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Using Equanaut AI

Equanaut is an AI assistant built into the Equa platform. It lets you manage your organizations, cap tables, documents, and team members through natural conversation. Instead of navigating menus, you can ask Equanaut to do things for you — and it will confirm before making any changes.

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Access Tiers

Equanaut is available at two levels depending on whether you are signed in:

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Guest Access (no account required)

  • Available from the guest header after choosing “Try as a guest”
  • Regular chat only — you can ask general questions about the Equa platform
  • No tool execution, no organization data access, and no confirmation dialogs

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Full Access

  • Active Equa account
  • At least one organization
  • Appropriate permissions for the actions you want Equanaut to perform
  • Enables agent mode with tool execution, organization-aware context, and confirmation dialogs

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Getting Started

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Step 1: Open Equanaut

Click the Equanaut icon in the navigation bar or sidebar to open the chat interface.

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Step 2: Start a Conversation

Type your question or request in the chat input and press Enter. Equanaut understands natural language, so you can write in everyday terms. Example messages:
  • “Show me the cap table for Acme Corp”
  • “Who are the members of my organization?”
  • “Add a new team member named Jane Smith with email jane@example.com”
  • “Create a Common Stock security type with $0.001 par value”
  • “What documents are in the data room?”

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Step 3: Review and Confirm Actions

When you ask Equanaut to make a change (like adding a member or creating a security type), it will show you what it plans to do and ask for confirmation before executing.
  • Read operations — Execute immediately (viewing cap tables, listing members, etc.)
  • Write operations — Require a single confirmation (creating, editing)
  • Destructive operations — Require double confirmation (removing members, deleting items)

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Guest Mode

You can try Equanaut without creating an account. When you visit Equa as a guest, the Equanaut icon appears in the header — click it to open the chat sidebar and start a conversation.

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What Works in Guest Mode

  • General questions about Equa and the platform
  • Conversational AI responses (powered by the same underlying model)
  • Exploring what Equanaut can do before signing up

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What Does Not Work in Guest Mode

Guest mode uses regular chat only. The following capabilities require a signed-in account with at least one organization:
  • Tool execution — creating, editing, or deleting resources (cap table entries, team members, documents, etc.)
  • Confirmation dialogs — write and destructive operations are not available
  • Organization context — Equanaut cannot access or switch between organizations
  • Member lookup — searching or viewing team member details
  • Document access — browsing data rooms or managing files
To unlock the full set of capabilities, sign up for an Equa account and create an organization. Equanaut will automatically switch to agent mode with tool access once you are signed in.

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What Equanaut Can Do

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Organization Management

  • List your organizations
  • View organization details and dashboard
  • Update organization settings

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Cap Table

  • View the full cap table
  • List security types
  • Create new security types
  • Create new shareholdings

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Team Members

  • List all members in an organization
  • View individual member details
  • Add new members
  • Update member information
  • Remove members (with double confirmation)

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Documents

  • List documents in the data room
  • View document details
  • Create new folders
  • Move documents between folders

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Equity Plans

  • List equity incentive plans
  • View plan details
  • Create new plans
  • Grant options to team members

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Roles

  • List organization roles
  • View role details
  • Create new roles
  • Update role permissions

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Common Tasks

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Asking Questions About Your Organization

Simply ask in natural language:
  • “How many shareholders does my company have?”
  • “What is the total outstanding share count?”
  • “Show me all the security types”
  • “Who has the most shares?”
Equanaut assembles context from your organization’s data to provide relevant answers.

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Making Changes Through Chat

When requesting changes:
  1. Describe what you want (e.g., “Add Sarah Johnson as a new member with email sarah@company.com”)
  2. Equanaut will show you the proposed action
  3. Click Confirm to proceed or Cancel to abort
  4. Equanaut executes the action and confirms the result

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Switching Organizations

If you belong to multiple organizations, tell Equanaut which one you want to work with:
  • “Switch to Acme Corp”
  • “Show me details for my other organization”

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Security and Permissions

Equanaut respects your existing permissions:
  • It can only perform actions you have permission for
  • Tools are filtered based on your role — if you cannot edit the cap table, Equanaut cannot either
  • All actions are logged in the audit trail
  • Write operations have rate limits (10 per minute by default)
  • Destructive operations have stricter limits (5 per hour by default)
  • Confirmation tokens expire after 5 minutes

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Tips

Equanaut is great for quick tasks that would normally require multiple clicks. Instead of navigating to Settings > Team Members > New Member, just tell Equanaut to add someone.
If you are unsure what Equanaut can help with, just ask “What can you do?” and it will describe its available tools and capabilities.
Equanaut remembers context within a conversation. You can ask follow-up questions like “Now show me their holdings” after asking about a specific member.

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Command Center Chat (Internal)

The Command Center (command-center-so) provides a separate AI chat interface for internal operations. It connects to the Equabot gateway, OpenAI, or local Ollama models depending on routing configuration.

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When Attach/Photo Buttons Are Disabled

The attachment buttons (paper clip and photo) are disabled when all of these conditions are true:
  • Routing mode is set to local
  • The selected local model is not a gateway or OpenAI model
  • The model name does not match a known vision model (llava, bakllava, or vision)
When disabled, both buttons show a tooltip: “Attachments not supported for this model. Switch to OpenAI or gateway.” To re-enable attachments, switch to a vision-capable local model, or change routing to OpenAI or gateway mode in settings.

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Send Error Feedback

If a message fails to send, the UI displays a toast notification with the error message (or “Failed to send message” as a fallback). The toast stays visible for 4 seconds.

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Same-File Reselection

After selecting a file, the file input is immediately reset. This allows you to select the same file again in a subsequent attachment action without the browser ignoring the repeated selection. Source: command-center-so/src/components/ChatInput.tsx, command-center-so/src/app/page.tsx line 1046.

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Troubleshooting

Cause: You may not have the required permission for that action, or the action may not be available as a tool.Solution: Check your role permissions. If you have the permission but Equanaut still cannot help, the feature may not be available through the chat interface yet.
Cause: The AI service may be temporarily unavailable, or there may be a connectivity issue.Solution: Wait a moment and try again. If the problem persists, refresh the page.
Cause: Confirmations expire after 5 minutes for security.Solution: Ask Equanaut to perform the action again. A new confirmation prompt will be generated.
Cause: The action was confirmed and executed. All changes are logged.Solution: Check the activity log for details. For reversible actions, you can undo the change manually or ask Equanaut to help reverse it.