Welcome to Software of You

Let's get you
up and running.

This guide walks you through everything — from installing the software to having your first real conversation with it. You don't need to be technical. If you can type a sentence, you can use this.

⏱ Your first conversation in under five minutes

Before we start: you interact with SoY by talking. No menus, no fields, no workflow to learn. If you can type a sentence, you can use this.

Two things you'll need

Software of You runs inside Claude Code — Anthropic's AI tool for your computer. You'll need both of these before anything else.

Required · 01
Claude Code
The AI environment SoY lives inside. It runs on your computer — nothing goes to a server except what you ask Claude directly.
Download Claude Code →
Required · 02
Claude subscription
You need an active Claude Pro or Team plan — Claude Code uses your existing Claude account to power the AI responses.
Get Claude Pro →
Already have Claude Code? Skip straight to Step 1. If you're not sure, open your Applications folder and look for Claude — if it's there, you're good.

Six steps.
Then you're in.

Follow these in order. Each one takes a minute or two.

1

Open Claude Code

Open the Claude Code application on your computer. You'll see a chat interface — like a conversation window. This is where everything happens. You'll type in plain English and Claude will respond.

First time? Claude Code will ask you to log in with your Anthropic account. Use the same email you signed up with for Claude Pro.
2

Run the install command

Copy the line below and paste it into the Claude Code chat window, then press Enter. This installs Software of You on your machine. It takes about 30 seconds.

$ curl -sSL https://raw.githubusercontent.com/kmorebetter/better-software-of-you/main/install.sh | bash

You'll see a few lines of output confirming the install. When it's done, it'll say something like ✓ Software of You installed.

What is this doing? It's downloading the SoY plugin files to your computer and connecting them to Claude Code. Nothing is sent to any server — everything lives locally on your machine.
3

Launch Software of You

Open a terminal window and run these two commands — first to navigate into the SoY folder, then to launch it:

$ cd ~/.software-of-you
$ claude --dangerously-skip-permissions

Run the cd first, then the claude command. Claude needs to be launched from inside the SoY folder so it can find the plugin.

What does "dangerously-skip-permissions" mean? That flag name sounds alarming — it just means Claude can read and write to your local SoY database without pausing for approval on every action. It can't access the internet, other apps, or anything outside the SoY folder.

Prefer to approve each action manually? Just run claude without the flag.
4

Confirm it's working

Claude Code will open in your terminal. Start a new conversation — type this to kick things off:

Hey — let's get my Software of You set up. What should I do first?

SoY will run a quick setup check, confirm everything is installed, and walk you through next steps based on what you already have. If you're a new user, it'll say hello and ask who you want to start tracking.

Nothing happening? Make sure you ran the cd ~/.software-of-you command first, then launched Claude from that folder. If it still doesn't respond as SoY, type /help-soy — if you see a command list, you're in.
5

Add your first contact

SoY needs data to work with. The easiest way to start is to tell Claude about someone you work with. Just type naturally — like you'd tell a colleague. For example:

Add a contact: Sarah Chen, VP of Engineering at Acme Corp. Met her at a conference last month. We're working on a potential integration.
Add Marcus Webb — he's the CEO at Meridian. We've been working on a proposal together since January.

Claude will confirm it's been saved and ask if you want to log any interaction history. You don't have to — but the more context you give it now, the more useful it gets immediately.

Have a lot of contacts? You can paste in a CSV export from your existing contacts app and SoY will import them all at once. Just say "Import these contacts" and paste the data.
6

Connect your Google account (optional but powerful)

Connecting Gmail and Google Calendar is what makes SoY dramatically more useful. Once connected, Claude has access to your email threads and upcoming meetings — so instead of you pasting context in, it's already there.

Connect my Google account

Claude will walk you through the OAuth flow — you'll see a browser window asking you to log in with Google and grant read access to Gmail and Calendar. This is the same type of permission any email app uses.

What access does it need? Read-only access to Gmail and Calendar. SoY can read your emails to build context — it cannot send emails without you explicitly asking it to, and even then you review the draft before anything goes out. Your Google credentials never touch our servers.

Make it immediately useful.

SoY doesn't invent context — it works from yours. The richer the data you feed it, the more useful every answer becomes.

Five ways to seed it fast:

01
Import your contacts
Export a CSV from HubSpot, Attio, your old CRM, or even your phone's contacts app — and paste it directly into the terminal, or drag the file in. Then say: "Import these contacts into SoY."
02
Connect Google — then ask about your week
Type Connect my Google account and follow the browser prompt. Once connected, ask: "What's on my calendar this week and who should I prep for?"
03
Paste in a meeting transcript
Copy any transcript from Zoom, Google Meet, Fathom, or Granola and type: "/import-call [paste transcript here]". SoY will extract every commitment, calculate talk time, and generate a coaching note.
04
Drop in a project you're working on
Paste in a brief, a proposal, a scope doc — anything describing a project in motion. It'll create the project and link it to your contacts automatically.
05
Build your dashboard
Once you've added a few contacts and connected Google, type /build-all to generate your full dashboard — every contact page, your email hub, network map, timeline, and more. This takes 2–5 minutes the first time. Worth the wait.

Eight modules.
All included.

You don't need to use all of these on day one. But they're here when you need them — each one activated just by talking to Claude.

01 · CRM
"Add Sarah Chen, met at SaaStr, VP Eng at Acme"
02 · Projects
"Create a project for the Meridian proposal, target close Q2"
03 · Gmail
"Show me everything from Rebecca in the last two weeks"
04 · Calendar
"What's on my schedule this week and who should I prep for?"
05 · Conversations
"What did I commit to in my last call with Daniel?"
06 · Decisions
"Log a decision: going with annual pricing. Rationale: lower churn."
07 · Journal
"Journal: draining call with Meridian today, Rebecca seemed checked out"
08 · Notes
"Note: competitor dropped pricing 18% in Q4. #pricing #enterprise"

Things people ask
in the first week

Where does my data live?
On your computer. Specifically in a folder at ~/.local/share/software-of-you/. It's a standard database file you can open, back up, or delete at any time. Nothing is stored on our servers.
Does Claude read all my emails automatically?
Only when you're in an active Claude Code session and ask about your email or open an email-related view. There's no background process running. When you ask, SoY checks if more than 15 minutes have passed since the last sync, and if so, fetches recent messages from Gmail. You can also ask it to use cached data if you'd prefer.
Can it send emails on my behalf?
Yes, but only when you explicitly ask it to — and only after you've reviewed the draft. Claude will write the email, show it to you, and only send if you confirm. It will never send anything without your approval.
What if I make a mistake — can I undo things?
Yes. Every session backs up your database before making changes. You can ask Claude to restore a backup at any time: "Restore my data from this morning's backup."
I'm not sure what to say — is there a list of commands?
Just type /help-soy in Claude Code at any time and you'll get a full list of available commands with examples. But honestly — you can also just describe what you want in plain English and Claude will figure it out.
I reinstalled Claude Code / got a new computer. Is my data gone?
No. Your data lives outside the SoY plugin folder, so it survives reinstalls, updates, and repo re-downloads. As long as you're on the same machine, it'll all be there. Moving to a new computer? Ask Claude to export your data and it'll give you a file you can import on the new machine.