Who can use this
- Everyone using Ergo, plus rollout owners and admins who need shared vocabulary.
Before you start
- Know which CRM, calendar, email, meeting, and collaboration sources your organization has connected to Ergo.
- Confirm whether you are a user, admin, super admin, or spectator.
- Ask your rollout owner before changing access, recording, integration defaults, or admin-only setup areas. A rollout owner is the person responsible for coordinating your team’s Ergo setup; it is not a separate product role.
Steps
- Use Meetings for captured calls, transcripts, summaries, clips, and sharing.
- Use Drafts for AI-generated email drafts, sent email tracking, scheduling, and retries. Spectators do not see this area.
- Use Deals for CRM-backed account and opportunity context when your team has enabled the Deals workspace.
- Use Chat with Ergo, Search, Reporting, and Follow-ups only when those surfaces are enabled for your organization or granted to your role.
- Use Integrations, Field Mapping, and Admin for setup and access. Treat Field Mapping as an admin/setup area, not a day-to-day workflow for every user.
What to expect
- The app hides surfaces that do not apply to your role, enabled product areas, or connected-source access.
- Desktop users can also see desktop-only settings and manual-note behavior.
Common issues
- The wrong source, account, or organization context is selected.
- The needed source is not connected or fresh.
- A role or shared-link expectation is too broad.