Client Management

How to create, switch between, and configure client minds in Armbrain.

What Is a Client Mind?

A "client mind" is an isolated memory space for one client. All memories, briefs, brand voice settings, and searches stay within that client.

Creating a Client

Tell your AI you want to set up a new client:

"Let's set up a new client called Acme Corp"

Armbrain creates an isolated memory space and switches you into it.

What to have ready:

• Client name
• Website URL
• Primary contact name and role
• Business cadence (Business OS quarterly with sprints, monthly, etc.)

Switching Clients

"Switch to Bluebell"

This sets the active client mind to Bluebell. All actions (search, store, prep meeting, brand voice) stay scoped to Bluebell until you switch again.

Confirmation stats: Every successful switch returns a one-line summary with key context:

Switched to Acme Corp. 47 memories, last meeting Mar 20, brand voice: set (850 words), Business OS: Q2 2026 active.

The response includes:

• Memory count
• Last meeting date (from the meeting log)
• Brand voice status (set with word count, or "not set")
• Business OS/cadence status (active quarter and sprint, or "not configured")
• Stale client mind warning if no activity in 30+ days
• Pending memory count if team sharing is active and VA submissions are awaiting review

What happens if the name doesn't match? Armbrain matches on the client's name regardless of capitalization. If it can't find a match, it lists all your existing clients so you can spot a typo.

Archived clients: If a client is archived, Armbrain alerts you. Email support@armbrain.io to restore it.

Configuring a Client

After creating a client, set their planning rhythm so briefs and pacing match.

If the client runs Business OS (a quarterly Rocks-and-sprints framework):

"Set up Business OS cadence for Acme: Q2 2026, Sprint 1, 6 sprints per quarter"

If they do not run Business OS, state the cadence in plain English:

"Configure Acme with monthly cadence"

You can also add company background any time:

"Acme is a Series B SaaS company at acme.com, 45 employees, developer-first API platform"

Setting Up a Local Folder

Armbrain can save outputs (briefs, reports, content) to a structured folder on your machine:

"Set up a local folder for Acme at ~/Clients/Acme Corp"

This creates an Armbrain/ subfolder structure:

~/Clients/Acme Corp/Armbrain/
  Briefs/
  Content/
  Meetings/
  Reports/
  Strategy/
  Handoff/

Saved briefs, handoff docs, and content automatically route to the right subfolder.

Listing All Clients

"List my clients"

Lists every client with its memory count and whether it's archived. (Armbrain hides internal scratch space so you see only real clients.)

When to Use This

Automatic Switching with Claude Projects

If you use Claude Desktop or claude.ai with Projects, you can set up one project per client that auto-switches to the right client mind. Add "Always switch to Acme Corp in Armbrain" as the first line of the project instructions, and every new chat in that project starts in the right context.

See the full guide: Using Claude Projects with Armbrain

Key Details

• Client names are unique. Give each client a distinct name. Near-identical names like "Acme Corp" and "acme corp" split client memory.
• The active client resets when you restart. At the start of a session, switch to the client you want by typing "Switch to Acme". Or use the Claude Projects pattern to make this automatic.