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Archivist Documentation

Getting Started

Best Practices

How do I?

Getting Started

Starting a New Campaign

Start by navigating to your Campaigns page (you'll see "Explore your Campaigns" at the top of the page). Once there, look for the "plus" icon in the bottom right corner and click it to start the "Add New Campaign" process.

Input campaign details:

  • Name
  • Description → this is just for you to distinguish between campaigns and not used for any Archivist AI purposes
  • System
  • Language

Add your Players:

  • Player Name should be what they are commonly called (if Gregory Wood goes by Greg, use Greg)
  • Character Name should be the full in-game name of the character. You will be able to add aliases later
  • Discord Handle - it is recommended to add the Player's discord handle if you will be playing this way. This should be the profile handle, not the name specific to the server

    Note: this can be done outside of the setup workflow but it is recommended to complete prior to your first session.

The Discord Handle needed is in the yellow box.

Discord username example

  • (Optional) Customize the tone/style/format of your Session and Campaign summaries

    Note: this can also be changed in your profile settings at any time

  • (Optional) Customize the tone of 'Ask Archivist' (your dedicated campaign chatbot)

    Note: this can also be changed in your profile settings at any time

For more detailed information about setting up your campaign participants, see Campaign Cast.

Adding a Session

Discord Live Record

  1. Ensure your discord is connected (both your Archivist profile is connected to Discord & the Archivist AI bot is added to your server). See Discord Bot section for instructions
  2. New sessions are AUTOMATICALLY created within Archivist when you run the /start command on discord. Note: Archivist will not populate content until session completion
  3. Upon the conclusion of your session, triggered by the /end command, Archivist will automatically trigger its Session Review and you will receive an email when it is ready

Audio Upload (list of approved audio formats)

  1. Open your campaign and click the "Add New Session" button located on the left navigation bar
  2. Select "Audio Upload" tab
  3. Click 'Upload Audio File'. Please note:
    • The file must be in one of the approved formats.
    • Only single-track audio is supported. Multi-track files (e.g., one file per speaker) are not compatible with Archivist at this time.
  4. Input the Session Date. Ensure this is in the desired order, relative to prior sessions,as this is how Archivist will process them and build the campaign chronology
  5. Click 'Create Session'
  6. Archivist will begin to process (convert audio to transcript, run the Session Review, etc)

Note:

  • The time to transcribe scales non-linearly with the audio file length. Your patience is appreciated.
  • If there are multiple files, it will transcribe the first before moving onto the next.
  • Session Review will automatically kick off for the first session after the transcription is complete.
  • Subsequent session Session Review will be triggered after user review of the Session Review prior → this is necessary as the Session Review uses information from prior sessions.
  • You will receive an email when the Session Review is ready.

Play by Post via Discord

  1. Ensure your discord is connected (both your Archivist profile is connected to Discord & the Archivist AI bot is added to your server). See Discord Bot section for instructions
  2. Open your campaign and click the "Add New Session" button located on the left navigation bar
  3. Select "Play-by-Post"
  4. Paste the first and last message url into their respective windows (right click on the discord message and 'Copy Message Link')
  5. Click 'Create Session'; note: additional sessions will be created for a high volume of text ingest
  6. Session Review Triggered automatically
  7. You will receive an email when the Session Review is ready

Transcript Upload (.txt, .rtf, .doc, .docx)

  1. Open your campaign and click the "Add New Session" button located on the left navigation bar
  2. Select 'Text Transcript'
  3. 'Choose Text File'
  4. Ensure the file extension is an approved format (.txt, .rtf, .doc, .docx)
  5. Ensure the file itself follows a transcript-like pattern with each line prefixed by a speaker name, for example:

    [Speaker A] : [What they said]

    [Speaker B] : [What they said]

  6. 'Upload File'
  7. Session Review Triggered automatically
  8. You will receive an email when the Session Review is ready

Session Review - Your chance to review Archivist's output

Soon after you have ended or uploaded your session, your Session Review will be ready for your approval. You will receive an email & see a golden AI symbol besides the new session signifying that it is ready. Click on the title of the session to review.

