Help center
Short guides to set up your workspace, work with the assistant and manage your package.
Getting started
- Getting started and the setup wizardCreate your account, finish the six-step setup wizard and invite your team in about ten minutes.
- Connecting your toolsFind integrations in Settings > Integrations, install them for the workspace and connect accounts. Some need the Starter or Pro package.
- Roles, permissions and invitationsEvery workspace starts with Admin, Member and Viewer roles. Create your own roles and invite people from Members.
Working with the assistant
- Asking good questions and reading citationsAsk the assistant in the dashboard or your chat tools. Answers cite the documents they come from, and it tells you when it cannot find something.
- Memory and the LibraryMemory is your team's knowledge base of documents with full history; the Library keeps files such as PDFs and spreadsheets.
- Slack knowledge captureLet the assistant suggest decisions, facts and processes from chosen Slack channels. You review every suggestion before it reaches Memory.
- Meeting bot and PikoSend a bot to Google Meet for transcripts and AI notes, and record browser issues with the Piko extension.
- Calendar and GmailConnect your own Google Calendar and Gmail so the assistant can plan your day, prepare meetings and draft email.
Automations and safety
Still stuck?
Use Feedback / Report a problem in the dashboard's user menu, or email us. We read every message.