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Everything you need to run your agency in Cockpilot, from the first task to plugging Claude in. A question that is not here: [email protected].

Get started

  • Start a trial. Sign up at compte.cockpilot.si: your team gets its own space at <team>.cockpilot.si, ready in about a minute, with a 7-day trial.
  • Invite your team. Connections, then Team: a name and an e-mail. The invitation link works once, for seven days.
  • Give limited access. Tick "Limited access" when you invite an intern, a freelancer or a client: they see only the spaces you make them a member of.
  • Choose your language. Appearance, then Language: English or French. By default, the app follows your browser.

Add tasks fast

  • Type one line. Press N or "New task", then write the task. Words with a sign around them set its fields; the rest is the title.
  • @space puts the task in a space (created if it does not exist).
  • tomorrow, friday, +3d, +2w, 12/03 sets the due date (12/03 is day/month), at the end of the line; 14:30 sets the time.
  • !high, !low sets the priority; ~30m or ~2h the estimated time; #word a tag.
  • &name gives the task to a teammate; ?name means you are waiting on someone.
  • *weekly, *monthly, *2w repeats the task; >monday snoozes it until then; // the rest goes into the notes.

Talk to it

  • Voice notes. Use the microphone and say what changed: "move the Dupont quote to Friday and give it to Flo". The assistant says back what it understood.
  • Calls. Start a call with the assistant to review your day or your week out loud.
  • Credits. The assistant uses credits; each plan includes a few to try it, then top-up packs. With your own Claude plan or API key, you need none for text.

Claude, Cursor and Codex

  • The desktop app plugs them in one click. Claude Desktop, Claude Code, Cursor, Codex and VS Code, on Windows and Linux (Mac next): Security, then "On this computer".
  • claude.ai. Settings, Connectors, "Add custom connector", paste your space address followed by /mcp, then Allow.
  • Any other tool. Create an API key (API key, at the bottom of the left column): it comes with the command to paste. Scope it to some spaces, or read only.

Spaces and who sees what

  • A space per client or product. Mini for a few pages, project for a full space (roadmap, budget, goals, KPIs, moodboard), large project to group several.
  • Who sees it. A space is for the whole team, for some members, or private. Your personal space is yours alone.
  • The fleet. Every space at a glance: progress, risk, budget, next milestone, and an uptime check on each live site.

Bring your tasks

  • From another tool. Data, then "Import from another tool": Trello (JSON), Asana, Notion, Todoist or any CSV. Tasks are added to what exists; nothing is overwritten.
  • Google Calendar. Calendar, then Google Calendar: a Cockpilot calendar kept in sync both ways, and your busy slots in your day.
  • Capture. Forward an e-mail to your secret address, share from your phone, or dictate: it lands in your personal inbox.

Your account

  • Security. Password, passkeys, security keys, an authenticator app and backup codes, on the Security page.
  • Export. Data, then Export: everything you can see, as JSON.
  • Delete your account. Security, then "Delete my account" (also in the apps' settings). Your personal data is erased; what you did for the team stays, without your name.