The Advisor on iPhone

The Advisor answers questions about the people in your life and work, using what Groupthink already knows about them. It can also suggest changes to your record, like logging a call or adding a commitment. Nothing is written until you tap Confirm.

The Advisor needs a Groupthink sign-in. See Sync and signing in.

Opening the Advisor

Tap the round button with the sparkle in the middle of the tab bar. It is in the same place on every tab.

What it opens depends on what you're looking at:

• On a person's page, it opens about that person only. It says Ask about Sam at the top, and every question you ask goes in with Sam's name attached. Tap Done to close it. If you open it again before leaving the page, your conversation is still there.
• Anywhere else, it covers all your relationships and opens with What do you want to know?

You can also open it from a block on Today: Discuss with Advisor on a block with only you on it opens the Advisor already talking about that block. See Talk a block through with the Advisor.

Either way you start in the same place: a row of four small buttons, a few questions you can tap, and the box to type in at the bottom.

For a question about someone else while you're on a person's page, go back to any other screen and tap the button again.

Record, log, plan and add from the same button

At the top of the Advisor is a row of four small buttons, all the same size:

• Record starts a recording. See Recording a conversation. While a recording is running it shows a red dot and says Recording, and takes you back to it.
• Log opens the box to type or paste a note. On a person's page it logs the interaction for that person.
• Plan opens Make a plan.
• Add person adds someone to People.

Each one closes the Advisor and takes you straight there.

If you aren't signed in, the button still opens. The four buttons work as usual (recording and notes don't need an account), and underneath you can sign in to use the Advisor.

For your attention

Under the questions, one line tells you how many people are worth a look right now, such as 10 things for your attention. Tap it to open the cards, and tap a card to open that person. Tap the line again to close them. If nothing needs you, it says so.

Asking a question

Tap one of the questions on the opening screen, like What do I owe people this week?, or type your own in the box at the bottom and tap the green arrow.

The Advisor then shows only your conversation. Your question sits just above the box, with Thinking… under it while the Advisor works, and the answer appears there. The box is empty again and the keyboard stays up, so you can type a follow-up straight away.

Two buttons at the top of a conversation:

• Start (top left) goes back to the opening screen, with the four buttons, and the attention line when the Advisor covers all your relationships. Your conversation is kept: tap Back to your conversation to return to it.
• The compose button (top right) starts a new conversation. Changes you already confirmed stay on your record.

Ask a straight question, like "When did I last talk to Priya?", and you get a straight answer. Numbers in the answer, like [1] and [2], point to the records it came from, listed underneath under From your record:. Tap a source to open the person it belongs to: a person opens their page, and a note, an open thread or a commitment opens the page of the person it is about. So in an answer about two people, each source opens the right person. A meeting is shown as a label, and so is a commitment that belongs to someone who isn't in your own contacts.

Ask for advice, like "How should I approach my next conversation with Marcus?", and you get advice instead, with the people and records it drew on listed underneath.

When you ask from a person's page, sources show as labels only, since that person's page is already right underneath.

Telling it about someone

Much of what you know about a person is in your head and not in any meeting or note. Tell me about is where you tell Groupthink.

1. Open the person from People.
2. Tap + at the top of their page, then the first item, with their name on it, for example Tell me about Priya.
3. Write about them in the box at the bottom: who they are to you, why they matter, what you are working through with them. Start anywhere.
4. Tap the green arrow to send.

It is one conversation, so each reply builds on what you said before. There is no Start or compose button here. Tap Done to close it. If you open it again before leaving the page, your conversation is still there.

It works the same way as on the web. See Telling It About Someone for what happens to what you write.

