Atlas — Tutorials

People

How do I add a contact?

Save someone to People so Atlas can text, call, or book for them by name — and remember what they like.

⚡

No looking them up, every timeAtlas acts on the first try — no searching your address book and re-confirming who you mean on every request.

💡

Facts a contact card can't holdNote they're vegetarian, love the corner Italian spot, or run every morning — and Atlas puts it to work when it books or plans.

⚡ Fast way Just ask

Say to Atlas

"Add Dan Cohen, my brother — mobile 555-1234, birthday June 3."

Atlas saves him to People with everything you mentioned. The rest is the manual way and every option you could set.

Steps On the People page

The whole task is two required fields.

Open People
Settings → Manage People (or say "open people").
Tap ＋ Add person
Enter Name * and Relationship *
e.g. "Dan Cohen" · "brother" — the only required fields.
Tap Save

Shortcut Pull his details from your contacts

1 Tap Populate from Contacts
2 Search — Google, Exchange & iCloud
3 Select him → the form fills

Phones, emails, addresses, birthday & anniversary all prefill (remove any row you don't want). If Dan lives in more than one account, Atlas dedupes and merges the records into one — and remembers every source.

Also add Optional

Good to know

🧠

The relationship is how Atlas understands "text my brother" — no re-explaining who's who.

🔎

People is your curated inner circle. Atlas can still find anyone in your full address book by searching.

Connections

How do I connect my work email?

Add a second mailbox so Atlas reads and sends from it too — kept clearly separate from your personal account.

📥

One assistant, both inboxesWork and personal in one place — and you just say which to use ("reply from work").

🔒

Separate & safeEach account is labeled; Atlas only sends from the one you name, and stores an encrypted token — never your password.

Steps In Connections → Accounts

Open Connections
Settings → Connections.
In the Accounts section, tap ＋ Add account
Choose Google account
…or Exchange for Microsoft 365 / Outlook.
Give it a label — e.g. "Work"
This is the name you'll use in chat.
Sign in and approve access
It starts feeding your mail, calendar & contacts.

Microsoft 365? One extra one-time step

Exchange needs a one-time Azure app registration for your organization (Directory ID, Application ID, client secret) before you connect mailboxes — your IT admin sets it up once, then everyone connects by label. See the admin steps →

Also set Per account

Good to know

🗣️

Say the label to route anything: "email Dan from Work," "check my Work calendar."

➕

Add as many as you like — Google, Exchange, a shared calendar feed, even iCloud contacts.

Dining

How do I book a restaurant?

Have Atlas find a table and book it — checking your day and travel time first, and only booking once you approve.

🔍

It does the legworkSearches Resy and OpenTable at once, filters to what's actually open, and rules out times that clash with your day.

✅

You approve firstAtlas shows the exact table, time & party size — nothing is booked until you say yes.

⚡ Fast way Just ask

Say to Atlas

"Find a table for 2 at Lilia on Friday around 7."

It lists real openings. You say "book the 7:15," approve the card, and it's done.

Steps How the flow goes

Tell Atlas the place (or vibe), day, time & party size
It searches Resy + OpenTable, checks your calendar & travel time, and lists open slots
Pick one → Atlas shows an approval card
Place, time, party, on whose behalf.
Approve → it books, then offers to add it to your calendar and invite a guest

First time? Connect a booking account

Add Resy and/or OpenTable in Connections → Dining. Searching some places works without it; booking needs the account connected.

You can also

Good to know

🚗

Atlas won't double-book or ignore travel time — it factors the gap from your last event.

🔒

It never books without your approval, and the card is exactly what gets booked.

Reminders

How do I set a reminder?

Have Atlas nudge you at the right time so nothing slips — just say it, no forms.

💬

Just say itNo forms, no app-switching — a single sentence sets it.

🧠

It knows your world"Remind me the morning of Dan's flight" works without you looking up the date.

⚡ Fast way Just ask

Say to Atlas

"Remind me to call the dentist Monday at 9."

Atlas confirms the exact time and sets it — no approval needed, since a reminder doesn't act on the world.

Manage them On the Reminders page

Open ☰ → Reminders to see what's upcoming, add one, or clear one.

Good to know

🎁

Some reminders appear on their own — birthdays (a few days ahead), travel buffers, anniversaries.

📥

A reminder is a to-do with a due time; a notification is an alert Atlas already sent. Ask for them by name.

Automations

How do I set up a playbook (an automation)?

Tell Atlas "whenever X happens, do Y" once — and it handles it every time, automatically or by asking first.

🔁

Set it once, forget itRecurring busywork ("every time a trip's cancelled…") runs itself, on every trigger.

