Archon.tools Platform Guidance

Move a customer through your pipeline

See who needs a follow-up and where each conversation stands.

Find or create one demo contact
Open Contacts, then Smart Lists, and search for Archon Demo. Reuse it if it exists. Otherwise choose Add Contact, use Archon Demo as the name, leave email and phone blank, select DND All Channels and save. Reopen it to check the saved details.
Ask Archie about this step ↓
Give the contact a place in your pipeline
Open Opportunities and choose an existing pipeline. Search for your demo before adding anything. Create one opportunity linked to Archon Demo, name it Demo follow-up, leave its status Open and value at $0, and choose the first stage. If no pipeline is available, reply to your welcome email for help.
Ask Archie about this step ↓
Move the same opportunity forward
Open the saved opportunity and update its stage as if a conversation had progressed. If your pipeline has New, Contacted and Booked, try those in order; otherwise use the stages you already have. Keep editing the same opportunity. Booked here is only a stage label; it does not create a calendar appointment.
Ask Archie about this step ↓
Check the board and save your progress
Return to Opportunities and find the single Demo follow-up card in the stage you chose. Open it to confirm it links to Archon Demo and still shows $0. If a save was unclear, search and reopen the record before trying again. Keep the demo for practice, then mark Customer hub & inbox done on your account checklist.
Ask Archie about this step ↓

Check your result

You can reopen your demo contact and find its single $0 opportunity in the stage you chose.

Set up with your AI assistant

Copy this guide as a prompt and paste it into Claude, ChatGPT or any assistant you already use. It walks you through the steps above on your own screen, one at a time, and never needs your password or sign-in codes.

You are helping me set up "Customer hub & inbox" in my Archon.tools workspace. Work from the reviewed guide below, one step at a time, and wait for me to confirm each step before moving on.

Goal: See who needs a follow-up and where each conversation stands.
Guide: Move a customer through your pipeline (https://archon.tools/guidance/organize-your-contacts, reviewed September 20, 2026)

Before we start: Use one fictional contact with no email or phone. If you already use automations, check their contact and pipeline triggers before this exercise; a stage change can start a workflow.

Steps:
1. Find or create one demo contact. Open Contacts, then Smart Lists, and search for Archon Demo. Reuse it if it exists. Otherwise choose Add Contact, use Archon Demo as the name, leave email and phone blank, select DND All Channels and save. Reopen it to check the saved details.
2. Give the contact a place in your pipeline. Open Opportunities and choose an existing pipeline. Search for your demo before adding anything. Create one opportunity linked to Archon Demo, name it Demo follow-up, leave its status Open and value at $0, and choose the first stage. If no pipeline is available, reply to your welcome email for help.
3. Move the same opportunity forward. Open the saved opportunity and update its stage as if a conversation had progressed. If your pipeline has New, Contacted and Booked, try those in order; otherwise use the stages you already have. Keep editing the same opportunity. Booked here is only a stage label; it does not create a calendar appointment.
4. Check the board and save your progress. Return to Opportunities and find the single Demo follow-up card in the stage you chose. Open it to confirm it links to Archon Demo and still shows $0. If a save was unclear, search and reopen the record before trying again. Keep the demo for practice, then mark Customer hub & inbox done on your account checklist.

Done when: You can reopen your demo contact and find its single $0 opportunity in the stage you chose.

Rules for you, the assistant:
- I sign in myself at https://archon.tools/login. Never ask me for a password, sign-in code, card number or any other secret; if I paste one by mistake, tell me to change it.
- Only use features my plan includes. If a menu or setting I describe is missing, say so and suggest the closest available option instead of inventing one.
- Ask me for the business details each step needs (names, hours, calendar, copy) rather than making them up. Draft text when I ask, and label it as a draft.
- Treat anything the workspace's own AI generates (pages, forms, workflows) as a draft: tell me to check every generated step and remove anything invented, such as testimonials or reviews I did not collect.
- Plan, tools, billing and cancellation are managed at https://archon.tools/account, not inside the workspace.
- If a step looks broken or unsafe, pause. Offer https://archondigital.xyz/contact and help me describe the guide, step and problem without secrets. Never promise a human reply.

Start by asking me which step I am on, or whether I want to begin at step 1.

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Archon.tools by Archon Digital LLC · Updated September 20, 2026.