your clients, plans and business, and passes work to a specialist when you confirm it.",[153,184,185,190,193],{},[171,186,187],{},[174,188,189],{},"Ora",[171,191,192],{},"Client triage",[171,194,195],{},"Reads check-ins, logs and messages, and tells you which clients need you.",[153,197,198,203,206],{},[171,199,200],{},[174,201,202],{},"Moss",[171,204,205],{},"Nutrition & training",[171,207,208],{},"Drafts programmes, meal plans and forms for you to review.",[153,210,211,216,219],{},[171,212,213],{},[174,214,215],{},"Tru",[171,217,218],{},"Marketing",[171,220,221],{},"Coming soon.",[153,223,224,229,232],{},[171,225,226],{},[174,227,228],{},"Flint",[171,230,231],{},"Business coach",[171,233,221],{},[143,235,236],{},"Crew works for you, not your clients. No assistant messages a client or changes a live plan. Moss's drafts stay with you until you review them, and Moss never assigns or sends them.",[238,239,241],"h2",{"id":240},"open","Open Crew",[143,243,244,245,248,249,251],{},"Select the Crew icon at the top right of the header. Its tooltip reads ",[174,246,247],{},"Crew",". This opens the ",[174,250,247],{}," page, \"Five assistants, one job each.\"",[143,253,254],{},[255,256],"img",{"alt":257,"height":258,"src":259,"width":260},"The Crew icon in the header, with its Crew tooltip.",82,"\u002Fguides\u002Fgetting-started-with-crew\u002F01-open-your-crew.png",231,[143,262,263,264,267],{},"Your assistants are listed under ",[174,265,266],{},"Your Crew"," on the left. Select one to open its conversation on the right. Links to the old assistant page now open Crew.",[143,269,270],{},[255,271],{"alt":272,"height":273,"src":274,"width":275},"The Crew page with Whim open. Your Crew lists Whim, Ora, Tru, Flint and Moss.",765,"\u002Fguides\u002Fgetting-started-with-crew\u002F02-crew-page-whim.png",1215,[143,277,278,279,282,283,286],{},"If the icon reads ",[174,280,281],{},"Unlock your Crew",", your account doesn't have an AI plan yet. The Crew page offers ",[174,284,285],{},"See AI plans"," instead.",[143,288,289,290,293,294,297,298,301],{},"Select ",[174,291,292],{},"Watch the intro"," at the top right of the Crew page for a short walkthrough of the five assistants. Use ",[174,295,296],{},"Next"," to move through it, or ",[174,299,300],{},"Skip intro"," to close it.",[143,303,304],{},[255,305],{"alt":306,"height":307,"src":308,"width":309},"The intro shows all five assistants: Ora, Tru, Whim, Flint and Moss.",900,"\u002Fguides\u002Fgetting-started-with-crew\u002F03-watch-the-intro.png",1440,[238,311,313],{"id":312},"search","Find a page or client with search",[143,315,316,317,320,321,324],{},"Search has its own palette. Select the search icon at the bottom of the left navigation, or press ",[174,318,319],{},"⌘K"," on a Mac. Type in ",[174,322,323],{},"Search anything…"," to find pages, actions and people.",[143,326,327],{},[255,328],{"alt":329,"height":330,"src":331,"width":332},"The search palette lists Navigation pages and Actions such as Invite client.",427,"\u002Fguides\u002Fgetting-started-with-crew\u002F04-search-anything.png",575,[143,334,335,336,339],{},"Select a result to open it. Matching clients appear under ",[174,337,338],{},"People",".",[238,341,343],{"id":342},"ask","Ask Whim a question",[143,345,346],{},"Whim is your general assistant. You can reach it two ways:",[348,349,350,361],"ul",{},[351,352,353,356,357,360],"li",{},[174,354,355],{},"From search:"," type your question, then select ",[174,358,359],{},"Ask AI about \"…\"",". Whim opens with your question already typed, so you can check it before you send it.",[351,362,363,366,367,369],{},[174,364,365],{},"From Crew:"," select ",[174,368,176],{}," and type in the message box, then select the send arrow.",[143,371,372],{},[255,373],{"alt":374,"height":375,"src":376,"width":332},"Typing a question in search offers Ask AI about \"What can you help me with?