← Member help · Chat

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 (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.
  6. Optional: start a project intent card, end sessions with a handoff, use continuity memory (“pack my continuity”), or link personal Google — see PROJECT_INTENT_POSTURE_AND_CONTINUITY and PERSONAL_GOOGLE_CORPUS.

Trainers: full curriculum sequence lives in TRAINING_OUTLINE_PRODUCT_WORKFLOW.md.


Privacy (summary)


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 — 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 · Mattermost: /ol agent create …

Public Law Workflows

Practice-shaped public-law agents (Federal, State, Civil Rights, Family Court):
see 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 — 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.

CoTrinity (desktop IDE) + RepoHub

If your org licenses the desktop assistant:

Desktop seat capture (Chat + CoTrinity)

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

Full install and use: 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.