# Manual

> The Streamliner manual: every section of the guide that ships inside the app, readable here as HTML or raw Markdown.

Everything Streamliner does, one short section at a time, grouped the way you meet it. The same manual ships inside the app.

## Getting started

- [What Streamliner is](/docs/what-streamliner-is.md) (GS-1): The one-page orientation — work as conversations, one per job, with an assistant that uses your own systems
- [Three ways in](/docs/three-ways-in.md) (GS-2): The first screen — join your organization, use the app on your own for free, or try the demo
- [Signing in and connections](/docs/signing-in.md) (GS-3): The two layers — your organization's sign-in says who you are; connections sign you in to each system the assistant uses
- [The Meridian demo](/docs/meridian-demo.md) (GS-4): A fictional jewelry retailer to try every part of the app, offline, with no key and no account
- [Your accounts](/docs/accounts.md) (GS-5): Several accounts on one device, like Slack — switching between them, what needs you in each, adding and leaving one
- [Settings](/docs/settings.md) (GS-6): The two tabs — General for voice, files and diagnostics, Accounts for each account's sign-in, AI providers and leaving
- [On the iPad and iPhone](/docs/ipad-and-iphone.md) (GS-7): The iPad's sidebar and cards in either orientation, Side by Side, and the iPhone's list and chat
- [Signing in to your organization's systems](/docs/org-connections.md) (GS-8): Connect Your Accounts when you open an organization, the sign-in card when a session ends, and systems that sign in one customer per chat

## Chats

- [Streamlines and chats](/docs/streamlines-and-chats.md) (ST-1): What a streamline and a chat are, and how the list of chats is organized
- [Starting a chat](/docs/starting-a-chat.md) (ST-2): Opening a new chat, the welcome message and the starter chips
- [Writing to the assistant](/docs/writing-to-the-assistant.md) (ST-3): The composer — quick phrases, files, scans and voice, the card-details warning, and what Delivered and Read mean
- [The overview](/docs/the-overview.md) (ST-4): The live summary of a chat's job — the ticket, the offer, the delivery — and where to find it
- [Finding, archiving and finishing chats](/docs/finding-and-finishing.md) (ST-5): Finished chats, search, renaming, archive and delete, and what happens when a job is finished
- [Attaching files](/docs/attaching-files.md) (ST-6): Photos, scans, PDFs and text files in a chat — how to add them, what the assistant sees, and what is refused

## Working with the assistant

- [What the assistant can and can't do](/docs/what-the-assistant-can-do.md) (AS-1): It works your organization's systems as you, within your access, and tells you what it did
- [Confirmation cards](/docs/confirmation-cards.md) (AS-2): Why the assistant always stops and asks before anything that can't be undone, and what your tap does
- [Secure forms and secure views](/docs/secure-forms.md) (AS-3): How card numbers, ID numbers and other secrets go past the assistant, straight to your organization
- [Sign-in cards](/docs/sign-in-cards.md) (AS-4): What happens when the assistant needs a system you are not signed in to, or your session there has ended
- [When something doesn't work](/docs/when-something-fails.md) (AS-5): Not-found answers, refusals, errors and cut-off replies — what each one means and what to do
- [Scanning barcodes and QR codes](/docs/scanning.md) (AS-6): The scan button, what a scan sends, scanning many codes at once, and barcode scanners on iPad and Mac
- [Talking and listening](/docs/talking-and-listening.md) (AS-7): Talk to a chat instead of typing, and have replies read aloud, with everything turned into text on your device

## Your data and privacy

- [AI providers and your consent](/docs/ai-consent.md) (PR-1): The screen that asks before anything you write goes to an AI service, and how to change your answer
- [What is sent, and what never is](/docs/what-is-sent.md) (PR-2): Where each kind of information goes — your organization, the AI service, our servers — and what stays out of all of them
- [Where your chats are kept](/docs/where-chats-are-kept.md) (PR-3): Organization chats are your organization's record; chats on this device are yours, kept as long as Keep chats for says, and synced through your own iCloud if you turn it on
- [On site only streamlines](/docs/on-site-only.md) (PR-4): Streamlines your organization limits to its own networks, and what happens when you use one elsewhere

