Set up the assistant

Buttons and menus are named exactly as the app shows them.

Steps

1. Open the assistant

   Open the Agent, or press A on a computer to ask it something straight away.

   Where: Functions › Analysis › Agent

2. Add your own key

   Paste a Claude, OpenAI or Gemini key and choose Save key. Get a key takes you to the provider. The key stays on this device.

   Where: Agent › Marketplace › Your keys

3. Or run a model on this device

   Pick a model pack sized for your device, then Test this model. Phones are offered phone-sized packs. Nothing leaves the device.

   Where: Agent › Marketplace › On this device

4. Choose what it may read

   Switch each tab on or off. The Vault, medical records and tabs under an encrypted lock are never readable.

   Where: Agent › Settings › May read

5. Decide what it does on its own

   Everything it proposes waits in Suggestions for a yes, unless you let a kind of change apply by itself. Bulk edits always show a preview and keep an undo for a day.

   Where: Agent › Settings › Does on its own