Gene documentation

How every part of Gene works, and where to change each setting. Built for the team running an AI company in a box.

New to Gene? Start here

Read these in order. They get your workspace set up and show you around.

  1. Step 1OverviewWhat Gene App is, the first things to set up in order, and where to go next
  2. Step 2Connect WhatsAppLink a WhatsApp number so Gene can send, receive, and auto-reply
  3. Step 3Command palette and shortcutsJump to any page or setting from anywhere with the search palette, and move around faster with keyboard shortcuts
Home

Your daily starting point in Gene App, showing today's tasks and agenda

Contacts

Find, add, import, filter and manage everyone Gene App is talking to, with a full detail page for each person.

Pipeline

A kanban board that moves each lead from first contact through to a closed deal.

Calendar

See your bookings, add appointments by hand, and connect Google Calendar so Gene App can check availability and book for leads.

Tasks

Track follow-ups, callbacks, and anything with a deadline, including tasks Gene creates for you.

Files

Store and organize your documents and media, link them to properties, and control which files the AI may send to leads.

AEO

Check and improve how visible your business is to AI assistants like ChatGPT and Perplexity.

B2B Leads

Browse and pick real estate agencies and developers, or size a whole market, then let Gene run the outreach to them for you.

Affiliates

Get your own referral link, earn 10% of everything the people you bring in ever pay, and take it as credits or cash.