Note: the title is AI generated but you can change it during Session Review or later on your Session Details Page.

Session & Campaign Summary

Review and edit (click the pencil icon in the top right corner) or regenerate the summary (click regenerate icon in top right corner) → customize the AI prompt to your liking (ex. Add more flowery language, include each PC by name, etc)

Characters, Factions, & Locations

Each tab will display the relevant entities involved in your session, including its name and description. If the entity is identified as 'existing' it will 'merge' with the existing card on the 'Merges' tab, while new entities will remain on the 'New' tab.

  • Edit the content as needed
  • If a new entity: click the 3 dot icon in the top right of the card and then 'edit'
  • If a merge: click the pencil icon in the top right corner
  • Surface new entities by clicking the 'plus' icon on the New tab and provide it a description
  • Delete entities by selecting 'Remove' but note, this cannot be undone
  • Manually trigger a merge with an existing entity by clicking the 3 dot icon on the character card and selecting 'Merge' then identify the existing entity to merge with
  • Once selected, this will appear on the 'Merges' tab
  • Manually trigger entities to be split (if incorrectly merged) by selecting the icon in the top right corner and provide a new name

Moments

Review & approve the highlights of your session

  • Pending moments will be in the 'Pending Moments' column for your review and approval. Once approved they will move to the 'Approved Moments' column
  • Approve individual moments by selecting the 'checkmark' icon in the top right of the moment card
  • Approve all moments (or filter specific moments) by selecting 'Approve All'
  • Edit moments by selecting the pencil icon in the top right of the card
  • Title, Content, and Categories can all be customized
  • You can search for moments with specific words (ex. Character names) or by category (ex. Combat, Banter, etc) via the 'Search moments' field or 'Filter by Category' dropdown
  • Delete moments by selecting the trash can icon in the top right of the card
  • Reorder moments via drag and drop
  • You can discover more moments by clicking the 'plus' icon in the top right corner and providing a brief description

Note: Entities will be tagged to the moments after the review process

Finish

Final overview of the Session Review ensuring you have visited each portion of the review and providing a numerical summary of the Entities added & updated (merged) as well as the number of approved Moments. When finished, select 'Complete Review'. After a few minutes all the information will be paginated to your campaign (summaries populated, entity cards created or updated, moments populated with relevant entities tagged to them, etc)

Timeline

The Timeline is your campaign's story backbone - a chronological view of all your game sessions and the key story moments (called "beats") that happened in each one.

Video Walkthrough

Watch this video to see the Timeline feature in action:

Overview

The Timeline organizes your campaign into Sessions arranged chronologically, with each session containing Story Beats that capture the important moments, plot points, and narrative elements from your games.

Story Beats Hierarchy

Story beats are organized in a three-level hierarchy to help you structure your narrative:

Major Beats

  • Purpose: Big story moments, major plot developments, or significant events
  • Examples: "The party discovers the ancient temple," "Final boss battle begins," "The king reveals his true identity"
  • Visual: Prominently displayed with larger text and distinctive styling

Minor Beats

  • Purpose: Important details, character moments, or subplot developments within major events
  • Examples: "Sarah's character has a breakthrough moment," "The party finds a crucial clue," "Tension builds between two NPCs"
  • Visual: Nested under Major beats with medium prominence

Steps

  • Purpose: Specific actions, dialogue, or small details that add richness to the story
  • Examples: "The rogue picks the lock," "The wizard casts fireball," "The merchant offers a discount"
  • Visual: Nested under Minor beats (or Major beats) with subtle styling

Basic Navigation

Viewing Sessions

  • Session Headers: Each session appears as a labeled divider showing the session title and date
  • Expand/Collapse: Click on a session header to show or hide its story beats
  • Auto-Loading: The first session loads automatically when you open the Timeline

Session Details Panel

A sidebar panel provides additional context about the currently selected session:

