By role

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Choose a role

• RevOps playbook: Keep pipeline data trustworthy, configure mapped CRM updates, and reduce audit work.
• Sales manager playbook: See which deals, reps, meetings, and follow-ups need attention.
• AE playbook: Know what to work on, ask deal questions, generate reviewable follow-up drafts, and keep mapped CRM fields updated when configured.
• CSM playbook: See full account history, spot renewal or expansion signals, and draft account outreach.
• SDR playbook: Prioritize outreach, prepare handoffs, draft follow-up, and use context from meetings, email, and CRM.

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If you are setting up a workspace

• Start with First-time setup checklist.
• Use Setup by role to decide who owns shared setup versus personal setup.
• Use RevOps setup for Ergo rollout when one owner is coordinating the launch.

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If something is broken

• Start with Troubleshooting.
• Use CRM sync issues for missing fields, stages, records, or CRM updates.
• Use Notetaker did not join or Transcript or recording missing for capture issues.
• Use Draft send failures or Duplicate drafts from multiple notetakers for draft issues.