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.

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 transcribes in real time 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's voice is synthesised in real time, giving her a warm, natural tone.

How Memory Works

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

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.

Supported File Types

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.

Troubleshooting & Tips

Full Walkthrough

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

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: New → Contacted → Engaged → Appointment → Yes 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.

Calling, Texting & Voicemail

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.

The Difference

Current Beings

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

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:

The Four Energies

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

Connecting Watson to Your Documents

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

What Olympus Is

Olympus is a secure, HIPAA-oriented legal-AI platform built for legal professionals. It reads your documents, answers questions with citations back to the source, drafts and redlines Word documents, pulls facts out of large document sets into a spreadsheet, and puts a small team of specialist AI Beings at your side for research, contract strategy, forensic analysis, and negotiation coaching.

What You Can Do

The Beings — Your Specialist Team

Beings are focused, named AI partners. Each has a fixed personality, a specialty, and its own toolset. Three of them — Watson, Jeeves, and Holmes — form a collaborating legal trio that can hand a conversation off to one another. Athena is a separate, standalone strategy lane.

Document Assistant

The assistant is a chat that is always grounded in your documents. It introduces itself as "Olympus, an AI legal assistant from ACTi."

Tabular Review

Tabular Review is for when you have many documents and the same questions about each one. Olympus builds a grid — one row per document, one column per fact — and fills it in.

1. Name the review, and optionally file it under a Project.
2. Pick the documents, from your standalone files or a Project.
3. Choose a built-in template or add custom columns.
4. Run it and watch the cells fill in progressively.
5. Review each cell's citation, expand it, or regenerate a single cell.
6. Ask follow-up questions in the review's chat panel.
7. Export to Excel.

Column formats: text · bulleted list · date · yes/no · number · percentage · monetary amount · currency · tag. Anything not in the document comes back as "Not addressed."

Workflows

Workflows are reusable prompt templates for recurring jobs. They're shareable across a project or with named colleagues, with read-only or can-edit permission.

What's Inside Olympus

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.

Projects & collaboration

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:

Limits & Boundaries

What Olympus deliberately doesn't do, so you know where the edges are:

• It isn't a lawyer. Olympus supports professional judgment; it doesn't replace it.
• Standalone chats cap at 10 attachments per message. For bigger sets, use a Project.
• Files must be 30 MB or under, and a supported type (PDF, DOCX, DOC, XLSX, PPTX).
• No "bring your own model" key. Model choice is managed by the platform.
• Access is gated. Olympus is not self-serve — accounts are approved by the ACTi team.

Security & Trust

Olympus is built for a HIPAA and legal-confidentiality context:

Best Practices

• Work inside a Project for anything with more than a handful of documents.
• Pick the right Being: research → Watson · contracts → Jeeves · evidence → Holmes · strategy → Athena.
• Let it cite, then verify. Click through to the source for anything you'll rely on.
• Use Tabular Review for "the same question across many files."
• Turn repeat work into a Workflow and share it with your team.
• Ask for a Word document explicitly when you want a downloadable draft or redline.
• Use handoffs — let the legal trio pass a thread between lenses instead of starting over.
• Mind the limits: 30 MB per file, supported types only, 10 attachments per standalone message.

Tips & FAQ

What You Can Connect

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. Gmail, Google Drive, OneDrive, SharePoint and Dropbox connect the same way, from the same place.

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.

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.

How to Reach Persa

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.

Legal & Ethics

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).