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.
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, Google, or xAI 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
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.
Getting started
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.
Getting started
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.
Getting started
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.
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
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.
Chief of Staff
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.
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
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.
Chief of Staff
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.
Chief of Staff
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.
Chief of Staff
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.
Chief of Staff
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.
Chief of Staff
Debrief a call→
Talk for a minute after a call and your Chief of Staff turns it into updates, tasks, and drafts.
Chief of Staff
Your money, in plain English→
Your Chief of Staff keeps your books tax-ready, tells you what to set aside for taxes, forecasts your cash, shows what actually made money, and answers can I afford it.
Chief of Staff
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.
Chief of Staff
Get a weekly business digest→
Have your Chief of Staff send a recurring briefing across your whole workspace, to your feed and your inbox.
Chief of Staff
Review every conversation in one place→
See everything your Chief of Staff has discussed across web chat, scheduled runs, and channels like Telegram or Slack, and delete anything you want gone.
Chief of Staff
Catch up with Notifications→
One feed of updates from your Chief of Staff, scheduled work that ran, anything that had an issue, and your daily reflection ready to read.
Chief of Staff
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.
Chief of Staff
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.
Chief of Staff
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.
Chief of Staff
Keep the books straight in your ledger→
Confirm categories and deductions, attribute spending to deals, add anything that never came through a provider, and close the month.
Chief of Staff
Set the goals it weighs on every task→
Your standing priorities, where they came from, how to change them, and how to turn one into a step-by-step project.
Chief of Staff
Your team
Connecting your team
How your team connects→
Your Noli AI team works together automatically, no API keys to paste between specialists.
Connecting your team
Use Noli from Claude or ChatGPT→
Connect your Noli account to the assistant you already use, and ask it about your customers, pipeline, projects and notes without leaving that chat.
Connecting your team
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.
Connecting your team
Connect your social accounts→
One connection puts your social presence on autopilot, your marketing system publishes for you and your Chief of Staff answers DMs and comments.
Connecting your team
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 and projects read from the same place.
Connecting your team
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.
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 their stage, 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 cards 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
Where your inbox lives: email, SMS & live chat→
Your unified inbox is in your Noli dashboard. The CRM keeps the customer service desk and the email engine.
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 your CRM assistant draft email in the compose window so you never start from a blank page.
CRM
Build landing pages in your CRM→
Answer a few questions, let your CRM write the page, then edit it section by section and publish.
CRM
Create sales funnels→
Chain pages into a multi-step funnel with checkout, upsells, and per-funnel results.
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, embed them anywhere, collect submissions into your CRM, and gather feedback with surveys.
CRM
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.
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, forecast, win rates, and landing-page performance.
CRM
Manage your team, roles & settings→
Invite teammates, set roles, and configure your CRM's interface, pipeline, and connections.
CRM
Use the AI assistant (Scout)→
Ask your CRM assistant questions, get summaries and insights, and have it take actions for you.
CRM
Connect integrations→
Connect your calendar, bulk email, 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
Customer Service: your AI support desk→
An AI support desk that drafts or auto-sends replies to your customers across email, SMS, and website chat, grounded in your own answers.
CRM
Connect your support channels→
Connect a dedicated support email, an SMS number, and a website chat widget so Customer Service can answer on every channel.
CRM
Build your support knowledge library→
Give Customer Service your own answers and documents so drafted replies stay accurate and sound like you.
CRM
Reply modes and flag scenarios→
Choose whether replies wait for your approval or send on their own, and flag sensitive situations for review.
CRM
Review and approve replies→
Work the Customer Service queue to approve, edit, or dismiss drafted replies, and track your support activity.
CRM
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.
CRM
Never drop a promise or a follow-up→
Your CRM tracks what was promised in both directions and reminds you at the right moment.
CRM
Collect more reviews with Reputation→
Set your review link once, then request reviews in two clicks or put the asking on autopilot after every payment.
CRM
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.
CRM
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.
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, social accounts, Search Console, Resend, your CRM, and optional service keys.
Marketing (AMS)
Build competitive intelligence→
Add competitors, research them one by one, and read what each one gives you.
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 opportunities, keyword gaps, trends, and social chatter so you can act on them 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 publish the ones you want.
Marketing (AMS)
Track content performance with Google Search Console→
Connect Google Search Console to see rankings, clicks, opportunities, and content decay.
