How To Library

Customers, Agreements & Invoicing

Turn a new customer agreement into an invoice, collect payment and reconcile the books.

CUSTOMERS, AGREEMENTS & INVOICING

Start here: choose the correct Business Workspace, open Accounting, then Customer invoices. The Customers, agreements & payments area contains Customers, Agreements, Invoices, Payments, Credits, Templates and Setup. Billing currently uses USD. Solo and Team follow the same workflow; Team access depends on your business permissions.

1. YOU HAVE A NEW CUSTOMER After a phone conversation or email agreement, save the contact in CRM with their name, company and billing email. Keep a record of what was discussed. In Accounting → Customer invoices → Customers, choose the CRM contact, enter the billing address and click Add customer. This adds a billing role without removing their other CRM roles. Select that customer in the customer selector before creating documents.

2. WRITE DOWN THE AGREEMENT, WHEN APPLICABLE Open Agreements. Enter an agreement title, scope, deliverables, dates, payment schedule and terms. You can save reusable wording under Templates and choose it as an optional template. Save draft agreement, review it, then Issue agreement. Use Download document to share it through your normal process. BC does not collect electronic signatures. Record acceptance is for an agreement signed outside BC: enter the signer name, signed date and signed document reference. Do not mark a verbal discussion as a signed agreement. An agreement is optional for an invoice; only accepted agreements appear in the invoice's agreement selector.

3. COMPLETE YOUR BUSINESS BILLING SETUP Open Setup. Choose an Invoice sender already configured in Settings → Email Setup, then Save invoice sender. Team businesses use their server's configured sender. Save default payment instructions such as who checks are payable to, the mailing address and how cash is accepted. New invoices copy these instructions; existing invoices retain their original details. For online payment, use Settings → Banks & Payments or the payment setup in billing. Connect Stripe or PayPal for the selected business. Sign into an existing business account, or follow the create-account link and complete the provider's setup. The guided form explains which account identifiers and credentials to enter. This is credential-based setup, not one-click provider authorization. Enter secrets only in those fields, never in chat or invoice notes. Start in Test / sandbox and verify a complete test payment before switching to live credentials. A saved connection alone does not prove the full checkout works. Test payments do not post to your real books. For a rehearsal, use a separate test business so issuing a practice invoice does not affect real receivables.

4. PREPARE AND ISSUE THE INVOICE Open Invoices → New invoice. Choose one of the four styles; add your logo and save a business default if desired. Fill in the title, business/customer details, invoice and due dates, descriptions, quantities, prices, discount, tax, payment terms and How to pay instructions. Link an accepted agreement if applicable. Under Accounting accounts, review the receivables, revenue and tax-payable mappings. Save draft → Preview invoice → Issue invoice. Review the PDF before sending. Draft PDFs are marked DRAFT. Issue only when the charges are final: issuing creates the invoice's accounting entries and outstanding balance. If your agreement calls for staged billing, invoice the amount due at that stage and describe it clearly; do not invoice the full contract twice.

5. ADD AN ONLINE PAYMENT LINK, IF NEEDED On the issued invoice, open Payment links. Select Stripe or PayPal and create the payment link for the remaining balance. Copy payment link, then paste it into the invoice email message. A link is not automatically inserted into the email or PDF. Only one provider link can be active per invoice. PayPal customer approval must be followed by capture before it is paid. Automatic capture is a separate opt-in setting; otherwise check status and use Capture approved PayPal payment when available. Returning to your website after checkout does not mark an invoice paid; BC verifies the provider receipt.

6. PRINT OR EMAIL Preview the invoice, then Print or Download PDF. To email an issued invoice, choose Review email, check the recipient, subject and message, then Prepare email & PDF. Review the prepared message and attachment, tick the review confirmation and click Send invoice. Preparing an email does not send it. If delivery is uncertain, use Check previous delivery rather than repeatedly sending.

7. RECORD THE MONEY RECEIVED Cash: open Payments, choose the issued invoice, select cash, and enter the amount, received date and cash account. Click Record payment. Check: select check, enter its number/reference and received date, and record receipt. Later use Record deposit and Record clearance as those events occur. A check arriving in the mail is not the same as clearing the bank. Card or PayPal paid elsewhere: record the completed payment with its reference, destination/clearing account and any processing fees. This form records money already received; it does not charge the customer. Payments through BC links: use Check payment status, or enable automatic receipt checks. Keep the desktop host or business server online for automatic updates. Confirmed live receipts update the invoice balance and accounting; do not manually enter the same payment again. Partial recorded payments leave the remainder outstanding. If a payment link is open or its outcome is uncertain, reconcile it before recording another payment. For an uncertain PayPal capture, check status instead of capturing again. Follow the recovery instructions for an unknown order/session.

8. RECONCILE AND FOLLOW UP Review each invoice's remaining balance and the customer's outstanding total. Match receipt references, processing fees and bank/processor deposits. A processor payout reaching the bank is not a second sale; avoid adding duplicate income. Bank feeds and payment processors serve different purposes and should be reconciled together. Use Accounting reports to review the resulting entries. Follow up on unpaid invoices through your normal customer process. Download payment receipts when needed.

9. CORRECT MISTAKES WITHOUT HIDING HISTORY Use Cancel unpaid invoice for an eligible unpaid issued invoice, with a date and reason. Use Credits for adjustments to charges or tax. Record a refund only after returning the money outside BC: the refund form does not transfer funds. Use Correct or reverse payment for an erroneous payment record, with the reversal date and reason. These actions preserve the correction trail.

Example: a customer agrees to a service project. Save the CRM contact, designate the billing customer, document the agreement if needed, invoice the agreed amount now due, review and deliver it, then record cash/check receipt or reconcile a verified provider payment. Finish by checking the invoice balance and matching the deposit without counting the income twice.

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Research on X

Find current conversations, feedback and opportunities with dated source links.

