Help Center
From onboarding to daily operations, permissions, and data handling — setup steps and specifications, organized by the area you own.
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Browse by goal
Start from the job at hand and jump to the relevant setup steps.
Setup & onboarding
Signing in with Google / Microsoft accounts, the initial calendar and email integrations, and member invites.
Meeting recording & prep
Meeting bot join settings (Zoom / Google Meet / Teams), advance reminders, and pre-meeting briefs.
After the meeting
Generating and sending minutes, chasing unanswered threads, and auto-running related tasks.
Supervising the AI
Switching Assist / Agent, the scope allowed for external sending, approval flows and execution history.
Currently: Assist (no automatic sending)Deals & customers
Deal / task / meeting dashboards, AI stage suggestions, and sales KPI definitions.
Integrations & admin
Writing back to HubSpot / Salesforce / kintone, RBAC permissions, and audit log retention and export.
Your first week
From connecting your accounts to automated minutes and follow-up — structured so you can walk through it in the first week, with a time estimate on each step.
What you can do with Aitane
What Aitane covers, and defining what the AI runs automatically
Connect your accounts
Connecting your calendar, meeting tools, and email — and the permissions needed
Record meetings
Meeting bot join conditions, and recording & transcription settings
Run your follow-up
Sending minutes, raising to-dos, and chasing unanswered threads
Manage deals and customers
How deal objects are structured, and the dashboard metrics
Set up your team's workflow
Reviewing execution history, approval flows, and gradually widening automation
If you're still stuck
Existing customers: reach out to your customer success contact. Pre-sales questions are welcome at our support desk.
Contact support