# ConnectMachine Docs

Everything you need to get started with ConnectMachine: digital business cards, contact management, team branding, custom domains, webhooks, and AI networking.

## What is ConnectMachine?

ConnectMachine is the AI-powered digital business card and contact manager built for people who network with intent, not noise. Create multiple virtual cards, scan paper cards in seconds, and let your private AI agent recall who you met, when, and why it mattered.

### What you will find here

These guides explain how features work in the app: what they mean, why they are useful, and the steps to use them. Continue scrolling or use the sidebar to jump to team branding, custom domains, webhooks, and more.

## How do I get started with ConnectMachine?

New to ConnectMachine? Follow these steps to set up your account and make your first connection.

1. **Download the app** from the App Store or Google Play and sign in with email or phone.
2. **Create your first card** using a template. AI will enrich your details automatically, or you can fill in the details manually.
3. **Add it to Apple Wallet/Google Wallet** (iOS/Android) for one-tap access from your lock screen.
4. **Share your card** via QR code, link, and social media. The other person does not need the app.

## What is the Cards screen in ConnectMachine?

Everything about your digital business cards lives in the **Cards** screen in the ConnectMachine app. Create cards, customize them for different audiences, edit details, set up branding, and share, all from one place.

### How do I create a digital business card?

Your first card is created during onboarding. You can add more cards anytime for different contexts.

1. **Open the Cards screen** in the ConnectMachine app.
2. **Tap Create Card** to start a new card. You can create multiple cards for different contexts.
3. **Fill in your details**: name, title, company, phone, email, website, and social links.
4. **Choose card theme** to match your brand or personal style.
5. **Preview and save**. Your card is ready to share immediately.

### Why should I create multiple cards?

One card works for casual use, but most professionals benefit from creating more than one. Each card can show different information to different audiences.

| Card type | When to use it | Example fields to show |
| --- | --- | --- |
| Work | Meetings, conferences, and professional networking | Work email, office phone, LinkedIn, company website |
| Personal | Social events, friends, and informal connections | Personal phone, Instagram, casual bio |
| Events | Trade shows, meetups, or one-off conferences | Event-specific title, calendar link, short pitch |
| VIP / Inner circle | Trusted contacts who need your direct line | Direct mobile, personal email, messaging links |
| And more... | For any other context you need a card for | Custom fields, different contact details, etc. |

- **Share the right context:** An investor pitch event card should not expose your personal number.
- **Keep branding consistent:** Use the same logo, colors, and company name across cards while varying visible fields.
- **Update once, sync everywhere:** Edit shared details on a card and all past shares reflect the change.

### How do I add a calendar to my card?

You can add your calendar to your cards to show your availability and schedule meetings with your contacts.

1. **Open the Cards screen** and select the card you want to add calendar to.
2. **Tap Edit** and open the edit screen to add the calendar.
3. **Tap on the Calendar field** to enter the public calendar URL.
4. **Tap on the Save button** to save the changes.

### How do I customize card branding?

Card branding is how your digital business card looks and feels. From the Cards screen, you can customize visuals so your card matches your personal or company identity.

| Element | What you can do |
| --- | --- |
| Profile picture | Add or update your headshot so people recognize you when they open your card. |
| Cover image | Set a banner or background image that sets the tone for your card layout. |
| Company logo | Upload your organization's logo to reinforce brand identity on work and team cards. |
| Company color theme | Apply your brand colors so accents, buttons, and highlights match your company palette. |

1. **Open the Cards screen** and select the card you want to brand.
2. **Tap Edit** and open the branding or design options for that card.
3. **Update your profile picture, cover image, logo, or color theme** using the options shown in the editor.
4. **Preview the card** to see how branding looks on the live view and same card will look at CM page.
5. **Save your changes**. Updates appear on your card link, QR code, and Wallet pass.

### What is CM page?

When someone opens your card link in a web browser, it shows your CM (ConnectMachine) page, which is the page with all your details and branding.

- **Profile picture:** Use a high-resolution PNG, JPG, or SVG. (1:1 ratio recommended)
- **Banner:** Choose a wide image that crops well on mobile and desktop. (16:9 ratio recommended)
- **Logo:** Use a high-resolution PNG, JPG, or SVG without background or transparent background.
- **Brand colors:** Pick a brand color with enough contrast for buttons and links.
- **Consistency:** Apply branding at the team level so new members inherit it automatically.

