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, tell it about your business once, and find your way around the dashboard.
Choosing a plan and managing billing→
How Noli's bundle pricing works, switching plans, and managing your subscription.
Add your own AI keys→
Add your OpenAI (ChatGPT), Anthropic (Claude), Google (Gemini) or xAI (Grok) keys once so your AI never pauses when your monthly tokens run out.
Your AI usage and allowance→
How your monthly token pool works, what happens when you reach it, and how to keep your AI running.
Intel Hub, what Noli knows about your business→
One shared brief that every specialist works from. Review it, edit it, and confirm it once, so no app asks you the same question twice.
Needs you, everything waiting on your decision→
One queue for every draft, approval, and question your team has for you, so you never check five apps to find out what is waiting.
When Noli is at capacity→
What the waitlist page means, how joining works, how to ask for a spot sooner, and what happens when one opens.
Your account, your data→
Where to change your name, password, two-factor settings and sessions, and how to get a copy of your data or have it deleted.
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.
Set up your Chief of Staff→
Tell your Chief of Staff about your business once, so it is useful from day one.
Ask your Chief of Staff to get work done→
How to hand your Chief of Staff work in plain language, what it does across your apps today, and what it tells you to do yourself.
Organize your work in threads→
Keep separate lines of work in their own conversation threads, each with its own history.
Schedule recurring work→
Set your Chief of Staff to run tasks on a schedule, like a weekly pipeline review, and choose where the results land.
Connect a messaging channel→
Reach your Chief of Staff from Telegram, Slack, Discord or iMessage, and choose where your morning message arrives.
Add and manage skills→
Turn skills on or off and add new ones to expand what your Chief of Staff can do.
Choose a model and customize instructions→
Pick which AI model powers your Chief of Staff, add custom instructions, and keep its business context current.
Approve what goes out before it sends→
Your Chief of Staff drafts messages, posts, and bookings and checks with you before anything reaches a client. Here is how the approvals inbox works.
Decide what your Chief of Staff can do without asking→
Authority lets you raise or lower how much your Chief of Staff can do on its own, one area of work at a time, with limits, an expiry date, and a pause switch.
Get and send documents→
Download what your Chief of Staff creates, save it to your knowledge base, and send it files to work from.
Run your day from the To-do List→
One shared to-do list you and your Chief of Staff both work from, with suggestions it stages from across your business.
Turn a goal into a project your Chief of Staff works→
Hand your Chief of Staff a goal and it builds a step-by-step plan in your Project Manager, works the steps it can, and tracks progress for you.
Run a mission with your Chief of Staff→
Guided initiatives like launching a lead magnet or an offer, worked step by step, where your team does the heavy lifting and walks you through the rest.
See everything your Chief of Staff can do→
Browse what your Chief of Staff can do in each Noli app, try suggested prompts with one click, and reconnect apps if a link ever drops.
The opportunity queue, where it brings work to you→
Your Chief of Staff watches for things worth acting on and queues them with the evidence behind each one. You decide what it prepares, and how often it is allowed to interrupt you.
Debrief a call→
Talk for a minute after a call and your Chief of Staff turns it into updates, tasks, and drafts.
Your money, in plain English→
The Money tab keeps your income and expenses, what to set aside for taxes, how long your cash lasts, what each deal earned, and the income you are still waiting for.
It remembers your business and sounds like you→
Your Chief of Staff keeps a lasting memory of your contacts, deals, and history, and learns your voice so its drafts read like you wrote them.
Your morning message→
One message before your day starts, 5:00 AM your time by default: what happened since yesterday, what needs you, and up to two things to start today, each a link.
Review every conversation in one place→
See everything your Chief of Staff has discussed across web chat, scheduled runs, and channels like Telegram, Slack or Discord, and delete anything you want gone.
Catch up with Notifications→
One feed of updates from your Chief of Staff, scheduled work that ran and anything that had an issue, plus where your morning message lives.
Give your Chief of Staff its own email address→
The email desk gives your Chief of Staff a mailbox of its own, like any real hire. You email it instructions; everyone else gets handled like correspondence, with your approval on every reply.
Run your Chief of Staff on your ChatGPT plan→
Already paying for ChatGPT? Have your Chief of Staff think on that plan, so OpenAI bills you for it instead of it drawing on your Noli tokens.
Hand your team the right tools→
Noli is your team. Like any great team, it does its best work when you hand it the right tools. Here is every optional key you can add to your Chief of Staff, what it unlocks, and how to get each one.
Keep your income and expenses straight→
Check categories and deductions, link money to your CRM deals, add what never came through a connection, track expected income, and save each month.
