Quickstart — your first Company Hub

This walkthrough takes you from a fresh install to a working Company Hub with at least one followed company.

1. Open the panel

Click the Teleperson icon in your browser toolbar. The side panel slides in from the right. If you've just installed, you'll see a sign-in screen.

2. Sign in or sign up

Teleperson uses email + password authentication backed by Supabase Auth. New accounts go through a brief onboarding form (first name, age range, what you're hoping to use Teleperson for) — all fields are optional except your name.

After verifying your email you'll land on the Company Hub. We also send a welcome email to your account address with this same checklist — handy if you want to revisit the next steps from your inbox later.

3. Add your first company

You have three ways to populate the Hub:

• Browse the catalog — search the curated public directory. Click Follow on any company; it appears in your Hub immediately.
• Connect a bank — link an account through Plaid or MX. We surface every merchant from your last 90 days of transactions and propose them as follow-ups, so the Hub fills itself in.
• Connect Gmail — we scan the last 14 days of your inbox for verified senders (DKIM-checked) and propose companies to follow. You stay in control of every approval.

You can also add a company from the current page: visit a supported company's website (try delta.com, chase.com, or bestbuy.com). The extension auto-detects the company and offers an Add to Hub chip in the panel header. If a company isn't in the catalog yet, the extension scrapes a summary, registers it in the shared directory for everyone, and adds it to your Hub.

4. Open the Overview tab

With at least one company followed, navigate to that company's website. The panel switches to the Company Hub view. The tabs live as icons on the right edge of the panel; click any icon to switch tabs.

Just below the Ask AI / Call buttons you'll see the active tab's name with a chevron next to it. Click the chevron to expand a one-line description of what that tab is for, and click again to tuck it away. Each tab remembers whether you left it open while the panel is in view.

Click the Overview tab to see:

• A Claude-generated description (cached at the company level, so the first user to land on a new site pays the token cost; everyone after gets it free).
• HQ, employee range, revenue range, founded year.
• The top reasons people visit this company.

5. Try Ask AI

Click the Ask AI button at the top of the panel. You can:

• Type a natural-language question (e.g. "How do I dispute a charge?").
• Click any of the AI-generated quick-start bubbles.

Replies render as proper Markdown — bullets, bold, links — and are grounded in the company's overview plus your profile.

6. Try the Voice Concierge (optional)

If your account has Voice Concierge enabled, you'll see a Call button next to Ask AI. One click starts a real-time voice conversation with an ElevenLabs agent that knows your name, plan, and entire followed-company list.

What's next

• Company Hub overview → — manage your followed companies.
• AI Company Overview → — what gets generated and cached.
• Voice Concierge → — when and how to use it.