Chief of Staff
Set up your Chief of Staff
Tell your Chief of Staff about your business once, so it is useful from day one.
Your Chief of Staff is set up with the rest of Noli, in one pass, at app.noliai.com/dashboard/setup (opens in a new tab). There is no separate form for it. The answers you give there tell your Chief of Staff about your business, and your other Noli apps (CRM, Marketing, Knowledge Base and Projects) get the same answers, so you never type them twice. It takes about 90 seconds and you only do it once. After that, the same link opens your answers so you can change them.
What setup asks you
First, your business name and your website. Paste the site and your team reads it, then fills in the rest for you.
Then, a short review screen. Everything the scan found is shown as a suggestion you can correct before it becomes a shared fact:
- What you do, one or two lines in your own words
- Who your customers are, your ideal customer and the problem you solve
- Your goals right now, one to three priorities
- Brand voice, a few words for how you sound
- Name your Chief of Staff. Leave it as Noli or type any name you like. This is just how you refer to it in chat
- How much it should do on its own: Do the work, ask before it goes out (recommended), Suggest only, or Only when asked. This decides whether it goes looking for work or waits to be asked, and whether it sends you a morning message. On the Settings tab these are called Proactive, Light touch and Only when asked
Your business name and what you do are required, and who your customers are matters just as much, so give them real answers. Goals and voice can be left blank and filled in later.
If you do not have a website, you type those answers yourself. Either way, confirming the review screen creates your first brief and starts configuring your apps in the background.
The first time you open it
Opening the Chief of Staff tab for the first time shows a three-screen welcome: who it is, what you can ask it, and how to make it more powerful with a key or a channel. You can step through it or close it and start typing. It does not ask you for your business again, because setup already did.
The first chat is the rest of onboarding
Do not treat the first conversation as small talk. Your Chief of Staff uses it to finish learning your business, so answer its questions the way you would brief a new hire on day one. If something still needs setting up, ask it: it can do most of the work itself and walk you through the rest one step at a time.
Change it later
You can edit any of this whenever you want. Open app.noliai.com/dashboard/setup (opens in a new tab) again and your answers open, ready to change. Or open the Settings tab in your Chief of Staff, open You and your business, and click Edit on the Name and business profile card. It is the same form either way, including:
- What kind of business are you?, which decides the skill pack your Chief of Staff loads
- Your #1 metric (KPI), the single number you watch most, which your Chief of Staff keeps in mind when it plans and reports to you
- How you want it to work, where you say whether to run with routine work or check with you first
That form also holds its name. The same Settings tab is where you change how proactive it is, and when your morning message arrives. Updated context applies to new conversations.