Meet Miles

Who Miles is, what he knows, and the three ways to open him.

Miles is your AI sidekick. Ask him anything about your business — from *"What should I work on today?"* to *"Draft a reply to this customer."* He reads your data, remembers key facts across conversations, and can act on your behalf once you approve it.

Opening Miles

  • Tap the Miles button in the center of the bottom tab bar.
  • Tap any Stream card — the chat opens with that card's

context already loaded.

  • Tap the prompt bar on the home screen. It rotates through suggested questions.

What Miles knows

  • Your business profile, built during setup.
  • Everything in your modules: people, tasks, invoices, plan, campaigns.
  • His own Memory — plain-text notes you can read and edit.
  • Whatever your connections expose: Gmail, Calendar,

Drive, your accounting, your bank feed.

What Miles can do

Connecting a tool is what grants Miles access to it. Once Google Workspace is connected he can read and draft mail; once Stripe is connected he can see payments. Skills are the know-how for specific jobs, and the approval gate is what keeps him from doing anything outward-facing without your tap.

← Miles, your AI sidekick

Bizer
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