Getting Started with Noematic

Welcome to Noematic

Noematic is your AI business assistant. You can run your business two ways: by talking to your AI through chat, or by using the web dashboard directly. Most people use a mix of both.

Step 1: Create Your Account

1. Go to the Sign Up page and enter your email and password.
2. Choose your business type (bookkeeping, consulting, HVAC, photography, etc.). Noematic uses this to tailor workflows and recommendations for your industry.
3. Enter your business name.

Step 2: Complete the Setup Wizard

After signing up, you land on the Setup page. This is a guided wizard that walks you through:

• Business name and URL slug (your-name.noematic.io)
• Business type — pick from 25+ industries
• Services you offer — describe what you do
• Target client — who you serve
• Brand voice — how your AI should communicate
• Brand color — used for your website and portal

Click Save after each step, then Continue to proceed. Once complete, you unlock the full dashboard.

Step 3: Start Using Noematic

You have two ways to work:

Option A — Chat (AI-first)

Open the Chat page (sparkle icon in your sidebar) and type what you need:

Your AI handles everything through conversation.

Option B — Dashboard (manual)

Use the sidebar on the left to navigate to any page — Clients, Invoices, Tasks, Appointments, and more. Each page has its own interface for viewing and managing data.

Tip: Many pages have two modes. Use the Edit/Live toggle in the top header to switch:

• Live mode (green eye icon) — View-only. See your data without accidentally changing anything.
• Edit mode (purple pencil icon) — Shows Create, Edit, and Delete buttons so you can make changes directly.

Navigating the Dashboard

Your sidebar is organized into sections:

• Setup — Brain, Agent configuration
• Business — Clients, Invoices, Contracts, Estimates, Services, Subscriptions
• Operations — Tasks, Appointments, Projects, Work Orders, Inventory, Time Tracking, Messages, Approvals, Automations
• Data — Custom Tables, Views, Forms, Dashboards, Teams
• Customize — Workflows, Fields, Roles, Statuses, Tags, Templates, Webhooks
• Marketing — Content and campaigns
• Website — Website Builder, Blog
• Settings — Account, Integrations, Portal, Audit Log, MCP Connection

The Edit / Live Mode Toggle

At the top of the dashboard, you'll see a toggle that switches between two modes:

The Dashboard Home

Your home screen shows a live snapshot of your business:

• Today's appointments
• Overdue tasks
• Outstanding invoices
• Recent activity

Everything updates in real time as you and your AI work.