Ask your Commander or a specialist with web-research access: “What are small-business owners on X struggling with this week?” “Read this X thread and summarize its evidence: [link].” Or “Compare recent reactions to these products and link the original posts.” For creator rankings or follower counts, ask for direct X profile lookup: research_x with profile_handles uses your saved X/Twitter bearer token and X API read access, without an xAI key. For broader conversation research, the dedicated research_x tool uses xAI X Search independently of the agent’s chat model; choosing Grok as a chat model is not required. It uses your configured xAI API key, not your X posting credentials. Ask for a date range, specific handles, competitor feedback or a concise research brief. Results include original source links and the dates searched; posts are evidence of what people said, not verified product claims or a representative poll. No X posting account is required for this public research. Missing xAI access or quota is reported clearly. xAI charges for model tokens and fetched posts/profiles; a four-turn research limit is not a hard dollar cap. Auto Ops retains the paid-tool permission gate. Research does not send replies, contact anyone, schedule or publish content. To use findings for acquisition, ask the team to propose one evidence-backed test for your review. Provider-reported usage is saved with the research receipt. See https://docs.x.ai/developers/tools/x-search for current capabilities and pricing.

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Primary Products

Save product facts, audience, proof, CTAs and reusable artwork.

Welcome to Primary Products. This page is the source of truth for the products, services, brands, games, or offers Bot Commander should market. A good Primary Product profile gives Campaigns, Video Studio, Blogs, Newsletters, and AI Influencers the context they need without making you retype the same details every time.

1. Click Add Primary Product when you need to create one manually. 2. Fill in Basics: name, website or landing page, what the product is, and the target audience. 3. Use Pull Features from Sources to let Cam assemble a starting catalog from the owner's Features.md or equivalent product files, release notes, saved product description, and website Features page. Review what the feature does, its customer benefit, proof, release version, and availability. Manual paste is only a fallback. 4. Use Create Owner Ideas from Features when you want Jervus and the marketing team to propose feature-led reels and campaign material from the owner-reviewed catalog. 5. Fill in Marketing Context: offer/value, positioning difference, proof or objections, and competitors or alternatives. 6. Set CTAs and campaign defaults so generated content points people to the right next action. 7. Add product assets such as logos, Direct images, reference images, and end cards when available. 8. Assign an AI Influencer or spokesperson if this product should have a consistent face or voice. 9. Add Reel style rules when different topics should use different visual styles. 10. Pick a product in Campaigns, Video Studio, Blogs, Articles & Newsletters, or Posting Queue so BC can reuse this profile as context.

Tip: keep this list focused. Primary Products are not an inventory catalog. Add the offers that need their own audience, CTA, proof, assets, or AI Influencer.

Feel free to ask me to tighten a product description, identify missing proof, write CTAs, compare competitors, or turn this profile into a campaign, reel, blog, or newsletter.

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Video Studio

Build and review scenes, narration and images, then render a video.

Welcome to Video Studio. This page turns product context, campaign ideas, news stories, images, narration, and templates into rendered video assets.

1. Start on Video Home and choose a 16:9 or 9:16 template. 2. Use Primary Products first so brand, CTA, URL, logos, end cards, style rules, and AI Influencer defaults can flow into the reel. 3. Use Reel Context to choose the product, AI Influencer, voice, CTA, and supporting context. 4. Pick a news/source item when available, or describe the video you want in the prompt. 5. Use Send to generate scenes, narration, image prompts, and draft visuals. 6. Review each scene for image, caption, voice line, timing, and brand fit. 7. Use Generate Image or Choose Image for any missing or weak scene visual. 8. Use Render when every scene has the media and narration it needs. 9. Review the rendered video, then publish it directly to your connected channels when it is ready. 10. Save Draft or Open Project when you want to reuse or continue a video setup later.

Tip: Video Studio is downstream of Primary Products, Image Studio, AI Influencers, Campaigns, News Center, and Review Queue. Clean product assets and clear CTAs make better reels.

You can ask me to create a storyboard, rewrite the narration, adapt a video for 9:16 or 16:9, tighten the CTA, or inspect a draft before rendering.

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Business Planner

Find a direction, validate an idea or improve an existing business.

Welcome to Business Planner.

This is where you build your business foundation before marketing it. You have three paths to choose from:

Start a Business — First tell us whether you already know the business you want to start. If yes, confirm its name and what it sells, skip idea discovery, and begin Validation. If not, you can optionally explore your True Calling before a six-question Business Basics conversation. Bot Commander asks one question at a time and reuses facts already saved in Business Details or Primary Products.

Move My Business to Bot Commander — You already run a business elsewhere. Four fast stages get your existing business profile, website, tool connections, and operations into Bot Commander so your AI team can take over marketing and daily work.

Fix My Business — Something isn't working and you need a diagnosis. Six stages audit your health, revenue, operations, sales, team, and growth plan to find what's broken and build a turnaround.

How to use this page: - Click any card to enter that path - For Start a Business, choose whether you already have the idea - You'll see a guided interview card with a question from Bot Commander - Type your answer and press Enter, or click Speak Answer - Bot Commander confirms what was heard before moving on - Your progress saves automatically — pick up anytime - Business Basics covers only: name, what you sell, who needs it, the problem, proof of demand, and your biggest constraint - When those basics are ready, use Start Growing My Business to begin a measurable campaign recommendation. Continue Business Setup and Review Business Details remain available as secondary actions

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Start a Campaign

Give the team a clear marketing priority and review its recommendation.

Welcome to your Marketing command center.

This page gives you one clear way to begin. Bot Commander runs one Primary Campaign at a time so the strategy, production, approvals, distribution and results stay connected.

How to start a campaign: - Click Start a Campaign - Choose what matters most right now: more customers, more sales or launching something - Choose the product or service to grow when more than one is configured - Optionally paste a product, competitor or campaign link you want the team to investigate - Bot Commander reads your saved business foundation and connected accounts, then coordinates market research with Marketing Manager and the specialist team - The team returns a campaign recommendation containing evidence, priority audience, message, plan, channels and a measurable definition of success

Nothing goes live during research. The new campaign remains paused until you inspect the recommendation and explicitly approve and start it.

After the recommendation is ready: - Review the strategy and the evidence supporting it - Change anything that does not fit your business - Approve and start the campaign when you are satisfied - Auto Ops then coordinates approved production, owner review, distribution and results tracking within your boundaries - Publishing, spending and other protected external actions still wait for your approval

Managing campaigns: - Click Open Existing Campaigns to see the Primary Campaign and its current status - Campaign Automation and advanced testing controls belong to that selected campaign - Ended campaigns remain available as read-only archived history - Pause the Primary Campaign whenever you want new campaign work to stop

Before you begin: - Make sure your main product or service is saved under Products - Connect the accounts you expect the campaign to use - You do not need to write a complicated prompt; the kickoff asks only for the decision the team cannot safely infer

For video research, Owner Ideas and reel preparation, open the Campaigns guide in How To’s.