🎛️

On your termsChoose Ask-first (it drafts, you approve) or Automatic (it runs and tells you, capped at 3/day).

⚡ Fast way Just ask

Say to Atlas

"Set up a playbook: whenever a trip reservation is cancelled, draft me a rebooking plan."

Atlas creates it and reads the trigger and action back to confirm it understood.

Steps On the Playbooks page

Open Playbooks
☰ menu → Playbooks.
Tap ＋ New
Name it, pick the trigger, and say what Atlas should do
Trigger = a life event, a booking, a calendar change, or a promise you make.
Choose Ask first or Automatic → Save

You can also

Good to know

🧩

Every run shows up under Workflows; automatic runs also post a notification, so you always know what happened.

👀

A Watch waits for one specific thing then stops; a Playbook fires again and again.

Setup

How do I set up phone calls?

Give Atlas a phone number of its own so it can call a restaurant, a clinic or a contractor for you — and answer when they call back.

📞

The places that don't take bookings onlineThe small restaurant, the barber, the doctor's office. Atlas calls, asks, and reports back what they actually said.

↩️

They can call backThe number shows on their caller ID, so Atlas answers it too — takes a message, and passes it to you.

Before you start Two accounts, both free to open

Calling is the one capability that needs its own accounts. Everything is billed to you directly — Atlas never resells minutes.

Create a Twilio account
twilio.com — this is the carrier that actually places and receives the calls. A trial account works to test with; upgrade before real use, as trial numbers can only call verified numbers.
Buy a phone number *
Twilio Console → Phone Numbers → Buy a number. Pick one with Voice capability in the area code you want people to see. Roughly $1–2/month plus per-minute usage.
Create a Vapi account
vapi.ai — the voice layer that runs the conversation. Atlas tells it what to accomplish; Vapi handles the speaking, listening and turn-taking.
Import your Twilio number into Vapi
Vapi → Phone Numbers → Import from Twilio. You'll paste your Twilio Account SID and Auth Token (Twilio Console home page).
Copy your Vapi API key
Vapi → API Keys. This is what Atlas uses to place calls.

Then Hand it to Atlas

Open Connections
Settings → Connections → Phone calls.
Paste the Vapi API key and tap Set up calling
Atlas creates its own assistant on your Vapi account and links it to your number. You don't have to configure anything in the Vapi dashboard.

Why Twilio specifically Not just any number

Vapi can issue you a number directly, and it works for outbound calls. A Twilio number is worth the extra step because it supports warm transfer — how Atlas puts an urgent caller through to you, telling you who's holding and why before it connects you.

✅

Every call is approval-gated. Atlas shows you who it's calling and what it will try to accomplish, and waits.

🧾

You get the outcome, the summary and the full transcript — and Atlas reports only what the other person actually said.

Connections

How do I connect WhatsApp?

Link WhatsApp by scanning a QR code, the same way WhatsApp Web works — so Atlas can read and send messages for you.

💬

Where the real conversations arePlans, promises and arrangements mostly happen in chat. Atlas can follow up on them if it can see them.

🔐

Your credentials never reach AtlasYour phone authorizes the bridge directly with WhatsApp. No WhatsApp password or session token is ever stored by Atlas.

Steps Scan once, from the app

Open Connections
Settings → Connections → WhatsApp.
Tap Link WhatsApp
A QR code appears. If it says starting, wait a few seconds — it's still connecting.
On your phone: WhatsApp → Settings → Linked devices
Then Link a device.
Scan the code on screen *
The card flips to Linked within a few seconds.

If the card says unreachable The bridge is down

WhatsApp has no official API for personal accounts, so messages route through a small bridge that holds the linked session. "Unreachable" means the bridge or its tunnel is offline — there's nothing to scan until it's back. Everything else in Atlas keeps working.

🔁

WhatsApp occasionally drops linked devices. If Atlas stops seeing messages, come back here and scan again — that's all it takes.

📤

Sending is approval-gated like everything else: you see the exact message before it goes.

Connections

How do I add a shared or read-only calendar?

Add any calendar that publishes an ICS link — a work calendar, a partner's, a team roster — so Atlas stops booking over it.

🗓️

No account access neededAn ICS feed is a read-only link. Useful when you can't — or would rather not — connect the whole account.

🚫

Conflicts you'd otherwise missAtlas checks every connected calendar before it suggests a time, not just your main one.

First Get the link

Outlook / Microsoft 365
Calendar → Settings → Shared calendars → Publish a calendar. Choose the calendar, pick a permission level, then copy the ICS link (not the HTML one).
Google Calendar
Calendar settings → the calendar → Integrate calendar → Secret address in iCal format.
Apple / other
Anything ending in .ics that opens without a login will work.

