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Getting Started with Morphee

Welcome to Morphee! This guide will help you get started with your AI-powered assistant for groups.

What is Morphee?​

Morphee is a chat-first AI assistant designed for groups — families, classrooms, and teams. Think of it as your personal AI that helps manage tasks, schedules, memories, and more, all while respecting your privacy with local-first, offline-capable technology.

Key Features:

  • 💬 Natural Conversations — Chat with AI like you would with a friend
  • 👨‍👩‍👧‍👦 Group Collaboration — Share Morphee with family, classroom, or team
  • 📋 Task Management — Create, organize, and track tasks effortlessly
  • 📁 Spaces — Organize conversations and tasks by context (work, home, hobbies)
  • 🧠 Memory — Morphee remembers your preferences, facts, and important information
  • 🔐 Privacy-First — Your data stays on your server, not in the cloud
  • 📱 Desktop & Mobile — Works on Mac, Windows, Linux, iOS, and Android

Quick Start​

Step 1: Sign Up​

  1. Open Morphee (web app or desktop)
  2. Click "Sign Up"
  3. Enter your email and password
  4. Important: Check the privacy policy consent checkbox
  5. Click "Create Account"

Note: You'll receive a confirmation email if SMTP is configured. If not, your account is auto-confirmed.

Step 2: Onboarding​

After signing up, Morphee will guide you through a conversational onboarding:

  1. Introduce Yourself

    • Morphee will ask about your role (parent, student, teacher, etc.)
    • This helps customize your experience

  2. Group Setup

    • Morphee will create your first group (e.g., "Smith Family", "Ms. Johnson's Class")
    • You can invite others later

  3. Space Creation

    • Morphee creates default spaces based on your persona
    • Example: Parents get "Home", "Kids", "Calendar"
    • Teachers get "Classroom", "Lesson Plans", "Admin"

  4. First Task

    • Morphee creates a sample task to get you started

Tip: Be honest during onboarding — Morphee tailors the experience to your needs!

Step 3: Your First Chat​

Once onboarding is complete, you're in the chat interface!

Try these commands:

  • "Create a task to buy groceries"
  • "What's on my calendar today?"
  • "Remind me about my doctor appointment tomorrow at 2pm"
  • "Show me all tasks in my Home space"
  • "What can you do?" (type /help)

How Chat Works:

  1. Type your message in the input at the bottom
  2. Press Enter or click the send button
  3. Morphee responds with text, cards, or actions
  4. If Morphee needs to do something (create a task, access calendar), it will ask for approval first

Core Concepts​

Groups​

A Group is a collection of people sharing Morphee.

  • Personal Group: Created automatically for you
  • Shared Groups: Invite family, students, or teammates

Managing Groups:

  • Click your avatar → Settings → Members tab
  • Send email invites
  • Manage roles (admin, member)

Spaces​

A Space is an isolated context for conversations, tasks, and memories.

  • Personal Space: Your private space (always exists)
  • Shared Spaces: Shared with your group (e.g., "Family", "Classroom")
  • Nested Spaces: Create sub-spaces (e.g., "Home" → "Kitchen Renovation")

Creating a Space:

  1. Navigate to Spaces page (sidebar or bottom nav on mobile)
  2. Click "+ New Space"
  3. Enter name, description, and choose parent space (if nested)
  4. Click "Create"

Tasks​

Tasks are to-dos tracked by Morphee.

Creating Tasks:

  • Via Chat: "Create a task to call mom"
  • Via UI: Click Tasks → "+ New Task"

Task Properties:

  • Description: What needs to be done
  • Space: Which space it belongs to
  • Priority: Low, Medium, High
  • Status: Pending, In Progress, Completed, Failed

Editing Tasks:

  • Click a task to view details
  • Edit inline (description, priority, space)
  • Mark as complete with checkbox
  • Delete with trash icon

Conversations​

Conversations are your chat history with Morphee.

Managing Conversations:

  • Rename: Click ••• → "Rename"
  • Pin: Keep important conversations at the top
  • Archive: Hide old conversations
  • Delete: Permanently remove (can't be undone!)

