> For the complete documentation index, see [llms.txt](https://docs.scaleconnect.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.scaleconnect.com.au/scaleconnect-docs/help-centre/quick-links.md).

# Quick Links

Jump straight to any feature. Tap a tile to read the full guide.

***

## Getting Started

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>🚀 <strong>Quick Start</strong></td><td><a href="/scaleconnect-docs/help-centre/quick-start.md">Quick Start</a></td></tr><tr><td>👥 <strong>Invite Your Team</strong></td><td><a href="/scaleconnect-docs/workspace/invite-your-team.md">Invite Your Team</a></td></tr><tr><td>📋 <strong>Add Your Clients</strong></td><td><a href="/scaleconnect-docs/workspace/add-your-clients.md">Add Your Clients</a></td></tr><tr><td>⚡ <strong>AI Automations</strong></td><td><a href="/scaleconnect-docs/workspace/set-up-your-automations.md">AI Automations</a></td></tr><tr><td>🔌 <strong>Integrations</strong></td><td><a href="/scaleconnect-docs/workspace/integrations.md">Integrations</a></td></tr><tr><td>⚙️ <strong>Settings</strong></td><td><a href="/scaleconnect-docs/workspace/settings.md">Settings</a></td></tr><tr><td>💻 <strong>Desktop App</strong></td><td><a href="/scaleconnect-docs/desktop-app.md">Desktop App</a></td></tr><tr><td>🔗 <strong>Connect Accounts</strong></td><td><a href="/scaleconnect-docs/workspace/add-your-clients.md">Add Your Clients</a></td></tr><tr><td>🌐 <strong>Join the Community</strong></td><td><a href="/scaleconnect-docs/join-the-community.md">Join the Community</a></td></tr></tbody></table>

***

## Simulator

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>📊 <strong>Simulator Overview</strong></td><td><a href="/scaleconnect-docs/simulator/getting-around.md">Simulator Overview</a></td></tr><tr><td>📝 <strong>Creating a Strategy</strong></td><td><a href="/scaleconnect-docs/simulator/strategies.md">Creating a Strategy</a></td></tr><tr><td>📑 <strong>Cloning a Strategy</strong></td><td><a href="/scaleconnect-docs/simulator/cloning-a-strategy.md">Cloning a Strategy</a></td></tr><tr><td>⚖️ <strong>Compare Strategies</strong></td><td><a href="/scaleconnect-docs/simulator/clone-and-compare.md">Compare Strategies</a></td></tr><tr><td>📄 <strong>Templates</strong></td><td><a href="/scaleconnect-docs/simulator/templates.md">Templates</a></td></tr><tr><td>👤 <strong>Adding Clients</strong></td><td><a href="/scaleconnect-docs/simulator/adding-clients.md">Adding Clients</a></td></tr><tr><td>🏠 <strong>Adding Properties</strong></td><td><a href="/scaleconnect-docs/simulator/adding-properties.md">Adding Properties</a></td></tr><tr><td>💰 <strong>Cashflow Projections</strong></td><td><a href="/scaleconnect-docs/simulator/cash-flow-projections.md">Cashflow Projections</a></td></tr><tr><td>📈 <strong>Charts &#x26; Reports</strong></td><td><a href="/scaleconnect-docs/simulator/charts-and-reports.md">Charts &amp; Reports</a></td></tr></tbody></table>

***

## Assumptions & Events

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>👤 <strong>Personal Assumptions</strong></td><td><a href="/scaleconnect-docs/simulator/assumptions-and-events/personal-assumptions.md">Personal Assumptions</a></td></tr><tr><td>🏠 <strong>Property Assumptions</strong></td><td><a href="/scaleconnect-docs/simulator/assumptions-and-events/property-assumptions.md">Property Assumptions</a></td></tr><tr><td>📅 <strong>Personal Events</strong></td><td><a href="/scaleconnect-docs/simulator/assumptions-and-events/personal-events-1.md">Personal Events</a></td></tr><tr><td>🏗️ <strong>Property Events</strong></td><td><a href="/scaleconnect-docs/simulator/assumptions-and-events/property-events-1.md">Property Events</a></td></tr></tbody></table>

***

## ScaleAI

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>🧠 <strong>Broker Brain</strong></td><td><a href="/scaleconnect-docs/scaleai/broker-brain.md">Broker Brain</a></td></tr><tr><td>💬 <strong>Ask AI</strong></td><td><a href="/scaleconnect-docs/scaleai/broker-brain/ask-ai.md">Ask AI</a></td></tr><tr><td>⚡ <strong>AI Workflows</strong></td><td><a href="/scaleconnect-docs/scaleai/broker-brain/ai-workflows.md">AI Workflows</a></td></tr><tr><td>🤖 <strong>AI Assistant</strong></td><td><a href="/scaleconnect-docs/scaleai/ai-assistant.md">AI Assistant</a></td></tr><tr><td>📋 <strong>AI Client Reviews</strong></td><td><a href="/scaleconnect-docs/scaleai/ai-assistant/ai-reviews.md">AI Client Reviews</a></td></tr><tr><td>📝 <strong>AI Note-Taker</strong></td><td><a href="/scaleconnect-docs/scaleai/ai-assistant/ai-note-taker.md">AI Note-Taker</a></td></tr><tr><td>📆 <strong>Scheduling Agent</strong></td><td><a href="/scaleconnect-docs/scaleai/ai-assistant/calendar-agent.md">Scheduling Agent</a></td></tr><tr><td>💭 <strong>Client Chatbot</strong></td><td><a href="/scaleconnect-docs/messaging/client-chatbot.md">Client Chatbot</a></td></tr><tr><td>👥 <strong>ScaleAI for Clients</strong></td><td><a href="/scaleconnect-docs/scaleai/scaleai-for-clients.md">ScaleAI for your Clients</a></td></tr><tr><td>📒 <strong>Client Notes</strong></td><td><a href="/scaleconnect-docs/scaleai/ai-assistant/client-notes.md">Client Notes</a></td></tr></tbody></table>