### How do I share my digital business card?

ConnectMachine gives you several ways to share. Pick the method that fits the moment. Recipients can view and save your details without downloading the app.

| Method | How it works |
| --- | --- |
| QR code | Show your on-screen QR code. They scan with their camera and your card opens instantly. |
| Share link | Send your unique URL via text, email, or any messaging app. |
| Social media | Share your card directly to social media platforms like LinkedIn, X, and more. |
| Email | Send your card directly to someone's email address. |
| Apple Wallet | Add your card to Wallet for lock-screen access and quick sharing at events. |
| Google Wallet | Add your card to Google Wallet for lock-screen access and quick sharing at events. |
| Home Widget | Add your card to Home Widget for quick sharing at events. |
| Offline QR Mode | Scan QR codes offline without internet connection. |

1. **Open the card** you want to share.
2. **Tap Share** and choose QR, link, social media, email, Apple Wallet, or Google Wallet.
3. **Confirm the right card** is selected if you have multiple cards.
4. **Let them save**. They can add your details to their contacts in one tap.

### How do I quick-share with the Home Widget?

Keep your card one tap away. Add the ConnectMachine widget to your home screen and share your details instantly no need to open the app.

1. From your device's home screen, open the widget screen and add the ConnectMachine widget.
2. In the app, open any card and go to the Share Your Card screen.
3. Tap Add Card to Home Widget to add the card to your home screen.
4. Your card now appears in the widget, ready for quick sharing straight from your home screen.

### How do I archive or delete cards?

Keep your card list tidy by archiving cards you don't use often, or remove them entirely when you no longer need them.

**Delete Card** \- Remove a card from your list permanently.
1. Open the card and go to the Edit Card screen.
2. Tap Delete Card and confirm.

**Archive Card** \- Archive a card from your list temporarily.
1. Open the card and go to the Edit Card screen.
2. Tap Archive Card. The card moves to your archived list and you can unarchive it anytime.
3. To view archived cards, scroll to the bottom of your card list and tap the Archived Cards button. This shows all your archived cards.
4. To bring a card back, open it from the archived list and tap Unarchive to move it back to your main list.

### Important Notes

- You can archive or delete a card only if you have more than one card. Your last remaining card can't be archived or deleted.
- If the card you're deleting has saved contacts, the confirmation screen includes a "Permanently delete contacts" option that is ticked by default. If you leave it ticked, those contacts are deleted along with the card. To keep your contacts, untick this option before confirming.

## How do I scan and save contacts?

Received a paper business card? Point your camera and ConnectMachine's AI reads it for you. Names, titles, phone numbers, and emails are extracted and saved as a clean contact entry.

1. **Open the scanner** from the bottom navigation bar or add contact manually from Contacts screen while clicking on + button.
2. **Point your camera** at the business card and capture the image.
3. **Review extracted fields** and correct anything the AI missed.
4. **Save to your network**. The contact is searchable and ready for notes and follow-up.

### No internet? No problem.

You can still scan cards while offline. Each scan is saved to a queue, and ConnectMachine automatically processes them once you're back online so you never miss a contact.

## How do I connect with LinkedIn?

Scan someone's LinkedIn QR code and ConnectMachine instantly captures them as a contact complete with their profile link and enriched public details.

1. **Open the scanner** and point your camera at the person's LinkedIn QR code.
2. **ConnectMachine saves them** as a new contact in your network.
3. **The contact includes a link** to their LinkedIn profile; tap it to open their profile directly in LinkedIn.
4. **ConnectMachine automatically enriches the contact** with publicly available data, all stored alongside the LinkedIn profile inside the contact.

## How do I use WhatsApp with ConnectMachine?

Use ConnectMachine directly in WhatsApp to add contacts without opening the app. Share a photo of a business card, paper note, or any snap, and AI extracts the details and saves them to your ConnectMachine account.