  • Session Summary: Key highlights and outcomes
  • Characters & Entities: Important NPCs, locations, and items that appeared
  • Memorable Moments: Standout scenes or player actions
  • Campaign Summary: Overall campaign context and themes

Panel Controls:

  • Click the collapse button (⟨) to hide the panel for more timeline space
  • Drag the panel edge to resize it
  • On mobile devices, the panel appears as a full-screen overlay

Discord Bot

Connecting Your Discord Account

  1. Navigate to your profile via your avatar icon at the right of the top Nav Bar
  2. The default tab should be `Discord` where you can press the `Connect Discord` button
  3. You'll be taken to Discord's OAuth consent screen
  4. Scroll to the bottom and select your desired Discord Server from the dropdown, click `Continue` and then `Authorize` on the next panel
  5. Once authorized, you'll be redirected back to your Archivist profile settings where you can configure your Discord text channels for the Ask Archivist feature

Note - you can connect to multiple servers via the Server dropdown menu on your Discord profile settings.

Bot Permissions and Activity

The Archivist bot requires administrative permissions to be added to your server, but its functionality is strictly limited to:

  • Only activating in channels you specifically configure for your campaign
  • Remaining inactive until explicitly triggered by commands (such as /start to begin a session or /ask to pose a question)
  • Never monitoring or listening to any text or voice channels unless directly commanded

By default, even with administrative permissions, Archivist does not have access to private text or voice channels. To use features that require channel access, like Play-by-Post session ingestion or joining a private voice channel, you must explicitly invite the bot to those channels.

This ensures the bot only operates within your designated campaign spaces, only when explicitly requested, and respects Discord's built-in channel privacy protections.

Starting a Voice Session

  1. Join a voice channel in your Discord server
  2. Run the /start command in a text channel
  3. The bot will fetch available Campaign selections and prompt you to choose one
  4. After selecting a Campaign, click the "Start Session!" button to begin
  5. The bot will join your voice channel, create a new Session in the Campaign you selected, and begin transcribing your session in real-time

Ending a Voice Session

  1. Run the /end command in a text channel within the server
  2. The bot will disconnect from the voice channel and stop recording
  3. Your transcript will be added to your Archivist Campaign's AI knowledge base, and the bot will confirm that your session has been added to the queue to be reviewed by Archivist

Asking Questions

  1. Run the /ask command in a text channel
  2. You'll then be provided an input field where you may enter your question about your Campaign
  3. The bot will respond with an answer, which may be split into multiple messages if it exceeds the 2000 character limit

Validating Channels

  1. Run the /channelcheck command in a text channel
  2. The bot will validate the current channel and respond with the result, letting you know whether or not you've loaded the text channel into your Archivist account and to which world the channel has been assigned, if any

Testing User Authentication

  1. Run the /test command in a text channel
  2. The bot will respond with a greeting, confirming your authentication status

Help Command

  1. Run the /help command in a text channel
  2. The bot will display a list of available commands and their descriptions

Campaign Permissions & User Roles

This guide explains how permissions work in campaigns and what different user roles can do.

User Roles Overview

When you create a campaign, there are three main types of users with different permission levels:

1. Campaign Owner

  • The person who created the campaign
  • Has full control over everything in the campaign
  • Cannot be removed from the campaign

2. Campaign Admins

  • Players promoted by the Campaign Owner to have administrative privileges
  • Have the same permissions as the Campaign Owner
  • Can be promoted or demoted by the Campaign Owner

3. Regular Players

  • Users invited to join the campaign
  • Have limited permissions focused on viewing and basic interaction
  • Cannot modify campaign settings or structure

What Each Role Can Do

Campaign Owners Can:

  • ✅ Invite and remove players
  • ✅ Promote players to admin status
  • ✅ Edit campaign language settings, tone prompts, and find/replace rules.

