Onboarding Walkthroughs

Short interactive tours of the main areas of AskElephant. Pick a topic and click through to see how each part works.

My Meetings

Your My Meetings page is the hub for everything on your calendar — an interactive calendar at the top, upcoming meeting cards below it, and past meetings underneath. This walkthrough shows you how to check note taker status before a call, use the Prepare button to open the engagement page, tag and rename meetings, and find recordings and clips after the fact.

Search

The Search page is your meeting library. Filter by call type, date, duration, team, group, contact, customer, or tag to find exactly the meetings you want — then bulk-select to analyze them together in a new chat or apply tags. This walkthrough shows you how to layer filters, manage tags (including auto-tagging), and send a set of meetings into Chat.

Customers

The Customers view brings together every meeting, contact, and prior chat for a customer account. Customer records are created automatically when someone from a new email domain joins a meeting, and the customer page is the fastest place to prep for a call or hand off an account. This walkthrough shows you how to open a customer, ask questions across every call you've had with them, and edit customer details.

Chats

Chats is a blank-slate conversation space — you attach the meetings and documents you want the AI to look at, choose a model and tools (web search, HubSpot, email), and ask your question. This walkthrough shows you how to start a new chat, attach meetings and docs, and run a prompt across them.

Automations

Automations is where workflows and prompts live. Workflows run AI tasks automatically when something happens — a meeting ends, a deal updates, a signal fires — using nodes that pass data through prompts and into your other tools. This walkthrough shows you how the Automations area is laid out and where to start when you're building your first workflow.

Settings

Settings is where you configure your personal preferences. This walkthrough shows you where to find each setting and which ones are worth setting up first, such as Personal Context and Account Integrations.