1. **Open WhatsApp** and start a chat with ConnectMachine on this number **+1 (555) 748-0374**.
2. **Share a photo** of a business card, paper note, event badge, or any image with contact details.
3. **Let AI process the image**. ConnectMachine reads the content and creates or updates the contact in your app.
4. **Open the ConnectMachine app** to review the new contact in your network.

| What to share | How it helps |
| --- | --- |
| Business cards | Snap a card at an event or meeting and add the person to your network in seconds. |
| Paper notes | Photograph handwritten details, sticky notes, or printed sheets and let AI capture the fields. |
| Any contact image | Share screenshots, badges, or other images with names, emails, or phone numbers. |

### Works outside the app

WhatsApp is an external channel. You do not need to be inside ConnectMachine to capture a contact. Message “Hi” on WhatsApp, send your snap, and the contact appears in the app when processing is complete.

## How do I import contacts into ConnectMachine?

Bring your existing contacts into ConnectMachine in just a few taps, from wherever they live.

### How do I import contacts from my phone, Google, or a file?

1. **Open the ⋮ (triple-dot) menu** on the contacts screen and choose **Import Contacts**. You can import from:
   - **Phone book**, your device's address book
   - **Google account**, your Gmail contacts
   - **CSV / VCF file**, a contacts file you upload

### What contact fields get imported?

ConnectMachine imports the exact contents of your contacts. If an imported contact has fields that aren't part of the standard ConnectMachine contact form, those extra fields are kept and shown on the contact and you can edit or delete them.

### Example

The standard form doesn't include a birthday field. If an imported contact has one, that birthday field will appear on the contact so nothing is lost.

### How do I map CSV columns when importing contacts?

When you import a CSV file, ConnectMachine shows a field-mapping screen so you can match your file's columns to the matching ConnectMachine fields, keeping everything organized correctly.

## How do I group contacts by event?

Met several people at the same place? ConnectMachine helps you keep them together. When you scan more than two contacts in the same location, an event sheet automatically appears so you can group them.

1. **Scan contacts as usual.** After more than two scans in the same location, the event sheet is triggered automatically.
2. **Add an event** (for example, a conference, meetup, or dinner).
3. **The contacts you scanned** are grouped under that event.
4. **Later, you can quickly find everyone** you met at that place by opening the event.

### Never forget where you met

Grouping contacts by event makes it easy to recall the people you connected with at busy gatherings.

## What is the Contacts screen?

Once contacts are in your network, the contact details screen gives you several ways to stay in touch.

### What is NetSend private messaging?

Send text messages to other ConnectMachine users through ConnectMachine NetSend.

1. **Open a contact's details.** If a chat icon appears, that contact is on ConnectMachine and available for NetSend.
2. **Tap the chat icon** and send your message.
3. **The recipient sees your message on a silent screen.** As soon as they read it and exit the chat, the message is automatically deleted.

### Private by design

NetSend messages disappear once read, leaving no trace in the chat, ideal for quick, confidential notes.

### How do I share a contact with someone?

Share any contact as a vCard (VCF) file.

1. **Open the contact's details** and tap the **⋮** (triple-dot) menu.
2. **Choose Share Contact.** This opens your phone's native share screen.
3. **Send the vCard** through any app or channel available on your device.

### How do I set a follow-up reminder by text or email?

Reach out to a contact directly from their details screen.

1. **Open the contact's details** and tap the **⋮** (triple-dot) menu.
2. **Choose to follow up by text or email.** ConnectMachine shows a ready-made template message.
3. **Edit the template as needed and send.** Available only when the contact has a mobile number or email saved.

### Ask Concierge inside the contacts

Launch ConnectMachine's AI assistant in one tap, with ready-made templates to get you started fast.

1. **Open Ask Concierge.**
2. **Choose a template** for what you want to do:
   - **Schedule Meeting**, set up a meeting with a contact
   - **Intro**, draft an introduction
   - **Share Contact**, share a contact's details
   - **Ask Anything**, start an open-ended request
3. **ConnectMachine opens the AI screen** pre-loaded with your selected template, ready for you to refine and send.

### Skip the blank page

Templates give the AI a head start, so you get useful results without typing everything from scratch.