## On this device

- [Using Streamliner on this device](/docs/on-this-device.md) (FR-1): The free way to use the app — your own streamlines, your own MCP servers, your own model key, no account
- [Making a streamline](/docs/making-a-streamline.md) (FR-2): Making your own streamline in the Library — name and look, briefs and instructions, model, MCP servers, welcome and quick phrases
- [Adding MCP servers](/docs/adding-mcp-servers.md) (FR-3): Connecting a streamline to your own MCP servers, and how signing in to them works
- [Tool rules](/docs/tool-rules.md) (FR-4): Deciding which tools run without asking, which always ask, and which the assistant never sees
- [The Vault](/docs/the-vault.md) (FR-5): Your model keys, per-streamline keys, iCloud Keychain sync, and the systems you are signed in to
- [Sharing and importing streamlines](/docs/sharing-streamlines.md) (FR-6): Sending a streamline to someone else as a file, and adding one someone sent you
- [The Concierge](/docs/the-concierge.md) (FR-7): The built-in streamline that sets Streamliner up with you, by conversation, and saves only when you tap
- [Sharing by link](/docs/sharing-by-link.md) (FR-8): Share your organization's streamlines by link, open a link someone shared, and stop sharing
- [Choosing which tools a streamline uses](/docs/choosing-tools.md) (FR-9): Narrowing a big server to the tools one streamline needs, what happens when a server adds tools, and why a tool can disappear for you

## The Library

- [The Library](/docs/the-library.md) (LIB-1): Where owners, admins and anyone on their own device see what their streamlines are made of — streamlines, briefs, templates and forms
- [Briefs](/docs/briefs.md) (LIB-2): Instructions written once and read first by every streamline that includes them — your voice, your words, what never to do
- [The streamline editor](/docs/streamline-editor.md) (LIB-3): One editor for every streamline, laid out from the published format — sections, briefs and instructions as a page, problems where they are

## For organization admins

- [Owners, admins and members](/docs/access-levels.md) (AD-1): The three access levels in an organization, how they differ from job roles, and what each can see
- [Inviting and removing people](/docs/inviting-and-removing.md) (AD-2): How invite links bring people in, why an invite alone grants nothing, and how access is taken away
- [Usage and daily limits](/docs/usage-and-limits.md) (AD-3): The Usage page — calls, tokens and estimated cost by person, role, streamline and model — and how limits work
- [Your organization's setup](/docs/organization-setup.md) (AD-4): Where streamlines, brand colors and policies come from, and how a device picks up changes
- [Publishing from the app](/docs/publishing.md) (AD-5): How owners and admins publish their organization's staged changes from an iPhone, iPad or Mac an owner approved
- [Members](/docs/members.md) (AD-6): Everyone in your organization in one place, and what owners and admins can change about each person
- [Who can use what](/docs/who-can-use-what.md) (AD-7): Which streamlines a person can use and why not, who can use a streamline, and Preview as
- [Activity](/docs/activity.md) (AD-8): The record of what owners, admins and your organization's systems changed, and who opened whose chats

## Appearance

- [Appearance](/docs/appearance.md) (AP-1): Light and dark, the account's theme and each streamline's; on the Mac the Style page with your own themes
- [A streamline's theme](/docs/streamline-theme.md) (AP-2): Giving one streamline its own look, from its Theme card or the Library, and who can change it

## On the Mac

- [Keyboard shortcuts](/docs/keyboard-shortcuts.md) (KB-1): The keys the Mac app answers to, and what no key will ever do
- [The Mac window](/docs/mac-window.md) (MAC-1): The sidebar and cards — each streamline a card, its open chats as tabs, the overview, Chats and its theme beside it
- [Side by side, windows and arrangements](/docs/side-by-side.md) (MAC-2): Two chats or two streamlines at once, cards in their own windows, and keeping a layout to come back to
- [Report an Issue](/docs/report-an-issue.md) (MAC-3): Send a bug or an idea from the last row of the sidebar, anonymously unless you add your name
- [Files on this Mac](/docs/files-on-this-mac.md) (MAC-4): Keep your setup as plain files in a folder you choose, so any agent on your Mac can read and edit it safely

## Troubleshooting

- [Sign-in problems](/docs/sign-in-problems.md) (TS-1): Invites that won't open, codes that don't arrive, sign-in sheets that close or hang, sessions that keep ending
- [Access ended](/docs/access-ended.md) (TS-2): What the "Your access has ended" screen means, what was removed, and what to do if it's a mistake
- [Daily limits](/docs/daily-limits.md) (TS-3): What to do when you've reached today's limit, and what the warning before it means
- [Offline](/docs/offline.md) (TS-4): Why chats need a connection, what still works without one, and why nothing is queued to send later
- [Questions](/docs/questions.md) (TS-5): Short answers to the questions people ask most