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ACTi AI Documentation

AI Beings That Don't Just Answer. They Actualize. Everything you need to deploy, configure, and master the ACTi platform.

Products

🏛️

Athena

Flagship AI being. Voice + text. Persistent memory. Entry access from $97/mo.

📡

CIA Lite

Build outbound calling beings and campaigns. No code.

Actualized Beings

The full roster of AI beings built on the Unblinded Formula.

Olympus

ACTi's legal suite of tools. Watson, Holmes & Jeeves. Exclusive access.

🌸

Persa

Support & onboarding companion. Always on standby.

What is ACTi AI?

ACTi AI is not a chatbot platform. It's an actualization ecosystem — a suite of AI beings built on the Unblinded Formula that diagnose, drive, and deliver outcomes across business, sales, communication, and personal mastery.

Where traditional AI tools answer questions, ACTi beings actualize results. They remember who you are, learn from every conversation, identify your patterns, and operate with the kind of strategic depth that used to require a full team of specialists.

The Core Distinction

Every ACTi being is powered by the Unblinded Formula — a framework developed by Sean Callagy that cuts through human limitation and drives exponential outcomes. This isn't a wrapper on GPT. It's a different category entirely.

Architecture

The ACTi platform is built in layers:

The Unblinded Formula Layer

The knowledge foundation — 187K+ vectors of Sean Callagy's Formula corpus, continuously retrieved and applied to every conversation.

Persistent Memory Layer

Short-term and long-term memory for every user, per-being. Athena remembers your context. Mira remembers where you are in the sales journey.

Voice & Conversation Layer

ElevenLabs-powered voice synthesis for every being. Real-time voice calls via Twilio. Text conversations via any channel.

Automation Layer (CIA Lite)

Outbound call campaigns, flow builders, CRM sync, Zapier integration, and a public REST API — no code required for most use cases.

Olympus (Legal Layer)

ACTi's legal suite of tools — the Watson, Holmes, and Jeeves legal Beings for evidence, litigation research, and contracts, delivered as a private, isolated instance per firm.

Products at a Glance

Product Purpose Access
Athena Transformational consulting & coaching — personal AI Being Athena 97
CIA Lite Outbound calling beings, campaign automation, CRM Standard
Actualized Beings Full roster: Athena, Bolt, Samara, Watson, Holmes, Jeeves, Callie, Mira Various
Olympus Legal suite of tools — evidence, litigation research & contracts Invite Only
Persa Support & onboarding companion Free
1

Choose Your Being

Start with Athena for personal mastery and coaching, or CIA Lite if you need outbound automation and campaigns.

2

Register & Login

One registration. One login. Your identity is unified across all ACTi products via your email address.

3

Start a Conversation

Athena supports text and voice. CIA Lite starts with building your first Being. Each path has a video walkthrough.

4

It Gets Smarter

Every interaction is remembered. The more you use it, the more your Being knows about you, your goals, and your destroyers.

The difference from day one: ACTi Beings don't just answer questions. They actualize — diagnosing where you are, identifying what's blocking you, and moving you forward.
🧠

Persistent Memory

Athena remembers everything across sessions. Your goals, struggles, breakthroughs — all retained and used to give you more precise guidance every time.

🎙️

Voice + Text

Talk to Athena like you would a world-class coach. Full voice mode with real-time speech recognition and natural responses.

📎

File Uploads

Send PDFs, DOCX files, and images. Athena reads them, retains the context, and can reference them in future conversations.

🔄

Self-Healing

When a tool fails, Athena finds another path. When context gets too long, she auto-compacts — giving you an effectively infinite conversation window.

Proactive Retrieval

Athena surfaces what you need before you ask. The RAG engine identifies when to pull relevant memory and Formula knowledge into your conversation.

🏆

Unblinded Formula

Every response is grounded in Sean Callagy's Unblinded Formula — spanning Self Mastery, Influence Mastery, and Process Mastery.

