---
document_id: GETTING_STARTED
status: ACTIVE
as_of: 2026-08-11T20:29:24Z
authority: Disk SoT · member-facing
owner: ops
supersedes: []
superseded_by: null
---

# Getting started (OmniLore member)

**Audience:** Product members (employees using Chat / CoTrinity as themselves)
**Not for:** Platform operators configuring the fabric

---

## What you have

| You can | You cannot |
|---------|------------|
| Chat as **yourself** (directory login) | See other people’s private chats |
| Use product help tools (product_answer, architecture card when offered) | Browse full platform design / operator runbooks |
| Change **your** LDAP password via Chat tools | Change another user’s password |
| Keep personal notes in **your** workspace | Use unrestricted shell or free image/job submit |

---

## First steps

1. Sign in with your org LDAP / directory credentials.
2. Prefer **OmniLore** mode (Shared Operator / approved agent) for product questions — it uses fabric tools.
3. Run the guided checklist: **[First 30 minutes with OmniLore](./FIRST_30_MINUTES_OMNILORE.md)** (recommended for new members and trainers).
4. Ask “What can I do?” or “How do I change my password?” — the agent should use member-safe knowledge and tools.
5. Treat AI answers as **assistive**; follow your org’s acceptable use and verification rules for regulated work.

Trainers: full curriculum sequence lives in [TRAINING_OUTLINE_PRODUCT_WORKFLOW.md](./TRAINING_OUTLINE_PRODUCT_WORKFLOW.md).

---

## Privacy (summary)

- Your Chat history is **yours**. Other members cannot search it via product tools.
- Platform Owner / security officer may have a **legal collection** path under policy (lawful process) — not a normal user feature.
- Shared org knowledge is separate from your private chat.

---

## Need help?

See **Support** (`tribal:shared:member:support`) or contact your org’s OmniLore operator / IT as published for this install.

## Chat UI guide

Full guide: [`USER_GUIDE_CHAT_OMNILORE_AI.md`](./USER_GUIDE_CHAT_OMNILORE_AI.md) — modes (OmniLore / Quick / CodeHub), My Agents, pins, Advanced models, use cases.

## Create a private agent (Agent Builder)

In **OmniLore** mode, say: *“Build me a private Second Brain for my Gmail.”*
OmniLore previews tools/model, then creates the agent when you say **yes**.

Full page: [`AGENT_BUILDER.md`](./AGENT_BUILDER.md) · Mattermost: `/ol agent create …`

## Public Law Workflows

Practice-shaped **public-law** agents (Federal, State, Civil Rights, Family Court):
see [`PUBLIC_LAW_WORKFLOWS.md`](./PUBLIC_LAW_WORKFLOWS.md).

## Scheduled jobs (v1)

In **OmniLore** mode you can ask for timed jobs (for example a daily 2 AM note).
See [`SCHEDULED_JOBS_CHAT_V1.md`](./SCHEDULED_JOBS_CHAT_V1.md) — allowlisted kinds only; results go to your workspace files.

## Chat sidebar libraries

Bookmarks, prompts, personal memory, and Skills UI:
[`CHAT_SIDEBAR_SKILLS_PROMPTS_MEMORY_BOOKMARKS.md`](./CHAT_SIDEBAR_SKILLS_PROMPTS_MEMORY_BOOKMARKS.md).

## CoTrinity (desktop IDE)

If your org licenses the desktop assistant:

- **CoTrinity** is OmniLore’s **trusted programming assistant** for **VS Code** and **Cursor** (local-first coding help; fabric tools when connected).
- **Prefer VS Code** if you do not already use Cursor — no Cursor account required.
- **Cursor is supported**, but Cursor itself typically requires a **Cursor account** (OmniLore does not provide one). CoTrinity Chat does not require Cursor Pro.
- Install / host honesty: [COTRINITY_IDE.md](./COTRINITY_IDE.md).

## Desktop seat capture (Chat + CoTrinity)

If you set up a **seat implementer** on your computer, you can:

- Capture the screen from **CoTrinity** (at the desk), and/or
- Request capture from **chat.omnilore.ai** while remote (machine online + grant).

Full install and use: [DESKTOP_SEAT_CAPTURE.md](./DESKTOP_SEAT_CAPTURE.md).

## What OmniLore is (30 seconds)

See market front door: `docs/public/PRODUCT_FRONT_DOOR_MARKET_STORY_2026-08-11.md` (plain language; no operator jargon required).

*End getting started.*