Chat with Kin
An AI assistant that answers from your own material and Total Family's guides, opens beside any page, and shows its sources.
Kin is an AI assistant built into Total Family. It answers from your own visions, milestones, and letters, and from Total Family's guides and library. It shows where each answer came from, so you can check it for yourself.
Kin is part of Premium.
Kin Opens Beside the Page You Are On
Chat with Kin AI in the top bar opens Kin as a panel beside the page you are on, and everything stays where it was.
Kin knows which page you are on. A chip above the message box names it, so on your dashboard it reads Sharing "Dashboard". That context goes with your question, so you can ask about the thing in front of you without describing it.
- Asking about something else? Remove the chip with one click, and bring it back with Add this page
- Check the chip before you ask. If it names a page you have moved away from, the answer is built against that screen
- Everything is in the panel: starter prompts, your past conversations, and renaming or deleting a conversation
Kin, Help, and Quickstart open one at a time, so opening one closes the other. On a smaller screen the panel slides over the page.
Kin records which screen it read, never the words on it.
The full page is still under Chat with Kin in the sidebar, which is the better place for a long conversation.
Start a Conversation
The full page opens on a start screen with suggested prompts, for when you are not sure what to ask.
- New Chat starts a fresh conversation.
- Conversations keeps everything you have asked before.
- Suggested prompts, three starting points.
- Message box, for anything you like.
Selecting a prompt fills the message box without sending it, so you can change the wording first.
Send it and the conversation is created, named after your question. Kin shows Thinking while it works.
What You Can Ask
About your own legacy work. Ask how many Legacy Letters you have, or what your Personal Vision says, and Kin answers from your own material. It only ever reads what you already have access to, so it never draws on another household.
Answers are shaped to the question. Ask about your Personal Vision and you get your purpose statement, your values, and where your time is going.
How to do something in the app. Ask how to share a Legacy Letter, change a setting, or manage billing, and Kin reads the Help Center article written for your role and answers with the steps. The source shows as Help Center.
Where something is. Ask where to find a feature and Kin points you to the right place in the app.
Legacy ideas and guidance. Ask for help starting a letter, planning a family meeting, or talking to your children about values. Kin draws on the Family Library, podcasts, and videos.
Reading the Answer
Answers come back with headings, short lists, and bold for the parts that matter.
The small chips through the text are citations. A chip like
Legacy Letters names the material a claim came from.
When an answer draws on one of our walkthrough videos, the video sits just below the answer, ready to play in the chat. A link opens it in the Resource Library.
Where Kin's Answers Come From
Everything Kin cites is your own material or Total Family's:
- Your own work: your visions, milestones, and letters
- Help Center articles, the same ones you are reading now
- Family Library articles
- Podcast episodes
- Videos
Sources under each answer opens the full list, with the count beside it. Each entry names what it is, such as Video, Family Library, or Help Center, how long it runs, and how closely it matched your question. The most relevant sits at the top.
What to Do With an Answer
A row of actions sits under every answer.
- Copy takes the answer to your clipboard as clean text.
- Thumbs up or down tells us whether it was useful.
- Regenerate asks the same question again for a different answer.
- Sources opens the material behind it.
- The time on the right is how long the answer took.
Ask a follow-up question at the bottom continues the same thread, so Kin keeps the context of what you have already discussed.
Kin often ends by offering to go further, such as writing a title or a first paragraph for you. Taking it up on that is usually faster than starting a new question.
Returning to a Conversation
Every conversation is saved under Conversations, named after the question that started it. Select one to reopen the whole thread. You can rename or delete a conversation from the panel.
If You Are an Advisor
Kin works the same way in the partner portal, with prompts about your practice. See Chat with Kin in the partner guides.