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, FreJun, GoTo Connect, or Webex under Admin → Settings. Zoom/Meet/FreJun are connected by each salesperson; GoTo Connect is authorized once by an admin; Webex can be Individual or Admin mode (see GoTo Connect · Webex).
4. Connect integrations (salespeople) — Salespeople link Zoom, Google Meet, FreJun, or Webex (Individual mode) under Salesperson dashboard → Settings → Platform connections. See Connect Zoom · Connect Webex · 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.