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Social Media Monetization

Track program requirements, evidence and enrollment readiness.

Welcome to SM Monetization. This page turns social-platform revenue program requirements into measurable operating goals.

1. Start a tracker for a supported monetization program. 2. Confirm the account handle and current official program thresholds. 3. Record verified metrics and mark prerequisites Met, Not met, or Unknown. 4. Enable Jervus monitoring and choose a daily, weekly, or monthly audit cadence. 5. Jervus checks live platform evidence, updates the tracker, calculates remaining gaps, and reports rule changes. 6. Bot Commander marks the goal Ready to enroll only when every tracked metric reaches its target and every prerequisite is marked Met. 7. Jervus sends the audit result to desktop and mobile. A completed eligibility transition receives a distinct Ready to enroll alert.

The platform remains the final authority. Bot Commander does not enroll, accept terms, connect payouts, or publish content without owner approval.

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AI Providers

Choose connected AI models and understand provider costs.

Open Settings → AI to select your provider and model. Add the matching provider credential in Settings → Credentials and use the available connection test. Local models need their local service running. A specialist may use its own provider/model override; check the AI Bot Team if it behaves differently from your Commander. Structured production can also use the configured structured model. The app is free; connected providers may charge for text, image, voice or video generation. Their limits and prices are separate. Cloud-connected work sends the inputs needed by that provider. If a task reports missing credentials, an exhausted quota or no complete output, check the provider and assigned model before retrying. Changing a model does not approve or publish queued work.

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Alliance Chat

Join the community and keep track of unread messages quietly.

Open the chat drawer and choose Alliance, or use Astra Alliance → Open Alliance Chat. Sign in to read and send community messages. Local AI conversations and files are not posted automatically. New messages from other members show an unread badge on the Alliance tab and the closed chat drawer. Open Alliance while the app is in focus to mark messages read. Sound is off by default: enable Sound for first unread message only in Alliance chat if you want a brief chime. Further messages stay silent until you open the chat. Existing history and reconnects do not chime. Read position is saved for this account on this device. Use Report or Block on another member’s message when needed.

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Auto Ops

Set objectives, control team assignments, resolve blockers and inspect saved results.

Auto Ops is where you manage your AI team's objectives, assignments, progress and operating limits. Jervus coordinates eligible work, delegates to specialists, checks saved results and brings decisions back to you. The available tools and connected services determine which assignments can actually run.

WHAT YOU MANAGE HERE • Objectives: define the outcome, success criteria and priority for work you want the team to pursue. • Assignments: see which specialist is working, what is queued and what each assignment should deliver. • Operating boundaries: control the mode, working hours, concurrency and maximum open steps. • Decisions and blockers: answer owner questions, review approval requests, repair a failed branch or retire work you no longer want. • Results: inspect completed assignments and the actual saved deliverables. Keep objectives narrow and give each one a clear finish line. Broad objectives can create unrelated assignments. Code changes, builds and command execution need the development workflow; they are not available through the current Auto Ops specialist assignments.

GET STARTED 1. Select the correct business. Review Objectives and pause anything you do not want pursued. 2. Add one concrete objective and measurable success criteria. For example: review the existing customer onboarding instructions, save a list of unclear steps, then stop for my review. Ideas for useful ongoing work offers podcast showcases, useful X reply drafts, reel performance learning, How To series, feature demos and hook research. Use an idea fills the editable objective form; nothing starts until you add the objective. Each uses your own business facts and selected presenter. The coordinator can draw on these ideas within an agreed goal and plan. Completed drafts are not published results; another pass needs fresh evidence, and posting retains its approvals. 3. Choose an operating mode: Observe reads and assesses; Draft also prepares internal drafts; Governed can run approved work within your boundaries. Publishing, sending, account changes, destructive actions and financial actions still require owner approval. 4. Set working days, start/end times, concurrent claims and maximum open steps per objective. Matching start/end times allow 24-hour operation on the selected days. 5. Click Start Auto Ops. Run now requests a work cycle inside the current boundaries; it does not bypass approvals or operating limits.

SPENDING AND UNKNOWN COSTS The default daily AI limit is $5. Choose another amount, set zero to stop spending, or select No Limit. Auto Ops reserves funds before metered AI requests, including retries and delegated work. Successful requests with usage counters release unused reservations; uncertain failures keep their reservation. The total is a conservative estimate, not a provider invoice. It resets at midnight on the host running the work. Direct chats and separately configured campaign/news schedules have their own controls.

When a provider/model or tool has no verified price, the affected step pauses and Auto Ops asks whether you wish to allow it to run. Choose Allow for today, Always allow this tool, or Keep paused. Always allow is saved across restarts and days for that tool; revoke it in the permission history. It does not approve publishing or disable activity monitoring. Permission applies to that provider/model and endpoint, or that tool, until midnight on this host. Allowing unknown charges can take your actual bill above the daily limit because those charges cannot be counted reliably. No Limit still asks about unknown costs. Other action approvals still apply. Allow for today makes the affected blocked assignment eligible to resume within the remaining operating limits.

WHERE TO SEE THE RESULTS • Working / Next: current assignments and queued steps. • Waiting for you: an owner question or approval. Read the proposed action, cost, affected people/data and prerequisites before answering. • Blocked: a branch could not finish. Have Jervus repair it with useful direction, or retire the branch. Other eligible work can continue unless a shared prerequisite or operating limit prevents it. • Completed and the Ops Report: recorded outcomes and recent team activity. Assignment counts are not customer acquisitions or sales. • Saved work: read the actual documents associated with active campaign objectives. Campaign Workspace also holds campaign documents.

