Features

Help by product area, organized the same way as the in-app menu. 27 articles.

Aitane AI

The action proposal approval flowReviewing and approving the creates, updates, and deletes the AI proposesUpdated 2026.08.13 Ask mode and Agent modeWhen to use the mode that answers, and the mode that actsUpdated 2026.08.13 Using the AI chatThe basics — asking questions, drafting, voice input, and file attachmentsUpdated 2026.08.24 Referencing information with mentionsBringing companies, contacts, deals, and more into the AI chat's contextUpdated 2026.08.13

Meetings

Pre-meeting deal analysis reportsCompany info, past touchpoints, likely issues, and candidate questions — compiled automatically before the meetingUpdated 2026.08.13 Call the Aitane bot during a Google MeetUse the Chrome extension to call the Aitane bot into an active Google Meet and start recording, transcription, and AI meeting minutesUpdated 2026.08.24 Meeting bot settingsAuto-join, manual invites, and how waiting rooms are handledUpdated 2026.08.18 Receive the minutes emailWhat's in the minutes email sent after recording, and who receives itUpdated 2026.08.13 Recording and transcribing meetingsFrom calling the bot to stopping the recording — what each state meansUpdated 2026.08.25 What you can do on the meeting detail screenMeeting info, participants, the recording, and deal links — all on one screenUpdated 2026.08.24 Script and minutesGenerating the script (transcript) and its language setting, plus the 7-section minutes and editingUpdated 2026.08.25

Email

Sending and tracking emailComposing, AI drafts, scheduled sending, and filtering by statusUpdated 2026.08.13 Email sending limitsDaily sending limits per plan, and when they resetUpdated 2026.08.14

Tasks

Managing tasksCreating tasks, statuses and priorities, and reviewing AI-generated tasksUpdated 2026.08.13

Notes

Managing notesCreating notes, tabs, templates, and linking them to recordsUpdated 2026.08.13

Deals

Configuring deal stagesAdding, editing, and reordering stages to match your sales processUpdated 2026.08.13 Managing deals and pipelinesCreating deals, filtering the list, CSV import, and custom propertiesUpdated 2026.08.24

Companies

Managing companiesRegistering customer companies, favorites, and what happens to linked data on deleteUpdated 2026.08.24

Contacts

Managing contactsRegistering contacts, CSV import, and what happens to linked data on deleteUpdated 2026.08.24

CRM

Scan business cards to register contactsCapturing cards with OCR, and sending thank-you emails automaticallyUpdated 2026.08.25 Gauging customer distance with the relationship scoreHow to read the relationship score and last-contact shown per company and contactUpdated 2026.08.13

Workspace

Search across everythingSearching all your data at once, and narrowing by typeUpdated 2026.08.24 Language, theme, and profileLanguage and time zone, light/dark switching, and your sender nameUpdated 2026.08.13 Check your notificationsUsing the notification center, and which actions produce notificationsUpdated 2026.08.24 Configure notificationsApp, Email, Slack, and LINE destinations, and per-item delivery settingsUpdated 2026.08.13 Using saved viewsSaving combinations of filters and display settings for laterUpdated 2026.08.13 Sync your dataWhen email, calendar, and contacts sync — and how to sync manuallyUpdated 2026.08.24

Related categories

Getting startedSix steps for your first week IntegrationsExternal service setup

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