Help is built in: hover help on every rail item, an in-app Help Center with an operator’s manual and Ask AI over every article, guided tours, and a sample-data workspace for onboarding. The manual holds the full routines, repeatable processes, every page explained, the data model and troubleshooting.

Velocity separates the who from the deal. Accounts and Contacts are durable records that persist across many deals. The Opportunity is the only thing that travels the pipeline and closes Won or Lost. Won turns the account into a Customer with a health score, renewal stage and QBR history. Leads are inbound or engaged people awaiting qualification; converting one creates the account, contact and opportunity in one step.

Every autonomous feature is on the Autonomy Center with the same dial: Off, Approve, Auto. Start every autopilot in Approve. It does the work and stops, so you can read exactly what it would have sent. Promote a dial to Auto only when you find yourself approving everything unchanged. Dials are admin-only.

Super admin, admin, manager and rep. Autonomy dials, sending accounts, keys and budgets are admin-only. Every assistant action is in the audit log.

Inside the app: the owner’s guide (the whole machine on one page, a fifteen-minute read), a Help Center with role-based paths and searchable answers by category, hover help on every rail entry and control, Elsie’s short tours, and a morning digest on the days it matters. The assistant knows all of it: ask “how do I…” or “why is … held?” and it gives the page and the reason.

1. Give it a brain. Publish Admin → API keys: an AI provider key, the matching default model, and a live web search key (Tavily or Serper) so it can source claims.
2. Connect where it publishes. Settings → Connections: social accounts, a mailbox, your website (WordPress or HTML export), analytics.
3. Teach it your voice. Brand → Tone & motifs: the seven Motifs, topics, guardrails, brand kit.
4. Tell it what you actually do. Brand context: differentiators, products, brand documents. Nothing here is AI-generated.
5. Set the clock. Settings → Schedule: timezone and posting slots.
6. Choose your gates. Settings → People: require approval; queue on approval.
7. Set the autonomy dials. Settings → Automation. Start low.
8. Wire up measurement. Publish Admin → Analytics: Search Console and GA4.
9. Invite the team. Settings → People.

Producer’s help is the app itself: Setup checks the machine and fixes what it can with one click, the Claude panel shows every run as it happens, and one button sends a failed check back to Claude to fix. A built-in self-test exercises the whole chain on a sample recording.

Windows x64, per-user install, no admin rights. A Claude Pro, Max or Team subscription with Claude Code installed. About 1.6 GB on disk for the app plus the models above. Rendering is CPU-bound: a three-minute video takes about four minutes on a fast laptop.