Top Workflows
Outcome-first playbooks for the most common onboarding, adoption, and admin tasks.
Use these workflow guides when you need to get to an outcome quickly without reading every feature page.
Most Requested Outcomes
Run your first assisted call
Set up desktop runtime, validate permissions, and confirm real-time answer quality in one pass.
Push a meeting summary to CRM
Connect Salesforce or HubSpot and verify field-mapped summary sync with rollback checks.
Share a summary with attendees
Use secure sharing and follow-up flows after the meeting with ownership and deadlines preserved.
Fix an empty transcript
Diagnose permission, audio-route, and network issues with a deterministic decision path.
Prepare enterprise security review
Collect trust evidence, answer procurement questionnaires, and route legal/security sign-off.
How To Use Workflow Docs
- Start with prerequisites and expected output.
- Execute the steps exactly in order.
- Use the failure mode section before opening a support ticket.
- Capture owner/date outcomes in your internal rollout tracker.
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