Open Executive — User Guide

A quick tour of every feature: what it is, and what it does for you. Not a manual — just enough to know where to go and why. For the technical internals, see the Architecture reference.

Chat & Briefing

The main surface — talk to the Executive, and land on a briefing of what's happened.

Ask OE

The page-aware assistant panel — explains any screen and fills forms for you to review.

Today / Morning Brief

What needs you right now: proposals, department health, and people with open items.

Pulse (Memory)

The Executive's running memory — decisions made, initiatives in flight, advice gathered.

Review Queue

Approve, reject, or correct incoming knowledge before the Executive relies on it.

Jobs (Workflows)

Multi-step workflows that produce a deliverable — board prep, GTM plan, perf review.

Artifacts

Your library of finished documents — drafts and workflow outputs in one place.

Watch List

External monitors — stock tickers, RSS feeds, status pages, web queries — that raise alerts.

Departments

Org units, each with goals, an authority level, and a specialist behind it.

People

Your roster — who the Executive coordinates with, their SLAs, channels, and approval scopes.

Talent

Candidate searches and hiring — engagements, pipeline stages, scoring, and offers.

Staff onboarding

Templated ramp-up plans for new hires — tasks, phases, check-ins, and welcome briefs.

Company Profile & Onboarding

Your company's identity and strategy — set up once, edited any time.

Knowledge base

Upload company documents so the Executive can ground its answers in your context.

Skills

Reusable how-to procedures the Executive can pull up — checklists, playbooks, templates.

Agent Council

Configure the specialists — models, prompts, reasoning depth, and the Executive's voice.

Audit Log

A searchable record of every turn, consult, tool call, alert, and scheduled action.

Token Usage

Where your spend goes — tokens and cost by day, model, and session.

Company Simulator

Load a realistic test company to try the Executive before trusting it with real data.

Client Companies

Multi-client mode for fractional work — switch the live company between named client slots.

Integrations

Reach the Executive where you already work — Slack, Discord, Telegram, email, Google Chat, MCP.

Settings & Advanced

The hub for power-user tools that sit outside the day-to-day nav — including this guide.