Then Add it in Atlas

Open Connections → Accounts
Settings → Connections.
Tap ＋ Add account → Calendar feed (ICS)
Give it a label *
e.g. "Work" or "Sharon". This is the name you'll say — "check my Work calendar".
Paste the link and choose how much Atlas may see
Full detail reads titles and locations. Busy only takes just the blocked time — enough to avoid a clash, with nothing about what it is.
Tap Save
Atlas fetches the feed to check it's valid before saving. A bad link is rejected then and there rather than failing silently later.

👀

Busy only is the honest choice for someone else's calendar — Atlas avoids the clash without reading their day.

⏱️

Published feeds update on the provider's schedule, not instantly. A change made minutes ago may not show yet.

Admin

How do I set up Exchange for my organization?

The admin side of connecting Microsoft 365 — the app registration, permissions and consent your IT team needs to grant before anyone can link a work mailbox.

📥

One assistant, both inboxesSay which to use — "reply from work" — and Atlas sends from the right mailbox with the right signature.

🏢

Your tenant, your rulesAtlas connects through a registration you own. Nothing is shared with anyone else, and you can revoke it at any time.

Admin steps In the Azure / Entra portal

If you're not the tenant admin, this is the part to forward. It's a one-off, roughly ten minutes.

Register an application
Entra admin center → App registrations → New registration. Name it something recognizable, e.g. "Atlas Assistant". Single tenant is fine.
Add the redirect URI *
Platform Web, then: https://your-atlas-url/api/accounts/callback/microsoft — exactly, including the path.
Add these delegated Microsoft Graph permissions
Mail.Read Mail.ReadWrite Mail.Send Calendars.Read Calendars.ReadWrite Contacts.Read offline_access — plus openid profile email.
Grant admin consent
The "Grant admin consent for <tenant>" button on the permissions page. Without it, sign-in fails for everyone in the tenant.
Create a client secret
Certificates & secrets → New client secret. Copy the value immediately — it is never shown again. Note the expiry and put a reminder in your calendar.
Collect three values
Directory (tenant) ID, Application (client) ID, and the client secret value.

Then In Atlas

Settings → Connections → Accounts → ＋ Add account → Exchange
Enter the tenant ID, client ID and secret, then sign in
You'll be sent to Microsoft to approve, and returned to Atlas.
Label the account
"Work", "RT Exchange" — whatever you'll actually say out loud.

Delegated, not application Why it matters

These are delegated permissions: Atlas acts as you, and can only reach what you can already reach. It is not granted tenant-wide access to anyone else's mail. Atlas stores an encrypted refresh token, never your password.

📝

Sending from work uses your work signature — set one per account under Owner Profile.

⚠️

If your tenant wraps outbound mail in Microsoft's rich-text format, external recipients see a winmail.dat attachment. Your admin turns it off: Exchange admin → Mail flow → Remote domains → Use rich-text format: Never.

Setup

How do I connect Slack?

Create a Slack app in your workspace first, then connect it — so Atlas can search, read threads and post as you.

🔎

Answers that live in Slack"What did the team decide about the launch date?" — Atlas searches, reads the thread and tells you.

⏳

Ask and waitA workflow can post a question in Slack and wait for the reply before carrying on.

Before you connect Create the app in Slack

Slack requires an app to exist in your workspace before anything can connect to it. Do this at api.slack.com/apps.

Create a new app *
api.slack.com/apps → Create New App → From scratch. Pick the workspace it belongs to.
Make it an internal app and enable Agents & AI Apps
Search needs this. Without it the search permissions can't be granted, and Atlas can read threads but not find them.
Add the redirect URL
OAuth & Permissions → Redirect URLs → https://your-atlas-url/api/accounts/callback/slack
Add the user token scopes
search:read.public search:read.private search:read.im search:read.mpim channels:history groups:history im:history mpim:history channels:read groups:read im:read mpim:read users:read chat:write
Add the bot token scopes
channels:read groups:read im:read mpim:read chat:write — these let Atlas receive replies.
Copy three values
Basic Information → Client ID, Client Secret and Signing Secret.

Then In Atlas

Settings → Connections → Accounts → ＋ Add account → Slack
Paste the three values and authorize
Slack asks you to approve; you're returned to Atlas with the workspace linked.

Note the search scopes The granular ones

Atlas uses Slack's newer search API, which needs the granular search:read.* scopes — not the older search:read. If search comes back empty while reading a thread works, this is almost always why.

🙋

Atlas posts as you, not as a bot — and only after you approve the message.

#️⃣

For Atlas to receive replies in a channel, the app has to be in that channel. Invite it like a person.

How-to tutorials