PROACTIVE DISCUSSIONS With Auto Ops enabled and an unfinished objective, the coordinator invites you to discuss additional activities after 30 minutes without queued, running, blocked or approval work. One unanswered discussion stays open; polling does not repeat it. The notice uses the existing unread Auto Ops indicator and shared chat. Say Later to be asked when, or use a relative delay such as In two hours. Explicit delays survive restarts and the follow-up waits for working hours. Discussing and postponing do not start a new plan. A scheduled morning check remains separate and honors an explicit future delay.

TRACK FOLLOW-UPS Use To-Do → Work for durable next actions, priorities, notes and due dates. The chat checklist tracks steps within that conversation. They are separate records: a completed chat step does not automatically complete a Work To-Do or an Auto Ops objective. Record a clear deliverable and keep the relevant record updated.

CONTROL THE WORK Refresh reloads the displayed state. Stop new work prevents new claims; it does not undo completed actions. Pausing an objective removes it from active pursuit. Retiring a request or branch preserves its history. Campaign reel schedules and news scan frequency are configured in their own areas; changing Auto Ops objectives does not change those schedules.

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Campaigns

Manage sources, research videos, emulate selected hooks, prepare reels and review results.

Campaigns is where you manage campaign sources, automation, reel drafts, review and results. Select the campaign you want to work on before changing its settings.

GET STARTED 1. Campaigns opens in Ad Sources. Choose the ideas and approved copy for your selected campaign. Use Campaign Settings for campaign creation and management. 2. Choose Ad Sources to manage News Center Ad Copy, Team-Generated Ad Copy and Owner Ideas. These libraries are shared within the business. The Campaign calendar sits directly below Sources and Campaign Automation; use Edit Schedule there. Campaign Settings holds strategy and campaign management, with Past campaigns for history. 3. Open the separate Campaign Automation panel between Ad Sources and Campaign calendar to choose the source mix and schedule for the selected campaign. In Use source mix mode, percentages allocate distinct reels across the whole batch, rounded to whole reels—not individual platform placements. Eight reels at 50% Owner Ideas and 50% Team-Generated means four of each. Product mix is separate. The planner checks product, approval and format availability; an unavailable mix needs more approved sources or adjusted settings. Explicit source-priority and focused experiment modes have their own selection rules. 4. Open Review Queue to check finished content and destinations before approving publication. Choose Results for outcomes; detailed diagnostics and experiments stay collapsed until you need them. Publishing status appears in Posting Queue.

FACEBOOK COMMENT TO LINK Open the Facebook Comment To Link panel in Campaigns. Enter your offer, who it is for and the word people should comment. Jervus coordinates the landing page, three image styles, post captions and matching private replies, then returns the saved work for review. Your own website handles the Facebook comments and replies. Connect its HTTPS PHP/MySQL relay in Website Studio, install the included Facebook integration there and connect your Facebook Page here. Use your own Facebook app credentials in Social Media settings; Meta may require permissions or review before public use. Bot Commander does not host this service for other businesses. Review the saved landing page and each post. Accept delivery setup for testing, choose an existing Page post and test each style with its one-use comment. Check the actual Messenger message and its link before confirming receipt. A Facebook acceptance receipt alone is not a successful delivery test. Approve the finished posts in Review Queue after the tests pass; publishing then binds each actual post to its own reply and tracking link.

VIDEO RESEARCH Open Campaigns → Ad Sources → Video Research. Set your niche and minimum views, then click Find videos. Inspect the original videos and choose Emulate this for the ones you want adapted. Check each platform’s search results and access status; a listed platform does not mean discovery is working. Completed adaptations appear under Ad Sources → Owner Ideas as unapproved drafts. Selecting a video does not approve, render or publish a reel.

OWNER IDEAS AND REELS Click Edit on an Owner Idea to review its proposed narration, select the product and reel format, and assign images. Draft narration is saved separately from script approval. Use up to six content sentences. Optionally choose a title image and up to four images per sentence; drag images to reorder them within their group. An empty title slot or sentence group generates one image at render time using your configured image provider and reel format. Selected images remain unchanged. The title is silent and the configured end card handles the spoken CTA, so leave that CTA out of the narration. Use the pacing controls to give images more time. Save Changes and check the save confirmation. Approve the script and confirm any selected image assignments before rendering. Empty slots can be generated; unassigned images and stale assignments still need review. Check the Owner Ideas you want included in campaign rotation. Run Now requests a render from that source; inspect the resulting asset in Review Queue before publication.

CHECK RESULTS AND FAILURES The dashboard shows production progress and publishing status. Review the selected campaign’s activity and failure records for the exact source title, date and error. A failed render has no completed video to review; return to its source to correct the problem. An asset count below the planned target alone does not identify which reels failed.

CONTROL THE CAMPAIGN Pause the campaign to stop its scheduled campaign work. Campaign Automation controls belong to the selected campaign. Auto Ops coordinates team assignments under its own operating boundaries; video scans start with Find videos here in Campaigns.

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To-Do List

Track personal and work actions, priorities, due dates and CRM follow-ups.

Personal To-Dos and Business Tasks have separate pages.

1. My Home → Personal To-Dos holds your private reminders. 2. Business → Tasks holds work for the selected Business Workspace. Current private-business tasks stay on this computer; shared assignment will use the new workspace server. 3. Add an item, priority and optional due date. A deadline appears on Calendar; it does not automatically schedule a reminder. 4. Click an item to edit it. Check its box when complete. 5. Choose Remind me to set a time, sound or system voice, volume and quiet hours. Reminders run on this computer while the app is open. You can snooze an alert for ten minutes. 6. Completing or deleting an item stops its pending reminder. A business task can link to a business contact. 7. Calendar can show personal and business deadlines together, labeled by workspace. Your Personal To-Dos remain private.

Use the X to delete an item only when you no longer want its record.

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Review Queue

Inspect generated content, edit it and decide what to approve for publication.

Welcome to the Review Queue. This page is where you approve, edit, and publish the reels, posts, images, and assets your AI agents create.

1. Use the tabs at the top to filter by Today's Queue, Upcoming, or All Items. 2. Use the Status filter to focus on Needs Review, Approved, or Rejected items. 3. Each card shows the content type (Reel, Post, Image, Blog, etc.), the agent who created it, and the target product. 4. Click View Full Packet on influencer candidate cards to see detailed profiles. 5. Click the play button on reel cards to preview the video. 6. Approve items you want published — they move to the approved section at the bottom. 7. Reject items that aren't right — the agent can revise them. 8. Edit the post text, platform targets, or hashtags directly on each card before approving. 9. Approved posts move to the Posting Queue and appear in its Posted Log once they go out. 10. Approving a campaign run schedules it for the same calendar day. If the preferred times are full or have passed, approval uses remaining gaps today. An explicit posting date still takes precedence; approval never silently moves a day's run into tomorrow.