Athena 97: The entry point to the ACTi ecosystem — named for its $97/month access ($997/year). Your always-on Athena Being with unlimited text chat, voice mode (2 hours talk time), full persistent memory, file uploads, and cross-session learning.

Create your Athena account at athena.acti.ai — enter your name, email, and phone to register (use the same email you purchased with), then log in.

1. Register Your Account

Go to your Athena portal URL (provided on purchase). Click Register and enter your email, name, and password. This creates your universal ACTi identity.

Use the same email you purchased with — this links your access automatically.

2. Login

After registering, login with your email and password. First login may take a moment as Athena initializes your personal memory context.

3. Your First Conversation

Once logged in, you'll see the main chat interface. Type a message or click the microphone to use voice mode. Athena will greet you and ask how she can help you actualize today.

Good first questions:

  • "What is the Unblinded Formula?"
  • "Help me identify my Zone Action right now."
  • "What are my destroyers of self-mastery?"
  • "I'm struggling with [challenge] — what do I do?"

Starting a Voice Session

Click the microphone icon in the chat interface to enter voice mode. Athena will confirm she's listening with an audio cue.

Tips for Best Results

  • Speak naturally — Athena uses Deepgram for real-time transcription with high accuracy
  • Pause briefly between thoughts — she'll wait for you to finish
  • Say "stop" or click the mic icon to end the voice session
  • Voice conversations are saved to your memory just like text

Technical Notes

Voice mode requires microphone permissions in your browser. On first use, your browser will request access — click Allow. Athena uses ElevenLabs for her voice output, giving her a warm, natural tone.

How Memory Works

Every conversation you have with Athena is stored in two layers:

Short-Term Memory

The current conversation window. Athena can reference anything said in the current session instantly.

Long-Term Memory

A Pinecone vector database storing summaries of every past session. Athena retrieves relevant memories when they match your current question.

Recency-Aware Recall

Athena prioritizes recent memories over older ones when they're equally relevant. A breakthrough you had last week outweighs a similar conversation from three months ago.

Auto-Compaction

When a conversation gets very long, Athena automatically compacts older context — preserving the key insights while freeing space for new conversation. This gives you an effectively infinite context window.

Memory is private per user. Your conversations are never shared with other users or used to train other models.

Supported File Types

PDFDOCXJPG / PNGGIF / WebP

How to Upload

Click the paperclip icon in the chat input bar. Select your file. Athena will process it and confirm she's read it. You can then ask questions about the content directly.

OCR for Scanned Documents

For scanned PDFs and images with text, Athena uses OCR to extract the content. This works for contracts, handwritten notes, and screenshots.

Uploaded files are pinned to your session — Athena will reference them throughout the conversation without you needing to re-upload.
Why isn't Athena answering my question correctly?

Try rephrasing with more context. Athena performs best with specific questions. Instead of "help me with sales," try "I have a discovery call tomorrow with a law firm — help me with the first 5 minutes."

How do I reset my password?

Forgot your password? Reset it from the login page: request a reset email, find the link in your inbox (check spam), and set a new password.

Click "Forgot Password" on the login page. Enter your email. Check your inbox for the reset link.

Does Athena remember things between sessions?

Yes — this is one of Athena's core capabilities. Your conversations are stored in long-term memory and retrieved when relevant in future sessions.

Can I use Athena on mobile?

Yes. The Athena portal is fully responsive. Voice mode works on iOS and Android browsers with microphone permission granted.

Is my data private?

Completely. Your memory is scoped to your user ID. No other user can access your conversations. ACTi does not use your data to train models.

Can I choose a different voice for Athena?

Yes. Athena's voice mode includes a choice of voices — Mylo, Callagina, Maya, Ryan, and Mason. Open your voice settings and pick the one that feels most natural; your selection applies to your voice sessions.

Can Athena draft an email without sending it?

