A no-fluff tour of the AI platform (because the interface isn't obvious)

Posting this because half the people I've talked to said some version of "I don't really know what to click." Same. Took me a minute. Here's the actual map.

📚 Library (book icon) Where your saved stuff lives: completed worksheets, messages you saved from your chats with Sage, and your completed check-ins.

You can also build your own knowledge base in here:At the top there are tabs to sort/search through what you've saved (docs, responses, pdfs, etc.).

Right below those tabs is a "New Doc" button. That's how you create a note to save to your knowledge base. First text box = title (keep it searchable), second text box = the actual note.

You can also upload PDFs from this same area: medical records, transcripts, your own writing, anything you want Sage to be able to reference. This is one of the highest-leverage things you can do. Sage can pull from these when relevant instead of you re-explaining your history every chat.

🗓️ Calendar (calendar icon) Where Sage keeps track of your tasks throughout the week. You can add things, reschedule, mark them done. Sage can also break overwhelming tasks down into smaller steps if you ask.

There's also a backlog for tasks you don't have a time for yet. Heads up: the backlog has no limit. You do. It can fill up fast and turn into another source of overwhelm if you let it. Keep that in mind as you add things.

✅ Daily Check-In (calendar with a checkmark) Where you keep Sage up to date about your day so it can track patterns across days. You're not limited to one - multiple check-ins throughout the day gives the best results. Even a quick one beats none.

📋 Worksheets (to-do list icon) Where you complete your program worksheets, and where you'll find tools for classic ADHD issues like decision paralysis. Worth poking around even when you're not actively doing program work.

👥 Body Doubling (two people icon) Join a scheduled session (times shown in your timezone) or hop in whenever you're online and see if anyone else wants to join. Heads up: audio cut out about every second when I tried it, so it's not great for conversation. Best use is when you need to get something done and another person's presence is the thing that gets you over the activation hump.

Your Profile: Jim actually walks you through this in the very first session - and there's a reason he prioritizes it. Sage checks your profile every single time you send a message. It's the difference between generic coaching and Sage actually knowing you.

How to find it: there's a tab at the top of the screen that opens a side panel with your past conversations and current chat. Scroll to the bottom of that panel and you'll see your email. Tap your email, then Edit Profile, and fill in the basics. Human Design and MBTI get covered in Week 4, but I did mine in Week 1 anyway. Up to you.

Bonus: managing your chats That same side panel is where you go back to old chats and pick up where you left off. Keeping different chats for different subjects is useful - that way when you want to revisit something specific you don't have to scroll through unrelated stuff. You can rename them. Home button (or just refreshing on mobile) starts a new chat.

Sage vs. Coach mode Tap on "Sage" under the text box and you'll see an option to switch to "Coach." Two different modes:

Sage → best for analysis, pattern recognition, deeper reflection

Coach → best for short, direct, get-to-the-point responses

Use whichever fits what you actually need in the moment.

Two more things worth knowing:

Memory bank: Sage now auto-saves long-term facts about you across chats so you don't have to keep re-explaining yourself.

Custom instructions: you can write rules in your profile telling Sage when to reference specific notes (e.g., "when I share a check-in, check my Baseline Document first"). This is how you teach Sage the rules of your specific operating system.

I covered both in more depth in my other post on getting actual growth out of the AI tool - go read that one next if this one was useful.

Drop your questions or what tripped you up in the comments. I'll add to this post as things come up.

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