Set the goals it weighs on every task→
Your standing priorities, where they came from, how they are measured, how to change them, and how to turn one into a step-by-step project.
Your team
Connecting your team
How your team connects→
Your Noli AI team works together automatically, no API keys to paste between specialists.
Use Noli from your AI assistant→
Connect Noli to Claude, ChatGPT, Gemini, Copilot or another assistant you already use, and ask it about your customers, pipeline, projects and notes without leaving that chat.
Connect Claude to Noli→
Add Noli to Claude on the web, the desktop app and your phone as a custom connector, then ask Claude about your customers, pipeline, projects and notes.
Connect ChatGPT to Noli→
Add Noli to ChatGPT as a custom MCP server, sign in once, and ask ChatGPT about your customers, pipeline, projects and notes.
Connect Gemini to Noli→
Add Noli to the Gemini app as a custom app, sign in once, and ask Gemini about your customers, pipeline, projects and notes. Also covers work accounts and the Gemini developer tools.
Connect Microsoft Copilot to Noli→
Which Microsoft Copilot can reach Noli, and how to add Noli to a Copilot Studio agent so your team can use it in Microsoft 365 Copilot and Teams.
Connect Grok to Noli→
Add Noli to Grok as a custom connector at grok.com, sign in once, and ask Grok about your customers, pipeline, projects and notes. Also covers Grok Business and the xAI API.
Connect Perplexity to Noli→
Add Noli to Perplexity as a custom remote connector, sign in once, and ask Perplexity about your customers, pipeline, projects and notes.
Connect Mistral Vibe to Noli→
Add Noli to Mistral Vibe (formerly Le Chat) as a custom MCP connector, sign in once, and ask it about your customers, pipeline, projects and notes.
Connect developer tools to Noli→
Connect Claude Code, Codex, Cursor, VS Code with GitHub Copilot, Gemini CLI, Antigravity, Windsurf, Zed, Junie and Grok Build to Noli with one key.
Connect your tools to your Chief of Staff→
Connect your calendar, your email, your payments, and the other tools your business runs on, so your Chief of Staff works inside them.
Connect your social accounts→
Connect your accounts so your Chief of Staff can draft DM and comment replies, and so your marketing system can publish for you, Google Business included. Each connects in its own place.
Connect Google Calendar once, for everything→
One calendar connection powers your whole Noli team. Your Chief of Staff sees your schedule and books appointments, and your CRM booking pages check the same calendar.
Connect iMessage to your Chief of Staff→
Set up iMessage through Photon so you can text your Chief of Staff from your phone and it can handle conversations there.
CRM
CRM: your first contacts and pipeline→
Get your contacts in, set up your pipeline, and let the CRM run relationships and revenue.
Get oriented to your CRM dashboard→
Tour your CRM dashboard, read the key metrics, and use the quick actions to start your day.
Add and manage contacts→
Create people and companies, set their stage, and import an existing list into your CRM.
Organize contacts with tags, notes & files→
Segment contacts with tags, keep internal notes, and attach files to build a full history.
Create and manage deals→
Set up a deal, link it to a contact, and track its value and timeline through to close.
Work your sales pipeline→
Move cards across stages with drag-and-drop and keep your whole pipeline up to date.
Configure your pipeline stages & automation→
Customize your pipeline stages and the rules that move contacts forward automatically.
Build automated workflows→
Set up triggers and actions so your CRM handles routine follow-up and busywork for you.
Set up email sequences (drip campaigns)→
Build multi-step sequences with waits, conditions, and branching to nurture contacts over time.
Where your inbox lives: email & live chat→
Your unified inbox is in your Noli dashboard. The CRM keeps the customer service desk and the email engine.
Run email marketing campaigns→
Send email blasts to mailing lists and track opens and clicks from your CRM.
Draft emails with AI→
Let your CRM assistant draft email in the compose window so you never start from a blank page.
Create and publish courses→
Build courses with modules and lessons, enroll students, and track their progress.
Build forms and surveys→
Create custom forms, embed them anywhere, collect submissions into your CRM, and gather feedback with surveys.
Add a live chat widget to your site→
Set up website chat in Customer Service so visitors can message you, grounded in your own answers with human review.
Schedule events and meetings→
Manage your calendar, set availability, and let people book time with shareable booking pages.
Accept payments with Stripe→
Connect Stripe to sell products, send invoices, and track payments inside your CRM.
Generate reports and analyze data→
Use prebuilt reports and KPIs to see revenue, forecast, win rates, and form performance.