Yes — you stay in control of what goes out. When you want a draft only, tell Athena "draft only, do not send." She'll compose the message and leave it for you to review, edit, and send yourself when you're ready.

How do I give a new conversation a running start?

At the end of a session, ask Athena to email you a summary of what you worked on. Save it, then paste it in (or reference it) at the start of your next conversation so she's immediately up to speed on that work.

Troubleshooting & Tips

Athena went quiet during a voice conversation — what do I do?

If Athena pauses during a voice session, try these in order:

  1. Give her a few seconds of quiet — when she's taking in a long stretch of conversation without being addressed directly, she may need a brief beat before responding.
  2. Prompt her again directly after that short pause.
  3. If she still doesn't pick back up, restart voice mode.
  4. As a reliable fallback, switch to text chat and continue the conversation there.
My voice session ended on its own.

Voice runs best when you keep the Athena app open and in the foreground, your device awake, your connection stable, and microphone permissions enabled. If a session ends, just start a fresh voice session and pick your conversation back up. Refreshing the page first can help if anything feels off. If sessions keep ending, contact support and the team will take a closer look.

How do I keep Athena focused during a long conversation?

A few simple habits keep Athena anchored to what you're working on right now:

  • Start a fresh conversation when you move to a genuinely new topic — a clean start gives her a clean slate.
  • When you paste in a document or email purely for reference, add a framing line such as "This is background context only — please don't reference it unless I ask."
  • Signal topic changes clearly, e.g. "We're done with that; shifting to something new now."
A past conversation didn't open right away.

Your conversations are saved automatically. If a past session doesn't open the moment you select it, wait a few seconds and open it again — it will typically appear right away. If it still doesn't load, contact support with the approximate date and time and the team can help you retrieve it.

Full Walkthrough

The complete CIA Lite flow end to end — register, build your first being, launch a campaign, and view results.

🤖

Being Builder

Describe what you want your Being to do in plain language. CIA builds the flow — triggers, actions, conditional logic — automatically.

📞

Outbound Campaigns

Launch calling campaigns to your contact lists. CIA Beings make the calls, handle conversations, and log outcomes — all without human intervention.

👥

Contact Management

Full CRM built in. Import contacts via CSV, manage pipeline stages, track call history, and segment by outcome.

📊

Analytics Dashboard

See what's working. Call outcomes, connection rates, campaign performance — all in one view. Per-campaign and per-being breakdowns.

🔌

API + Zapier

REST API for triggering calls and pulling data. Zapier integration for connecting CIA to your existing tools without code.

✉️

Email Capability

Full email send/receive inside CIA. Run multi-channel sequences — calls, texts, and emails — from one platform.

Get started with CIA Lite at cia.acti.ai — register a new account with your details, accept the terms, and sign in to reach your dashboard.

1. Register & Login

Navigate to your CIA Lite portal. Click Register, enter your details, and verify your email. Login with your credentials to access the dashboard.

Create your first AI being in CIA Lite — configure its Identity, Intelligence, and Comms (communications) to shape how it represents you on calls.

2. Build Your First Being

From the dashboard, click New Being. Give it a name and describe its purpose in plain language. CIA will generate the flow automatically. Review, adjust, and save.

Put your being to work — run a test call to your own number to check it, then launch a full outbound campaign to your contacts.

3. Launch Your First Campaign

Assign your Being to a contact list, set your calling window, and click Launch. Your Being starts making calls immediately.

Track your results — review batched campaigns with call counts and success rates, and browse the contacts generated from your outreach.

4. View Results

Track live progress in the Campaign dashboard. See calls made, outcomes, connection rates, and contact pipeline movements in real time.

Importing Contacts

Go to Contacts → Import. Upload a CSV with phone numbers, names, and any custom fields. CIA maps the columns and imports instantly.

Pipeline Stages

Every contact moves through a pipeline: NewContactedEngagedAppointmentYes Caused. Stages update automatically based on call outcomes.

