Your course, step by step.
Follow the lessons in order, or jump to what you need.
- Set up teams and workflows4 min lessonUnderstand how teams, statuses, labels, and members shape the work views.
- Connect your assistant to Scoped4 min lessonAuthorize a specific workspace and verify an assistant can read it.
- Review conversations waiting on you4 min lessonReview captured conversations and record what happened to each one.
- Verify an assistant’s update6 min lessonAsk for a specific change using names and verify exactly what was saved.
- Turn a conversation into a next step6 min lessonConnect a captured inquiry to a contact, opportunity, and owned follow-up.