Reference

Most of the time, you'll spend in Recipes. This section is for the moments when a number doesn't make sense and you want to know exactly how it's calculated — or when you want to understand a feature in depth.

It's organised so you can land directly via search and not have to read what came before.

Scoring methodology

How the Business Health Score and the five module scores actually work.

• Overall — the Business Health Score
• Sales scoring
• Finance scoring
• Team scoring
• Process scoring
• Founder scoring

AI & chat

How the chat, memory, and presentation features work under the hood — written for the curious, not the casual user.

• Chat overview — anatomy of a thola chat
• Uploading data — the deep version of the upload recipe
• Memory & history — three memory layers, what each does
• Presentation mode — turn any answer into slides

Red Flags & diagnostics

The diagnostic engine that watches your numbers between sessions.

• Red Flags overview — how flags are generated
• Severity levels — High / Medium / Low triggers
• The fix queue — flag lifecycle

Playbook & workflows

How to customise, build, and version workflows.

• Playbook overview — what a Playbook is
• Workflows — the editor — building custom workflows
• Templates library — the ~40 shipped templates with descriptions

Team, roles & workspace

The workspace model — members, roles, permissions, isolation.

• Inviting teammates — channels, scopes, expiry
• Roles & permissions — the full grid
• Co-founder setup — special case for co-founders
• Core concepts — workspace, envelope, signed context, outbox (for engineers)

Plans, tokens & billing

Pricing, the token economy, payment methods, coupons.

• Plans — the five tiers in detail
• The token economy — what each AI action costs
• Payment methods — Razorpay vs Cashfree, card, UPI, bank transfer
• Coupons & promotions — redemption rules

Language & locale

How thola handles 6 languages, currency, and regional defaults.

• Language & locale — supported languages, switching, what travels across languages

Where this fits

Reference is the deeper layer. The Recipes show you how to do a thing; the Reference tells you exactly how that thing works.

If you ever feel like you're reading a Recipe and wishing it had more depth, the corresponding Reference page is usually one link away. If you're reading a Reference page and wishing it had a worked example, the corresponding Recipe is usually one link away too.

If you find a Reference page that's too technical for your taste — full of words like envelope or outbox — that's working as designed. Those pages are for the very curious. The Recipes are the main surface for founders.