Feature guide

Changelog

Everything ClickSorcery can do today — organized by topic for owners and evaluators. Shipped features only; no version numbers or release dates.

AI & Agents

Jerry and a full agent company — chat, delegation, memory, and model control.

AI & Agents

Model routing UX — role-based defaults + dynamic tasks

Model Agent recommendations now follow the agent catalog (CFO/research pinned, routine agents Auto multi-tier). Dynamic task routing is on by default so hard prompts escalate to stronger tiers.

AI & Agents

Personal coaches — structured progress logs (vault)

Fitness, nutrition, time, debate, language, and philosophy agents share Obsidian templates so sessions continue from real numbers and chapter progress — not chat amnesia.

AI & Agents

Skill packs — Activate from Jerry chat

Jerry’s pack card now activates for real and continues your request. Office Basic and GIS/QGIS are available as prompt packs; OpenClaw Operator stays locked.

AI & Agents

Jerry-First — voice as default

Jerry is the primary chat partner; voice mode is the default — large mic, push-to-talk sends immediately, TTS reads replies aloud.

AI & Agents

Isolated consult sessions (multi-agent)

When Jerry consults a specialist mid-chat, that agent runs in its own OpenClaw session — memory stays scoped, not mixed with Jerry's thread.

AI & Agents

Background agent work queue

Long tasks run in the background — Jerry notifies you in chat when results are ready; Mission Control shows the queue.

AI & Agents

Jerry Brain Setup wizard (A / B / C)

Choose Ollama, pin a cloud provider, or confirm Auto multi-tier routing — Jerry chat stays blocked until brain path is chosen.

AI & Agents

Jerry — AI Chief of Staff

Your main chat partner coordinates the agent company: answers questions, routes work, and keeps context across the team.

AI & Agents

33-agent company roster

C-suite (COO, CFO, CMO, CIO, CTO), Security Layer 0, Model Agent, and specialists — all visible from day one with org chart.

AI & Agents

Unified agent profiles

Every agent has the same deep profile UI — instructions, memory, skills, configuration, runs, budget, tasks, and equipment.

AI & Agents

Org chart

Visual company structure with drag-and-drop layout — see who reports to Jerry and how teams connect.

AI & Agents

Ask a specialist mid-chat

Consult CFO, CIO, or another agent for advice without leaving Jerry chat — real answers from that agent's context.

AI & Agents

Project plan & orchestration

Jerry can draft a project plan for approval, then fan out resource requests after you approve — with LLM intent detection in EN/ET phrasing.

AI & Agents

Jerry's Brain

Store who you are, how you communicate, goals, and knowledge documents — injected into every agent prompt automatically.

AI & Agents

Model Agent

Review and approve model assignments per agent — batch or single — before changes apply to the roster.

AI & Agents

Model Optimizer

Live OpenRouter pricing for nine curated models (three per routing category), with cheaper-or-faster recommendations per agent.

AI & Agents

Security Agent (Layer 0)

Background checks on Vault health, skill/tool review, and account isolation — runs without blocking your daily chat.

AI & Agents

Chat context management

Control when long chats are summarized — message threshold (10–500), and modes ask, auto, or never.

AI & Agents

Quick Actions — “What can I ask?”

Discoverable dropdown in Jerry chat for model review, project consult, routines, Telegram send, Spotify, agent consult, and more.

AI & Agents

Voice in Jerry chat

Whisper STT and TTS in chat — text-only, voice-only (push-to-talk auto-send), or both; per-session read-aloud toggle.

AI & Agents

Knowledge search (RAG)

Index your Obsidian vault markdown and inject relevant excerpts into Jerry chat, fallback chat, and Telegram replies.

AI & Agents

Multi-tier model routing

When an agent uses Brain = Auto, ClickSorcery tries Groq → DeepInfra → OpenRouter by role — with failover on 429/500/503.

AI & Agents

Web search (Tavily & Exa)

Bring your own search API keys — agents can look up live information when keys are connected in Vault.

AI & Agents

System & Budget monitor

Live CPU, RAM, and disk in the status bar — plus today/month API spend by agent and model. Click the System or Budget chip for the full panel.

AI & Agents

Integration & agent i18n (EN/ET)

65 integration names/descriptions and 33 agent profile strings localized — Estonian owners see native labels across catalog and detail panels.

Integrations

Connect accounts and keys in Vault — live detail panels when credentials are set.

