Start with what you need
- I need the right docs for my role: start with Find your role path for RevOps, Sales Manager, AE, CSM, or SDR paths.
- I am setting up Ergo: start with First-time setup checklist, then Setup by role.
- Something is broken or missing: start with Troubleshooting.
- I need the basics first: read Welcome to Ergo, Navigating Ergo, and Roles and permissions.
Essential setup
- Connect email and calendar
- Notetaker setup
- Connect your CRM
- Field mapping setup: required before CRM updates work
- Pipeline stages
- Recording/privacy basics
Common issues
- Notetaker did not join
- Transcript or recording missing
- CRM sync issues
- Stage drift conflicts
- Draft send failures
- Duplicate drafts from multiple notetakers
- Permission or access denied
- Search/reporting has no results
How to use these docs
- Start with setup when a source, role, or workflow has not been configured yet.
- Complete setup in dependency order: connect email and calendar, configure the notetaker, then finish CRM field mapping before expecting CRM updates.
- Use workflow articles when the product surface is visible but the next action is unclear.
- Use troubleshooting articles when something is missing, failed, duplicated, already handled manually, or access denied.
- For access issues, separate wrong-account selection from organization or IT permission blocks before retrying.
- Treat examples as generalized patterns; share customer-specific screenshots, error codes, and account context only in your support channel.