# Features

> What Streamliner does, in a few groups, one line each.

What Streamliner does today, one line each. Every line links to the manual for the detail.

## Every job is a chat

One chat per job, results as cards to tap, and nothing final until someone confirms.

- **[One chat per job](/docs/streamlines-and-chats)**: Each sale, offer or delivery is its own chat, under its department's streamline.
- **[Chats named after the job](/docs/starting-a-chat)**: A chat takes its name from the customer or order, so the list reads like a to-do list.
- **[Cards, not walls of text](/docs/what-the-assistant-can-do)**: Results arrive as cards your organization designs: a ticket, a receipt, an order.
- **[Buttons that act](/docs/what-the-assistant-can-do)**: A button on a card runs a quick lookup at once, like pricing a layaway.
- **[A tap before anything final](/docs/confirmation-cards)**: Anything that can't be undone waits on a card that shows the real data, until you tap.
- **[Suggestions that follow the job](/docs/writing-to-the-assistant)**: Buttons above the composer offer the next step for where the work stands.
- **[Quick phrases](/docs/writing-to-the-assistant)**: Your department's ready-made phrases, one tap away in the composer.
- **[The overview](/docs/the-overview)**: The job so far at a glance, beside the chat.
- **[Try it before you sign anything](/docs/meridian-demo)**: The Meridian demo runs a jewelry store's departments on the device, no account needed.

## The AI never holds the keys

Secrets go straight to your systems, and your systems' own rules decide what happens.

- **[Secure forms](/docs/secure-forms)**: Card and ID numbers go straight to your system; the AI only learns the outcome.
- **[It works as you](/docs/what-is-sent)**: Every step runs with the signed-in person's own access. Your systems decide.
- **[You choose before AI sees anything](/docs/ai-consent)**: A first screen names the AI service, what is sent and what never is.
- **[Signed setup](/docs/organization-setup)**: Every setup is signed; the app refuses one that was changed along the way.
- **[On site only](/docs/on-site-only)**: Keep a department to your own stores' networks.
- **[Access switched off at once](/docs/access-ended)**: Remove or suspend someone and the assistant stops answering them on the next message.
- **[Chats stay on the device](/docs/where-chats-are-kept)**: Organizations can keep a copy of each chat for their records.
- **[Stay signed in, safely](/docs/signing-in)**: Sessions renew quietly in this device's Keychain; sign out any device with a tap.

## Run it for your whole team

Invite people, decide who uses what, follow usage, and bring your own AI key.

- **[Join from an invite](/docs/signing-in)**: An invite link opens the app; sign in with Apple or an emailed code.
- **[Members](/docs/members)**: Everyone in your organization on one page, with their access level and roles.
- **[Owners, admins and members](/docs/access-levels)**: Three access levels; roles decide which streamlines each person sees.
- **[Invite, resend, withdraw](/docs/inviting-and-removing)**: Invite by email with a level and roles; resend or withdraw a pending invite.
- **[Suspend or remove](/docs/inviting-and-removing)**: Pause someone without losing anything, or end their membership.
- **[Always an owner](/docs/access-levels)**: The last owner can't be removed, lowered or suspended, so nobody is locked out.
- **[Who can use what](/docs/who-can-use-what)**: See which streamlines a person can open and why, and preview the app as them.
- **[Activity](/docs/activity)**: A record of what owners, admins and your systems changed, and when.
- **[Usage and daily limits](/docs/usage-and-limits)**: Usage by person and streamline, with daily budgets and a calm note near the limit.
- **[Your own AI key](/docs/usage-and-limits)**: Add your organization's key; it is checked, stored encrypted and never shown again.
- **[Your organization's look](/docs/organization-setup)**: Your name, logo, colors and tagline, and a theme for each streamline.

## Signed in as each employee

Each person reaches your systems as themselves, and your systems keep every rule.

- **[Built on MCP](/docs/adding-mcp-servers)**: MCP is the open standard for connecting AI to systems; use the servers you run.
- **[Connect Your Accounts](/docs/org-connections)**: One page signs you in to each system your organization's streamlines use.
- **[A sign-in for each customer](/docs/org-connections)**: Systems that sign in per customer get a fresh sign-in for each chat.
- **[Expired sign-ins caught early](/docs/org-connections)**: Opening an organization renews sign-ins quietly, or asks once.
- **[Sign in again, in the chat](/docs/sign-in-cards)**: When a session ends, a sign-in card appears and the job carries on after.
- **[Use part of a big server](/docs/choosing-tools)**: Pick the tools a streamline may use, by name or by pattern.
- **[Steps you can't take disappear](/docs/when-something-fails)**: A step your system refuses you stops being offered to you.
- **[Refusals on Usage](/docs/usage-and-limits)**: Admins see which steps people were refused, with a fix to stage.

