Owner Guide
Welcome to the ToolChat Owner Guide. This section covers everything you need to know to build and manage your AI-powered coaching app.
What You Can Do
As an owner, you have full control over your coaching platform:
🎨 Branding
- Customize your app name and logo
- Upload a custom favicon
- Set accent colors
- Add your own domain (coming soon)
👥 Member Management
- Invite new members
- Manage subscriptions and tiers
- View member activity and engagement
- Track leads from sign-up pages
🤖 AI Configuration
- Create custom AI agents with artifacts
- Upload knowledge base documents
- Configure AI models and parameters
- Set tier-based agent access
- Enable conversation starters
📚 Content Creation
- Build courses with modules and lessons
- Assign instructors to courses
- Bulk upload courses via CSV
- Promote meeting recordings to lessons
💬 Community
- Enable DMs and group chats
- Create tier-linked groups
- Moderate message board
- Schedule events and meetings
- Host video calls with recordings
📅 Calendar & Meetings
- Create events and recurring schedules
- Host HD video meetings
- Record and transcribe sessions
- Promote recordings to Classroom
💰 Billing
- Connect Stripe for payments
- Create pricing tiers
- Usage-based AI billing
- Credit system for LLM costs
Quick Links
| I want to... | Go to... |
|---|---|
| Set up my app for the first time | Setup Guide |
| Change my logo or branding | Branding |
| Add or manage members | Managing Members |
| Create subscription tiers | Creating Tiers |
| Set up payments | Billing & Payments |
| Create AI agents | Creating AI Agents |
| Upload training content | Knowledge Base |
| Build courses | Classroom |
| Enable community features | Community |
Admin Dashboard
Your Admin Dashboard (Admin → Dashboard) gives you an at-a-glance view of:
- Total members and growth trends
- Revenue and subscription metrics
- Recent activity
- Quick actions
Pro Tip
Check your dashboard weekly to stay on top of member engagement and spot any issues early.
Admin Sections
| Section | Purpose |
|---|---|
| Dashboard | Overview metrics and stats |
| Team | Manage members and invites |
| Tiers | Pricing and feature access |
| Knowledge | Upload documents for AI |
| Settings | Branding, integrations |
| Billing | Usage, credits, Stripe |
| Support | Member support tickets |
Need Help?
- Technical issues: Use the Support system
- Best practices: Check out our guides section
- Feature requests: Submit through Support with "Feedback" category