How-to guides
Step-by-step walkthroughs for getting the most out of Noli. Looking for a quick answer instead? See the FAQ.
Getting started
Sign up and your first login→
Create your Noli account, sign in, and find your way around the dashboard.
Getting started
Choosing a plan and managing billing→
How Noli's bundle pricing works, switching plans, and managing your subscription.
Getting started
Add your own AI keys→
Add your OpenAI, Anthropic, or Google keys once so your AI never pauses when your monthly tokens run out.
Getting started
Your AI usage and allowance→
How your monthly token pool works, what happens when you reach it, and how to keep your AI running.
Getting started
Chief of Staff
Meet your Chief of Staff→
What your Chief of Staff is, how to set it up, and how to put it to work running your AI team.
Chief of Staff
Set up your Chief of Staff→
Name your Chief of Staff and give it the context about your business it needs to be useful from day one.
Chief of Staff
Ask your Chief of Staff to get work done→
How to hand your Chief of Staff a goal in plain language and let it run the work across your apps.
Chief of Staff
Organize your work in threads→
Keep separate lines of work in their own conversation threads, each with its own history.
Chief of Staff
Schedule recurring work→
Set your Chief of Staff to run tasks on a schedule, like a daily briefing, and choose where the results land.
Chief of Staff
Connect a messaging channel→
Reach your Chief of Staff from Telegram, Slack, or Discord, and have briefings pushed to you there.
Chief of Staff
Add and manage skills→
Turn skills on or off and add new ones to expand what your Chief of Staff can do.
Chief of Staff
Choose a model and customize instructions→
Pick which AI model powers your Chief of Staff, add custom instructions, and keep its business context current.
Chief of Staff
Get and send documents→
Download what your Chief of Staff creates, save it to your knowledge base, and send it files to work from.
Chief of Staff
Your team
Connecting your team
CRM
CRM: your first contacts and pipeline→
Get your contacts in, set up your pipeline, and let the CRM run relationships and revenue.
CRM
Get oriented to your CRM dashboard→
Tour your CRM dashboard, read the key metrics, and use the quick actions to start your day.
CRM
Add and manage contacts→
Create people and companies, set lifecycle stages, and import an existing list into your CRM.
CRM
Organize contacts with tags, notes & files→
Segment contacts with tags, keep internal notes, and attach files to build a full history.
CRM
Create and manage deals→
Set up a deal, link it to a contact, and track its value and timeline through to close.
CRM
Work your sales pipeline→
Move deals across stages with drag-and-drop and keep your whole pipeline up to date.
CRM
Configure your pipeline stages & automation→
Customize your pipeline stages and set rules that fire automatically when a deal changes stage.
CRM
Build automated workflows→
Set up triggers and actions so your CRM handles routine follow-up and busywork for you.
CRM
Set up email sequences (drip campaigns)→
Build multi-step sequences with waits, conditions, and branching to nurture contacts over time.
CRM
Manage your inbox: email, SMS & live chat→
Handle email, SMS, and website chat in one unified inbox tied to each contact.
CRM
Run email marketing campaigns→
Send email blasts to mailing lists and track opens and clicks from your CRM.
CRM
Use AI email suggestions with Scout→
Let Scout draft email replies and help you write faster without starting from a blank page.
CRM
Build landing pages in your CRM→
Create landing pages with a drag-and-drop builder, start from templates, and publish in a click.
CRM
Create sales funnels→
Chain pages into a multi-step funnel with checkout, upsells, and step-by-step analytics.
CRM
Create and publish courses→
Build courses with modules and lessons, enroll students, and track their progress.
CRM
Build forms and surveys→
Create custom forms and surveys, embed them anywhere, and collect submissions into your CRM.
CRM
Add a live chat widget to your site→
Deploy a chat widget on your website and handle conversations from your CRM inbox.
CRM
Schedule events and meetings→
Manage your calendar, set availability, and let people book time with shareable booking pages.
CRM
Accept payments with Stripe→
Connect Stripe to sell products, send invoices, and track payments inside your CRM.
CRM
Generate reports and analyze data→
Use prebuilt reports and KPIs to see revenue, contacts, bookings, and landing-page performance.
CRM
Manage your team, roles & settings→
Invite teammates, set roles, and configure your CRM's defaults, channels, and Scout's tone.
CRM
Use the AI assistant (Scout)→
Ask Scout questions about your CRM, get summaries and insights, and have it take actions for you.
CRM
Connect integrations→
Connect your email, calendar, SMS, Stripe, and knowledge base so your CRM works end to end.
CRM
Run an affiliate program→
Recruit affiliates, give them referral links, and track conversions, commissions, and payouts.
CRM
Marketing (AMS)
Marketing: your first campaign→
Tell the marketing system about your business and let it research, plan, and ship content.
Marketing (AMS)
Set up your brand profile→
Tell your marketing system who you are so everything it produces sounds like your business.
Marketing (AMS)
Set your automation level and preferences→
Choose how much your marketing system does on its own and where it pauses for your review.
Marketing (AMS)
Connect integrations and API keys→
Connect publishing platforms, your CRM, Google, social accounts, and optional service keys.
Marketing (AMS)
Build competitive intelligence→
Add competitors, run landscape research, and read teardowns to find your edge.
Marketing (AMS)
Define and research audience personas→
Create audience personas, run deep research, and use the insights across your marketing.
Marketing (AMS)
Use your strategic playbook→
Read your positioning, priority actions, channel strategy, and messaging in one place.
Marketing (AMS)
Monitor market signals and opportunities→
Track trends, social listening, and content performance signals to act on opportunities early.
Marketing (AMS)
Research keywords and build your topic queue→
Explore keywords, score topic opportunities, and save the best ones to write about.
