> ## Documentation Index
> Fetch the complete documentation index at: https://docs.babbily.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Role-based getting started

> Pick the Babbily setup path that matches how you work.

Different people get value from Babbily in different ways. Use the path that sounds closest to your work, then adjust it as your workflow grows.

## If you write, summarize, or plan

<Steps>
  <Step title="Start with a normal chat">
    Ask Babbily to draft, rewrite, summarize, compare, or plan. Include your audience and desired format.
  </Step>

  <Step title="Save stable preferences">
    Add memory for tone, format, role, units, or recurring audience details you want reused across chats.
  </Step>

  <Step title="Create a Saved Prompt">
    Turn repeatable work into a Saved Prompt, such as weekly updates, customer emails, or review checklists.
  </Step>
</Steps>

Try:

```text theme={null}
Draft a concise customer update for non-technical admins. Include what changed, what they need to do, and who to contact.
```

## If you research decisions

<Steps>
  <Step title="Use search for focused questions">
    Use **Manual > Web search** when you need current public sources.
  </Step>

  <Step title="Use deep research for broad topics">
    Use **Manual > Deep research** when you need a multi-source brief, comparison, or landscape.
  </Step>

  <Step title="Review citations">
    Open sources before relying on pricing, policy, legal, medical, financial, or fast-changing information.
  </Step>
</Steps>

Try:

```text theme={null}
Do deep research on this market and return a sourced brief with key players, risks, and open questions.
```

## If you work with files

<Steps>
  <Step title="Choose a file-capable model">
    File controls appear only when the selected model supports the file type you want to use.
  </Step>

  <Step title="Attach only what matters">
    Add one or a few relevant files first. Long files can fill the context window quickly.
  </Step>

  <Step title="Name the result">
    Ask for a summary, risks, table, rewrite, action list, comparison, or decision memo.
  </Step>
</Steps>

Try:

```text theme={null}
Analyze this document for executive readers. Return a summary, open decisions, risks, and next steps.
```

## If you use connected apps

<Steps>
  <Step title="Connect the app">
    Open **Settings > Connectors** and authorize the app you want Babbily to use.
  </Step>

  <Step title="Ask for specific context">
    Name the app, person, folder, project, channel, repository, or time window when it matters.
  </Step>

  <Step title="Review approval-required actions">
    Approve connector actions only after checking recipients, destinations, content, and side effects.
  </Step>
</Steps>

Try:

```text theme={null}
Use Gmail to find the latest thread with this customer and summarize open questions, blockers, and next steps.
```

## If you manage a team

<Steps>
  <Step title="Choose the right team plan">
    Team plans use seat-based billing with a three-person minimum and include team workspace, billing, member, and usage controls where available.
  </Step>

  <Step title="Set workspace and memory expectations">
    Explain when members should use **Personal** or the team workspace, then decide whether the owner should enable **Shared team memory**.
  </Step>

  <Step title="Invite teammates">
    Use **Settings > Team** to invite people and review pending invitations.
  </Step>

  <Step title="Review access regularly">
    Check accepted members, pending invitations, team shares, Shared team memory, public shared chats, connector access, billing, and API usage budget.
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="Task recipes" icon="book-open-check" href="/guides/task-recipes">
    Follow step-by-step workflows for files, research, connected apps, media, and translation.
  </Card>

  <Card title="Saved Prompts examples" icon="bookmark" href="/features/saved-prompts-examples">
    Turn repeatable work into reusable assistants.
  </Card>

  <Card title="Connector troubleshooting" icon="plug" href="/troubleshooting/connector-troubleshooting">
    Fix authorization, status, permission, and approval issues.
  </Card>

  <Card title="Admin and procurement FAQ" icon="briefcase-business" href="/features/admin-and-procurement-faq">
    Review team, billing, privacy, and procurement questions.
  </Card>
</CardGroup>