Pi is your assistant for running your practice. It drafts, checks and reminds, and you stay in charge.
Pi never sends anything to a client without you, and your clients never see it.
Open Pi
Click Pi in the corner, or press Ctrl J (⌘ J on a Mac).
Press Pi on the rail to open its page, with your conversations and Skills.
Press Ask Pi at the foot of any open doc. Pi reads the doc and anything you've selected, and can write into it. Undo in the toast takes it back.
Commands
Type / in Pi's chat to see them all.
Command | What it does |
|---|---|
/new, /past | Start a conversation, or find an old one |
/today, /week | What's on today, and this week's note |
/proposal, /recap, /followup | Draft one, then pick the client |
/rule | Add a rule Pi keeps |
/skills | Open your skills |
Past conversations
Click + for a new conversation. Click the clock or the wide button to open Pi wide, with past conversations on the left. Esc brings Pi back to the corner.
Hide Pi
Hover over Pi and click the small –, or press Ctrl J. Only its ears show, with a count of what's waiting. Click the ears to bring it back. On a phone, × closes Pi and takes you back.
Was this doc helpful?