Staff Quick Start Guide

Goal

Get productive in BoodleBox as a staff member. Each step links to a full how-to.

Your first steps

1. Sign in. → How to Log Into BoodleBox
2. Get your bearings. → Navigating the BoodleBox Interface
3. Chat and switch models. Pick the best AI per task, or let BoodleBot route for you. → How to switch the AI model you're chatting with · How BoodleBot picks the right AI for you
4. Use AI Tools tuned to your role. → How to use AI Tools
5. Build a custom bot for a recurring task (e.g. drafting standard replies). → How to build a custom bot
6. Organize with the Knowledge Bank and folders. → How to use your Knowledge Bank · How to create and share a chat folder
7. Collaborate. Share chats and bots with your team. → How to share a chat with someone

Tips

• Turn on Coach Mode for AI-literacy tips as you work.

Questions?

Email success@boodle.ai — typical response within 8 business hours.