1. Sign in and authorize the computer
Create an account and verify its email address. Choose an Individual subscription or join a paid Team. Sign in from the desktop app to authorize this computer; one person can authorize one device at a time.
2. Create a project
Create a project for a coherent area of work. Add a memory, decision, or task with a clear title and source. Keep separate projects for work that should not appear in the same searches.
3. Import conversations or files
Select a supported JSON conversation export or text-based file from the desktop import action. Imports are stored in the selected project. Files and individual records have size limits; see the import guides before bringing in large exports.
4. Search and prepare a handoff
Search the project using words from the topic, decision, or file. Build a context package, review its sources and content, and copy it only when you are ready to share it with another tool.
5. Make a recovery copy
Create a password-encrypted workspace backup and keep its file and password somewhere safe. Restore is a full-workspace operation and creates a recovery copy before replacing local data.