> ## Documentation Index
> Fetch the complete documentation index at: https://docs.charle.agency/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Welcome to CharleOS - the agency management platform for Charle

# Welcome to CharleOS

CharleOS is the agency management platform built for Charle. It helps you manage client work from quotes through delivery, including scheduling, time tracking, billing, and reporting.

## What is CharleOS?

CharleOS is an all-in-one platform that connects every part of your agency operations:

* **Client & Retainer Management** - Track client relationships, retainer plans, and schedules
* **Quotes & Estimation** - Create quotes with T-shirt sizing and convert to tasks
* **Task & Project Management** - Track work through delivery phases with subtasks and reviews
* **Team Scheduling** - Intelligent scheduling with capacity planning and priority management
* **Time Tracking** - Log time against tasks and track billable hours
* **Financial Metrics** - Monitor day rates, utilization, efficiency, and profitability
* **Help Desk** - Manage support tickets and client requests
* **AI Assistant (Alan)** - Get scheduling help and data queries in natural language

## Who uses CharleOS?

CharleOS is designed for different roles in your agency:

### Delivery Team

Developers, designers, and QA team members use CharleOS to:

* View their schedule and assigned tasks
* Log time entries
* Track their day rate and efficiency metrics
* Request annual leave

### Project Managers (PMs)

PMs use CharleOS to:

* Schedule client work across the team
* Track project progress and budgets
* Monitor team capacity and availability
* Manage task phases and reviews

### Customer Success Managers (CSMs)

CSMs use CharleOS to:

* Manage client retainers and relationships
* Track client health and usage
* Create quotes and convert to tasks
* Monitor upsells and retention

### Managers

Leadership uses CharleOS to:

* View agency-wide metrics and dashboards
* Manage users, departments, and permissions
* Track utilization, revenue, and efficiency
* Plan capacity and analyze trends

## Getting started

<CardGroup cols={2}>
  <Card title="First Login" icon="user-plus" href="/user-guide/getting-started/first-login">
    Set up your account and understand the invite process
  </Card>

  <Card title="Navigation" icon="compass" href="/user-guide/getting-started/navigation">
    Learn how to navigate the interface and find features
  </Card>
</CardGroup>

## Next steps

Once you're familiar with the basics:

<CardGroup cols={3}>
  <Card title="Ask Alan" icon="sparkles" href="/user-guide/alan">
    Meet your AI assistant for scheduling and queries
  </Card>

  <Card title="Time Tracking" icon="clock" href="/user-guide/time-tracking">
    Learn how to log time and track billable hours
  </Card>

  <Card title="Schedule" icon="calendar" href="/user-guide/schedule">
    Understand the scheduling system and priority rules
  </Card>
</CardGroup>

## Need help?

* **Alan AI Assistant** - Press `⌘K` and type your question to get help
* **Documentation** - Browse the user guide for detailed how-tos
* **Help Desk** - Submit a ticket for technical support