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Top topics
- Getting started
Sign up, connect your first source, and run your first agent in under 10 minutes.
Quickstart - Connecting Gmail / Calendar / Drive
OAuth into your productivity stack so the assistant can read + draft on your behalf.
Connectors - Finance pack — first rebalance
Link Plaid + Polygon, run the advisor_finance engine, review the citation-required memo.
Packs - Billing + plans + invoices
Upgrade, downgrade, cancel, invoice PDFs, dunning, tax.
Billing - Approvals + policy gates
Which actions require approval, how to set per-role policy, second-signer workflow.
Governance - Public API + SDKs
Create API keys, TypeScript + Python SDK quickstart, OpenAPI spec.
Developers - Exporting + deleting your data
GDPR/CCPA export + right-to-delete; where your data lives; subprocessor list.
Privacy - Incidents + status
Live service status; subscribe to incident updates.
Ops
See status page for live service health.