Integrations

Mobile Jerry — QR, Tailscale, internet reach

Pair your phone with a QR code; reach the home desktop hub over Tailscale or your HTTPS tunnel — not only same Wi‑Fi.

Integrations

Mobile Jerry — LAN phone companion

Talk to Jerry from your phone through the home desktop hub — pairing code, push-to-talk, STT and TTS. Same Wi‑Fi still works; Tailscale or a tunnel is the away-from-home path.

Integrations

Mobile Jerry PWA + live progress

Install Jerry on your phone home screen (PWA) and see live status over WebSocket while a voice turn runs.

Integrations

Native Jerry app shell (Capacitor — Full Kwan track)

Build Android/iOS wrapper from mobile-native/ — full-screen mic app with deep link pairing from desktop.

Integrations

Tools & Integrations catalog

Unified sidebar with search, connected/needs-setup filters, collapsible categories, and structured detail pages with live Vault panels.

Integrations

Integration catalog

Browse every integration with honest status — connected when Vault is set, or setup guide when not yet wired.

Integrations

GitHub

Connect a Personal Access Token — see repos and open issues; Jerry can answer questions about your codebase context.

Integrations

Google Calendar

OAuth connect — today's events and the next few days show in the integration panel when linked.

Integrations

Gmail

OAuth connect — unread count and recent unread messages (metadata) in the detail panel.

Integrations

Google Drive

OAuth connect — storage usage and recently edited files without leaving ClickSorcery.

Integrations

Stripe

Read-only revenue view — MRR, 30-day revenue, balance, and recent charges for finance agents and Morning Brief.

Integrations

Landing purchase (Stripe Checkout)

Buy ClickSorcery for €79 on clicksorcery.com — Stripe Checkout, webhook, Supabase purchase record, and license key email on success.

Integrations

Todoist

Today's tasks, add new tasks, and mark complete — plus Morning Brief lines for priorities and overdue items.

Integrations

Notion

Search, read, and create pages from your workspace when an integration token is in Vault.

Integrations

Airtable

Browse bases, tables, and records; create records where permissions allow.

Integrations

OpenWeather

Live weather for your city — free-tier API key, Estonian descriptions when preferred, Morning Brief weather line.

Integrations

Discord & Slack

Verify bot or workspace tokens and list channels — read-only today; posting flows stay approval-gated.

Integrations

Wise

Profiles, balances, and recent transfers for finance visibility when API token is connected.

Integrations

Vercel

Project list and deployment state — failed deploys highlighted for quick ops checks.

Integrations

GitLab

Username, recent projects, and open merge requests when a personal access token is in Vault.

Integrations

Supabase

Project overview and table inventory via service role key — useful for dev and data agents.

Integrations

Spotify

OAuth connect — now playing and playlists in the panel; ask Jerry to search and play tracks (Premium) in chat.

Integrations

YouTube

Channel stats and recent videos when linked through Google OAuth.

Integrations

Twitter / X

Profile metrics and recent posts with a Bearer token — read-only social snapshot.

Integrations

LinkedIn

Name and network metrics from the API — read-only professional snapshot.

Integrations

Instagram

Follower count, media count, and recent posts for connected business accounts.

Integrations

WhatsApp Business

Phone metadata and quality rating from the Business API — not full inbound chat in MVP.

Integrations

n8n

List workflows on your instance, search n8n.io templates, and trigger runs through Workflow Integrator after approval.

Integrations

Telegram

Send and receive text and voice notes via bot token — Jerry transcribes voice, replies with text or TTS audio, with processing ack while thinking.

Automation

Routines, Morning Brief, and Workflow Integrator for n8n.

Automation

Experimental projects — build with Jerry’s team

All catalog templates follow the same loop: Start with Jerry, agents prepare, you open accounts and keys, then Stop when you do not need the project.

Automation

Workflow Integrator

Tell Jerry to automate something — he matches an n8n workflow, suggests templates, asks for confirmation, then triggers only after you approve.

Automation

Routines (heartbeat schedules)

Built-in schedules for Morning Briefing, End of Day, and Weekly Review — or propose new routines through Approvals.

Automation

Morning Brief

Daily briefing routine that pulls live blocks when integrations are connected — set the time and let Jerry summarize your day.

Settings

Vault, security, brain, channels, and personalization.

Settings

Voice presets — free path honesty

“Talk now — free” always uses browser STT + system TTS; System selection no longer silently switches to Cartesia. Cloud preset copy clarifies OpenAI API usage.

