Who this section is for
- Reps and managers asking questions about deals, meetings, emails, and documents.
- RevOps teams setting up scheduled agent runs and delivery destinations.
- Admins troubleshooting search, source access, or run history issues.
Before you start
- Connect the sources you expect Ergo to use, such as meetings, email, CRM, Slack, or uploaded documents.
- Confirm the user has access to the records they expect to search or ask about.
- Treat AI answers as summaries or proposed actions until you review the source context.
Articles
- Chat with Ergo
- Understanding sources/actions in chat
- Floating agent panel
- Using deal and meeting context
- Scheduled agent runs
- Email/Slack delivery for scheduled runs
- Scheduled run history and health
- Search across meetings, emails, and documents
- Search filters/modes/results
- Follow-ups panel
Common issue path
- Search returns no results: check Search filters/modes/results, then Search/reporting has no results.
- Chat answer looks unsupported: check Understanding sources/actions in chat.
- Scheduled run did not deliver: check Scheduled run history and health and Email/Slack delivery for scheduled runs.