Manage your team, roles & settings→
Invite teammates, set roles, and configure your CRM's interface, pipeline, and connections.
Use the CRM assistant→
Ask your CRM assistant questions, get summaries and insights, and have it take actions for you.
Connect integrations→
Connect your calendar, bulk email, Stripe, and knowledge base so your CRM works end to end.
Run an affiliate program→
Recruit affiliates, give them referral links, and track conversions, commissions, and payouts.
Customer Service: your AI support desk→
An AI support desk that drafts or auto-sends replies to your customers across email and website chat, grounded in your own answers.
Connect your support channels→
Connect a dedicated support email and a website chat widget so Customer Service can answer on both channels.
Build your support knowledge library→
Give Customer Service your own answers and documents so drafted replies stay accurate and sound like you.
Reply modes and flag scenarios→
Choose whether replies wait for your approval or send on their own, and flag sensitive situations for review.
Review and approve replies→
Work the Customer Service queue to approve, edit, or dismiss drafted replies, and track your support activity.
Call Debrief: talk for a minute, get records→
Just got off a call? Talk for 60 seconds about what happened and your CRM turns it into a call note, tasks, tracked promises, and a follow-up draft.
Never drop a promise or a follow-up→
Your CRM tracks what was promised in both directions and reminds you at the right moment.
Collect more reviews with Reputation→
Find or paste your review link, test it, then let one switch ask every customer for an honest review a few days after the job.
Simple and Advanced interface modes→
Your CRM starts in Simple mode with about twenty destinations. Advanced opens the full system. Here is what each one shows and how to switch.
Run surveys and read the results→
Build a survey from a template or from scratch, send it by email or embed it, then read the aggregate summary and export the raw responses.
Marketing (AMS)
Marketing: your first campaign→
Your marketing workspace is already built when you first sign in. Here is what it starts on its own and what it needs from you.
Marketing: approve everything from your Inbox→
One list of everything your marketing system prepared that waits for your OK, a card for each that you can decide in about two minutes, and switches for the kinds of work you trust to go out on their own.
Set up your brand profile→
Tell your marketing system who you are so everything it produces sounds like your business.
Set your automation level and preferences→
Choose how much your marketing system does on its own and where it pauses for your review.
Connect integrations and API keys→
Everything the marketing system can do without a connection, and the few things that need one: publishing, social, Search Console, Resend, and your CRM.
Build competitive intelligence→
Add competitors, research them one by one, and read what each one gives you.
Connect your WordPress site→
Install the Noli plugin, paste the site URL and API key it gives you, and test the connection so approved articles publish themselves.
Define and research audience personas→
Create audience personas, run deep research, and use the insights across your marketing.
Use your strategic playbook→
Read your positioning, priority actions, channel strategy, and messaging in one place.
Monitor market signals and opportunities→
Track opportunities, keyword gaps, trends, and social chatter so you can act on them early.
Research keywords and build your topic queue→
Explore keywords, save the promising ones as topics, and start articles from your topic list.
Set up your style guide and brand voice→
Define how your marketing system writes with reference documents, a voice profile, and writing instructions.
Tell Noli your facts, spellings and words to avoid→
One list in Settings that every article, social post, email and guide Noli writes for you follows.
From topic to published post→
Follow a post through the content pipeline from planned to in progress to review to published.
Repurpose content for social media→
Turn an article into per-platform social variants, then publish the ones you want or let chosen channels post on their own.
Track content performance with Google Search Console→
Connect Google Search Console to see rankings, clicks, opportunities, and pages losing ground.
Generate and schedule email sequences→
Approve an email strategy, generate the sequence, edit the emails, and start it with recipients.
Send this month's newsletter→
One click drafts a newsletter from this month's articles, local events and your news. You approve it before it goes out from your own email.
See your email results→
Opens, clicks, unsubscribes and sign-ups for every email, sequence and newsletter, what each way of sending can measure, and subject line tests.
Create and manage ad campaigns→
Build an ad strategy, generate creative variants, and log campaign performance.
Create lead magnets→
Generate checklists, guides, ebooks, worksheets, and cheat sheets, then approve, download, and share them.
Build marketing landing pages→
Create a page, pick its layout and look, use one of your CRM forms, take payment through your own Stripe account, and publish it.
Use your own domain for your pages→
Show your landing pages at a web address you own, like homes.yourbusiness.com, with the DNS steps for common domain providers.
Sell with page funnels→
Put pages in order (a sign-up or sales page, a one-click upsell, a downsell, a thank-you page), publish them together, and see each step's visits, sales and drop-off.
Run marketing campaigns→
Pick a goal and a template, assemble the modules, and track the leads a campaign captures.
