Getting started

  1. Create your workspace — Sign up as an admin and complete onboarding.
  2. Invite users — Add managers and salespeople from admin settings.
  3. Enable platforms (admin) — Turn on Zoom, Meet, or FreJun for the team under Admin → Settings. Each salesperson connects their own account from their settings page.
  4. Connect integrations (salespeople) — Salespeople link Zoom, Google Meet, or FreJun under Salesperson dashboard → Settings → Platform connections. See Connect Zoom · FAQ (who connects, admin enable/disable).
  5. Upload or record — Use manual upload or wait for connected platforms to deliver recordings per your configuration.
  6. Review scores — Dashboards update as transcription and analysis complete.

Compliance reminder: ensure your organisation meets local recording and employment laws before rolling out — see participant notices.