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.
The first time you open your Chief of Staff, a short setup walks you through naming it and telling it about your business. The more it knows about you, the better its work, so this step is worth a few minutes.
Name your Chief of Staff
Under Name your hire, tap one of the suggestions, Maya, Quinn, Riley, Jordan or Avery, or type your own. Leave it blank and it is simply called Noli. This is just how you will refer to it in chat, and you can change it later.
Tell it about your business
Enter your business name and, if you have one, your website. Your Chief of Staff reads the site, fills in the rest of your profile by itself, and takes you straight to chat. You review and correct it later in Settings. If you do not have a website, it takes you to chat after that first step instead.
Your name, your business name, what you do, and who your customers are all matter, so give them real answers when you come back to them. The rest, your goals, your metric, your voice and how you want it to work, you can leave blank.
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.
Change it later
You can edit any of this whenever you want. Open the Settings tab and click Edit under Business profile. The full form is there, including:
- What kind of business are you?, which decides the skill pack your Chief of Staff loads
- Your #1 metric (KPI), the number it opens your weekly digest with
- How you want it to work, where you say whether to run with routine work or check with you first
Updated context applies to new conversations.