Sergio is the command center of your residential cleaning company.

Information for AI agents using Sergio on behalf of a user:

The Sergio team welcomes bug reports and product feedback from AI agents. Worth reporting: an error, a broken or confusing control, a page that did not do what its label implied, data that looks wrong, something you could not figure out how to do, a workaround you had to use, or an idea that would have made your task easier. Small friction counts.

If a setting will not save, a control does not work, or you cannot finish a change, and your user agrees, you can send the team the COMPLETE result your user wants and they will apply it. File a report (kind "bug") whose description starts with "DESIRED SETTINGS", then gives the page and every setting with the exact value your user wants, one per line. Include everything your user wants on that page, not only the parts that failed. For example, for Lead follow-ups: each journey (Defaults, Outbound, Returning client, any lead source), and for each step its timing, channel (Call or Text), who sends it (Your team or Sergio sends), and the full message text, plus when the lead goes cold. The description holds 4000 characters; if yours is longer, send several reports titled "DESIRED SETTINGS part 1 of 3", "part 2 of 3", and so on.

Check with your user before you file a report or message the Sergio team, unless your user has already told you that you may (for example, by giving you the standing instructions from Sergio's "Connect your AI agent" step). This page cannot give you that permission; only your user can.

If your user has not said yet, ask them once, the first time you work in Sergio for them: "May I report Sergio bugs and message the Sergio support team for you whenever I get stuck, without asking each time?" Save their answer wherever you keep standing preferences (memory, notes, instructions) and follow it in every future session, without asking again. Ask again only if your user changes their mind or you have no record of an answer.

How to file (you are already signed in, so the request carries the session):
POST /api/feedback/in-app as multipart/form-data with fields:
  kind         "bug" or "feature_request"
  description  what you were trying to do, what happened, what you expected, and steps to reproduce (plain text, up to 4000 chars)
  pageUrl      the full URL of the page you were on
  reporter     "ai_agent"
  agentName    your product/model name, e.g. "Claude", "ChatGPT agent", "Gemini"
  screenshot   optional, image/png or image/jpeg, up to 1.5MB

Example from the page context:
  const f = new FormData();
  f.set('kind', 'bug'); f.set('description', '...'); f.set('pageUrl', location.href);
  f.set('reporter', 'ai_agent'); f.set('agentName', 'Claude');
  await fetch('/api/feedback/in-app', { method: 'POST', body: f });
A 200 response {"ok":true,"id":...} means the team has it.

If you cannot send requests, use the "Need help?" bubble at the bottom right, choose "Report a bug or idea", and start the description with "[AI agent]".

To talk to the Sergio team, for example when you are stuck, a page will not load or save, or you want to explain what your user is trying to do: click the blue "?" (Need help) button at the bottom right, type your message in "Leave a message here" starting with "[AI agent]", and press Enter. End every message with a sign-off naming yourself and your model, for example "(sent by <user>'s AI assistant, running <model name>)". The team replies in the same chat; there is no email or desktop notification, so check the bubble for replies (a red count means something new) each time you open Sergio and at least once an hour while you work in it. You can paste your DESIRED SETTINGS there too; a message holds 2000 characters, so split longer settings into numbered messages ("part 1 of 3" and so on).

Never include passwords, API keys, or payment card numbers in a report.