Settings

Setup Choice UX — brain, voice, mobile, integrations

Agent Equipment and guided tasks use the same card pattern: what / when / cost / how — with Advanced accordions for power users.

Settings

Vault — Obsidian connected state (honesty)

When Obsidian is installed and the vault is live, Settings shows a linked status instead of a perpetual “Connect Obsidian” shortcut.

Settings

Encrypted backup, brand memory, skill editor

Passphrase-encrypted backup restores Vault keys and agent memory after a disk failure. Marketing agents keep brand/campaign files in the vault. Skill pack prompts can be edited in the app.

Settings

Voice — Groq STT and Cartesia live TTS

Speech-to-text can use Groq Whisper Large V3 Turbo with the existing Groq Vault key. Live TTS prefers Cartesia when key and voice ID exist; system voice stays the honest install default.

Settings

Install flow — one brain setup (Task #1)

Magic Installer no longer asks for Jerry's LLM twice; system agents (Jerry, Model Agent, Security) start active on team preset.

Settings

Mobile hub HTTPS/WSS (LAN TLS)

When OpenSSL is available, the mobile hub serves HTTPS and WSS with a self-signed certificate on your local network.

Settings

Family member mode (owner vs member)

Add family profiles on one desktop — members talk to Jerry with voice; owner keeps Vault, Approvals, and admin settings.

Settings

Streaming TTS for long replies

Long Jerry answers play sentence-by-sentence — the next segment synthesizes while you listen (OpenAI, ElevenLabs, Cartesia).

Settings

Voice setup guide

Documented Whisper STT and TTS setup (OpenAI, ElevenLabs) with Jerry knowledge and Quick Actions.

Settings

API Vault

All keys encrypted in the main process — masked in UI, never in localStorage or plain .env files.

Settings

Security & guardrails

Allowed and blocked actions, human-in-the-loop levels, and onboarding security briefing before first launch.

Settings

Automation settings

Workflow Integrator defaults — confirm before every run and maintain a trusted workflow ID list.

Settings

Channels & voice

Telegram bot token, Jerry email field, voice provider status, and Brain setup wizard entry point.

Settings

Obsidian memory vault

Set vault path, see file counts, open folder, export ZIP backup, and restore — central memory for agents.

Settings

Owner profile & location

Name, city (for weather), nationality, hobbies — feeds Jerry's Brain and Morning Brief context.

Settings

License & trial

7-day trial and upgrade path in Settings — activate your ClickSorcery license without leaving the app.

Settings

Terms acceptance (ToS modal)

First-run Terms modal with €79 pricing and agent-permission summary — links to live Terms and Privacy on clicksorcery.com.

Settings

Legal pages (Terms & Privacy)

Updated Terms §5 (agent defaults, permissions) and Privacy §10 (DPF/SCC) — single source on /terms and /privacy, linked from download checkbox and desktop ToS modal.

Workspace

Projects, approvals, memory files, onboarding, and ops.

Workspace

Website — personal-first hero & SEO

Home page and Google title focus on one AI for work, home, and everyday life — full agent team when you are ready, not “run a company” as the first impression.

Workspace

Quality harness — Playwright E2E (desktop)

Automated honesty checks for workspace save, agent chat, skill packs, projects, and approvals — without calling live LLM APIs in CI.

Workspace

Approvals — Approve/Reject sync

Approve and Reject update immediately; workspace state refreshes so the queue and shell badge stay honest.

Workspace

Dream Home — M3 Ultra Boss + honest PC stack

Landing Dream Home and Journey no longer cite M2 Ultra or an 8×4090 NVLink farm; PC path is RTX PRO 6000 Boss + 5× RTX 5090 departments.

Workspace

Onboarding — Task #2 voice, Task #3 phone

After Jerry's brain (Task #1), guided tasks walk you through voice setup then Mobile Jerry — the path to talking without typing, including on the go.

Workspace

20 core verified project workflows

Twenty paste-first ProjectFlow templates are core-verified — fill fields in Projects, Jerry runs the workflow without n8n.

Workspace

Bilingual UI wave 2 — integrations ET + ProjectFlow fields

Integration catalog descriptions in Estonian (44 profiles) and localized ProjectFlow form labels for all 20 core-verified projects.

Workspace

Projects catalog — full English i18n (71 templates)

PLAANI PUNKT 5 wave 1 — when UI language is English, all 71 project templates show English names, descriptions, what-you-build text, and steps.

