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Advanced usage

Patterns for people who already completed basic setup and want smoother workflows in the builder, search, and inbox.

Voice alongside chat

When voice is enabled, dictate rough bullet points first, then switch to typing to tighten wording. Short utterances usually produce cleaner transcripts than very long monologues. If a transcript misses a nuance, correct it inline so your card stays authoritative.

Iterating cards

Treat your card like a release note: each edit should improve clarity for a reader who has sixty seconds. Prefer concrete verbs and outcomes over adjectives. When you add a new role, link it to how it changed metrics, delivery risk, or team capability.

Search from home

Keep one saved query pattern you reuse—good for hiring managers who interview similar profiles weekly. Adjust only the differentiating phrase each time so explanations stay easy to compare across runs.

Inbox habits

When conversations are enabled, reply from the thread you started so context stays attached. If a thread is waiting on an unlock or contact step, complete that step in the product rather than moving sensitive details to unstructured channels prematurely.

Stuck? Troubleshooting.