BOSUN · SETUP GUIDE
Get ready for your setup call.
About 20 minutes before the call, and about 1 hour on the call. You don't need to be technical. We do it together on screen share, and Bosun is sorting your inbox before we hang up.
Before the call
Tick these off. If one is a problem, just tell us: we'll sort it on the call.
A paid Claude plan
Pro or higher, paid to Anthropic. Sign up with the email you use for work.
See Claude plansThe Claude desktop app
Install it on the computer you'll use and sign in. Windows or Mac, not a phone.
Download ClaudeFill in your setup page (15 minutes)
We email you a private link. It asks about your business, your hours, the questions you get most and how you like to reply, and ends with a short consent. Keep the link: after you send it, it shows your Bosun folder to download.
One free program: Node.js
Your setup page shows how to install it. Make sure you can install programs on that computer.
Download Node.jsStarter Plus: a computer that stays on
Bosun runs every hour on your computer, so it needs to stay on with the Claude app open during your business hours. A desktop or a plugged-in laptop works best.
Your email login
Have your Gmail or Google Workspace password handy. You sign in yourself.
On the call
We share screens and do these together, one at a time.
- 1
Open your Bosun folder
Unzip it into Documents, open it in the Claude app, and type "hi". Bosun takes it from there.
- 2
Connect your Gmail
Bosun installs its Gmail tool and makes a small Google login file with you, one link at a time. You sign in to Google yourself.
- 3
Labels and a first sort
We create your labels and sort your recent emails together, so you can check it gets them right.
- 4
Your first reply drafts
Bosun drafts 2 or 3 replies and you check the tone. We also try to send one, to show you it can't.
- 5
Training
A short walkthrough and a cheat sheet of what to type. Starter Plus: we turn on the hourly run and keep your computer awake in business hours.
After the call
It's yours. Here's what happens next.
- Use it whenever you want: open the folder in the Claude app and type hi to see the menu.
- Starter Plus: it runs every hour in your business hours. Just review the drafts in Gmail and hit send.
- We check in after 1 week and tune it to how you work.
- To stop it any time: Starter Plus, turn off the hourly run in the Claude app. To remove access, go to myaccount.google.com/permissions and remove Inbox Assistant.
Your email stays yours
Your email stays in your Gmail and your own Claude account, on your computer. The Google login is made in your own Google account, and you sign in yourself, so we never see your password. Bosun can't send, delete or forward anything.