Using the 1.8.4 QA preview
Set up the features
you want to use.
The newer workspaces are available in the preview source and test installers, separately from public release 1.8.1. Keep a backup before trying a preview with existing data.
Choose your AI
Start in Settings → AI. General archive tasks can use a compatible hosted service with your own key. Questions about saved personal records, document review, and health planning require a model served on your computer or local network. That server’s routing controls where processing occurs. Zelos does not include an AI subscription.
Connect Money
Bank linking requires configured Plaid credentials and a supported institution. Saved bank balances include retrieval times; pending charges stay separate from posted spending. You can also import statements. Review recurring and duplicate suggestions before confirming a change, and use Undo if needed.
Import a document
Use Imports for PDF, PNG, or JPEG files up to 8 MB; PDFs are limited to 12 pages. Install Poppler for PDFs and Tesseract with English language data for scans. Scanned PDFs need both. Configure your local/LAN model, inspect the extracted evidence, and choose which rows to save.
Send a reviewed reply
Set up the sending connection for your email account. Drafting alone does not send. Open the reply, check the recipient and final text, complete its review, and choose Send reply. Optional background drafting never sends or replaces a reply you have edited.
Share with a household
Family supports parent accounts, child profiles, and limited collaborator access. Choose the records to share; shared workspace records are snapshots, not a live feed of the whole archive. Invitations are links you copy and deliver yourself. Remote family and guest booking pages need their own access setup while Zelos stays running.
Back up before a move
Settings → Your data offers a portable backup and optional daily encrypted copies. Portable archives are not password protected. Encrypted recovery requires the separate recovery key; keep the archive and a protected key copy on another device. Neither format includes installed models or operating-system keychain credentials. Restore checks the archive and saves a recovery copy first.
Plan meals and groceries
Save your preferences and review the generated plan before using it. Mark grocery items Needed, Have, or Bought. Optional store sharing needs separate setup and a review of the list being sent. Prices are estimates; checkout happens with the store. Health records preserve your reported results and do not provide a diagnosis.
Choose the right installer
Use Apple Silicon or Intel for your Mac, and x64 or ARM64 for your Windows PC. All four preview packages passed automated build and runtime checks; hands-on Windows install and upgrade acceptance remains. Messages import is Mac-only and needs Full Disk Access. The main workspaces work independently of Messages.