Documentation

Getting started with DecisionGraph

A quick walkthrough of the four things you'll do most.

1. Load your knowledge

Upload SOPs, contracts, playbooks, notes — anything your business runs on. DecisionGraph parses, embeds, and organizes them into categories so the agent can cite them later.

2. Connect your systems

Link the tools your business already uses (HubSpot, Shopify, QuickBooks, Google Workspace, and more). Each connection asks for granular scopes and explicit opt-in before any data flows.

3. Start a decision

Type the question you're actually wrestling with. The agent walks you through five stages — define the question, understand what matters, review evidence, compare paths, and land on a recommendation — and pauses after each so you can confirm or comment.

4. Review the trail

Every decision is saved with its reasoning steps and evidence. Open History to search past decisions, reopen them, or delete them.