Generate AI images→
Create AI images, choose a style and size, and download them from your gallery.
Create videos→
Make AI avatar videos from a script with your own HeyGen key, and what to know about short video clips.
Build your content library→
Upload reference documents, import your existing blog posts, and pull in your knowledge base to ground your content.
Run local marketing→
Local basics for every local business (events, facts, Google reviews, Google Business), plus the Real Estate plan's neighborhood guides, market reports, home value updates and territory.
Ask your customers for Google reviews→
Find or paste your Google review link, turn on one switch that asks every customer for an honest review, and reply to your Google reviews with drafted replies you send in one tap.
Manage partnerships and outreach→
Generate a partner list, check each partner's reach, and get an outreach sequence you can copy and send.
Content kits and the closest thing you can use today→
What a full platform content kit is, why you cannot request one, and how to get most of it today with Create for a channel.
Generate a campaign set→
Turn one approved brief into matching blog, newsletter, and LinkedIn drafts, review them together, and publish only the channels you choose.
Work your approved content in the Content Hub→
Where approved articles land, how to publish one to your blog, and how to copy, edit, regenerate, illustrate and post the per-platform versions.
Set how often everything gets made→
One panel that sets the rhythm for blog articles, social posts, email sequences, videos, lead magnets and ad creatives.
Track your social posts→
Approve drafts, choose which channels post on their own, cancel a scheduled post, and why every X thread turns up in Failed.
Set up AI Visibility→
Turn on the weekly scan, check the questions it asks, and see how much of your monthly allowance it has used.
Read your AI Visibility score and its confidence range→
What the score is made of, what the 95% range means, and how to read the engine table and the two leaderboards.
Act on an AI Visibility gap→
Turn a question the engines answer without naming you into a brief, an article, and a page they cite.
Check whether AI engines can read your site→
The nine-point site check, what each result means, and the fix for every one that does not pass.
Publish llms.txt on your site→
What the file is, what Noli puts in it, how to upload it, and when to refresh it.
Reply to the conversations your customers are having→
Where the threads come from, how to use the drafted reply, and why Noli never posts for you.
Share an AI Visibility report or export the answers→
Turn on a read-only share link, see exactly what it shows, and download every answer as a CSV.
The daily check and what AI Visibility costs→
When the daily check is worth turning on, what a weekly scan costs, and how the monthly ceiling protects you.
GTM Engineer
Getting started with the GTM Engineer→
What the GTM Engineer does, where everything lives, how work moves from a play to a launched campaign, and the two things you have to set up before anything can send.
Create plays and run research→
Get your audience plays, see what a research run can cost before it spends anything, and keep every result tied to its evidence.
Review and approve a campaign→
Nothing sends until you approve it. You see every recipient and every message first, and approval freezes the exact batch you reviewed before launch starts sending.
Connect a sending mailbox→
Outreach sends from your own mailbox, under your own address, with health checks and a hard daily ceiling. Here is how to set it up and keep it healthy.
Replies and what the numbers mean→
Replies arrive classified and threaded, and you draft and approve every answer. The reporting keeps provider acceptance, confirmed delivery, and real human outcomes strictly separate.
Work the Opportunities screen→
Fit statuses, the evidence behind every result, accepting and rejecting, finding verified emails, exporting reviewed leads, and how consumer opportunities differ.
Keep the queue full with daily lead finding→
One bounded batch of qualified people each weekday, priced and capped in tokens before it runs, queued for your review and never added to a campaign on its own.
Launch Pad
Your Launch Pad membership inside Noli→
What a Launch Pad member gets in Noli on the Launch and Growth plans, where each tool lives, and what happens to your membership if you move to a Noli plan.
Ask your Chief of Staff about your Launch Pad work→
Your Chief of Staff can read your Launch System progress, your Ideation Lab ideas and their positioning and offer, and your Opportunity Analysis. What to ask, what it will not do, and how to reconnect it.
Real estate
Noli for real estate agents→
Set up your professional identity, complete a Property Analysis, and build a seller presentation.
Property Analysis→
Build and approve a client-ready property analysis from public records, comparable evidence, adjustments, and agent judgment.
Listing Presentations→
Turn an approved Property Analysis into a branded, revisioned seller presentation and secure client link.
The seller lead engine→
Turn your website, your yard signs, and your open houses into a steady flow of seller leads.
Claiming your territory→
Lock your farm neighborhood so it is exclusively yours on Noli.
Sphere and homeowner pages→
Keep every past client warm on autopilot, and give each of them a personal home-value page.
