User Guide

Learn Noematic

Everything you need to run your business through conversation. Step-by-step guides, example prompts, and tips for every feature.

All Guides

Click any guide to learn how it works, see example prompts, and start using it right away.

Getting Started

Create your account, complete setup, and send your first command in under two minutes.

Business Brain

Store your SOPs, pricing, brand voice, and business rules so your AI works the way you do.

Clients

Track clients through your pipeline, log interactions, and manage relationships — via chat or the dashboard.

Invoicing

Create and send invoices, build estimates, convert proposals to invoices, and track overdue payments.

Contracts

Generate engagement letters and contracts, send them for signature, and track completion.

Scheduling

Create, reschedule, and cancel appointments. View your upcoming schedule at a glance.

Tasks

Create, assign, and track tasks with priorities and due dates. Your AI can triage and follow up automatically.

Projects

Track projects with milestones, budgets, and billable time. Convert logged time into invoice line items.

Messages

Manage client communication threads with SLA tracking and resolution workflows.

Automations

Build rules that trigger actions automatically. Route approvals for sensitive operations.

Website

Auto-generated professional website on signup. Edit pages, sections, blog posts, and SEO through conversation or the visual editor.

Marketing

Create content, manage campaigns, build email templates, and send newsletters using your brand voice.

Services

Define your service catalog, manage recurring subscriptions, track retainer usage, and handle dunning.

Work Orders

Create work orders, assign technicians, plan routes, and track parts usage for field service businesses.

Inventory

Track stock levels, create purchase orders, receive deliveries, and analyze job costs.

Custom Data

Model any data your business needs with custom tables, fields, forms, and views — no code required.

Workflows

Build Kanban pipelines, custom dashboards with widgets, and reusable message templates.

Integrations

Connect Stripe, Google Calendar, and more. Your AI recommends the right stack for your business.

MCP Setup

Connect Claude, ChatGPT, or custom AI agents to Noematic through the Model Context Protocol.

Client Portal

Give clients a branded self-service portal for invoices, contracts, documents, appointments, and messaging.

Audit Log

Full audit trails on every action. See who changed what, when, and why across your account.

Notifications

Send alerts, configure outbound webhooks, and organize data with tags.

Agents

Set up autonomous AI agents that run tasks on a schedule — morning briefings, follow-ups, and more.

AI Chatbot

Deploy an AI-powered chatbot on your website that answers visitor questions, books appointments, and handles inquiries — all using your business knowledge base.

Account

Manage your business profile, billing plan, password, passkeys, and account settings.

Tips & Prompts

Power-user tips, compound commands, voice mode, and a library of example prompts to try.

Ready to get started?

Sign up free and start running your business through conversation.