Manual

The one-page orientation — work as conversations, one per job, with an assistant that uses your own systems

The first screen — join your organization, use the app on your own for free, or try the demo

The two layers — your organization's sign-in says who you are; connections sign you in to each system the assistant uses

A fictional jewelry retailer to try every part of the app, offline, with no key and no account

Several accounts on one device, like Slack — switching between them, what needs you in each, adding and leaving one

The two tabs — General for voice, files and diagnostics, Accounts for each account's sign-in, AI providers and leaving

The iPad's sidebar and cards in either orientation, Side by Side, and the iPhone's list and chat

Connect Your Accounts when you open an organization, the sign-in card when a session ends, and systems that sign in one customer per chat

What a streamline and a chat are, and how the list of chats is organized

Opening a new chat, the welcome message and the starter chips

The composer — quick phrases, files, scans and voice, the card-details warning, and what Delivered and Read mean

The live summary of a chat's job — the ticket, the offer, the delivery — and where to find it

Finished chats, search, renaming, archive and delete, and what happens when a job is finished

Photos, scans, PDFs and text files in a chat — how to add them, what the assistant sees, and what is refused

It works your organization's systems as you, within your access, and tells you what it did

Why the assistant always stops and asks before anything that can't be undone, and what your tap does

How card numbers, ID numbers and other secrets go past the assistant, straight to your organization

What happens when the assistant needs a system you are not signed in to, or your session there has ended

Not-found answers, refusals, errors and cut-off replies — what each one means and what to do

The scan button, what a scan sends, scanning many codes at once, and barcode scanners on iPad and Mac

Talk to a chat instead of typing, and have replies read aloud, with everything turned into text on your device

The screen that asks before anything you write goes to an AI service, and how to change your answer

Where each kind of information goes — your organization, the AI service, our servers — and what stays out of all of them

Organization chats are your organization's record; chats on this device are yours, kept as long as Keep chats for says, and synced through your own iCloud if you turn it on

Streamlines your organization limits to its own networks, and what happens when you use one elsewhere

The free way to use the app — your own streamlines, your own MCP servers, your own model key, no account

Making your own streamline in the Library — name and look, briefs and instructions, model, MCP servers, welcome and quick phrases

Connecting a streamline to your own MCP servers, and how signing in to them works

Deciding which tools run without asking, which always ask, and which the assistant never sees

Your model keys, per-streamline keys, iCloud Keychain sync, and the systems you are signed in to

Sending a streamline to someone else as a file, and adding one someone sent you

The built-in streamline that sets Streamliner up with you, by conversation, and saves only when you tap

Share your organization's streamlines by link, open a link someone shared, and stop sharing

Narrowing a big server to the tools one streamline needs, what happens when a server adds tools, and why a tool can disappear for you

Where owners, admins and anyone on their own device see what their streamlines are made of — streamlines, briefs, templates and forms

Instructions written once and read first by every streamline that includes them — your voice, your words, what never to do

One editor for every streamline, laid out from the published format — sections, briefs and instructions as a page, problems where they are

The three access levels in an organization, how they differ from job roles, and what each can see

How invite links bring people in, why an invite alone grants nothing, and how access is taken away

The Usage page — calls, tokens and estimated cost by person, role, streamline and model — and how limits work

Where streamlines, brand colors and policies come from, and how a device picks up changes

How owners and admins publish their organization's staged changes from an iPhone, iPad or Mac an owner approved

Everyone in your organization in one place, and what owners and admins can change about each person

Which streamlines a person can use and why not, who can use a streamline, and Preview as

The record of what owners, admins and your organization's systems changed, and who opened whose chats

Light and dark, the account's theme and each streamline's; on the Mac the Style page with your own themes

Giving one streamline its own look, from its Theme card or the Library, and who can change it

The keys the Mac app answers to, and what no key will ever do

The sidebar and cards — each streamline a card, its open chats as tabs, the overview, Chats and its theme beside it

Two chats or two streamlines at once, cards in their own windows, and keeping a layout to come back to

Send a bug or an idea from the last row of the sidebar, anonymously unless you add your name

Keep your setup as plain files in a folder you choose, so any agent on your Mac can read and edit it safely

Invites that won't open, codes that don't arrive, sign-in sheets that close or hang, sessions that keep ending

What the "Your access has ended" screen means, what was removed, and what to do if it's a mistake

What to do when you've reached today's limit, and what the warning before it means

Why chats need a connection, what still works without one, and why nothing is queued to send later

Short answers to the questions people ask most