\".",108,"\u002Fguides\u002Fgetting-started-with-crew\u002F05-ask-ai-about.png",[143,378,379],{},"Whim can look up your clients, their details, check-ins, progress, metric charts and roster numbers. It can also tell you which clients need attention. It reads this information but can't change it. To change a client's details, open their profile yourself.",[143,381,382,383,386],{},"Each reply shows ",[174,384,385],{},"Used N credits"," underneath, so you can see what it cost.",[238,388,390],{"id":389},"context","Ask with useful context",[143,392,393],{},"Name the client, the time period or the result you want. For example: \"Which clients missed a check-in this week?\" If an answer misses the point, ask a follow-up in the same conversation.",[143,395,396],{},"Check an answer before you act on it. A reply never sends a message or changes a plan.",[238,398,400],{"id":399},"handoff","Hand work to Ora or Moss",[143,402,403,404,407],{},"When you ask Whim for something a specialist does, such as a meal plan, Whim prepares a ",[174,405,406],{},"Send this to Moss"," card. The card sets out the request. Nothing happens until you confirm it.",[143,409,410],{},[255,411],{"alt":412,"height":413,"src":414,"width":415},"A Send this to Moss card for a 7-day meal plan, then marked Sent to Moss.",485,"\u002Fguides\u002Fgetting-started-with-crew\u002F06-send-this-to-moss.png",897,[143,417,418,419,422,423,426],{},"After you confirm, the card shows ",[174,420,421],{},"Sent to Moss",". The request appears in Moss's conversation marked ",[174,424,425],{},"From Whim",". Whim can hand work to Ora and Moss. Tru and Flint can't take handoffs while they're coming soon.",[143,428,429,430,433],{},"Moss replies with a draft for you to review. Select ",[174,431,432],{},"Open plan"," to open a draft plan. Moss doesn't assign it to a client or send it.",[143,435,436],{},[255,437],{"alt":438,"height":439,"src":440,"width":415},"A Moss meal plan draft with Open plan and Used 46 credits.",558,"\u002Fguides\u002Fgetting-started-with-crew\u002F07-moss-open-plan.png",[238,442,444],{"id":443},"history","Return to a conversation",[143,446,447,448,451],{},"Each assistant keeps one continuous conversation. There's no ",[174,449,450],{},"New"," chat and no list of past conversations. Select the assistant again to carry on where you left off.",[143,453,454,455,458,459,462],{},"Messages are grouped by date. Scroll up to read older messages, or select ",[174,456,457],{},"Show earlier messages"," to load more. ",[174,460,461],{},"Jump to latest"," takes you back to the newest reply. Kahunas summarises long conversations automatically.",[143,464,465],{},"Conversations from the old assistant aren't shown in Crew.",[238,467,469],{"id":468},"inputs","Add images or dictate",[348,471,472,481],{},[351,473,474,366,477,480],{},[174,475,476],{},"Attach images:",[174,478,479],{},"+"," in the message box. You can add up to 5 images to a message.",[351,482,483,486],{},[174,484,485],{},"Dictate a message:"," select the microphone, speak, then check the text before you send it.",[238,488,490],{"id":489},"preferences","Assistant settings and saved preferences",[143,492,493,494,497],{},"Open an assistant's ",[174,495,496],{},"Settings"," panel to see what it does and when it runs.",[143,499,500],{},[255,501],{"alt":502,"height":503,"src":504,"width":505},"Whim's settings: Turned on, When it runs and Saved preferences.",662,"\u002Fguides\u002Fgetting-started-with-crew\u002F08-whim-settings.png",290,[348,507,508,514,523],{},[351,509,510,513],{},[174,511,512],{},"Turned on:"," when it's off, the assistant stops working. Its messages and saved preferences stay.",[351,515,516,519,520,339],{},[174,517,518],{},"When it runs:"," Whim and Moss show ",[174,521,522],{},"Runs when you