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Your Home page is the first screen you see when you open the app, giving you a quick summary of your day. It shows what’s coming up, your latest Pages, and quick ways to put Continuum’s AI to work, so you always know where to start. Home Page Img

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Your daily overview

Home greets you with a personalized summary of your day. At the top, you’ll see how many meetings you have today, when your next meeting starts, and when you’ll be free after your last meeting. This quick snapshot helps you understand your day at a glance, whether it’s packed back-to-back or has room between conversations.

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Coming up: your next meetings

Meeting Block Img The Coming up card shows your next 3 meetings with their name, time range, and participants. Quick Access to Meetings: Click on any meeting card to open that meeting’s full page where you can:
  • Add notes before the meeting starts
  • Use AI Ask to prepare (click “Prepare me for this meeting”)
  • Start capturing when it’s time
  • Review meeting details and participants
This makes it easy to go from your daily overview directly into preparation mode with one click. See Before a meeting: prepare in 2 minutes with Continuum. If your calendar isn’t connected yet, this card prompts you to connect it in Settings. If you have no upcoming meetings, it’s a good time to catch up on follow-ups. Try the suggested prompt on the card.
Click the card’s title (or the chevron next to it) to open the full Meetings page, where you can browse your calendar and filter by client.

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Your Pages at a glance

Pages Block Img Right below your meetings, the Pages card keeps your client-facing deliverables one click away. It shows your five most recent Pages, both drafts you’re still working on and Pages you’ve already sent, each with its current status (Draft, Published, Opened, or Engaged), so you can spot what needs attention without leaving Home.
  • Click any Page to open it
  • Click New Page to start one on the spot
  • Click the Pages header (or the chevron next to it) to jump to the full Pages section with all your Pages and their engagement
First time seeing this card? Home introduces Pages with a card inviting you to create your first one. If you haven’t created any Pages yet, you’ll see a shortcut to turn your meeting notes into a polished, client-facing summary. Home Pages Intro Banner Learn more about what Pages can do in Pages.

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Use the Try asking suggestions

Try Asking Block Img Further down the page, you’ll see the Try asking card. It gives you examples of questions you can ask Continuum’s AI to help you today. They’re designed to match what advisors typically need at the start of their day or between meetings. Click any suggested prompt and the AI instantly responds with helpful information. Think of these as quick shortcuts to the most useful AI-powered tasks.
If you’re unsure what to do first, choose one of these suggestions and act on it right away. This helps you get moving without having to think too much about prioritization. The AI will look at your recent and schedule meetings and suggest where to focus.

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Ask a custom question in the AI bar

Ask Ai Bar Img At the bottom of Home (and everywhere in Continuum), you’ll find the AI Ask bar where you can type your own questions. To use it:
  1. Click in the Ask anything box.
  2. Type a question about your day or your clients.
  3. Press Enter to send your question.
You can also use the button on the right (for example, to list recent follow-ups or action items) when you want a quick, structured view. Questions you can ask from Home:
  • Which clients need follow-up soon?
  • Summarize yesterday’s meetings
  • What are the trending topics across my practice this month?
  • Draft an agenda for my 2pm meeting
The AI has visibility across your entire practice from Home, making it useful for high-level questions that span multiple clients, meetings, or time periods.
Use the sidebar to jump to other sections:
  • Ask Continuum: the full AI chat
  • Meetings: your calendar and meeting history
  • Pages: your client-facing deliverables and their engagement
  • People: all clients and households
  • Tasks: all action items and follow-ups across your practice
  • Templates: meeting and Page templates
The search bar at the top (⌘K or Ctrl+K) works to quickly find any client, meeting, or task across Continuum. Minimizing the sidebar: Want more screen space? Click the icon at the top of the sidebar to collapse it into a compact icon-only view. You’ll still see all your navigation options, as icons instead of full labels. Click the icon again to expand it back to full width. Side Bar Img