Getting started

Quick tour

A 5-minute walkthrough of every tab in the Ambrose top nav, in the order you will probably use them.

1

Dashboard. Quick stats — credits, active agents, recent runs, alerts from the watchdogs. Use it to land, check the morning numbers, and click into anything that needs attention.

2

War Room. The chat surface for the executive team. Type a question; Ambrose decides which head answers, or convenes a small group. See War Room.

3

Agents. Your custom AI personas. Each one has IDENTITY / PERSONALITY / MEMORY / NOTES markdown files, a model, a list of allowed spokes, and (optionally) attached teams and MCPs.

4

Teams. Role configs that bundle a prompt, tool access, routines, and (critically) GHL workflow webhooks. Teams are the canonical home of GHL webhook integrations as of May 2026.

5

Onboarding. Guided setup wizard — connect GHL, drop your vault files, set your brand voice, pick your AI provider.

6

Routines. Scheduled prompts attached to your agents and teams. Run nightly book-of-business checks, weekly newsletters, daily KPI digests. See Routines.

7

Workflows. Multi-step pipelines that chain agents and tools together — a step-up from a single routine.

8

Architecture. A live graph of every running service (Supervisor, Core Py, Core Node, Brain, PHI Gateway, Postgres, spokes). Click a node to see status and recent activity.

9

Logs. AI call log + system log. Every model call is recorded (tokens, cost, latency, model, provider).

10

Vault. Drop your HealthSherpa CSVs, commission reports, carrier PDFs. They are parsed, indexed, and instantly queryable in plain English. Files never leave your account.

11

Tools. Every spoke + every action they expose. Toggle per-tool permissions per agent / team here. See Permissions.

12

Settings. API keys, brand voice, vault encryption, integrations (GHL, Twilio, Slack, Discord, …), billing, privacy. See Settings overview.

13

Docs. The page you are reading now. Public — share the URL.

## Quick tour

A 5-minute walkthrough of every tab in the Ambrose top nav, in the order you will probably use them.

1**Dashboard.** Quick stats — credits, active agents, recent runs, alerts from the watchdogs. Use it to land, check the morning numbers, and click into anything that needs attention.
    2**War Room.** The chat surface for the executive team. Type a question; Ambrose decides which head answers, or convenes a small group. See War Room (/docs/war-room).
    3**Agents.** Your custom AI personas. Each one has IDENTITY / PERSONALITY / MEMORY / NOTES markdown files, a model, a list of allowed spokes, and (optionally) attached teams and MCPs.
    4**Teams.** Role configs that bundle a prompt, tool access, routines, and (critically) GHL workflow webhooks. Teams are the canonical home of GHL webhook integrations (/docs/team-ghl-webhook) as of May 2026.
    5**Onboarding.** Guided setup wizard — connect GHL, drop your vault files, set your brand voice, pick your AI provider.
    6**Routines.** Scheduled prompts attached to your agents and teams. Run nightly book-of-business checks, weekly newsletters, daily KPI digests. See Routines (/docs/routines).
    7**Workflows.** Multi-step pipelines that chain agents and tools together — a step-up from a single routine.
    8**Architecture.** A live graph of every running service (Supervisor, Core Py, Core Node, Brain, PHI Gateway, Postgres, spokes). Click a node to see status and recent activity.
    9**Logs.** AI call log + system log. Every model call is recorded (tokens, cost, latency, model, provider).
    10**Vault.** Drop your HealthSherpa CSVs, commission reports, carrier PDFs. They are parsed, indexed, and instantly queryable in plain English. Files never leave your account.
    11**Tools.** Every spoke + every action they expose. Toggle per-tool permissions per agent / team here. See Permissions (/docs/mcp-permissions).
    12**Settings.** API keys, brand voice, vault encryption, integrations (GHL, Twilio, Slack, Discord, …), billing, privacy. See Settings overview (/docs/settings).
    13**Docs.** The page you are reading now. Public — share the URL.