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Documentation

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Everything you need to set up, configure, and master your AI sales teammate.

  • Quick Start Guide
  • Connecting Slack
  • Inviting Your Team
  • Connecting Your CRM
  • Connecting Data Sources
  • Data Access Policies
  • Custom Data Definitions
  • Advisors Overview
  • Data Shaping
  • How the AI Agent Works
  • Configuring Your Agent
  • Agent Skills & Capabilities
  • Writing Custom Instructions
  • Asking Your Agent Questions
  • Insights & Alerts
  • Meeting Prep
  • Scheduled Tasks
  • Admin Guide
  • Managing Users & Roles
  • Organization Settings
  • API Keys
  • Security & Compliance
  • Troubleshooting Guide
  • FAQ

Getting Started

  • Quick Start Guide
  • Connecting Slack
  • Inviting Your Team

Data & Integrations

  • Connecting Your CRM
  • Connecting Data Sources
  • Data Access Policies
  • Custom Data Definitions

Advisors

  • Advisors Overview
  • Data Shaping

Agent Configuration

  • How the AI Agent Works
  • Configuring Your Agent
  • Agent Skills & Capabilities
  • Writing Custom Instructions

Daily Usage

  • Asking Your Agent Questions
  • Insights & Alerts
  • Meeting Prep
  • Scheduled Tasks

Administration

  • Admin Guide
  • Managing Users & Roles
  • Organization Settings
  • API Keys
  • Security & Compliance

Troubleshooting

  • Troubleshooting Guide
  • FAQ
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