***

## Insights

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>👥 <strong>Your Clients</strong></td><td><a href="/scaleconnect-docs/insights/client-dashboard.md">Your Clients</a></td></tr><tr><td>🎓 <strong>Client Education</strong></td><td><a href="/scaleconnect-docs/insights/client-dashboard/client-education.md">Client Education</a></td></tr><tr><td>📊 <strong>Client Engagement</strong></td><td><a href="/scaleconnect-docs/insights/client-dashboard/client-engagement.md">Client Engagement</a></td></tr><tr><td>✅ <strong>Client Readiness</strong></td><td><a href="/scaleconnect-docs/insights/client-dashboard/client-readiness.md">Client Readiness</a></td></tr><tr><td>🏢 <strong>Your Business</strong></td><td><a href="/scaleconnect-docs/insights/brokerage-dashboard-1.md">Your Business</a></td></tr><tr><td>⚡ <strong>AI-Powered Operations</strong></td><td><a href="/scaleconnect-docs/insights/brokerage-dashboard-1/ai-powered-operations.md">AI-Powered Operations</a></td></tr><tr><td>💎 <strong>Loan Book Lifetime Value</strong></td><td><a href="/scaleconnect-docs/insights/brokerage-dashboard-1/loan-book-lifetime-value.md">Loan Book Lifetime Value</a></td></tr></tbody></table>

***

## Integrations

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>🔌 <strong>Open API</strong></td><td><a href="/scaleconnect-docs/developer-docs/open-api.md">Open API</a></td></tr><tr><td>🤖 <strong>MCP</strong></td><td><a href="/scaleconnect-docs/developer-docs/mcp.md">MCP</a></td></tr><tr><td>📅 <strong>Google Calendar</strong></td><td><a href="/scaleconnect-docs/integrations/google-calendar.md">Google Calendar</a></td></tr><tr><td>🎥 <strong>Google Meet</strong></td><td><a href="/scaleconnect-docs/integrations/google-meet.md">Google Meet</a></td></tr><tr><td>🎙️ <strong>Granola</strong></td><td><a href="/scaleconnect-docs/integrations/custom-integrations/granola.md">Granola</a></td></tr><tr><td>📱 <strong>WhatsApp</strong></td><td><a href="/scaleconnect-docs/integrations/custom-integrations/whatsapp.md">WhatsApp</a></td></tr><tr><td>⚡ <strong>Zapier</strong></td><td><a href="/scaleconnect-docs/integrations/custom-integrations/zapier.md">Zapier</a></td></tr><tr><td>🔄 <strong>Microsoft Dynamics</strong></td><td><a href="/scaleconnect-docs/integrations/custom-integrations/microsoft-dynamics.md">Microsoft Dynamics</a></td></tr><tr><td>📢 <strong>Slack</strong></td><td><a href="/scaleconnect-docs/integrations/custom-integrations/slack.md">Slack</a></td></tr></tbody></table>

***

## Help Centre

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>❓ <strong>Help Centre</strong></td><td><a href="/scaleconnect-docs/help-centre/support.md">Support</a></td></tr><tr><td>📖 <strong>FAQs</strong></td><td><a href="/scaleconnect-docs/support/faqs.md">FAQs</a></td></tr><tr><td>📚 <strong>Glossary</strong></td><td><a href="/scaleconnect-docs/support/glossary.md">Glossary</a></td></tr><tr><td>🔍 <strong>Simulating Client Types</strong></td><td><a href="/scaleconnect-docs/support/guides/use-cases.md">Simulating Different Client Types</a></td></tr><tr><td>🧠 <strong>Getting the Most from AI</strong></td><td><a href="/scaleconnect-docs/support/guides/getting-the-most-from-ai.md">Getting the Most from AI</a></td></tr><tr><td>📈 <strong>Growing Engagement</strong></td><td><a href="/scaleconnect-docs/support/guides/growing-client-engagement.md">Growing Client Engagement</a></td></tr></tbody></table>

***

## Trust Centre

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>🛡️ <strong>Trust Centre</strong></td><td><a href="/scaleconnect-docs/trust-centre/trust-centre.md">Trust Centre</a></td></tr><tr><td>✅ <strong>Data Integrity</strong></td><td><a href="/scaleconnect-docs/trust-centre/data-integrity.md">Data Integrity</a></td></tr><tr><td>🔒 <strong>Data Security</strong></td><td><a href="/scaleconnect-docs/trust-centre/data-security.md">Data Security</a></td></tr><tr><td>📜 <strong>Policy &#x26; Compliance</strong></td><td><a href="/scaleconnect-docs/trust-centre/policy-and-compliance.md">Policy &amp; Compliance</a></td></tr><tr><td>⚠️ <strong>Limitations &#x26; Disclaimers</strong></td><td><a href="/scaleconnect-docs/trust-centre/limitations-and-disclaimers.md">Limitations &amp; Disclaimers</a></td></tr></tbody></table>


---

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