How-to guides
See it done, step by step
Narrated videos for each product: quick starts, a full walkthrough with chapters, and short How do I clips, each with a step-by-step page and PDF. They come with every Kit and Install.
Business Brain
Business Brain videos
15 narrated videos, 18 min in all: 3 quick starts, an 8 min full walkthrough with chapters and 11 "How do I" clips
Quick starts
Start hereAsk your Business BrainGet answers from everything your business knows, with the source named every time.Video, 1 min 6 s
Update a price or serviceChange a price once in the master file and reload it, so every tool gives the new answer.Video, 57 s
Load it into a new toolAdd your Business Brain to another AI tool with the paste-in instructions from your kit.Video, 59 s
How do I...
How do I add a service?Video, 39 s
How do I use the Brain Builder prompt?Video, 37 s
How do I write a policy so AI gets it right?Video, 37 s
How do I add a question customers keep asking?Video, 39 s
How do I write a hand-off rule?Video, 42 s
How do I run the 20 test questions?Video, 39 s
How do I set up the website chat?Video, 37 s
How do I load it into a phone answering app?Video, 38 s
How do I load it into Microsoft Copilot?Video, 35 s
How do I use a starter library?Video, 35 s
How do I do the monthly upkeep?Video, 36 s
Safe AI Kit
Safe AI Kit videos
15 narrated videos, 18 min in all: 3 quick starts, an 8 min full walkthrough with chapters and 11 "How do I" clips
Quick starts
Start hereThe 15-minute staff trainingA narrated walk through your AI Use Policy, section by section, then the staff quiz.Video, 1 min 8 s
Before you paste: the 6 rulesThe six things that never go into an AI tool, and what to do instead.Video, 59 s
Approve a new AI toolUse the new-tool checklist before anyone puts company work into a new app.Video, 50 s
How do I...
How do I fill in the policy template?Video, 37 s
How do I run the staff quiz?Video, 38 s
How do I keep the sign-off tracker?Video, 36 s
How do I log an AI incident?Video, 37 s
How do I handle a new AI feature in software we already use?Video, 33 s
How do I train a new hire on AI?Video, 37 s
How do I let our AI assistant answer policy questions?Video, 34 s
How do I talk through a quiz miss?Video, 33 s
How do I review the policy every six months?Video, 34 s
How do I use the builder prompts?Video, 39 s
How do I make our chat assistant say it's AI?Video, 37 s
Never Miss a Lead
Never Miss a Lead videos
16 narrated videos, 17 min in all: 3 quick starts, an 8 min full walkthrough with chapters and 12 "How do I" clips
Quick starts
Start hereTest your answering appMake three test calls and check what the app said, what it texted and who it told.Video, 48 s
What happens when a call is missedFrom the missed call to the text back to the job details in your inbox.Video, 42 s
Change your hours or answersUpdate holiday hours or an answer in the app, then test it with one call.Video, 43 s
How do I...
How do I count my missed calls?Video, 30 s
How do I choose an answering app?Video, 37 s
How do I compare free trials?Video, 37 s
How do I forward calls only when nobody answers?Video, 33 s
How do I write the greeting?Video, 32 s
How do I write the missed-call and after-hours texts?Video, 36 s
How do I set what counts as urgent?Video, 36 s
How do I handle business texting registration?Video, 32 s
How do I read the call log?Video, 30 s
How do I pause answering for a day?Video, 30 s
How do I stop texts to a customer who asked?Video, 33 s
How do I fix a test call that failed?Video, 32 s
Quote & Follow-Up Assistant
Quote & Follow-Up Assistant videos
16 narrated videos, 16 min in all: 3 quick starts, an 8 min full walkthrough with chapters and 12 "How do I" clips
Quick starts
Start hereDraft a quote from job notesTurn a tech's notes and photos into a good, better, best quote with your own prices.Video, 45 s
Check and send a quoteThe three checks before a quote goes out, and how the follow-ups get set.Video, 44 s
How follow-ups stop when they replyFollow-ups stop the moment a customer replies, signs or says no.Video, 39 s
How do I...
How do I fill in my price list?Video, 32 s
How do I build a price list from past invoices?Video, 32 s
How do I set up my Quotes project?Video, 31 s
How do I draft a quote from photos?Video, 32 s
How do I handle a part that isn't on my price list?Video, 31 s
How do I test it on past jobs?Video, 31 s
How do I choose a quote layout?Video, 34 s
How do I answer "that's more than I expected"?Video, 30 s
How do I add my logo and terms to the templates?Video, 32 s
How do I keep the open quotes log?Video, 32 s
How do I pause or change the follow-up schedule?Video, 30 s
How do I update a price?Video, 30 s
Document Desk
Document Desk videos
15 narrated videos, 17 min in all: 3 quick starts, a 9 min full walkthrough with chapters and 11 "How do I" clips
Quick starts
Start hereAsk your documentsAsk a question about your contracts or policies and get an answer with the page cited.Video, 39 s
Check the cited pageOpen the cited page and confirm the answer before you act on it.Video, 37 s
What stays privateWhere your documents live, who can see them, and what the assistant can and can't read.Video, 40 s
How do I...
How do I add a new document?Video, 35 s
How do I replace an old version?Video, 34 s
How do I give someone access to a folder?Video, 33 s
How do I keep a folder out of the assistant?Video, 31 s
How do I paste the starting rule?Video, 39 s
How do I run the answer check log?Video, 36 s
How do I fix an answer that cites the wrong page?Video, 32 s
How do I check a contract for red flags?Video, 35 s
How do I find agreements that renew soon?Video, 30 s
How do I fill in the document map?Video, 39 s
How do I use a prompt from the prompt pack?Video, 32 s
Google Profile Tune-Up
Google Profile Tune-Up videos
15 narrated videos, 16 min in all: 3 quick starts, an 8 min full walkthrough with chapters and 11 "How do I" clips
Quick starts
How do I...
How do I add someone as a manager?Video, 30 s
How do I set holiday hours?Video, 32 s
How do I send a review request?Video, 34 s
How do I find my review link?Video, 32 s
How do I add job photos safely?Video, 32 s
How do I write my business description?Video, 34 s
How do I match my other listings?Video, 34 s
How do I answer a question on my profile?Video, 32 s
How do I reply to someone who isn't a customer?Video, 33 s
How do I score my profile?Video, 32 s
How do I remove someone's access?Video, 32 s
Every video uses a made-up company, Brightline Heating & Air, and a generic app look (sample · fictional business). Your own Install includes a walkthrough made from your own setup.