Marketing (AMS)
Generate and schedule email sequences→
Approve an email strategy, generate the sequence, edit the emails, and start it with recipients.
Marketing (AMS)
Create and manage ad campaigns→
Build an ad strategy, generate creative variants, and log campaign performance.
Marketing (AMS)
Create lead magnets→
Generate checklists, guides, ebooks, quizzes, calculators, and AI reports, then publish and share them.
Marketing (AMS)
Build marketing landing pages→
Create a landing page, connect a lead magnet, publish it, and track submissions.
Marketing (AMS)
Run marketing funnels→
Pick a goal and a template, assemble the modules, and track the leads a funnel captures.
Marketing (AMS)
Generate AI images→
Create AI images, choose a style and size, and download them from your gallery.
Marketing (AMS)
Create videos→
Make short clips and avatar videos from a script, using your own video API keys.
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 your service area, generate neighborhood guides and market reports, claim territory, and find community events.
Marketing (AMS)
Manage partnerships and outreach→
Generate a partner list, sort partners by tier, and get an outreach sequence you can copy and send.
Marketing (AMS)
Get a full content kit that is built to perform→
Ask for a platform content kit and get research on what is working right now plus the post or video script, titles, hooks, and a thumbnail concept.
Marketing (AMS)
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.
Marketing (AMS)
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.
Marketing (AMS)
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.
Marketing (AMS)
Track your social posts→
Queued, Published and Failed explained, how to cancel a scheduled post, and why every X thread turns up in Failed.
Marketing (AMS)
GTM Engineer
Getting started with the GTM Engineer→
What the GTM Engineer does, how work moves from a play to an approved campaign, and the two things you have to set up before anything can send.
GTM Engineer
Tell the Strategist who you want→
Describe the customer you are after in plain language. The Strategist sources them, shows you what it will cost before it runs, and keeps every prospect tied to its evidence.
GTM Engineer
Review and approve a campaign→
Nothing sends until you approve it. You see every recipient and every message first, and the approval locks the exact batch you reviewed.
GTM Engineer
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.
GTM Engineer
Replies and what the numbers mean→
Replies arrive classified and drafted in your voice. The reporting keeps provider acceptance, confirmed delivery, and real human outcomes strictly separate.
GTM Engineer
Work the Opportunities screen→
Fit statuses, the evidence behind every result, accepting and rejecting, exporting reviewed leads, and how consumer opportunities differ.
GTM Engineer
Keep the queue full with daily lead finding→
One bounded batch of qualified people each weekday, priced and capped before it runs, queued for your review and never added to a campaign on its own.
GTM Engineer
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.
Launch Pad
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.
Launch Pad
Real estate
Noli for real estate agents→
Set up your professional identity, complete a Property Analysis, and build a seller presentation.
Real estate
Property Analysis→
Build and approve a client-ready property analysis from public records, comparable evidence, adjustments, and agent judgment.
Real estate
Listing Presentations→
Turn an approved Property Analysis into a branded, revisioned seller presentation and secure client link.
Real estate
The seller lead engine→
Turn your website, your yard signs, and your open houses into a steady flow of seller leads.
Real estate
Claiming your territory→
Lock your farm neighborhood so it is exclusively yours on Noli.
Real estate
Sphere and homeowner pages→
Keep every past client warm on autopilot, and give each of them a personal home-value page.
Real estate
Your Chief of Staff as a real estate assistant→
Ask property, value, and market questions from your phone and get answers grounded in real data.
Real estate
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.
Real estate
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 a recording, 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, document, type, 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→
Sit through a guided interview about one real customer and end up with a Voice of Customer profile saved to your knowledge base.
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.
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 practice scenarios.
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, saved automatically as a conversation when you finish.
Knowledge Base
Connect Slack, Telegram & cloud drives→
Link Slack and Telegram bots, forward email to your capture address, 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 the Monday weekly digest, read it in your notifications, and optionally have it sent through Telegram.
Knowledge Base
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.
Knowledge Base
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.
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.
Knowledge Base
Show the pages hidden from your sidebar→
A new Knowledge Base hides eight destinations to keep the sidebar short. Reveal them with Show all features, or pick exactly what you want in Settings.
Knowledge Base
Keep a to-do list in your Knowledge Base→
Lists, priorities, due dates and a completion percentage, plus the Pre-Mortem button that turns a session's prevention steps into to-dos.
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
AI Receptionist
Can’t find what you need?
Email us at hello@noliai.com and we’ll help you out.