🎤 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. Browse KB: View all synced items across the team, filtered by partner. Remove items if needed
4. Query KB: Ask natural-language questions across all synced content for a partner. Supports multi-turn conversation and shows source citations. Try asking for SIFT entries — e.g., "Generate a SIFT Highlight from the last HCLTech meeting"
5. Auto-Indexing: Content is automatically re-indexed after every sync or delete — new summaries become searchable within seconds

🤖 Amazon Q Tab

QuickSight Q (My Assistant) gives you the quantitative view of your partner — revenue, pipeline, ARR, deal stages, and win rates from structured data sources like Marshal and CRM.

PartnerPulse gives you the qualitative view — meeting insights, action items, blockers, and relationship context from your conversations.

Use them together for a complete picture:

1. Ask QuickSight Q: "What's the trailing 12-month revenue for HCLTech?" — get the numbers
2. Ask PartnerPulse KB: "What are the key themes and blockers from recent HCLTech meetings?" — get the narrative
3. Combine both to prepare for QBRs, write SIFT entries with real ARR data, or brief leadership with data-backed insights

🔧 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 QTR records for assigned partners, Leader = full app access + read-only QTR Tracker (portfolio oversight), 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

📋 Governance Tab

The Governance tab contains two sub-tabs: SIFT (default) and QTR Tracker.

1. QTR Tracker: Dashboard view of all partners with next/last QTR dates, assigned exec, LT member, STL, and status (Scheduled / Completed / Overdue / Not Scheduled). Summaries tagged as "QTR" auto-update the tracker status and date
2. Scheduling: Admins and STLs can schedule QTRs using the "+ Schedule QTR" button. Assign exec, LT member, STL, dates, and notes. STLs can only edit partners assigned to them
3. QTR Doc Upload: Attach QTR decks (PDF, DOCX, PPTX) directly from the edit modal. Files upload to the Knowledge Base and become searchable via KB Query
4. Summary View: Click the 📄 View or 📎 Doc badge in the Summaries column to see the QTR summary text or attached document details
5. 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
6. SIFT: Quick access to Salesforce SIFT for partner intelligence entries

📧 Email Agent — Outlook to Knowledge Base

The PartnerPulse Email Agent lets you search your Outlook inbox and send emails directly to the Knowledge Base — from your own machine. Emails become searchable via "Ask PartnerPulse" within minutes.

1. Prerequisites: Python 3.9+, Node.js 22+, aws-outlook-mcp (via toolbox install aws-outlook-mcp), and a valid Midway session (mwinit -s)
2. Install Node 22 (Mac): brew install node@22 then add to PATH: echo 'export PATH="/opt/homebrew/opt/node@22/bin:$PATH"' >> ~/.zshrc && source ~/.zshrc
3. Run the agent: python3 pp_agent.py — opens a web UI at http://localhost:5555
4. Sign in with your PartnerPulse credentials (same as this app)
5. Search: Enter a topic (e.g., "HCLTech EBA"), select a partner, set days back, click Search
6. Send to KB: Check the emails you want, add optional tags, click "Send Selected to KB"
7. Verify: Go to Knowledge Base → Ask PartnerPulse and query about the email topic

💬 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