Campaign Owners & Admins Can:

  • ✅ Create and manage game sessions
  • ✅ Edit campaign name, description, and system.
  • ✅ Create, edit, and delete characters, factions, locations, and moments
  • ✅ Upload and generate AI images for all content
  • ✅ Access the Ask Archivist feature for the campaign.
  • ✅ Edit and reorder the campaign timeline

Standard Players Can:

  • ✅ View all campaign content (timeline, characters, factions, locations, moments, etc.)
  • ✅ Access the Ask Archivist feature for the campaign.
  • ❌ Cannot create or edit content
  • ❌ Cannot create game sessions
  • ❌ Cannot access Session Reviews

Special Character Permissions

There's one exception to the standard player limitations: The Characters They Play.

Players Whose Cast Profile Is Assigned to a Character Can:

  • ✅ Edit their character's name, description and aliases
  • ✅ Upload or generate AI images for their character
  • ✅ Remove their character's image

This allows players to have control over their own characters while maintaining overall campaign security.

Important Notes

  • You cannot remove yourself from a campaign if you're the owner
  • Admin status can only be changed by Campaign Owners, not by other admins
  • Character Cast assignments are managed separately from admin status

Best Practices

Campaign Cast: Assigning Session Participants

To ensure accurate speaker attribution and improve the quality of your session transcripts, we recommend assigning all participants to your campaign's Cast.

What is the Cast?

  • A list of everyone involved in a session, including their name, role(s), and associated characters
  • Participants do not need an Archivist account to be listed, though users with accounts benefit from faster setup

Available Roles

  • GM (Game Master)
  • PC (Player Character)
  • NPC (Non-Player Character)
  • Other (e.g. surprise guest)
  • A participant can have multiple roles in a single session

When to Update the Cast

  • At the start of your campaign — either during the campaign setup workflow or anytime afterward in your settings under Profile → Campaigns → Cast
  • (If needed) before each session — if roles or participants change (e.g., rotating GMs, absences, guest appearances)

How to Manage It

  • Navigate to Profile → Campaigns → Cast
  • Add a participant by name, assign one or more roles, and link any relevant characters
  • If using Discord, be sure to enter their global Discord handle correctly (See Example)

If someone is marked as the GM, their role will appear greyed out. (This is a known display bug—feel free to ignore; it does not affect functionality.)

Ask Archivist (Campaign Chat Bot)

Ask Archivist questions about your campaign knowing it has perfect recall to what has happened in prior sessions. You can engage in a "conversation" with Archivist as it references all prior messages in the chat (until cleared).

Example:

Q: Who is Lenny Wilkins?

A: Lenny Wilkins is a guard of the town Whispy Peak who serves as the main point of contact for the party

Q: What does he look like? (Archivist knows who you are referring to based on the prior question)

For Discord users, see the Discord Bot section for how to use the /ask command.

Common use cases to chat with Archivist:

Fact Recall:

  • "Remind me of the type of Dragon we are hunting"
  • All players can ask Archivist questions, both on our website and in the discord, to avoid halting the session and asking the DM to remind them of a detail they had forgotten
  • "How did we resolve the homebrew ice flower mechanic when used as an attack?"
  • It is hard to remember the nuances of past sessions, including GM rulings for homebrew mechanics. Asking Archivist can provide your party the outcome of the prior ruling preventing the need to re-litigate and decide.

Narrative Elements:

  • Ex. "What was the nature of the dialogue between the party and the shopkeeper"
  • Archivist will provide the semantics of the dialogue

World Building:

  • Ex. "Help me populate a list of items for an Artificer themed magic shop"
  • Archivist has all your campaign context so names, descriptions, price, etc will all be of high quality

Be sure to clear chat if you are starting a new line of questioning to ensure it does not have incorrect context

Discord Audio

  • Start Archivist AFTER the prior session recap → This ensures that only the current session's content is captured. Including the recap can lead to entities from the previous session being mistakenly added to the current one, or cause the current session recap to incorrectly include the prior.
  • Wear headphones → Prevents microphone feedback from music or background sounds.
  • Speak clearly → Improves transcription accuracy.
  • Prompt the AI as needed → Treat Archivist like a stenographer (e.g., "Hey Archivist, remembering the NPC's hometown seems important.")
  • Configure your cast → for improved speaker recognition and accuracy. See the Campaign Cast section for details.

