#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 on at ."
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 ?"

#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, or suggest they write to support@jambavanta.com.