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Open the Command Center

User guides

Short, step by step guides for the AI Curator Consulting Suite and its three apps. Pick the task you want to do.

Getting started with the suite

Create your account, sign in, and use the Command Center to reach your apps and clients.

  1. Create your accountSign up once and use the same account in all three apps.
  2. Sign in and sign outSign in once for every app, reset a forgotten password, and sign out.
  3. Find your way around the Command CenterWhat is on the suite home page and what each part is for.
  4. Launch an appOpen ConsultCastAI, ClientBriefAI or AdoptBriefAI without signing in again.
  5. Choose your session folderShow the suite where your saved client files are so it can list your clients.
  6. Ask CuratorPilotAsk the suite assistant where a client stands or what to do next.
  7. Change the languageUse the suite, ClientBriefAI and AdoptBriefAI in English, Spanish, French or Portuguese.

ClientBriefAI guide

Diagnose, scope and deliver: readiness, implementation scope, the opportunity assessment and Impact Tracker.

  1. Open ClientBriefAI and find your way aroundOpen the app from the Command Center and learn what the sidebar and the header do.
  2. Set up a clientEnter the client name, industry, your logo and some background before you start scoring.
  3. Run an AI Readiness AssessmentAnswer 22 questions with your client, generate the findings report and export it.
  4. Build an Implementation ScopeScore the business areas you discussed and get a ranked list of where the client should start.
  5. Create an AI Opportunity AssessmentTurn what you know about the client into a client-ready assessment, a report and a proposal.
  6. Track results with Impact TrackerRecord what was done and what changed for each opportunity, then send the client an Impact Report.
  7. Save your work and open it againSave a client's session to a file on your own computer, open it later, and start a new client.
  8. Dashboard, Clients, Reports and TemplatesSee all your clients at a glance, keep a contact list, reopen reports and use the reference material.

ConsultCastAI guide

Practice client conversations with an AI persona and get coaching before the real meeting.

  1. Open ConsultCastAI and find your way aroundLaunch ConsultCastAI from the Command Center and learn what is in the header.
  2. Your trial minutesHow many practice minutes the trial gives you, where to see what is left, and what happens when they run out.
  3. Practice minutes on a paid planWhat Pro and Team include each month, where to see what is left, and how to add more minutes.
  4. Set up and start a practice sessionChoose who you will talk to, who called whom, and which objection to work on.
  5. Hold the conversation and use the coachingReply to the persona, read the live coaching after each turn, and pause when you need to.
  6. Read your debrief and save itEnd the session, read the after-action review, and download a copy.
  7. Past sessions and your accountReread or delete earlier debriefs, check your profile, and export your data.

AdoptBriefAI guide

Make the rollout stick: Map, Enable, Plan, Track and Templates.

  1. Open AdoptBriefAI and find your way aroundOpen the app from the Command Center, learn the areas and the header, and save and reopen a client's session file.
  2. Map who uses which toolEnter the client, add the roles and tools, and set how often each role uses each tool.
  3. Write Quick Start guides for each roleHave AdoptPilot draft a short guide for each role and tool, then read, edit and download them.
  4. Plan the rollout and its milestonesDraft a 30/60/90 day plan, edit the milestones, name champions and mark what is done.
  5. Track check-ins and the scorecardRecord check-ins, see usage by role, and write the monthly Adoption Scorecard.
  6. Use and build templatesStart from an industry template, make your own, and use the meeting guides.