Audio Upload

In Person Recordings

  • Speak in the third person when possible → Speaker diarization is harder without separate voice channels, and this helps attribute dialogue correctly.
  • Use the best microphone available → A podcast mic is ideal, but even a clear phone/laptop recording improves Archivist's output.
  • Minimize cross-talk → Too many people speaking at once reduces transcription quality. Play naturally, but be mindful.
  • Trim the audio to exclude the prior session recap → This ensures that only the current session's content is captured. Including the recap can lead to entities from the previous session being mistakenly added to the current one, or cause the current session recap to incorrectly include the prior.
  • Keep audio at normal speed (1x) → Do not speed up files before uploading, as 1x speed ensures the best transcription accuracy.

Supported Audio Formats

Archivist supports the following audio file formats:

  • .mp3 - MP3 Audio
  • .mp2 - MP2 Audio
  • .mp4 - MP4 Audio
  • .m4a - M4A Audio
  • .aac - AAC Audio
  • .wav - WAV Audio
  • .flac - FLAC Audio
  • .pcm - PCM Audio
  • .ogg - Ogg Audio
  • .opus - Opus Audio
  • .webm - WebM Audio

Timeline

Editing Beat Nodes

  • Most actions (creating, deleting and reordering nodes), are resolved instantly.
  • Editing titles and descriptions of nodes, however, tracked and considered pending until the user clicks the save button.

Node Hierarchy

  • Nodes are organized in a three-level hierarchy to help you structure your narrative:
    • Major Beats
    • Minor Beats
    • Steps
  • To maintain the hierarchy, certain nodes are protected from deletion, and only steps can be reordered.

Permission Management

When to Use Different Permission Levels

Small Group with Trusted Friends

Recommendation: Promote all regular players to admin so everyone can contribute equally.

  • Everyone can add sessions, edit content, and manage the campaign
  • Great for collaborative storytelling where everyone shares GM duties
  • Reduces bottlenecks when the main GM isn't available

Large Campaign with Many Players

Recommendation: Keep most players as regular members, only promote a few trusted co-organizers to admin.

  • Maintains narrative control while allowing trusted helpers
  • Prevents accidental changes to important campaign elements
  • Good for organized play or public campaigns

Player-Driven Character Management

Recommendation: Don't promote players to admin, but assign their Cast profile to their characters so they can manage their own character details.

  • Players feel ownership over their characters
  • Reduces GM workload for character updates
  • Campaign structure remains under GM control

Multi-GM Campaigns

Recommendation: Promote rotating GMs to admin status during their story arcs.

  • Each GM has full control during their turn
  • Campaign owner can adjust permissions as needed
  • Maintains campaign continuity across different GMs

Permission Management Tips

  • Start Conservative: Begin with fewer admins and promote as needed
  • Cast Member Assignments First: Try assigning the player's Cast profile to their characters before promoting to full admin
  • Communicate Changes: Let players know when their permissions change and why
  • Regular Review: Periodically review who has admin access, especially in long-running campaigns
  • Emergency Access: Always have at least one backup admin in case the owner is unavailable

How do I?

Timeline Editing

How do I edit Timeline content?

Toggle Edit Mode to add, modify, or reorganize your story beats.

Adding Story Beats

When in Edit Mode, you'll see + Add buttons between existing beats:

  • Choose the type of beat you want to add (Major, Minor, or Step)
  • Click to create a new beat at that position
  • Start typing to add your content

Smart Positioning: The system automatically determines the appropriate hierarchy level based on where you're adding the beat.

Editing Beat Content

  • Click to Edit: Click on any beat's text to edit it inline
  • Two Fields: Each beat has a title/label and an optional description
  • Auto-Save Indicator: Unsaved changes are highlighted until you save them

Beat Type Visibility

Control which types of beats are visible:

  • Major Beats: Toggle on/off
  • Minor Beats: Toggle on/off
  • Steps: Toggle on/off

Note: In Edit Mode, all beat types are automatically visible so you can work with the complete structure.