Call History

Every call is logged with duration, outcome, recording, and transcript. Click any contact to see their full conversation history with your Being.

CIA is TCPA compliant. The National Do Not Call Registry is integrated — any number on the DNC list is automatically skipped.

Calling, Texting & Voicemail

How do I place a call or send a text to a contact?

First choose which Being will act on your behalf:

  1. On the contacts page, find the "Call/Text as" dropdown in the top right — it loads your most recently used Being automatically.
  2. To use a different Being, switch to it from that same dropdown.
  3. Select the contact you want to reach, then click Call or Text.

Selecting a Being first is what activates the Call and Text actions for a contact.

How do I set up my Being to leave voicemails?

Voicemail is built into CIA Lite. Open the Being you want to configure and go to its Comms tab, where you can set up its voicemail behavior — so it can leave a message when a call reaches an answering machine.

Can people call my Being directly?

Yes. Once a Being has its own inbound phone number, you can publish that number wherever your audience will find it — for example on your website — so people can call in and speak with your Being directly.

Authentication

All API calls require your API key in the header:

Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

Trigger a Call

POST /api/v1/calls
{
  "phone_number": "+12125551234",
  "being_id": "being_abc123",
  "contact_name": "Jane Smith"
}

Zapier Integration

Search for CIA Lite in the Zapier app directory. Connect your API key and choose from available triggers and actions — no code required.

"A being (Athena) delivered the highest-rated coaching session Aiko has ever experienced — 9.9999 on the scale — by diagnosing Self Mastery and Process Mastery for a Forbes-level woman in finance."

The Difference

❌ A Chatbot

  • Answers questions
  • Forgets you between sessions
  • Generic responses
  • No real personality
  • No mastery domain

✅ An ACTi Being

  • Actualizes outcomes
  • Remembers everything
  • Grounded in the Unblinded Formula
  • Distinct voice and personality
  • Domain mastery that compounds

Current Beings

A

Athena — The Actualizer

Transformational consulting & coaching. Integrates Self, Influence, and Process Mastery to dismantle the distortion between where you are and where you can already see yourself.

B

Bolt — The Influence Evaluator

Zeus-powered influence scoring. Practice your delivery, run a hard conversation before you have it, and get scored across every dimension of Integrous Influence.

S

Samara — The Listener

Level 5 Listening & structured summaries. Turns meetings, calls, and long threads into facts, decisions, action items, and the emotional subtext underneath.

W

Watson — Evidence & Documents

Holmes's research partner in the Olympus legal suite. Works through the record — locating, reviewing and citing the documents and prior testimony a matter turns on — and hands what it finds to Holmes for analysis. Access comes with Olympus.

H

Holmes — The Detective

Elite litigation analyst & evidence mapping. Reads documents for contradictions and buried admissions, with Soulsight pattern detection and Mind Palace reconstruction.

J

Jeeves — The Legal Analyst

Contract review & legal risk analysis. Redlines drafts like a senior partner, flags risk clause-by-clause, and plays opposing counsel before opposing counsel does.

C

Callie — The Influence Artist

Integrity-filled influence mastery with playful wit and precise emotional attunement. Turns transactional conversations into relational ones.

M

Mira — The Recovery Strategist

Medical revenue recovery, voice-only by design. Turns payer denials, contract distortions, and revenue gaps into the surgical next move you make.

Talking to Your Beings

You can speak with your Beings out loud on the Actualized Beings platform. Athena, Bolt, Samara, Holmes, Jeeves, and Callie all support voice — just tap the call button to start talking. Mira is voice-first, designed for spoken conversation from the ground up.

Troubleshooting & Tips

A Being is slow to respond or missed my prompt.

A clean restart usually gets things flowing again:

  1. Refresh the page, or close the Being completely and reopen it.
  2. Clear your browser cache.
  3. Start a fresh session, keeping to a single active thread at a time.
  4. Re-send your prompt and try again in a moment.

