Workforce Quick Start Guide

Goal

Start using BoodleBox for everyday work. 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 with the right AI. Compare models on the same task, or let BoodleBot pick. → How to switch the AI model you're chatting with · How to use more than one AI in the same chat
4. Use AI Tools for common work tasks. → How to use AI Tools
5. Build a custom bot for a repeatable workflow. → How to build a custom bot
6. Bring in your documents. → How to use your Knowledge Bank · How to attach knowledge to a chat
7. Work together. Share chats and organize them in folders. → How to share a chat with someone · How to create and share a chat folder

Tips

• Treat AI output as a first draft and verify what matters — see Understanding model limitations and hallucinations.

Questions?

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