How do I reorder story beats?

  • Drag and Drop: Click and drag any Step-level beat to reorder it
  • Drop Zones: Visual indicators show where you can drop the beat
  • Hierarchy Rules: You can only reorder within the same level (Steps can only be moved among Steps)

Note: Only Step-level beats can be reordered. Major and Minor beats maintain their position in the timeline structure.

How do I delete story beats?

  • Delete Button: Available in Edit Mode next to each beat
  • Protection: The first Major beat in a session and first Minor beat under the first Major cannot be deleted (to maintain structure)
  • Child Reassignment: If you delete a beat with children, those child beats are moved to the previous beat of the same type

How do I save my Timeline changes?

Auto-Save Protection

  • Unsaved Changes: The system tracks all your edits and warns you before navigating away
  • Save All: Use the "Save All" button in the toolbar to save all pending changes at once
  • Discard: Use "Discard All" to cancel all unsaved edits

Loading States

  • Optimistic Updates: Changes appear immediately while saving in the background
  • Loading Indicators: Spinners show when content is being loaded or saved
  • Error Handling: You'll be notified if something goes wrong, with options to retry

Common Timeline Issues

  • Can't delete a beat: Some beats are protected to maintain timeline structure
  • Drag and drop not working: Only Step-level beats can be reordered
  • Changes not saving: Check your internet connection and try the "Save All" button
  • Panel too narrow: Drag the panel edge to resize it

Managing Characters, Factions, and Locations (C/F/L)

How do I fix misspelled Characters, Factions, or Locations?

  • Edit the summaries and/or the cards on the relevant Character, Faction, or Location page.
  • Summaries can be edited during Session Review or on the Session Details page via the pencil icon in the top right corner.
  • C/F/L cards can be edited during Session Review or by clicking into their card and selecting the pencil icon by their name.

How do I make global spelling corrections?

  • One-time
    • Navigate to your profile where, at the bottom of your campaign tab, you'll see a "One-time Find and Replace" section.
    • Type in the word or phrase you want to find and replace, as well as the specific sessions you'd like to apply it to (optional—by default, it applies to the entire campaign).
    • Review the output and confirm.
    • Note: This action cannot be undone.
  • Ongoing
    • Navigate to the Persistent Find/Replace rules, where you can add your customized rules.
    • These rules are applied before any writing is done — including session summaries, entity descriptions, and more.
    • It's the most reliable way to eliminate recurring issues like a misheard name or a bad alias that keeps slipping through.
    • The rules will apply automatically to future sessions unless you toggle them off or delete them.
    • Use with caution, as changes made here are applied globally across all upcoming content.

How do I prevent future misspelled words?

  • Correct C/F/L cards when misspelled (see above).
  • Correct misspellings in the session and campaign summaries (see above).
  • Add aliases to C/F/L cards (this can be done while editing the specific card).
  • Pre-seed your campaign with correctly spelled C/F/L cards before starting.

How do I merge two existing Character cards together?

During Session Review, you can trigger a merge:

  • Click the three-dot icon on the top right of the card and select 'Merge'.
  • Choose the existing entity to merge with.
  • The merge will appear on the Merges tab.

Outside of Session Review, this feature is not yet available (but is in development).

Alternative Method: Use Ask Archivist to generate a new summary for the correct entity and manually update one card before deleting the duplicate.

How do I split incorrectly merged entities during Session Review?

During Session Review, select the 'Split' icon in the top right of the page.

How do I update information about my Characters, Factions, or Locations?

  • Navigate to the Characters, Factions, or Locations tab of your campaign.
  • Find the entity you want to edit, click the three-dot icon in the top right corner of the card, and select 'Edit'.

How do I add a parent location to a location card?

  • Edit the child location card (via the icon in the top left corner).
  • Select the parent location from the dropdown list.