### How do I add a voice note to a contact?

Sometimes a quick voice memo is the easiest way to remember a conversation. While saving a contact, you can attach a voice note to help you recall who they are and what you discussed.

1. **While saving a contact,** tap Add Voice Note.
2. **Record your note,** anything that helps you remember the person or the conversation.
3. **Save.** The voice note is attached to the contact and available whenever you open it.

### Jog your memory

A short voice note captures details that are easy to forget, so you can pick up right where you left off next time.

### How do I search and filter contacts?

Find anyone in your network fast, whether you remember their name, their company, or just where you met them.

### How do I ask AI or search my contacts?

At the top of the Contacts screen, you'll find the Ask AI or Search bar.

1. **Tap the bar** to see AI-suggested templates. Selecting one takes you to the Ask screen with that template ready to go.
2. **To search, just type.** ConnectMachine searches across every field in your contacts, name, title, company, notes, and more, so you can find anyone by any detail.

### How do I sort my contact list?

Tap **Sort** to order your contact list by:
1. **Alphabetical**, A to Z by name
2. **Recently Added**, newest contacts first
3. **Recently Modified**, most recently updated first

### How do I filter contacts by industry or location?

Tap **Filter** to narrow your list by:
1. **Industry**
2. **Location**

### Find anyone, any way

Combine search, sort, and filters to zero in on the exact contact you need.

### How does duplicate detection work?

ConnectMachine automatically keeps your list free of duplicates. It checks for duplicate contacts and re-checks every 24 hours, so new duplicates are caught over time.

1. **When possible duplicates are found,** a suggestion appears at the top of your contact list.
2. **Open it** to see the suggested duplicate contacts.
3. **Merge them**, all in one tap, or one by one.
4. **Ignore them**, all at once, or one by one.

### A cleaner list, automatically

Regular duplicate checks mean your contacts stay tidy without any manual effort.

## How do I manage my network?

Networks let you organize your contacts into separate groups, and each network has its own card. Here's how to view, reorder, and manage them.

### How do I open my networks?

Open your networks in either of these ways, both take you to the same place:
1. **Choose how to open your networks:**
   - **Tap the ‹ Contacts button** at the top of the contacts screen, or
   - **Press and hold a network label.**
2. **Two options appear:**
   - **Reorder Networks**, rearrange your network labels into the order you prefer.
   - **Manage Networks**, opens the network list, where each network shows how many contacts it holds.

### How do I export contacts from a network?

When you export a network's contacts, all contacts in that network are emailed to the email address on your account.

### How do I move a contact to a different network?

1. **Single contact (swipe)**, swipe right on a contact and tap Change Network.
2. **Single contact (from details)**, open the contact and update its network from inside.
3. **Bulk update**, press and hold a network, select multiple contacts, and update them all in one tap.

## How do I export all my contacts as CSV?

Export all contacts from ConnectMachine as a CSV file. The file is sent to the email address registered on your account, so you can open it on your phone, computer, or import it into another app.

1. **In the bottom menu bar**, tap the **three dots** icon.
2. **Go to Settings** from the menu.
3. **Tap Export contacts** to start the export.
4. **Check your registered email** for the CSV file once the export is ready.

- **CSV format:** The file includes your contact details in a standard format you can open in spreadsheets or CRM tools.
- **Registered email only:** ConnectMachine sends the export to the email address linked to your account for security.
- **Full network export:** All contacts saved in ConnectMachine are included in the file.

## What is AI Concierge?

Your private AI agent that understands your network. Ask questions in plain language, recall who you met and where, and trigger actions like scheduling or sharing without digging through your contact list manually.

### How do I get started with AI Concierge?

1. **Open Ask Concierge** and start with a ready-made template or just type your request in plain language:
   - **Schedule Meeting**, set up a meeting with a contact
   - **Intro**, draft an introduction
   - **Share Contact**, share a contact's details
   - **Ask Anything**, start an open-ended request

### How does AI Concierge handle meetings and calendar?

Connect your calendar account first. Google Calendar and Outlook are currently supported. Once connected, AI Concierge can:
1. **Book a meeting**
2. **Show your scheduled meetings**
3. **Update a meeting**
4. **Accept or decline a meeting**, and respond to RSVPs

### How do I draft introductions with AI Concierge?

Introduce any two people. AI Concierge drafts an intro email that you can edit and send.