Tip: Campaign prep runs automatically and fills this queue. Check it regularly to keep your content pipeline moving.

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Posting Queue

Schedule approved posts and check their publishing status.

Welcome to the Posting Queue. This page is where you schedule and track every social post Bot Commander sends across your connected platforms.

1. Use the Queue tab to see upcoming posts — when they go out, which platform, and which agent is handling them. 2. Click Now on any queued post to send it immediately, or ✕ to cancel it. 3. Use the Calendar tab to see your scheduled posts laid out by date. 4. The Connections tab shows which platforms are linked — connect new ones in Settings → Social Media. 5. The Posted Log tab shows every post that has already gone out, with status and links. 6. Click + New Post to compose and schedule a post — pick a platform, write or AI-compose the text, and choose when it goes out. 7. The scheduler runs automatically, picking up any post whose time has come.

Tip: Community Manager auto-schedules live on the Community Managers panel, not here. Posting Queue is for approved posts waiting to publish and posts you manually schedule.

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Community Manager

Connect a Discord host, verify AI replies, and configure recurring community posts separately.

Welcome to Community Manager. Use the Discord setup below for live community replies. Recurring multilingual announcements are configured separately; making a schedule does not enable a chatbot listener.

Choose the workspace and hosting location

1. Select the business that owns this community before saving credentials or editing its agent. Live replies, recurring announcement schedules and optional moderation are separate controls. 2. For desktop hosting, keep Bot Commander running, the computer awake and the internet connected. Closing the desktop or sleeping the computer stops its live host. Team/server-managed communities use the selected Team workspace’s Community Managers and server AI settings; their server must stay running. The desktop Discord Host Mode instructions below configure the desktop listener. 3. Use only one listener for each bot token. Disable an existing desktop or other host before enabling the same bot on a Team server, and vice versa, to avoid competing listeners or duplicate replies.

Create the Discord bot and invite it to your server

1. Open https://discord.com/developers/applications, create or select your application, then open Bot → Token. For a new bot, click Reset Token if the portal requires it to generate the first token, then copy it. For an existing bot, reuse its protected token if available: resetting invalidates the old token and requires updating every host using it. Store the token in Bot Commander settings, never in a chat, screenshot or support message. 2. On the Bot page, enable Server Members Intent and Message Content Intent, then save. The current live host requests both, even if you only plan to use replies. Presence Intent is not requested or needed by this host. If Discord requires approval for a privileged intent, complete its approval process first; Bot Commander cannot grant that access. 3. Open the application’s Installation page. Choose Discord Provided Link if offered, then Default Install Settings → Guild Install and the bot scope. For ordinary text-channel replies grant View Channels, Send Messages and Read Message History. Copy the Install Link, open it, choose Add to Server and the intended server, then authorize; you need Manage Server permission. Slash-command setup is not required for ordinary @mention replies. 4. Do not grant Administrator, Manage Roles, Manage Channels or Manage Webhooks just for chat. Add Send Messages in Threads only if you intend to use threads and have verified that workflow. Check channel/category permission overrides as well as the bot’s server role.

Save the token and the correct Discord IDs

1. In Discord, open User Settings → Advanced and enable Developer Mode. Right-click the server icon → Copy Server ID. Right-click the intended text channel → Copy Channel ID. These are different IDs; neither is the application’s Client ID. 2. In Bot Commander open Settings → Social Media → Discord. Paste Bot Token and Server ID (Guild ID). Set Default Channel ID and, if needed, the dedicated Announcement Channel using channel IDs, then click Save. Keep the server ID out of the channel fields. 3. A saved token or a Connected indicator does not prove the AI can answer. Refreshing a channel list checks Discord access, not the selected model, its credentials or billing.

Choose and check the community host’s AI

1. Open AI Bot Team, find the deployed Community Host / Discord Manager and choose Edit. Use the agent’s role to identify it if you renamed it. Choose its Provider and Model, then Save Changes. Default uses the configured AI defaults; a specialist can use a different provider/model from your Commander. 2. Configure the matching AI provider connection in Settings → AI Providers. The Discord Bot Token is not an AI API key. The model must be available to that provider account with sufficient quota or credit; a local model also needs its local service running and the model loaded. 3. Ask your Commander to have that community host answer one simple question inside Bot Commander. This can incur provider charges. A successful answer checks that agent’s AI route; it does not establish that Discord live hosting is enabled.

Enable desktop Discord Host Mode

1. In the same community host’s Edit form, scroll to Discord Host Mode. Once Bot Token and Server ID are saved, check Enable host mode. Click Refresh from server and select the intended Active channels. 2. For the first test, turn Mention-only mode on. When it is off, selected channels can receive unmentioned replies; the host may stay quiet during other people’s conversations. Direct @mentions can also trigger replies in other channels the bot can view. Restrict its Discord channel permissions if it should only access particular rooms. 3. Set Cooldown (seconds) to avoid rapid repeat replies. AI replies use your selected provider and may incur charges. Monitor provider usage; do not treat the displayed Daily budget (USD) as a guaranteed hard spending cap. 4. Click Save host config and allow the host to reconnect. This saves the listener settings separately from the agent’s Provider/Model and Save Changes.

Test one live reply and diagnose an error

1. In the chosen Discord text channel, send one simple question that directly @mentions the actual bot account. Keep Bot Commander running and wait for its reply before repeating the test. This sends a real reply visible in that channel and can incur AI-provider charges; use a test channel if appropriate. 2. If it cannot fetch channels or connect, check the bot token, server ID, server installation, channel permissions and both required privileged intents. If Discord connects but a question fails, check that community host’s exact Provider/Model and its key, model access, quota and local-service status. The Commander working with a different model does not verify the host’s model. 3. Check Bot Commander’s private chat for a Discord AI-provider failure notice, currently sometimes labeled Echo, with available provider/model/error details. Recognized Discord provider failures are kept private instead of posted into the community. A missing reply can also reflect mention mode, channel access, cooldown or a paused/closed host; it does not by itself identify a provider fault. 4. For support, record the app version, operating system, time, platform, provider/model and exact error or screenshot. Settings → Data → Logs offers View Today’s Log and Open Folder; share only the relevant error-time excerpt after redacting tokens, API keys and private conversation details. Not every host error appears in the structured daily log. Never share your credentials or entire data folder.