How do I edit the style of my image?

  • Archivist uses the entity description as the prompt for image generation.
  • If you have a specific visual style or detail in mind (e.g., "oil painting," "anime-style," or "dark wizard with glowing eyes"), make sure to include that in the description of the Character, Faction, or Location.
  • Many users find it helpful to add a brief style blurb at the top of the description to guide the model's interpretation.
  • Note: This is currently a manual process, but a customization field (like you see in Ask Archivist and Summary prompts) is on our roadmap.

Session Management

How do I edit the session title?

  • On the Session Details page, click the pencil icon in the top right.
  • This icon has the tooltip "Edit Session Title and Summary".

How do I regenerate a summary?

Summaries can only be regenerated using Archivist's AI features during Session Review.

  • Click the 'Regenerate Summary' icon in the top right corner of either the Campaign Summary or Session Summary tab.
  • In the drawer that appears, you'll be allowed to give additional prompt guidance as to how you'd like Archivist to rewrite the summary.

How do I edit session participants?

  • Session participants are derived from those tagged in a moment within that session.
  • To update session participants, edit or add a moment and ensure the correct participants are tagged.

How do I delete a session?

  • Scroll to the very bottom of the Session Details page.
  • Only campaign owners have access to this option.

How do I download my transcript?

  • On the Session Details page, click the download button in the top right corner.

Moments

How do I edit or add moments?

Editing Moments:

  • During Session Review or from the Moments tab on the Campaign or Session Details page.
  • Locate the moment and click the pencil icon to edit.

Automatic vs. Manual Moment Updates:

  • During Session Review: C/F/Ls will be automatically added to moments when the review is completed.
  • From the Campaign or Session Details Page: Participants must be manually added or updated when editing a moment.

Adding New Moments:

  • Use Ask Archivist to generate a moment's text.
  • Paste it into a new moment and tag the associated participants.

Note: AI-generated moments can only be created during Session Review. After approval, moments must be added manually.

Player & Campaign Setup

How do I add my Players to the campaign?

  • Go to your Profile, then open the Campaigns tab.
  • Make sure the correct campaign is selected at the top.
  • Scroll to the "Invite Players to Campaign" section and send invites from there.
  • Invited players will be able to 'claim' their character. It is best practice to create and assign their character as a PC before they join. For more information on managing your campaign's cast, see the Campaign Cast section.

How do I connect to Discord?

  • Please see the Discord Bot section for detailed setup instructions.

How do I edit the tone/format of my summaries?

  • When you create a new campaign, you will automatically be directed to the setup workflow where you can add any customization you would like
  • If you skip this or want to change it later, you can also find these prompts in your profile settings. Then navigate to the campaign tab

How do I manage player permissions?

As a Campaign Owner, you can control what other players can do in your campaign:

How to Promote Players to Admin

  1. Go to your Campaign Settings (click the gear icon in your campaign)
  2. Find the Current Players section
  3. Locate the player you want to promote
  4. Toggle the Admin switch next to their name
  5. The change takes effect immediately

How to Remove Admin Status

  1. Follow the same steps as above
  2. Toggle the Admin switch to the "off" position
  3. The player will return to regular player permissions

How to Remove Players

Campaign Owners and Admins can remove players entirely:

  1. In the Current Players section
  2. Click the remove icon (🗑️) next to the player's name
  3. Confirm the removal

How to Assign Character Speakers

Allow players to edit their own characters without giving them full admin access:

  1. Navigate to the Campaign Settings section of your Profile
  2. Scroll to the Cast section
  3. If a Cast profile doesn't exist for your player, click the Add Cast Member button.
  4. Assign the player's Character to their Cast profile by clicking the edit icon.
  5. The player can now edit this character even without admin permissions.

Permission Limitations

  • You cannot remove yourself from a campaign if you're the owner
  • Admin status can only be changed by Campaign Owners, not by other admins
  • Character speaker assignments are managed separately from admin status
  • Permission changes take effect immediately - no need to refresh the page