Your First Session
Installation and setup are done. Your agent already knows who you are and what you’re working on — it loaded your profile and workspace context before this conversation started. There’s nothing left to configure.
The best first move isn’t a test query. Bring something real.
Start with a situation
Section titled “Start with a situation”Describe something you’re actually dealing with — a project underway, a decision pending, a meeting coming up.
“I have a client call tomorrow about the website redesign. They want to add mobile to the scope, but I don’t think the timeline supports it.”
Tell the agent what to log from it — the meeting, the scope question, a task to prep for the call. One conversation; a few connected records. That’s the basic exchange.
Find out what it knows about you
Section titled “Find out what it knows about you”Ask directly:
“What do you know about me and my work?”
Your agent will summarize what’s in your profile — who you are, what you’re focused on, how you prefer to work. If anything is missing or off, say so. That conversation becomes an update.
Conversations lead to paper trails. Say so, and the agent updates your profile. That change carries forward. Your workspace gets more accurate through use, not through manual upkeep.
Capture something you’ve been holding
Section titled “Capture something you’ve been holding”Most people start with a backlog of unrecorded context — decisions made last month, a commitment no one wrote down, a thread they’ve been tracking in their head.
Pick one to start with, like:
“I decided to go with a contractor model for design work. Record that.” “Remind me to follow up with Sarah about the proposal by end of week.” “Make a note that we should revisit the pricing model before launch.”
Each becomes a record. Records connect to each other over time.
Ask what to focus on
Section titled “Ask what to focus on”Once you’ve brought a few things in:
“Given what I’ve told you, what should I tackle first?” “What feels most pressing from what we just captured?” “What would you recommend I do next?”
Your agent synthesizes what you’ve captured and gives you a starting point. The more you bring in over time, the richer its answer gets — but even in a first session, it can tell you what matters most from what you’ve described.
Next:
- Day-to-Day Use — what a normal working session looks like
- Entities and the Graph — the building blocks your agent is working with