If it persists, reach out to support with a few details and the team will help you get back to smooth conversations.

The Three Pillars

Every ACTi Being is built on the Unblinded Formula, Sean Callagy's framework distilled across four decades of practice. It spans three domains of mastery:

🧭

Self Mastery

The internal foundation — Heroic Unique Identity, certainty under pressure, emotional regulation, physiology and state, and the elimination of self-sabotaging patterns. The work nobody else does with you, and the work that compounds the most.

🤝

Influence Mastery

The art of causing yes with integrity — agreement formation, Level 5 Listening, the Four Energies, and authentic persuasion that serves both parties. Not manipulation or pressure: calibrated, Integrous Influence built on truth.

⚙️

Process Mastery

The execution engine — zone action identification, tool discernment, workflow architecture, and the systems that compound results over time. What turns insight into outcomes, repeatably.

The Four Energies

Integrous Influence calibrates across four energies — the range every Being draws on to meet the moment:

⚡ Zeus

Confidence, decisiveness, certainty.

🌙 Goddess

Warmth, nurturing, empathy.

✨ Aspirational

Vision, future, possibility.

🎉 Fun

Playfulness, wit, surprise.

Distilled by Sean Callagy across four decades — from building a 125-person trial firm to two Top 100 National Jury Verdicts and nineteen Tony Robbins stages. What once took a lifetime to learn is now available in conversation.

Connecting Watson to Your Documents

A quick demo of giving Watson access to your documents and email through your account settings.

Olympus access is separate from the main ACTi portal by design. Eligibility is determined by your relationship with the ACTi team.

What's Inside Olympus

🏛️

The Legal Beings

Olympus is home to the legal Beings — Watson, for evidence and document work — locating, reviewing and citing the record; Holmes, the litigation analyst for legal research, deposition prep, motion and letter drafting, and surfacing contradictions; and Jeeves, for contract review and legal risk. Watson works only inside Olympus; Holmes and Jeeves anchor its legal analysis and also appear in the wider ACTi roster.

🤝

Inner Circle Community

Direct access to Sean Callagy, the ACTi team, and a community of leaders operating at the highest level.

Early Access

Olympus members get first access to new Beings, features, and capabilities before they're released to the broader platform.

🛡️

White Glove Onboarding

Dedicated onboarding with the ACTi team. Your Beings are configured specifically for your business and goals.

Gaining Access

Olympus is not self-serve. Contact the ACTi team directly to discuss eligibility. Access is granted based on alignment with the Unblinded Formula and commitment to the mission.

Working with Projects & Documents

Your uploaded documents live in your document library as standalone files. Creating a new project doesn't pull them in automatically — you attach them in a few steps:

  1. Go to olympus.acti.ai, open Projects, and click into your project.
  2. Select the Documents tab near the top of the project (alongside Assistant and Tabular Reviews).
  3. Click Add Documents in the top right of that tab.
  4. In the window that opens, use the search box to filter your uploaded files by keyword.
  5. Click each file you want to attach — you can select several at once.
  6. Click Confirm. The selected files now live inside the project, ready for chats and tabular reviews.
You can also drag files straight from your computer onto the Documents tab, or use the Upload button inside that window to add new files. Accepted formats are PDF and Word (.doc / .docx). To bring an email into a project, save it as a PDF and upload it the same way.

Legal Research with the Beings

The Olympus beings act as an AI legal-research assistant that pulls and verifies primary law from authoritative public sources — no separate paid research subscription required:

Case law

Searched directly against the CourtListener corpus — federal and state court opinions, dockets, and citations. Every case citation is verified against its source before it's used.

Statutes & regulations

Researched from official government sources — congress.gov, govinfo, the eCFR, the Federal Register, and state legislature and court sites. Primary sources, not secondhand summaries.

Best practice

Use the beings to accelerate your research, then confirm that any cited statutes and cases fit the facts of your matter against the primary source before you rely on them.