Enable moderation only if you want it

1. Moderation is optional and separate from live replies and recurring posts. Community Managers exposes the Discord Moderation controls. It can cover the server beyond the Active channels used for replies, so review that scope before enabling it. 2. Deleting spam requires Manage Messages in the relevant channels. Grant Moderate Members only for timeouts, Kick Members only for kicks, or Ban Members only for bans when you deliberately choose those actions. The bot’s role must be above members it needs to moderate; Discord’s owner and role restrictions still apply. Administrator is not needed for ordinary hosting.

Recurring announcements to Discord or Telegram

1. Click + New Schedule to create a new community post schedule. 2. Pick a destination platform — Discord or Telegram — then enter the channel ID or chat ID, not the Discord server ID. Save the platform credentials first. 3. Choose the agent who will write the posts. Auto-agent resolution picks the right persona for each platform (Community Host for Discord/Telegram groups, Social Influencer for Telegram channels). 4. Select your languages and set weights — higher-weighted languages post more often. Each language posts in its own timezone window so messages arrive at local-friendly hours. 5. Pick a content mix from categories like Product Tips, Community Questions, Behind the Scenes, and more — or write your own prompt hint. 6. Set the cadence: daily, weekdays, M-W-F, weekends, or custom days. Choose once-a-day at a specific time or every N hours. 7. Set an active window to keep posts within reasonable hours in your audience's timezone. 8. Click Save to enable the schedule at its configured cadence. Run Now generates and sends a real post; it is not a preview or a test of live question-answer hosting. Choose a test destination first if needed, and check the reported result before trying again. Use Pause to temporarily stop, Edit to adjust settings, or Delete to remove it.

The scheduler selects languages by weight and requests new content from the chosen agent using its persona and content mix. Fresh generation does not guarantee unique wording. Desktop schedules need the desktop running; Team/server schedules use that business server’s supported controls. Provider charges and platform delivery permissions still apply.

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Image Studio

Configure image providers, generate images and browse your library.

Welcome to Image Studio. This page lets you generate AI images using OpenAI, Pollinations, or Google image models, browse your library, and use images across Bot Commander.

1. First, switch to the Configuration tab and add at least one provider API key — OpenAI, Pollinations, or Google. 2. On the Create Image tab, write a prompt describing the image you want. Be specific about subject, setting, mood, and lighting. 3. Choose a Style preset — Cinematic, Photorealistic, Concept Art, Anime, and more — or leave it on Auto. 4. Optionally upload a Reference Image to guide the generation (OpenAI models only). 5. Pick your Image Provider, Size / Aspect Ratio, and Model, then click + Generate Image. 6. Your images appear in the Image Library on the right — click any thumbnail to see a Live Preview. 7. Use the Copy button to grab the image to your clipboard for pasting anywhere. 8. Browse pages with the Prev / Next pager, or use the filename search to find specific images. 9. Images are saved to your local Bot Commander image directory and can be used in Campaigns, Blogs, Posting Queue, and Reel Studio.

Tip: The more specific your prompt, the better the result. Include lighting, camera angle, color palette, and mood for cinematic quality.

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Avatar Studio

Create presenter profiles and generate talking-head videos.

Welcome to Avatar Studio. This page lets you create reusable AI presenter profiles, generate talking-head videos, and connect video providers like HeyGen.

1. Start on the AI Influencers tab — click Create AI Influencer to build a new presenter profile from an existing AI Team agent or a brand-new persona. 2. Each influencer card expands to let you set a name, assign an AI Team persona, pick a Reel narration voice, define the presenter tone and personality, and write a spoken CTA line. 3. The readiness chips (Persona ready, Voice ready, Image ready, HeyGen bound) show what each influencer still needs before it is camera-ready. 4. Switch to the Create Video tab to generate a talking-head video. Pick a speaking agent, orientation, render engine, and write a script — then click Generate AI Influencer. 5. Generated clips appear in the Clip Library below the preview. Click any clip to load it into the preview player, or delete clips you no longer need. 6. Use the Configuration tab to connect your HeyGen API key. Once saved, use Load my avatars & voices to pull in your HeyGen assets for binding on each influencer card. 7. HeyGen bindings are optional — AI Influencers work without them for Reel voiceovers using the narration voice and personality settings.

Tip: Configure your presenters here first, then use Video Studio to create Reels and Shorts with their voices and personas.

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Cinematic Clips

Create video clips with your configured generation provider.

Welcome to Cinematic Clips. This page lets you generate high-quality cinematic video clips using Runway, Seedance 2, or Seedance 2.5.

1. Start on the Create Clip tab — write or paste a text prompt describing the scene you want to generate. 2. Choose a provider: Runway for Runway/Veo models, or Seedance for Seedance 2 and 2.5. 3. Choose your aspect ratio: horizontal 16:9 for YouTube/widescreen, vertical 9:16 for Reels/Shorts/TikTok, or square 1:1. 4. Select a duration and model/provider settings. Seedance 2 supports 4-15 seconds. Seedance 2.5 supports 4-30 seconds or Auto. Runway models use fixed duration choices. 5. Click Generate Cinematic Clip to start rendering. Generation typically takes 1-3 minutes depending on provider, model, and duration. 6. Generated clips appear in the Clip Library below the preview player. Click any clip to load it into the preview, or delete clips you no longer need. 7. Use the Configuration tab to connect a Runway or Seedance API key. Without a key for the selected provider, generation will not work.

Seedance 2.5 can animate a reference image from the studio. Bot Commander uploads local reference images through your configured public media storage because Seedance requires public HTTPS media URLs. Agents can also use Seedance 2.5 reference image, video, and audio URLs for editing, extension, and style or character guidance.

