Getting started
- Create your workspace — Sign up as an admin and complete onboarding.
- Invite users — Add managers and salespeople from admin settings.
- 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.
- 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).
- Upload or record — Use manual upload or wait for connected platforms to deliver recordings per your configuration.
- 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.