AdoptBriefAI

Write Quick Start guides for each role

Enable gives each role a one page Quick Start guide for each tool they use Weekly or Daily. Do this once the Map is filled in.

  1. Generate the guides

    Open Enable. The line under Generate Quick Start Guides shows how many pairs are on the Map and how many guides are written. Select Generate the 6 missing guides (the number is your own). The guides are written one after another.

    The Generate Quick Start Guides card showing 6 pairs on the Map, 0 written, and the Generate the 6 missing guides button
  2. Pick a role and a tool

    Under Select a role, choose a role. Tools for this role lists its tools, each marked Written when its guide is ready. Select View / Edit to see that guide.

    Select a role with Host chosen, and Tools for this role showing Phone & Reservation Assistant marked Daily and Written
  3. Read the guide

    Guide preview shows the guide as the role will read it. It starts with three things to do this week. Open How to do each one, Questions you might have and When it gives a bad answer to read the rest.

    The Guide preview for Host with Three things to do this week and the steps for each one open
  4. Edit the guide

    Select Edit guide to change the wording, then select Done. Keep the four headings in capital letters as they are, so the guide keeps its sections. To have AdoptPilot start over, select Write again.

    The guide's text open for editing, with the headings THIS WEEK and STEPS
  5. Check every guide and download them

    Guides at a glance shows each role against each tool. A check mark means the guide is written. In Download guides, select This role's guides or Download all guides as one file.

    Guides at a glance with all four roles marked Complete, next to the Download guides card
  6. Open a guide as a report

    Under the preview, select Open report. The guide opens in a new tab with your name on it. Select Print / Save as PDF or Download HTML, then send it to the client yourself.

    The Quick Start report titled Phone & Reservation Assistant for Host, with Print / Save as PDF and Download HTML