Tip: Cinematic clips can be sent directly to the Review Queue for approval, or forwarded to the Posting Queue for scheduling across your connected platforms.

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Blogs, Articles & Newsletters

Draft, edit and prepare long-form content and newsletter campaigns.

Welcome to Blogs, Articles & Newsletters. Here are the steps to use this page:

1. Choose a format: Blog post, LinkedIn article, Medium article, or Newsletter issue. 2. Choose the Product focus so the draft uses the right product, audience, offer, and CTA. 3. Add Source Materials, company news, product updates, or outline notes so the writer has real context. 4. Choose the writing agent and tone, then click Write draft. 5. Review and edit the draft in the Draft Workspace. Use Markdown, HTML Preview, or Split view. 6. Add or generate a feature image when the content needs a visual. 7. Save the draft to the library so it can be reused or finished later. 8. Publish blog content to the website, publish/adapt LinkedIn content, or open Medium manually. 9. For Newsletter issue, connect Brevo first if needed: see How To's → Email Setup → Brevo Newsletter Sending. If the newsletter has a feature image, also connect DigitalOcean Spaces or another public image host so inboxes can load it. 10. Set the newsletter audience, sender, subject, preview text, and test recipient, then create a newsletter draft and send a test. 11. Use the same source material to turn one weekly update into a blog post, LinkedIn post, and newsletter.

Feel free to ask me for a topic, outline, subject line, CTA, rewrite, newsletter version, or publishing checklist. I'm here to help!

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Project Files

Browse, search and organize local workspace files.

Welcome to Project Files. This is your local file browser for your Bot Commander workspace.

How to Use 1. Browse the file tree to navigate your project folders — click any folder to expand or collapse it 2. Use the search bar to find files by name across your entire workspace 3. Click Open Folder to open your workspace folder 4. Click + Folder to create a new folder at the current location 5. Hover over any file or folder to reveal Rename and Delete options 6. Drag files between folders to reorganize your project structure 7. Use Fill PDF form to choose a local AcroForm PDF, enter text/checkbox values, prepare a copy, review the PDF and save it. The original is preserved. Scanned/XFA/encrypted forms and digital signing are unsupported. Add the saved copy with Add file if you want it in this workspace; no automatic upload or email occurs

Tip: Project Files is your local workspace — it is not cloud-synced. Use the Backup panel in Settings to create snapshots of important work.

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Partner Outreach

Research potential partners and review outreach plans.

Welcome to Partner Outreach — your amplification partner network command center, managed by Simone (Partner Relations).

This page tracks every creator, podcaster, media outlet, ecosystem brand, platform team, and community admin who might amplify your content. Simone owns the program; you approve the moves.

STATS GRID — At the top you will see: - Partner Outreach — total contacts in your network. - Amplifications (30d) — how many times partners shared or engaged with your content in the last 30 days. - Partners Who Amplified — how many unique partners have amplified you. - Pending Candidates — new partners Orion discovered that need your review. - Advocates (3+ amps) — partners who have amplified 3 or more times — your superfans. - Candidate Approval Rate — what percentage of discovered candidates you approved.

PIPELINE STAGE BAR — Shows your network broken into six stages: Discovered → Qualified → Contacted → Engaged → Amplifying → Advocate. Each stage shows the count. The goal: move partners right.

CADENCE GUARDRAILS — Configure how often you can touch a partner: - Cooldown days between touches (default 7). - Max touches in 30 days (default 4). - Stale threshold — partners with no touch for this many days appear on the Stale Radar.

AT-RISK CONTACTS — Partners in cooldown or at their touch limit. Use the action buttons if you need to manually create a follow-up task, log a conversation, log a touch, or log an amplification.

PARTNER CADENCE MATRIX — Every partner in a scrollable table showing name, handles across platforms (X, IG, TT, YT), pipeline stage, touches, amplifications, last amplified date, last touch, and status.

STALE PARTNER RADAR — Read-only list of partners who have gone cold. Simone reviews these in her daily sweep — no action required from you.

MESSAGE TEMPLATES — Ready-to-use outreach templates you can copy: X DM first touch, X DM follow-up, and email introduction. Click Copy and personalize before sending.

RECOMMENDED OUTREACH SEQUENCE — Simone's recommended 5-step cadence: Day 1 warm intro → Day 3-5 tag in a post → Day 7 follow-up DM → Day 14 email if warm → Day 30 final touch or move on. Never automate — every message should be personal.

RECENT PARTNER EVENTS — Last 12 campaign events related to partners. See what Simone, Orion, Tommy, and Grant have been doing.

SIMONE'S DAILY RHYTHM — Every day at 10 AM, Simone runs a sweep that produces: 1. Candidate reviews from Orion's discoveries. 2. A Partner Mention Brief for today's reel generation. 3. Repost Radar — partner content worth resharing. 4. Amplification recognition posts. 5. Pipeline pulse — who's cold, who's rising. 6. Three outreach moves with draft messages. 7. State of the Network for the CEO daily standup. 8. Self-audit metrics on her performance.

Her outreach drafts land in the Review Queue as Partner Outreach cards. You click Approve & Copy Draft, paste the message, and send it personally.

Tip: Simone's value is judgment. She tells you who to tag, who to avoid, and when to reach out. Your job is to approve and keep it personal. Never let outreach feel automated.

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Investor Outreach

Manage investor research, relationships and outreach.

Welcome to Investor Outreach — your investor relationship command center, managed by Atlas (Investor Relations).

This page tracks every investor contact, their pipeline stage, touch cadence, and your outreach history. It's a high-trust CRM for the people who could fund your next round.

STATS GRID — At the top: - Investor Contacts — total investors in your CRM tagged as investor or investor-prospect. - Email Ready — how many have email addresses for outreach. - Investor Activities (30D) — touches, meetings, updates, and notes logged in the last 30 days. - Portal Invites Logged — how many investors have been invited to your investor portal. - Meetings/Calls (30D) — meetings and calls logged in the last 30 days. - Ready to Contact — investors not in cooldown or at their touch limit.

PIPELINE STAGE BAR — Shows your investor pipeline broken into six stages: Prospect → Qualified → Contacted → Engaged → Committed → Investor. Each stage shows the count. The goal: move investors right through real relationship-building.