Workspace

Project catalog audit — 71 templates inventoried

Full PLAANI PUNKT 4 catalog review: 20 core-verified ProjectFlow projects, 50 experimental, status matrix, and auto-generated inventory.

Workspace

User guide QC — full tools ET + tasks levels (wave 6)

PLAANI PUNKT 6 MVP closure — all 65 tools have Estonian catalog names, task level labels are i18n-aware, and Quick Actions / Settings Help guides expanded.

Workspace

User guide QC — Knowledge, Org, Routines + tools catalog ET (wave 5)

Expanded guides for Knowledge tab, Company org chart, and Routines flow — plus Estonian display names for 18 key tools in the catalog.

Workspace

User guide QC — Approvals, Meeting, Logs, Costs (wave 4)

Expanded guides for approval flows, Meeting Board (Ollama-only replies), logs table view, and Security & Costs — plus Estonian agent catalog strings in the UI.

Workspace

User guide QC — Tools & Skills (wave 3)

Tools & Integrations and Skill Packs guides updated — catalog health dots vs manual status, and pack activation injects into agent prompts (not just a flag).

Workspace

User guide QC — Projects & Tasks (wave 2)

Product guides now match the catalog: 71 project templates (20 core-verified with ProjectFlow), 55 guided tasks with auto vs self-confirmed badges.

Workspace

User guide QC — Settings & Agents (wave 1)

Product guides and Jerry navigation updated to match the app — voice setup lives under Jerry Equipment → Voice, not a separate Settings panel.

Workspace

33-agent roster download

Full agent list with first tasks and guided tasks — Markdown (ET/EN) and CSV from the download page or repo.

Workspace

Project templates

71 project templates (20 core verified workflows + 51 templates incl. Jarvis) — ProjectFlow forms on verified core; filter in Projects tab.

Workspace

Agent memory files

Per-agent daily memory notes and LONG-TERM.md in the vault — visible on each agent's Memory tab.

Workspace

Approvals queue

Review project plans, model assignments, routines, Telegram sends, and workflow triggers before anything goes live.

Workspace

Onboarding wizard

First-run flow: pick roster, security briefing, Jerry's Brain intro, model setup, then wake your AI company.

Workspace

Logs & cost notes

Activity logs and cost tracking surfaces — see what ran and where API spend goes.

Workspace

OpenClaw agent runtime

Agents execute through OpenClaw gateway — cloud models by default, local Ollama when configured.

Workspace

Landing site (EN/ET + nav)

Public site language switcher, Changelog feature guide, and cleaner header — Dream Home, Journey, and Glossary moved to footer only.

Workspace

Landing — disk space guide

Honest Cloud Commander (~1–3 GB) vs Local Supercomputer (~50–100+ GB) scenarios, component size table, and local model download warning — EN/ET.

Workspace

Landing copy — Desktop Pro positioning

Public site uses Desktop Pro (€79 shipped product) instead of MVP framing; FAQ and schema.org synced with productFacts (33 agents, disk space, Full Kwan upgrade path).

Workspace

Brain & setup guides — productFacts sync

Brain guide and setup guide use Desktop Pro + catalog counts from productFacts; disk space cross-links; Terms/Privacy tier wording; ET glossary Full Kwan fix (one-time, not monthly).

Workspace

EHITUSFAAS E — landing phase closed

Landing copy audit complete (Desktop Pro framing); privacy notes Vercel Web Analytics on marketing site; domain smoke test verified key pages live.

Workspace

GitHub Release builds (.exe + .dmg)

Tag a semver release (v1.0.0) to build Windows NSIS and macOS DMG in GitHub Actions — combined draft release with changelog.

Coming soon

Catalog entries with setup guides only — not listed above until live in the desktop app.

  • Full Kwan mobile app (App Store / Play)Capacitor scaffold ships in mobile-native/ for sideload today — store listing, push, and cloud relay still coming
  • Coach proactive reminders (meals, supplements, lessons)Needs native push — Jerry initiates without you opening chat; pairs with supplements-schedule and daily-rhythm vault files
  • Gym/run — background audio + watch HR/GPSLong sessions with screen locked and live pulse/pace — native app + device integration, not PWA alone
  • Microsoft TeamsSetup guide — mark planned until wired
  • TrelloSetup guide — mark planned until wired
  • LinearSetup guide — mark planned until wired
  • OneDriveSetup guide — mark planned until wired
  • Slack & Discord inboundOutbound posting today — full inbound chat later
  • WhatsApp BusinessGuided project template — wiring after mobile hub

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