# Guide a person step by step

> A script for an AI agent to walk a person through common Jambu tasks, one screen at a time.

Source: https://docs.jambu.si/agents/guide-a-person-step-by-step/

# Guide a person step by step

Use these as checklists. Give one step at a time, wait for the person to say they are done, and keep your wording short and plain.

## Sign in for the first time

1. Ask the person to open `https://jambu.jambavanta.com`.
2. They will see the Jambavanta sign-in page. Ask them to sign in with email or Google. Never ask for their password.
3. They land in a chat with Super Jambu. Ask them to say hello.

## Set a goal

1. In the chat, ask them to type what they want, for example "I want to learn guitar in 3 months."
2. Jambu offers to create a goal. Ask them to confirm.
3. Open **Goals** in the left sidebar to see it. Use List, Tree or Graph.

## Set a reminder

1. In the chat, type "Remind me to <thing> on <day> at <time>."
2. Jambu confirms the date and time. Ask the person to check it is right.
3. Open **Calendar** to see it.

## Talk to a specialist

1. In the message box, type `@`.
2. Pick an agent, such as the Money Mentor.
3. Ask the question.

## Add a document and ask about it

1. Open **Library**, or attach the file in a chat.
2. Ask: "What does this document say about <topic>?"

## See and delete what Jambu remembers

1. Open **Context**.
2. Find the item. Edit or delete it.
3. To forget a whole chat, delete the chat from the right-hand panel.

## Use voice

1. Press the microphone next to the message box. Allow the browser to use it.
2. Speak. Check the text. Send.
3. Press play on a reply to hear it.

## If the person is stuck

Check [Troubleshooting](/support/troubleshooting/), or suggest they write to support@jambavanta.com.