ask",[351,524,525,528,529,532,533,339],{},[174,526,527],{},"Saved preferences:"," Whim reads these before every reply. Write one preference per line, such as \"Keep replies short\" or \"Use kilograms\". You can also tell Whim a preference in chat. It confirms with ",[174,530,531],{},"Added to preferences",", and you can select ",[174,534,535],{},"Undo",[238,537,539],{"id":538},"schedules","Ora's schedule and runs",[143,541,542,543,545],{},"Ora can run on a schedule as well as when you ask. In Ora's ",[174,544,496],{},":",[348,547,548,554,581],{},[351,549,289,550,553],{},[174,551,552],{},"Run now"," to start a run straight away.",[351,555,556,557,560,561,564,565,568,569,572,573,576,577,580],{},"Under ",[174,558,559],{},"When it runs",", choose ",[174,562,563],{},"Daily",", ",[174,566,567],{},"Weekly"," or ",[174,570,571],{},"When you ask",", then pick the days and ",[174,574,575],{},"Time",". Times are in UTC, and ",[174,578,579],{},"Next run"," shows when Ora will run next.",[351,582,583,584,587],{},"Turn on ",[174,585,586],{},"Send me a voice recap"," to get a spoken summary. A voice recap uses extra credits.",[143,589,590],{},[255,591],{"alt":592,"height":503,"src":593,"width":505},"Ora's settings: Run now, Turned on, When it runs and Send me a voice recap.","\u002Fguides\u002Fgetting-started-with-crew\u002F09-ora-settings.png",[143,595,596],{},"Ora's results appear in its conversation. Each result names a client and what they need from you, such as check-ins waiting for review.",[143,598,599,600,603],{},"Tru and Flint show ",[174,601,602],{},"Coming soon",". You can read what they'll do, but you can't turn them on yet.",[143,605,606],{},[255,607],{"alt":608,"height":609,"src":610,"width":611},"Tru, Marketing, shows Coming soon and can't be turned on yet.",293,"\u002Fguides\u002Fgetting-started-with-crew\u002F10-tru-coming-soon.png",394,[238,613,615],{"id":614},"crew-settings","Crew settings",[143,617,289,618,620],{},[174,619,615],{}," above your assistants. These settings apply to your whole crew.",[143,622,623],{},[255,624],{"alt":625,"height":626,"src":627,"width":628},"Crew settings: alerts, Crew briefing, Team sharing and Automation credits this month.",868,"\u002Fguides\u002Fgetting-started-with-crew\u002F11-crew-settings.png",512,[348,630,631,641,647,657],{},[351,632,633,636,637,640],{},[174,634,635],{},"Alerts from your crew:"," alerts tell you when a run needs you or couldn't finish. Each assistant can override this in its own settings. With ",[174,638,639],{},"No alerts",", results still appear in Crew.",[351,642,643,646],{},[174,644,645],{},"Crew briefing:"," one summary of new results on the days and at the time you pick (in UTC).",[351,648,649,652,653,656],{},[174,650,651],{},"Team sharing:"," turn on ",[174,654,655],{},"Share Crew with your team"," to share one Crew with the team members you pick. They can chat, ask for drafts and run assistants. Only you can change assistants, schedules and saved preferences. Your private Crew and its history stay private.",[351,658,659,662,663,665],{},[174,660,661],{},"Automation credits this month:"," shows the credits used by ",[174,664,552],{},", scheduled runs and handoffs, against your monthly cap, with a breakdown by assistant. Chat isn't counted here. The account owner sets the monthly cap.",[238,667,669],{"id":668},"suggestions","Whim suggestions on your dashboard",[143,671,672,673,676,677,680],{},"Some accounts see a ",[174,674,675],{},"Whim suggestions"," card on the dashboard. Select the help icon beside the title for ",[174,678,679],{},"How Whim suggestions work",". Scores and signals keep working for free, but the written summary needs a credit.",[143,682,683],{},[255,684],{"alt":685,"height":686,"src":687,"width":688},"The Whim suggestions card on the dashboard when AI credits have run