KretaOS 101
What KretaOS is, how to find your way around, and your first steps.
- What KretaOS isAn AI CRM for client-led B2B teams that does its own data entry, remembers every client, and tells each person what to do today.
- Finding your way aroundThe side rail, the top bar's Log and Record, the Ask AI pill, search, the bell, and how the phone layout differs.
- Home and Do nowHow Home ranks your day into one list, what each row offers, and how to clear a backlog of late follow-ups.
- Bring your clients inAdd a client from one sentence, fill the details by hand, or import your whole book from a spreadsheet.
- Connect GoogleSync your Gmail and Calendar so client mail and meetings land on the right client pages by themselves.
- Log anythingCapture a call, WhatsApp chat, meeting or note from any page in a sentence or by speaking, dated the day it happened.
- Ask AI, first stepsOpen Ask AI, ask about your clients in plain words, and let it log, remind and draft for you while you stay in charge.
- The morning briefYour 8 AM brief — by email, Slack or both — with what is overdue, due today and coming up, and any promises that slipped.
- GlossaryThe words you will see in KretaOS, from touch and fact to credit, line and handover, in one or two lines each.
- Trouble signing inThe code did not arrive, too many wrong codes, no workspace for your email, or removed from a team — what each one means and what to do.
- Search your bookFind any client, person, deal, task, message, memory, note, comment, recording or file — from ⌘K on a computer or the magnifier on a phone.