CADENCE GUARDRAILS — Configure how often you can touch an investor: - Cooldown days between touches (default 14 — investors need more space than partners). - Max touches in 30 days (default 6). - Stale threshold — investors with no touch for this many days appear on the Stale Radar.

AT-RISK CONTACTS — Investors in cooldown or at their touch limit. Use the four action buttons: - Create Follow-up Task — creates a high-priority task with a due date based on their stage. - Log Meeting — record a call or meeting. Edit the note to add summary, sentiment, and commitments. - Log Touch — log any other meaningful contact. - Log Update — record when you shared traction metrics or proof points with an investor.

INVESTOR CADENCE MATRIX — Every investor in a scrollable table showing name, role, pipeline stage, touches, last touch, and status (New, Ready, Cooldown, Limit). Scrolls internally — see all your investors without the page stretching.

STALE INVESTOR RADAR — Read-only list of investors who have gone cold. Passive radar — no action required.

MESSAGE TEMPLATES — Three ready-to-use email templates: - Investor Introduction — first outreach to a new investor prospect. - Milestone Update — share traction numbers with engaged investors. - Post-Meeting Follow-up — send after every investor call. Click Copy and personalize before sending.

RECOMMENDED OUTREACH SEQUENCE — Atlas's recommended 5-step investor cadence: 1. Week 1 — Warm introduction email (personalized, no deck). 2. Week 2-3 — Share traction update (show momentum). 3. Week 3-4 — Schedule a 15-20 minute intro call. 4. Post-call — Send deck + data room only after a positive call. 5. Monthly — Brief milestone updates every 4-6 weeks.

SYNC TO BREVO — Push investor contacts with email addresses to a Brevo list called "Investor Outreach" for email campaign management.

RECENT INVESTOR ACTIVITY — Last 16 investor-related activities logged across your CRM.

Atlas (Investor Relations) handles investor communications, update emails, and meeting scheduling. He works on a weekly cadence — investor outreach is a long game, not a daily grind.

TIP: Never pitch in the first message. Lead with proof, not asks. Investors buy momentum — your job is to show it consistently. Every investor touch should leave them more informed than before.

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Website Studio

Build a local website, preview it and prepare it for publishing.

Welcome to Website Studio. This is your AI-powered website builder — describe your business, pick your pages, and Link builds a local copy for you to preview before publishing.

1. Start by describing your business in the text area — what you do, who you serve, and what you want the site to say. Be specific for the best results. 2. Select a Website Type from the dropdown or leave it on Auto-detect and Link will figure out the best template. 3. Check the pages you want — Home, About, and Contact are included by default. Add Services, Pricing, Portfolio, Blog, FAQ, or Terms/Privacy as needed. 4. Drop images into the upload zone (or click Browse / File Dialog) — logos, hero images, product photos, and any visual assets you want Link to use throughout the site. 5. Click ✨ Start Building — Link will pick the best template, generate any missing images, build the site locally, and open it in the built-in web browser for you to preview. 6. Review the site in the browser. Chat with Link to request changes — switch pages, tweak colors, rewrite copy, add sections. Link rebuilds on every request. 7. When you're happy with the preview, expand Advanced Settings to configure your domain name, hosting provider, contact form endpoint, custom CTA text, colors, fonts, and any special requirements. 8. Click 🚀 Publish Site (or tell Link "publish" in chat). Link will deploy to your configured domain and hosting provider.

Every project needs a consistent shared design system: colors, font sizes, spacing, buttons, navigation, footer and reusable page layouts. Link adopts your existing framework or establishes these foundations for a new site. Before final review and launch, Website Studio checks that the shared sources exist and are used, and requires saved observations and evidence for mobile/desktop layouts, accessibility, interactions, performance and visual consistency. File changes make that review stale. A structural pass is not a substitute for inspecting the actual design.

Tip: This is an iterative process — build, preview, refine, repeat. Don't publish until you've previewed and are satisfied with every page.

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Chat

Talk to your AI, use tools, and get things done.

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AI Bot Team

Create AI helpers with unique personalities and assign them tasks.

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Schedules/Automations

Schedule voice reminders, AI tasks, and alerts to run automatically on a timer.

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Skills

Extra abilities your AI can use — web search, code, files, and more.

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Customize Bot Commander

Pick a preset commander or build your own — name, personality, avatar, and voice.

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Settings — About You

Your name, experience level, tech stack, and what you are building.

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Security

Password lock, API key storage, and how dangerous actions are protected.

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Mobile Remote Access

Connect your phone from anywhere with Cloudflare quick tunnel or account-based named tunnel.

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Terminal

A full PowerShell terminal built into the app — run commands, install tools, and inspect your system without leaving Bot Commander.

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MCP Servers

Connect BC to external tool servers — file systems, databases, SaaS apps, and more — using the Model Context Protocol standard.

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Email Setup

Connect Gmail, Outlook, IMAP, and Brevo newsletter sending so BC can manage email workflows.

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Website Builder

Let BC build and deploy websites directly to your BlueHost (or any cPanel) hosting account.

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Business Builder

Two AI-guided tracks — start a new business from scratch or diagnose and fix an existing one.

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CRM

Manage contacts, deals, pipeline stages, and activity logs — all built in and AI-connected.

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Accounting

Track income, expenses, invoices, and view profit & loss summaries — no spreadsheet needed.

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Bank Accounts (Plaid)

Securely link your bank with Plaid to auto-import transactions and live balances into Accounting.

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Watch Wallets

Add any crypto wallet address and track its balance and tokens in real time — no keys needed.

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Coinbase Agentic Wallet

Give your AI a real crypto wallet — send USDC, trade on Base, and pay for API services autonomously.

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Coinbase Advanced Trading

Connect your Coinbase account to trade crypto — market orders, limit orders, and automated market scans via Midas.

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News Center

Scheduled industry news scans plus internal recaps and CRM pipeline status — your AI’s morning briefing.

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Social Media Posting

Post to Twitter, LinkedIn, Instagram, Discord, and Telegram — compose, schedule, and cross-post via AI.

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AI Academy

Progress through 10 human AI Academy stages—from Cadet to Captain—as you complete meaningful milestones.

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Astra Worlds

The sister universe where all Bot Commanders hail from — a vast network of simulated realities called Holospheres.

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