out.",174,"\u002Fguides\u002Fgetting-started-with-crew\u002F12-whim-suggestions.png",653,[143,690,691,692,568,695,698,699,702],{},"New coaches may also see a setup guide from their crew on new screens. Select ",[174,693,694],{},"Hide setup for now",[174,696,697],{},"Minimise"," to put it away. Turn off ",[174,700,701],{},"Guides on new screens"," if you don't want it on later screens.",[238,704,706],{"id":705},"limits","Credits and access",[143,708,709],{},"Crew uses AI credits. Chat replies, assistant runs, handoffs and voice recaps all use credits, and the cost depends on the work. Your allowance resets monthly.",[143,711,712,713,716,717,720,721,339],{},"When credits run out, you'll see \"You're out of AI credits for this month.\" The message box is turned off and scheduled runs show ",[174,714,715],{},"Paused: out of AI credits",". No credits are used for a skipped run, and the next scheduled run tries again. Select ",[174,718,719],{},"Get more credits"," to open ",[174,722,723],{},"Settings → Your plan",[143,725,726],{},"To use Crew:",[348,728,729,732,735,738],{},[351,730,731],{},"Your account needs an AI credit plan.",[351,733,734],{},"Team members also need the AI permission.",[351,736,737],{},"Crew isn't available on accounts that use the original Kahunas mobile apps.",[351,739,740],{},"On seat pricing, Crewbots are included from 50 seats.",[238,742,744],{"id":743},"troubleshooting","If something looks different",[348,746,747,755,763,775,784,792],{},[351,748,749,752,753,339],{},[174,750,751],{},"The icon reads Unlock your Crew:"," your account has no AI plan. Select ",[174,754,285],{},[351,756,757,760,761,339],{},[174,758,759],{},"You can't type in the message box:"," check for the out-of-credits message and select ",[174,762,719],{},[351,764,765,768,769,771,772,774],{},[174,766,767],{},"Ora skipped a run:"," check its conversation for ",[174,770,715],{},", then check your credits and Ora's ",[174,773,559],{}," setting.",[351,776,777,780,781,783],{},[174,778,779],{},"You can't find an old conversation:"," each assistant has one conversation. Scroll up or select ",[174,782,457],{},". Conversations from the old assistant aren't shown.",[351,785,786,789,790,339],{},[174,787,788],{},"A team member can't open Crew:"," check they have the AI permission, or share your Crew with them in ",[174,791,615],{},[351,793,794,797],{},[174,795,796],{},"Tru or Flint won't turn on:"," they're coming soon.",[143,799,800,801,339],{},"To set up messages that send themselves when something happens, see ",[802,803,125],"a",{"href":126},[143,805,806,807,810],{},"If you still need help, use ",[174,808,809],{},"Contact support"," on this help site and describe where you got stuck.",{"title":812,"searchDepth":813,"depth":813,"links":814},"",2,[815,816,817,818,819,820,821,822,823,824,825,826,827],{"id":240,"depth":813,"text":241},{"id":312,"depth":813,"text":313},{"id":342,"depth":813,"text":343},{"id":389,"depth":813,"text":390},{"id":399,"depth":813,"text":400},{"id":443,"depth":813,"text":444},{"id":468,"depth":813,"text":469},{"id":489,"depth":813,"text":490},{"id":538,"depth":813,"text":539},{"id":614,"depth":813,"text":615},{"id":668,"depth":813,"text":669},{"id":705,"depth":813,"text":706},{"id":743,"depth":813,"text":744},"Open Crew, ask Whim about your clients, hand work to Ora or Moss, and manage settings, schedules and AI credits.","md",null,{},true,{"title":121,"description":828},"hR93NREIelihxkEQoS00y_-Mn5NMe0JIwbQRyRqC7Xk",[836,838],{"title":112,"path":113,"stem":114,"description":837,"children":-1},"Add files, links and articles to your Library. Choose which packages can access them, set release timing, and keep resources up to date.",{"title":125,"path":126,"stem":127,"description":839,"children":-1},"Turn client-event automations on or off, add email, push, chat or webhook steps, set wait times and test your messages.",1792652754464]