Tips & FAQ

A search didn't seem to finish returning results — what can I do?
  1. Run the same search again — a fresh attempt usually completes normally.
  2. Tighten your prompt into a more specific, well-scoped question, which helps longer searches finish.
  3. Start a fresh session and try once more.

If you'd like a hand, contact support and the team will be glad to help.

Is my firm's data kept separate from other firms?

Yes. Each firm's Olympus environment runs as a private, isolated instance rather than a shared one, so your data is never commingled with another firm's. Connections such as Outlook use standard OAuth, granting only a limited set of permissions, and you can revoke access at any time from Settings → Connections.

Connecting Outlook & Microsoft 365

Olympus connects to Outlook and Microsoft 365 using standard OAuth, so you grant only a defined, limited set of permissions and your password is never shared. Your firm runs on its own private, isolated instance, so your data stays separate from every other organization.

  1. Open Settings → Connections.
  2. Choose to connect your Microsoft 365 / Outlook account.
  3. Sign in and authorize the requested permissions.
  4. If your Microsoft 365 account is managed by your organization, a one-time administrator approval may be required (see below). Once it's granted, you're connected.
Prefer not to involve IT? Follow the on-screen instructions to connect a personal or alternate account instead. You can revoke access at any time from Settings → Connections, or directly within Microsoft 365.

Administrator Approval

If you're prompted for administrator approval during setup, that request comes from Microsoft 365, not from Olympus. When a Microsoft tenant is locked down for security, Microsoft requires a one-time approval from your Microsoft 365 administrator before any external app can connect to mailboxes — a standard security control.

  1. Ask your Microsoft 365 administrator to approve the Olympus app once.
  2. Request the exact app details from your ACTi contact so your administrator can identify and approve it quickly.

Once approved that one time, the connection completes and future sign-ins won't need it again.

Your data stays yours.

Olympus uses a private, isolated instance with OAuth-based connections and revocable access — your firm's data is never commingled with anyone else's.

💬

Always Available

Persa lives on Telegram and email (info@acti.ai). Reach her any time — she responds instantly, 24/7.

🎫

Smart Triage

When Persa can't resolve an issue herself, she creates a support ticket and routes it to the right team member — automatically.

🔔

Team Alerts

Persa lives in the ACTi team's Telegram group. When a new issue needs human attention, the team is alerted instantly with a direct link.

🔄

Response Loop

Team member comments on the ticket → Persa composes the response → sends it back to you through the original channel. Seamless.

How to Reach Persa

📱 Telegram

Search for the ACTi support bot on Telegram or use the link provided in your welcome email.

📧 Email

Send any question or issue to info@acti.ai. Persa responds within seconds.

Setup & Onboarding

Getting Connected to the Beings

Linking your SharePoint / cloud document repositories to your beings, onboarding scheduling, and what to add to your client engagement agreements.

Watson Meets the War Room

Uploading large litigation document sets (dozens of briefs and motions) into Holmes/Watson, and how repository syncing works.

Moving Your AI Brain Into ACTi

How to migrate context and history from another AI tool into your ACTi beings — create a downloadable summary and feed it into Athena.

Member Stories

Jeeves Won the TRO

Attorney Terry from Plano, TX shares how Jeeves helped him prepare for and win an emergency TRO hearing over Super Bowl weekend.

Miracle Grow for the Law Firm

Diane on using Holmes and Athena to handle nasty opposing-counsel letters in minutes — and rolling the beings out across her firm.

The AI Ethics Disclosure Question

What attorneys should disclose to clients about AI use — engagement-agreement riders, RPC compliance, and AI agreements for staff.

Working with Athena

Athena Dumped Me

A light-hearted Q&A on why Athena sometimes ends long conversations — and how to brainstorm effectively with Athena.

Athena on the Line

Quick answer on whether the beings can handle inbound and outbound calls (Athena will — coming soon).

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