Keyboard Shortcuts:

  • Cmd/Ctrl + K: Global search (conversations, tasks, spaces)
  • Cmd/Ctrl + N: New conversation
  • Cmd/Ctrl + ,: Settings
  • Escape: Close dialogs

Privacy & Your Data​

What Data Morphee Collects​

  • Account Info: Email, name, avatar (optional)
  • Conversations: All messages between you and Morphee
  • Tasks & Spaces: Your tasks and workspace organization
  • Memories: Facts and preferences Morphee learns
  • Calendar/Email: If you connect Google Calendar or Gmail (optional)

Where Your Data Lives​

  • Self-Hosted: All data stays on your server (or your organization's server)
  • No Cloud by Default: Unlike ChatGPT or Alexa, Morphee doesn't send your data to a central cloud
  • LLM API Calls: Conversation content is sent to Anthropic (Claude) for AI processing, but not stored by them

Your Rights (GDPR)​

  • Export Your Data: Settings → Data & Privacy → "Export Your Data" (JSON format)
  • Delete Your Account: Settings → Data & Privacy → "Delete Account" (permanent, 30s confirmation)
  • Control Consents: Settings → Data & Privacy → Manage LLM sharing, memory extraction, etc.

See Privacy & Data Guide for details.

Connecting Integrations​

Morphee can integrate with external services to enhance your experience.

Google Calendar​

Connect:

  1. Settings → Integrations tab
  2. Find Google Calendar card
  3. Click "Connect Google"
  4. Authorize OAuth scopes (read/write calendar events)
  5. Grant consent for calendar data sharing

Usage:

  • "What's on my calendar today?"
  • "Add a meeting with John tomorrow at 3pm"
  • "Show my events for next week"

Gmail​

Connect:

  1. Settings → Integrations
  2. Find Gmail card
  3. Click "Connect Google"
  4. Authorize OAuth scopes (read emails, send emails)

Usage:

  • "Show me unread emails"
  • "Send an email to jane@example.com"
  • "Search emails from last week about project proposal"

More Integrations (Coming Soon)​

  • Slack
  • JIRA
  • Notion
  • GitHub

Mobile App​

Morphee works on iOS and Android!

Features​

  • Chat Anywhere: Full chat experience on mobile
  • Local AI: Embeddings and memory run on-device (no internet needed)
  • Push Notifications: Get notified of new messages, tasks, calendar events
  • Offline Mode: Continue chatting even without internet (coming soon)

Installation​

  • iOS: Download from App Store (link TBD)
  • Android: Download from Google Play (link TBD)

Mobile-Specific Tips​

  • Swipe to Open Conversations: Swipe right on chat to see conversation list (drawer)
  • Bottom Navigation: Tap icons to switch between Chat, Tasks, Spaces, Settings
  • Pull to Refresh: Pull down on lists to refresh data
  • Tap Avatar: Quick access to profile and logout

Tips & Tricks​

Suggested Prompts​

When you open a new conversation, Morphee shows suggested prompts. Try them!

  • "Create a task"
  • "What's on my calendar?"
  • "Set a reminder"
  • "Search my memories"

Markdown Support​

Morphee understands Markdown in messages:

  • Bold: **text**
  • Italic: *text*
  • Code: `code`
  • Lists: - item
  • Links: [text](url)

Search Everything​

Press Cmd/Ctrl + K to search:

  • Conversations
  • Tasks
  • Spaces
  • Messages within conversations

Stop Streaming​

If Morphee's response is taking too long, click the Stop button to cancel.

Regenerate Responses​

Don't like a response? Click Regenerate (circular arrow icon) to try again.

Edit Your Messages​

Click Edit (pencil icon) on your message to change it. Morphee will respond to the edited version.

Troubleshooting​

Can't Sign In​

  • Check Email/Password: Make sure they're correct
  • Reset Password: Click "Forgot Password" on login page
  • Check SMTP: If you don't receive emails, ask your admin to configure SMTP

Morphee Isn't Responding​

  • Check Connection: Look for "Connected" status in bottom-right (WebSocket)
  • Click "Reconnect" if disconnected
  • Refresh Page: Sometimes a hard refresh helps (Cmd/Ctrl + Shift + R)

Tasks Aren't Syncing​

  • Check WebSocket: Tasks sync via WebSocket, not HTTP
  • Refresh Page: Force a sync
  • Check Space Filter: Make sure you're viewing the right space

Missing Features​

  • Check Phase Status: Some features are planned but not implemented yet
  • See Roadmap: docs/ROADMAP.md for upcoming features

Get Help​

  • Documentation: docs/ folder has detailed guides
  • Report Issues: GitHub Issues
  • Community: Join our Discord (link TBD)

Next Steps​

Now that you're set up, explore more:

Happy chatting! 🚀

Last Updated: February 13, 2026