Marketing (AMS)
Set up your style guide and brand voice→
Define how your marketing system writes with a voice profile, reference docs, and notes.
Marketing (AMS)
From topic to published post→
Follow a post through the content pipeline from planned to in progress to review to published.
Marketing (AMS)
Repurpose content for social media→
Turn an article into per-platform social variants, then schedule or auto-publish them.
Marketing (AMS)
Track content performance with Google Search Console→
Connect Google Search Console to see rankings, impressions, clicks, and click-through rates.
Marketing (AMS)
Generate and schedule email sequences→
Create email sequences, edit individual emails, and schedule the sends.
Marketing (AMS)
Create and manage ad campaigns→
Build an ad strategy, generate creative variants, and track campaign performance.
Marketing (AMS)
Create lead magnets→
Generate checklists, guides, and ebooks as polished PDFs, then customize and download them.
Marketing (AMS)
Build marketing landing pages→
Create a landing page, connect a lead magnet, edit the copy, and track submissions.
Marketing (AMS)
Run marketing funnels→
Compose a landing page, lead magnet, email sequence, and ads into one funnel and track leads.
Marketing (AMS)
Generate AI images→
Create AI images, choose a style and size, and reuse them across your content.
Marketing (AMS)
Create videos→
Make avatar videos and short-form clips with scripts written by your marketing system.
Marketing (AMS)
Build your content library→
Upload reference documents and import from your knowledge base to ground your content.
Marketing (AMS)
Run local marketing→
Set service areas, optimize your Google Business Profile, and find community events.
Marketing (AMS)
Manage partnerships and outreach→
Build a partner database, sort partners by tier, and run personalized outreach sequences.
Marketing (AMS)
Knowledge Base
Knowledge Base: capture and retrieve→
Get your documents and notes in, then retrieve and reason over them anywhere in Noli.
Knowledge Base
Add documents to your knowledge base→
Upload files, import web pages, and pull in YouTube videos with transcripts so your knowledge base can use them.
Knowledge Base
Capture quick notes and ideas→
Save rich-text notes and collect ideas in the Idea Vault with category, status, effort, and impact.
Knowledge Base
Capture meeting notes→
Record live, paste a transcript, or upload audio, and let AI extract decisions and action items for you.
Knowledge Base
Organize with folders, tags & bulk actions→
Use folders, tags, and bulk actions to keep your knowledge base tidy as it grows.
Knowledge Base
Search and chat with your knowledge→
Ask questions and get answers grounded in your own documents, with source citations and tag or date scoping.
Knowledge Base
Use your AI thinking partners→
Brainstorm and plan with Launch Mentor, then stress-test your plans with the Pre-Mortem devil's advocate.
Knowledge Base
Analyze your customers with Customer Voice→
Build personas and generate customer reports from the feedback and notes in your knowledge base.
Knowledge Base
Research competitors with Competitive Intel→
Add competitors, run AI deep-dive research, and discover players you didn't know about.
Knowledge Base
Write long-form content in the Writing Studio→
Outline, research, draft, set a style guide, and run multi-pass editing for books, newsletters, and more.
Knowledge Base
Build courses and learn from your knowledge→
Turn your knowledge into AI-generated lessons, spaced-repetition flashcards, and quizzes.
Knowledge Base
Journal and write future-self letters→
Reflect with AI-assisted journaling and schedule letters to your future self with predictions to check.
Knowledge Base
Talk to your knowledge with voice chat→
Have a real-time spoken conversation with your knowledge base and save the transcript when you're done.
Knowledge Base
Connect Slack, Telegram & cloud drives→
Link Slack and Telegram bots and sync Google Drive, Dropbox, and Notion into your knowledge base.
Knowledge Base
Personalize your AI→
Set custom instructions, save memory facts, and choose a response style so answers fit you.
Knowledge Base
Manage API keys to connect other apps→
Generate scoped API keys so other apps and agents can query your knowledge base.
Knowledge Base
Set up notifications and your weekly digest→
Turn on a weekly summary email and optionally have it delivered through Telegram too.
Knowledge Base
Project Manager
Project Manager: your first goal→
Turn a goal into a step-by-step plan, and let it coach you through with your own knowledge.
Project Manager
Understand the three modes: Launch, Omni & Genius→
Learn what Launch, Omni, and Genius mode each do so you pick the right knowledge source for every project.
Project Manager
Generate steps with your AI coach→
Open the coach chat, pick a planning strategy, and turn your goal into an ordered set of steps.
Project Manager
Create and organize steps manually→
Add your own steps, edit titles and notes, reorder them by dragging, and delete what you don't need.
Project Manager
Break down a big step with drill-down→
Turn one large, intimidating step into smaller sub-steps so you always know the next concrete action.
Project Manager
Customize your AI coach's personality→
Choose a coaching style or write your own custom prompt so your project manager talks the way you like.
Project Manager
Bring your own AI keys→
Add your own AI provider keys once for your whole workspace, and they cover the project manager too.
Project Manager
Connect your Knowledge Base for Genius mode→
Link your Noli Knowledge Base in one click so your project manager plans using your own notes.
Project Manager
Complete steps and reflect→
Mark steps done, capture a quick reflection, and finish a project with a closing note.
Project Manager
Use Focus mode to stay on track→
Hide everything except your current step so you can concentrate on the one thing in front of you.
Project Manager
Track your streaks and activity→
See your current and longest streaks plus weekly progress to build a steady completion habit.
Project Manager
Share a project with your team or an accountability partner→
Make a project visible to your team, or send a public link that shows progress only or full details.
Project Manager
Can’t find what you need?
Email us at hello@noliai.com and we’ll help you out.