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 (single invite or whitelist)
• Manage subscriptions and tiers
• View member activity and engagement
• Track leads from sign-up pages
• Guest usage tracking with sortable columns

🤖 AI Configuration

• Create custom AI agents with artifacts
• Upload knowledge base documents
• Configure AI models and parameters (including Claude 4.6 Sonnet)
• Set tier-based agent access
• Enable conversation starters
• Quick-edit agents from the chat toolbar

📚 Content Creation

• Build courses with modules and lessons
• Assign instructors to courses
• Bulk upload courses via CSV
• Promote meeting recordings to lessons

💬 Community

• DMs and group chats with emoji reactions, GIFs, and voice memos
• Message board with topic selection, reactions, and video embeds
• Announcement banners — broadcast posts to all members
• Create tier-linked groups
• Schedule events and meetings
• Host video calls with recordings

📅 Calendar & Meetings

• Calendar accessible directly from the sidebar
• 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 with guest rate limits
• 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
Understand owner vs admin roles	Roles & Permissions
Change my logo or branding	Branding
Add or manage members	Managing Members
Create subscription tiers	Creating Tiers
Set guest rate limits for shared agents	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
Broadcast an announcement	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