Your Chief of Staff as a real estate assistant→
What your Chief of Staff helps with on the Real Estate plan today, and where you build valuations, presentations and market reports.
Listing HQ, one page per listing→
Every artifact, the social launch, open-house sign-ins with hot buyers flagged, and the seller updates, all for one address.
Leads from Zillow, Realtor.com and Homes.com→
New portal leads land in your CRM on their own, with the home they asked about, a task, and a first reply drafted for you.
Seller updates, just-sold notes and listing announcements→
Send the weekly seller update, the just-sold note to your neighbors and the new-listing announcement from your own email with one tap, with every check done for you.
Knowledge Base
Knowledge Base: capture and retrieve→
Get your documents and notes in, then retrieve and reason over them anywhere in Noli.
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.
Capture quick notes and ideas→
Save rich-text notes and collect ideas in the Idea Vault with category, status, effort, and impact.
Capture meeting notes→
Record live, paste a transcript, or upload a recording, and let AI extract decisions and action items for you.
Organize with folders, tags & bulk actions→
Use folders, tags, and bulk actions to keep your knowledge base tidy as it grows.
Search and chat with your knowledge→
Ask questions and get answers grounded in your own documents, with source citations and tag, document, type, or date scoping.
Use your AI thinking partners→
Brainstorm and plan with Launch Mentor, then stress-test your plans with the Pre-Mortem devil's advocate.
Analyze your customers with Customer Voice→
Sit through a guided interview about one real customer and end up with a Voice of Customer profile saved to your knowledge base.
Research competitors with Competitive Intel→
Add competitors, run AI deep-dive research from their website, and discover players you didn't know about.
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.
Build courses and learn from your knowledge→
Turn your knowledge into AI-generated lessons, flashcards, and practice scenarios.
Journal and write future-self letters→
Reflect with AI-assisted journaling and schedule letters to your future self with predictions to check.
Talk to your knowledge with voice chat→
Have a real-time spoken conversation with your knowledge base, saved automatically as a conversation when you finish.
Connect Slack, Telegram & cloud drives→
Link Slack and Telegram bots and sync Google Drive, Dropbox, and Notion into your knowledge base.
Personalize your AI→
Set custom instructions, save memory facts, and choose a response style so answers fit you.
Manage API keys to connect other apps→
Generate scoped API keys so other apps and agents can query your knowledge base.
Set up notifications and your weekly digest→
Make sure the Monday weekly digest is on, read it in your notifications, and optionally have it sent through Telegram.
Write high-converting copy with the AI Copywriter→
Draft ads, emails, landing pages, and social posts in a focused chat that pulls from your own knowledge base instead of generic filler.
Draft newsletters readers actually want→
Write engaging newsletters with an AI writer that knows the give-versus-ask rhythm and pulls stories and insights from your own knowledge base.
Find your blind spots before reality does→
Stress-test any plan or decision with Pre-Mortem's two modes, then save the findings and turn prevention steps into to-dos.
Show the pages hidden from your sidebar→
A new Knowledge Base hides ten destinations to keep the sidebar short. Reveal them with Show all features, or pick exactly what you want in Settings.
Keep a to-do list in your Knowledge Base→
Lists, priorities, due dates and a completion percentage, plus how to carry a Pre-Mortem's prevention steps into your lists.
Download your Knowledge Base→
Take a copy of everything in your Knowledge Base as one ZIP, with every original file, your notes as Markdown and an index. It stays open for 30 days after a plan ends.
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.
Understand the three modes: Frameworks, Omni and Genius→
Learn what Frameworks, Omni, and Genius mode each do so you pick the right knowledge source for every project.
Generate steps with your AI coach→
Open the coach chat, pick a planning strategy, and turn your goal into an ordered set of steps.
Create and organize steps manually→
Add your own steps, edit titles and notes, reorder them by dragging, and delete what you don't need.
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.
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.
Bring your own AI keys→
Add your own AI provider keys once for your whole workspace, and they cover the project manager too.
Connect your Knowledge Base for Genius mode→
Link your Noli Knowledge Base in one click so your project manager plans using your own notes.
Complete steps and reflect→
Mark steps done, capture a quick reflection, and finish a project with a closing note.
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.
Track your streaks and activity→
See your current and longest streaks plus weekly progress to build a steady completion habit.
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.
Export your projects as PDF, CSV or Markdown→
Download one project as a PDF to share, a CSV for a spreadsheet or another project tool, or Markdown with everything. Or take all your projects at once as a ZIP.
AI Receptionist
Can’t find what you need?
Email us at hello@noliai.com and we’ll help you out.