Tali HQ guide

Tali HQ guide

Today and your morning brief

Her brain with your day as stars, the lens, your morning brief, what's due and your numbers at a glance.

Today is the first screen you see. It opens on Tali's brain, with your day around it as stars: what's due, what needs your yes, who to get back to. Under her brain are your lists for the day and your numbers. Pull down on the screen at any time to refresh it.

Today, with her brain and your day as stars
Today, with her brain and your day as stars

Her brain and your stars#

At the top are the date, your greeting (Morning, Afternoon or Evening, with your first name) and, during a trial, how many days you have left.

Every dot in her brain is something she knows. The bright stars around it are today: a late invoice, a draft waiting for your yes, an email, something due, a birthday coming up, an idea.

A star opened, with what it connects to
A star opened, with what it connects to

The lens#

Under her brain are five chips: People, Work, Money, Health and Growth. Tap one and Today follows it. The stars, her line and the sections below show only that part of your life, and the matching parts of her brain light up. Tap the chip again to see everything.

The Money lens on Today
The Money lens on Today

Tell her something#

The box under the chips is the quickest way to tell Tali something. Type it and send, and it opens in Talk. With a lens on, the box reads "Tell her about money..." and so on.

Tali's level#

The TALI'S LEVEL card shows her level, its name and her XP, with a bar to the next level. She levels up as she learns about you. See Her brain.

Your morning brief Tali HQ#

Every morning at the time you pick, Tali writes your brief: what's on your calendar and the free gaps (when connected), emails that need you, reminders and follow-ups due, unpaid or overdue invoices, anything in your business health worth a look, what's waiting for your yes, today's training session if you have a plan, and one nudge.

The brief opened on Today
The brief opened on Today
  1. Tap Read your morning brief under her brain. It shows once today's brief has landed.
  2. The brief opens with its headline and the first three lines. Tap Show all to see the rest.
  3. Tap Got it once you've read it. It then counts as read. Hide your brief folds it away without marking it read.

Pick your brief time in Me, Settings, under Morning brief time: any half hour from 5:30am to 9:00am. Each brief uses 1 credit.

She learned this week#

When Tali has kept new memories in the last week, a She learned this week card lists the newest ones. Tap Everything she knows to open her brain.

An idea from night school Pro#

After a night of study, Tali may leave one idea on Today under AN IDEA FROM NIGHT SCHOOL, with why she thinks it suits you. Tap Let's try it to open Talk with the idea ready and save it to her brain, or Not for me to hide it. See Night school and Rules.

Needs you#

Anything Tali has drafted for you, like a message, an email, an invoice or a booking, waits here. Tap a draft to open it, then copy it, send it, ask Tali to rework it, or tap Not needed. Full details are on Approvals.

When an email needs you (forwarded from your Gmail, from Outlook, or sent to Tali's own address on Pro), a card at the top of this section says who it's from. Tap it to open Email. See Gmail and Outlook. Tali HQ

Due today Free#

Reminders and client follow-ups that are due today (or overdue) show here.

Due today with two reminders and a follow-up
Due today with two reminders and a follow-up

Add a reminder yourself#

Adding a reminder
Adding a reminder
  1. Tap + Add a reminder under Due today.
  2. Type what to remind you about, for example "Chase Lou about his invoice".
  3. Pick a time: In an hour, This arvo (3pm, or an hour from now if it's already past 3), Tomorrow 9am, Monday 9am or Next week.
  4. Tap Remind me.

Adding reminders yourself is free and uses no credits. You can also just tell Tali in Talk: "remind me to call Zack on Friday at 10".

If notifications are on, Tali sends a short notification when a reminder is due.

At a glance#

Up to four tiles with one number each. Tap a tile to slide its full card up from the bottom, and tap Close to put it away.

At a glance
At a glance
A tile opened
A tile opened

Tiles only show when there is something in them.

Business health Tali HQ#

Tali checks your business for these, every time you open Today:

Twice a day, once in the morning and once in the evening (Sydney time), if anything is amber or red, Tali sends you one notification about it (at most once every 12 hours).

More from Tali#

The quieter things live in a row of chips at the bottom. Tap one to open it.

More from Tali, with Your day open
More from Tali, with Your day open

Meeting nudge Tali HQ#

With a calendar connected, if one of today's events matches a client (their email is on the invite, or their name is in the title), Today shows "Meeting" with that person, the time, and the top things Tali knows about them.

In the evening#

From two hours before your shutdown time, a Shut the day down card appears on Today with Start. The sky behind the app also changes through the day: lighter by day, fading into her night sky over the two hours before your shutdown time.

Once the day is closed, Today is only her brain, turning slowly, her goodnight line, and two buttons: Sleep sounds and Write in your journal. Your lists come back in the morning. See Shut the day down and night mode.

Questions#

Why don't I see a morning brief?

The daily brief is part of the paid plans (and the trial). It lands at the time set in Settings, so if it's earlier than that, it isn't there yet. On Free you get a Friday check-in instead.

Can I change when my brief arrives?

Yes. Me, Settings, Morning brief time, pick a time, then tap Save.

Does ticking off a reminder cost credits?

No. Reminders, ticking things off and adding reminders yourself never use credits.

What does "This arvo" mean?

3pm today. If it's already past 3pm, it sets the reminder for an hour from now.

What are the stars around her brain?

Each star is something from your day: a late invoice, a draft, an email, something due, a date coming up or an idea. Tap one to open it.

I tapped a chip and half of Today disappeared.

That's the lens. Tap the same chip again (People, Work, Money, Health or Growth) to see everything.

I tapped Done with this by mistake.

It only takes that idea or date off Today on this device. Tali still remembers it, and you can find it in Her brain or under Dates that matter.

Why is a tile missing from At a glance?

Tiles only show when they have something to say, and Money, Health, This week and Goals are Tali HQ features. With no goals, there is no Goals tile.

How do I get rid of a reminder I don't need?

Tap Delete under it, then tap again when it says Sure?.