🎤 Transcribe Tab

1. Choose audio mode:
   • 🎤 Mic Only — Use for in-person meetings or when you only need to capture your own voice
   • 🎤+🌐 Mic + Tab — Use for virtual calls (Chime, Teams, Zoom, Google Meet) to capture both your mic and the remote participants' audio
2. Click Start Transcribing — you'll be prompted for audio consent and mic permissions on first use
3. When using Mic + Tab mode, a browser sharing dialog will appear:
   • Select "A Tab" — if your meeting is in a browser tab (e.g., Amazon Chime web app, Google Meet). Pick the tab running the meeting. Chrome will share that tab's audio automatically
   • Select "A Window" — if your meeting is in a desktop app (e.g., Teams app, Zoom app). Pick the app window, then check "Also share system audio" at the bottom — this is required to capture the remote participants

4. Speak naturally. Transcription appears in real-time with timestamps
5. Use Pause to temporarily stop capture (e.g., during a break) without losing your session
6. Click Stop Transcribing — the transcript auto-saves to your account
7. Use Copy to grab the full transcript, or head to the Summarize tab

🔮 Summarize Tab

1. Your transcript auto-populates, or paste any text manually. Click Use Transcript to pull from the Transcribe tab
2. Pick a summary style: Executive, TL;DR, Actions, Technical, Detailed, Casual, or Custom
3. Click Generate Summary — Bedrock processes it in seconds
4. Edit the summary inline if needed, then Save with a topic name and partner tag:
   • Partner summary: Select a partner name (e.g., HCLTech, Wipro) from the dropdown. Partner summaries can be synced to the shared Knowledge Base and are visible in team analytics.
   • Personal summary: Select 🔒 Personal from the dropdown. Personal summaries are private to you — they are never synced to the shared KB, never visible to other users or admins, and only queryable by you via Ask PartnerPulse.
5. Export as RTF for offline sharing
6. Scroll down to Ask PartnerPulse to chat across all your saved summaries
7. Saved summaries appear at the bottom, filterable by partner

📚 Knowledge Base Tab

1. Sync Summaries: Select saved summaries and sync them to the shared S3-backed Knowledge Base. Use "No Sync" to hide irrelevant ones
2. Upload: Drag and drop or browse for documents (PDF, DOCX, PPTX, TXT, MD, CSV, XLSX — max 25 MB). Files are stored under the selected partner prefix
3. Query KB: Ask natural-language questions across all synced content for a partner. Supports multi-turn conversation and shows source citations. Use the suggestion chips for common queries like "Create SIFT Entries" or "Cosell Agent"
4. Auto-Indexing: Content is automatically re-indexed after every sync or delete — new summaries become searchable within seconds

🔧 Admin Tab (admin users only)

1. Requests: Review, approve, or deny access requests. Assign role (user/stl/leader/admin) and partner(s) during approval. Roles: User = standard access, STL = can edit SIFT/MBR for assigned partners, Leader = full app access across the portfolio, Admin = full access including user management
2. Users: View all current users, their email, role, and assigned partners. Search by email or partner
3. Partners: Add or remove partners from the global list. Changes propagate to all dropdowns instantly
4. Feedback: View all user-submitted feedback, feature requests, and bug reports. Filter by type or status. Update status (New → Reviewed → Planned → Completed → Declined) to track progress

📊 Insights Tab

The Insights tab contains sub-tabs: SIFT and MBR.

1. SIFT: Browse cached SIFT insights from the shared DynamoDB store. All users can view insights for their assigned partners. Admins can sync fresh data from SUDS using the "Sync SIFT" button. Use the "Create SIFT Entries" button in KB Query to generate new entries from meeting content
2. MBR (Monthly Business Review): Generate MBR narratives for individual partners or your entire cohort. Pulls SIFT insights from the cache and synthesizes them into a structured review using Bedrock Claude. Cohort MBR generates a consolidated view across all your assigned partners
3. Summary View: Click the 📄 View or 📎 Doc badge in the Summaries column to see the QTR summary text or attached document details
4. Role Permissions: Admin = full edit + schedule for all partners. STL = schedule + edit for assigned partners. Leader = read-only view of the full portfolio. User = view only, no edit buttons

💬 Feedback

We want to hear from you. Use the floating 💬 Feedback button (bottom-left corner) to share your thoughts anytime.

1. Click the 💬 Feedback button — a modal will appear
2. Choose a feedback type:
   • 💡 Feature Request — Suggest a new capability or improvement. You can set priority (must-have, nice-to-have, or low)
   • 💬 General Feedback — Share thoughts, impressions, or ideas about the app
   • 🐛 Bug Report — Something broken or not working as expected? Let us know
3. Write your message and click Submit
4. Your feedback is stored and visible to admins, who will review and track it