Suggested changes

Sometimes the Advisor offers to change your record for you. Each suggestion shows up as a card under its reply. The card says:

• what it wants to do, and who it's For
• what will change, line by line (What will be written: for a change to your record)
• Why:, and the records it based the suggestion on

The Advisor can suggest these changes:

Suggestion	When you confirm, you'll see
Draft a follow-up email or text	Draft saved
Log an interaction	Interaction logged
Add a commitment, like "You owe Priya: Send the deck"	Commitment added
Change how often you want to be in touch	Cadence updated
Add a note about someone	Note added
Add a person	Person added
Rename someone, like "Catherine is Catherine Ruiz"	Name saved
Set someone's role	Role updated
Add a phone number or email	Phone added or Email added
Change how you sound with someone	Communication style updated or Voice updated
Fix the day or channel of an interaction the Advisor logged	Interaction updated
Confirm or dismiss a suggested fact	Fact confirmed or Fact dismissed
Move a note to another person	Note moved
Mark a commitment done	Commitment done, or Recorded that they know
Accept or dismiss a suggested action item	Action item accepted or Action item dismissed
Close an open thread	Thread covered or Thread deferred
Close a planned touchpoint	Touchpoint done or Touchpoint cancelled
Turn a notification on or off	Notification turned on or Notification turned off
Change how Groupthink attends your meetings	Notetaker choice saved
Export your data	Export started
Put time with someone on your calendar	Event added and invite sent, or Event added to your calendar
Move an event that has only you on it	Event moved
Send the notetaker to a call	Notetaker sent
Set the notetaker for one meeting or its series	Notetaker will join, Private notes set or Notetaker will stay out
Stop the notetaker	Notetaker stopped

What each one changes is described in The Advisor.

Tap Confirm to write it. The card changes to Written to your record: and shows what was saved. A settings change reads Changed in your settings: instead, and an export reads Started:. In the Advisor for all your relationships, View on Sam's page takes you to the person it landed on. From a person's page, the page underneath updates on its own, so the new entry is there when you close the Advisor.

Tap Dismiss if you don't want it. The card says Dismissed., followed by a short line that nothing was done, worded for that card. For a change to your record it is Nothing was written.

Suggestions don't last forever. An old one says This suggestion expired., the same nothing-was-done line, and Ask the Advisor again if you still want it.

If a suggestion can't be applied, for example because something changed since it was made, nothing is written. A settings, calendar or notetaker card says why in a plain line with an info icon, and so does any card when you have made a lot of changes in a short time. Otherwise the card says so in red.

Calendar and notetaker cards

These show the same lines as on the web. Each starts with What will change on your calendar:, What will change: or What will happen:.

• Put time with someone: New event, When, Calendar: Yours, and either Invite goes to with their name and address or Invite: Nobody is invited. Only you see this event. When someone is invited, a line above Confirm reads Confirming sends Sam a calendar invite from you. Confirm sends the invite from your own calendar.
• Move an event: Event, When with the old time and the new one, Guests saying nobody else is on it, and a Conflict line when the new time has one.
• Send the notetaker: Meeting (the link), Joins as and When: Now.
• The notetaker for one meeting: Meeting, When, Notetaker and Applies to (This meeting only or Every meeting in the series).
• Stop the notetaker: Meeting, and Notetaker saying it Leaves the call now.

When the notetaker will join a call, the line above Confirm reads Everyone in the call will see the notetaker join. After you confirm, the card says Changed on your calendar:, Changed: or Done: over the same lines.

Drafts are never sent for you

A drafted follow-up is saved as a draft. The card says Saved as a draft. Groupthink never sends it; copy it and send it yourself.

• Copy draft copies the message (and the subject line, for an email) so you can paste it anywhere.
• Share opens the iPhone share sheet, so you can pick Mail, Messages or another app and send it from there.
• Edit draft opens the draft to change first, with To, Subject (for an email) and the message filled in. It's the same screen as Draft outreach on a person's page. When it reads right, tap Open in mail app or Open in Messages: Apple's mail or message screen opens with your edits in it, and you tap Send there. Regenerate writes a new draft for the same person.

Either way, you're the one who sends it.

Questions? Email support@groupthink.com.