Product Guides & Documentation

Printable one-page guides for client meetings and step-by-step setup documentation. Open any guide and press Ctrl+P (or ⌘P on Mac) to save as PDF.

About This Guide Library

This library contains two types of guides: product overviews and setup walkthroughs. Product overviews are single-page printable documents designed for client meetings — each one covers a component of the AI Screening Tools platform, lists key features and benefits, and explains how it fits into your workflow. They are formatted to print cleanly on a single A4 page from any browser using Ctrl+P or ⌘P.

Setup guides are step-by-step walkthroughs for deploying each component. They cover widget embed methods for the AI video avatar, document upload and formatting for the RAG Search engine, social profile scanning via web form or Claude MCP, and how to create video interviews and run skills assessments. Each setup guide is written for deployment partners and IT contacts with no assumed prior knowledge of the platform.

All guides are freely available and do not require an account. Target industries include real estate, legal, financial advisors, healthcare, insurance, and schools — any organisation that screens, qualifies, or connects with a second party before engaging them in person. Start with the Full Suite Overview for a one-page summary of all components. Go directly to a setup guide when you are ready to deploy.

Product Guides
One guide per component — what it does, how it works, and where it fits. Print any guide for your next meeting.
Overview

Full Suite Overview

All product components on one printable page — video, workflow tools, social data, RAG search, and scoring. Start here.

CONNECT Suite

CONNECT Suite — AI Video Avatar With Workflow Tools

Send an AI video avatar to any second party. She presents your content, scores, qualifies, runs assessments, and delivers structured results. Widget embed, shared link, or she joins your meeting.

Video

Video — One-Way Content, Two-Way Interactive & Async Interview

Pre-recorded video for property tours, patient welcome, and company introductions. Live interactive video where Maya talks and listens in real time. Async video interview — send a link, AI scores 0–100.

TaskMaster Agents

TaskMaster Agents — Autonomous AI With Workflow Tools

Not a chatbot. An autonomous agent with 49 tools across 10 categories — scores CVs, runs assessments, scans social profiles, generates documents, collects intake, qualifies leads.

Social Check

Social Profile Check — Behavioral Scoring From 6 Platforms

Scan TikTok, Instagram, YouTube, LinkedIn, Facebook, and Twitter/X. AI scores 6 behavioral dimensions (1–10 each) plus overall risk score. Results in 30 seconds.

Social Media Data

Social Media Data Tools — Live Intelligence From 37 Platforms

17 tools across 7 categories. Scrape company profiles, ad spend, reviews, video transcripts, marketplace listings, and trending content. Feeds live intelligence into workflow tools. *coming soon

RAG Search

RAG Search Engine — Answers From Your Own Documents

Upload any document — policies, scripts, product catalogs, legal files. Maya retrieves answers in under 50ms. 30-language queries. Bundled free with every paid plan.

How-To Setup Guides
Step-by-step deployment instructions — reference during setup or share with your IT contact.
Start Here

Getting Started — Free Trial

Try every component free. Step-by-step walkthrough from zero to your first screening, assessment, or video interview.

Setup

Set Up CONNECT Widget

3 deployment methods: widget embed on your site, shared link via any channel, or Maya joins an existing meeting. No coding required for 2 of 3.

Setup

Upload Documents for RAG Search

How to prepare, format, and upload your documents — policies, scripts, product catalogs, legal files — for instant semantic search.

Guide

Run a Social Media Profile Check

Submit profiles via web form or Claude MCP. Understand the 6-dimension behavioral score across 6 platforms.

Guide

Run a Video Interview

Create an async video interview, send the link, and view AI-scored transcripts and decisions. No scheduling, no Zoom.

Guide

Run a Skills Assessment

Send a 7-test assessment — typing, email writing, chat simulation, attention to detail, and more. Scored 0–100 with written rationale.

Start With the Full Suite Overview
Every component, key capabilities, and the free trial — on one printable page.
Open Full Suite Overview →

These guides cover every component of the AI Screening Tools platform. The CONNECT Suite sends an AI video avatar with 49 workflow tools to any second party — prospect, candidate, patient, buyer. Video covers three types: pre-recorded one-way content, real-time two-way interactive, and async video interviews scored 0–100 by AI. TaskMaster Agents execute real workflows autonomously — scoring, assessments, intake, document generation, social intelligence. Social Media Data Tools scrape 37 platforms in real time to feed live intelligence into workflows. RAG Search retrieves instant answers from your uploaded documents in under 50ms across 30 languages. Social Profile Check scans 6 platforms and scores behavioral dimensions. Target industries include real estate, legal, financial advisors, healthcare, insurance, and schools. The how-to setup guides walk deployment partners through widget embed, document upload, and free trial activation step by step.