Using the Companion

The companion keeps every client engagement on the AI Quick Up methodology. The page is the record; the agent in the chat bubble reads it, tells you what to do next, and records what the client said once you confirm it.

What it is

Each client engagement has one record: the channels in scope, a checklist of what we need from the client for each channel, the people involved, decisions, open items, and files. Two things work on that record:

• This page: where you see the state of every engagement and confirm or correct anything.
• The companion agent (the chat bubble, bottom right): it reads the record, plans your next steps, preps client sessions, and turns call notes into checklist entries.

The agent proposes; you decide. It can record what a client said, but only you can mark something Verified.

Signing in

1. Go to aiquickup.com/companion, or click Sign in at the top right of aiquickup.com.
2. Enter the e-mail address you were invited with and your password, then click Sign in.
3. Admins then enter the 6-digit code from their authenticator app.

No password yet? Use E-mail me a sign-in link instead. Each link works once; use the newest e-mail. You are signed out after 60 minutes without activity.

The board

The first screen lists your engagements. Admins see all of them; consultants see the ones they are assigned to. Each card shows the client, package, stage, target go-live, the channels in scope with a readiness dot, and counts of open and blocking items.

Click a card to open the engagement. Admins create engagements with New engagement.

Channels in scope

Every engagement starts with Knowledge base and Go-live, because every deployment needs both. Add the rest once the client has chosen them:

1. Open the engagement and click Edit scope (admins only).
2. Tick the channels the client confirmed: web widget, Shopify store, e-mail, phone, meeting bookings, Slack and Teams, SMS and WhatsApp, CRM, ticketing, quotes and proposals, or custom tools and MCP.
3. Click Save scope. Each new channel gets its own checklist tab.

You can also ask the agent, as long as the client has actually decided:

Intake checklist

Below the engagement header is a tab for each channel in scope, with a count of required fields answered. Each row is one thing we need from the client. Click a field to record or change it.

Fields marked Required if… only matter when that condition applies, for example lead recipient only when the widget captures leads.

Rules and next actions

The rule engine checks the whole record every time anything is saved, on this page or by the agent. It sets each channel's readiness and stage, sets the engagement stage, and opens or closes open items tagged with the rule that raised them (W-F1, P-C1, and so on). Hover a rule ID to see its condition.

Next actions, at the top of the engagement, lists what to do first: escalations, then blocks, then fields still to collect, then warnings, then the next connect step on a Green channel.

An empty required field keeps a channel Yellow. A channel turns Red only when something is wrong: a feasibility check fails, an answer conflicts with another, or a field was closed out with no real answer or answered "unknown".

People and decisions

Name the client's prime contact, technical contact, and decision maker under Client people; the engagement cannot leave Intake without them. Add each channel admin with their channel, and tick Attends the connection session once confirmed.

Use Log decision for anything the client decided. The rules read these, so word them plainly:

• Dee confirmed the channels in scope: web widget and e-mail unlocks the quote.
• Dee approved go-live for the web widget lets a tested channel go live.
• Install through Google Tag Manager, Test on the live site after hours, Draft-first for 30 days, Duplicate cleanup before sync clear the matching warnings.
• Tuning items accepted closes the first-week review; Dee signed off the engagement completes it.

Connect steps

Each channel shows steps B1 to B5: B1 and B2 connect, B3 test, B4 go live, B5 first-week review. Click a step to mark it done with its evidence (a screenshot, test lead, transcript, or log link). A step without evidence does not count. Stages move as steps are done: Prepared (Green), Connected (B1, B2), Tested (B3), Live (B4, fallback plan recorded, go-live approved), Reviewed (B5).

Drafting deliverables

The Draft buttons under Next actions light up when the rules say a deliverable is ready:

A draft opens in a new tab, built from the record. Click any text to edit it, then Save edits, Print or PDF, or Download for Word. Every draft is also saved to Recent files. Sections marked internal are for us; delete them before sending. Quotes are drafts for G's approval and are never sent by the agent.

Shopify stores

Add the Shopify store channel for any client selling on Shopify. On a Shopify store the chat widget and the store are one placement, so the quote counts them as one Foundation channel.

Record what the client wants under Commerce actions. Any Expansion feature there raises an escalation (SH-S1) for G to scope. Order status needs an agreed way for shoppers to prove who they are (SH-C1), cart recovery needs message consent (SH-F2), and a store with nobody who can install apps is blocked (SH-F1). Log when the old chat app comes off the store, so shoppers never see two bots (SH-X1).

Working with the agent

Open the chat bubble at the bottom right of the companion page. It only reaches the records when you are signed in on this page. Some things to ask:

Where are we?

It reads the record first, then gives the top three next actions, each with an owner, and for client items the exact question to ask.

After a client call

It matches what the client said to checklist fields and shows you a list of field, value, and source. Reply with what is right ("all correct", "record 1 to 4, skip 5") and it records those as Answered. Then mark them Verified on this page once you have confirmed them.

Before a client session

You get an agenda grouped by channel, who needs to attend, and what the client should bring.

What did the client say?

It searches the text of the engagement's uploaded files (notes, transcripts, e-mails, Word, PowerPoint, Excel, PDF, and text files), quotes the client's words, and names the file and date. It cannot search audio or images yet; paste a written transcript for those.

How do I...?

It answers from the Implementation Manual and this Help page and names the section it used. If the guide does not cover it, it says so.

Recording other things

What the agent will not do

• Mark anything Verified, or change an item someone already verified.
• Record a value you did not confirm, or invent a field, date, or client answer.
• Change channel scope unless you say the client has decided.
• Create blocking items; only the rule engine does that.
• Log an override of a Block rule; you do that on the page with Log decision.
• Contact the client, or quote AI Quick Up prices.
• Show a consultant engagements they are not assigned to.

Everything it writes is tagged Companion agent in the source and logged with your name.

Escalations

G is pulled in by an escalate item, raised by the rules (custom CRM objects, automatic customer-facing actions, a Block override, a Red channel within 10 business days of go-live) or by the agent when any of these come up:

• Scope beyond Foundation: extra personas, custom tools or MCP, CRM custom objects.
• Pricing changes, discounts, or anything off the menu.
• Recording consent, privacy, or regulated data (health, finance, minors).
• Any automatic write or customer-facing action.
• Client contacts contradicting each other, or a new decision maker.
• A channel still blocked within 10 business days of its target date.

Uploads

Use Upload on the engagement page for call notes, transcripts, voice memos, and client files (up to 50 MB). Files are stored privately with the engagement; only people assigned to it can open them. The agent can search and read the text of uploaded documents the first time you ask about them; audio and images are stored but not searchable, so paste a transcript for those.

Admin tasks

Troubleshooting

Anything else: e-mail g@aiquickup.com.