## Set up by conversation or by hand

The Library, the Concierge and your own Claude, with publishing approved device by device.

- **[The Library](/docs/the-library)**: Every streamline, brief, card and form in one place, for owners and admins.
- **[One editor for everything](/docs/streamline-editor)**: A form that checks each field as you type, with the problem shown where it is.
- **[Briefs](/docs/briefs)**: Write your policies once; every streamline that lists them reads them first.
- **[Changes are staged, not live](/docs/the-library)**: Edits wait in Staged changes, with their differences, until you publish.
- **[Publish from the app](/docs/publishing)**: Publish from a Mac, iPad or iPhone: no app update, and every device has it.
- **[Devices an owner approves](/docs/publishing)**: A device publishes only after an owner approves it; nothing approves itself.
- **[Nothing overwritten silently](/docs/publishing)**: Two people's changes merge; a real conflict waits for you to choose.
- **[The Concierge](/docs/the-concierge)**: Set things up by conversation; every change is shown as a diff before it saves.
- **[Let your Claude build it](/agents)**: A Claude skill that drafts, checks and publishes streamlines with you.
- **[Public schemas](/agents/schemas)**: A JSON Schema for every setup file, for your editor and your checks.

## One link, a ready streamline

Share a streamline by link; whoever gets it sees what it does first.

- **[Share a streamline by link](/docs/sharing-by-link)**: One link hands someone a ready streamline from your organization.
- **[See what becomes public first](/docs/sharing-by-link)**: A review shows the instructions, servers and tapless steps; Face ID confirms.
- **[Open a shared link](/docs/sharing-by-link)**: See what it connects to and what runs without asking, then Get it.
- **[Copies run on their own key](/docs/sharing-by-link)**: Recipients use their own AI key; your key, roles and budgets stay with you.
- **[Discover](/docs/sharing-by-link)**: Your organization's shared links on one page, with Copy Link and Stop Sharing.

## iPhone, iPad and Mac

One native app on all three. Scan, talk and attach instead of typing.

- **[One app, three devices](/docs/ipad-and-iphone)**: Native on iPhone, iPad and Mac, every department in one app.
- **[Cards side by side on the Mac](/docs/mac-window)**: Each streamline a card, its chats as tabs; pop any card into its own window.
- **[Side by side on the iPad](/docs/side-by-side)**: Two streamlines or chats at once, in either orientation.
- **[Scan barcodes and QR codes](/docs/scanning)**: Aim the camera; the code goes into the job, like a carton at receiving.
- **[Talk instead of typing](/docs/talking-and-listening)**: Dictate hands-free or push-to-talk; speech becomes text on the device.
- **[Hear replies read aloud](/docs/talking-and-listening)**: Speak Replies reads answers written for listening; secure forms never are.
- **[Attach photos and files](/docs/attaching-files)**: Photos, scans, PDFs and text; photos lose their location before they leave.
- **[Downloads stay in the chat](/docs/attaching-files)**: A file your system hands back is saved with the chat it belongs to.
- **[Keyboard shortcuts](/docs/keyboard-shortcuts)**: New chat, close, switch tabs and more, on the Mac and an iPad keyboard.

## Free on your own devices

Your own streamlines and AI key, no account, nothing stored on our servers.

- **[Free on your own device](/docs/on-this-device)**: Use Streamliner alone with your own AI key; no account, nothing hosted.
- **[Make your own streamlines](/docs/making-a-streamline)**: Point a streamline at any MCP server and give it instructions.
- **[The Vault](/docs/the-vault)**: Your AI keys, checked when you paste them and kept in the Keychain.
- **[Sign in to your services](/docs/sign-in-cards)**: A server that needs a sign-in gets a secure browser sign-in when it asks.
- **[Choose which tools need a tap](/docs/tool-rules)**: Decide which of a server's tools wait for your confirmation.
- **[Sync with iCloud](/docs/on-this-device)**: Your streamlines, briefs and chats on every device, through your own iCloud.
- **[Several accounts at once](/docs/accounts)**: Your own space, your organizations and the demo, switched in one tap.
- **[Files on this Mac](/docs/files-on-this-mac)**: Your setup as plain files on the Mac, for any editor or agent.
- **[Themes, light and dark](/docs/appearance)**: Pick a theme, fonts and text size; Increase Contrast is respected.