### How does AI Concierge manage contacts, cards, and networks?

1. **Create a new contact**, and update an existing one
2. **Create a card or network**, and update them
3. **Share a contact** with someone

### How do I set reminders with AI Concierge?

1. **Set a reminder** for any date and time, with a specific title.
2. **On iOS**, the reminder is added to the Reminders app; on Android, it's added to Google Calendar.

## What is AI Notetaker?

Record your meetings and let ConnectMachine do the writing. When you stop recording, AI Notetaker processes the audio and gives you a clean summary and full transcript, ready to share.

### How do I record and process a meeting?

1. **Start a recording** when your meeting begins.
2. **When you're done,** stop the recording.
3. **AI Notetaker processes the audio** and generates a summary and a transcript.

### How do I share notes from AI Notetaker?

Once processing is complete, you can:
1. **Share your notes** in either of these ways:
   - **Copy the summary or transcript** and send it to anyone, or
   - **Share a link** directly to the notes.

## Admin Branding Controls

Admin Branding Controls let team admins apply a consistent look across every member's digital card. Instead of default ConnectMachine styling, cards show your company logo, banner, and brand colors on the card itself and on shared card links.

### What can team admins customize?

Branding controls cover the visual identity that appears on cards and shared profile pages.

| Setting | What it does |
| --- | --- |
| Company logo | Displays your logo on the card shelf and shared links, replacing default branding. |
| Banner / cover image | Adds a header image across cards for a polished, fully branded look. |
| Brand colors | Apply your primary brand color to buttons, accents, and card highlights. (Team members can customize theme colors on their own cards) |

### How do I set up team branding?

Configure branding once from the admin dashboard. Updates roll out to the whole team.

1. **Open team admin settings** in ConnectMachine.
2. **Go to Branding Controls** under your team workspace.
3. **Upload your company logo** and banner or cover image.
4. **Set brand colors** and add company details.
5. **Save and preview** a member card to confirm the look.

### Tips for team branding

- **Logo:** Use a high-resolution PNG, JPG, GIF, WEBP, or SVG without background or transparent background.
- **Cover image (Banner):** Choose a wide image that crops well on mobile and desktop. (16:9 ratio recommended)
- **Consistency:** Apply branding at the team level so new members inherit it automatically.
- **Modification:** Team members can customize theme colors, cover image, profile picture, and logo on their own cards.

## How do I set up a custom domain?

Custom Domain Configuration lets you host your public profile and shared card links on a domain you own. Visitors see your brand in the URL bar, not a default ConnectMachine link.

### Benefits

A custom domain keeps your card links professional and fully on-brand.

| Feature | What it does |
| --- | --- |
| Your own URL | Share cards from a domain you control instead of a generic ConnectMachine link. |
| Full DNS support | Connect using standard DNS records from your domain registrar or DNS provider. |
| Automatic SSL | HTTPS certificates are provisioned automatically once DNS is verified. |
| Guided setup | In-app steps show exactly which records to add and when your domain is ready. |

### How do I share my custom domain card?

After setting up your custom domain in ConnectMachine, your card has its own share-ready link. A common mistake is sharing the base domain URL (for example, https://connect.yourdomain.com) on its own. The base URL alone does not include the unique card token, so it won't load any card and will show an "invalid share link" error.

### How to configure DNS for a custom domain?

ConnectMachine provides the exact record values during setup. Most configurations use a CNAME or A record pointing to our servers.

| Type | Name / Host | Value |
| --- | --- | --- |
| CNAME | Your subdomain | Target hostname provided in ConnectMachine (recommended for subdomains). |

### What are webhook best practices?

- **Return 2xx quickly:** acknowledge first, queue slow work for the background.
- **Be idempotent:** events can be redelivered; key off `X-ConnectMachine-Delivery-ID`.
- **Tolerate missing optional fields:** not every contact has every field.
- **Log `event_type` and `delivery_id` for traceability.**
- **Keep responses small:** bodies are truncated to 4096 bytes in logs.

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For more information and assistance, feel free to visit the ConnectMachine Help Center.