# Ergo Docs

> Customer docs for setting up, using, and troubleshooting Ergo.

## Docs

- [Add/remove/move members](https://docs.joinergo.com/customer-docs/admin/add-remove-move-members.md): Add existing organization users to teams, move members between teams, or remove team and organization access from Ergo Admin.
- [Admin dashboard overview](https://docs.joinergo.com/customer-docs/admin/admin-dashboard-overview.md): Use the Admin dashboard to manage teams, provision users, review access, and change organization-level controls.
- [Agent persona](https://docs.joinergo.com/customer-docs/admin/agent-persona.md): Choose the organization persona type Ergo should use for workspace context.
- [Agent usage and billing](https://docs.joinergo.com/customer-docs/admin/agent-usage-and-billing.md): Review month-to-date Ergo Agent usage in Admin without treating it as a final invoice.
- [Create/edit/delete teams](https://docs.joinergo.com/customer-docs/admin/create-edit-delete-teams.md): Create, edit, or delete teams safely in the Admin dashboard without orphaning members or changing the wrong scope.
- [Default meeting summary settings](https://docs.joinergo.com/customer-docs/admin/default-meeting-summary-settings.md): Set the organization-wide default for post-call summary emails and recording links.
- [Ergo enabled/status](https://docs.joinergo.com/customer-docs/admin/ergo-enabled-status.md): Understand and manage the Ergo enabled toggle and Active/Inactive member status in Admin.
- [Global meeting access](https://docs.joinergo.com/customer-docs/admin/global-meeting-access.md): Control whether members can view meetings across the organization.
- [Grant meeting/reporting access](https://docs.joinergo.com/customer-docs/admin/grant-meeting-reporting-access.md): Grant meeting visibility or reporting dashboard access from Ergo Admin without changing a user's team or role.
- [Impersonation](https://docs.joinergo.com/customer-docs/admin/impersonation.md): Use impersonation carefully when support or admin diagnosis requires seeing a user workspace.
- [Admin](https://docs.joinergo.com/customer-docs/admin/index.md): Use this section to manage teams, members, roles, global access, reporting access, defaults, persona, usage, and impersonation.
- [Organization and team hierarchy](https://docs.joinergo.com/customer-docs/admin/organization-and-team-hierarchy.md): Understand how Ergo organizes members into teams with primary admins, secondary admins, users, and spectators.
- [Promote/demote/convert roles](https://docs.joinergo.com/customer-docs/admin/promote-demote-convert-roles.md): Change member roles from Ergo Admin, including secondary-admin promotion, admin demotion, and standard-user or spectator conversion.
- [Provision accounts](https://docs.joinergo.com/customer-docs/admin/provision-accounts.md): Provision a new Ergo account, assign it to a team, and choose the right role and seat type.
- [Recording disclaimer defaults](https://docs.joinergo.com/customer-docs/admin/recording-disclaimer-defaults.md): Control whether Ergo sends a recording disclaimer chat message when the meeting bot joins.
- [Spectator management](https://docs.joinergo.com/customer-docs/admin/spectator-management.md): Manage spectator seats in Ergo Admin, including provisioning, conversion, access checks, and integration expectations.
- [Sync CRM/settings to team members](https://docs.joinergo.com/customer-docs/admin/sync-crm-settings-to-team-members.md): Use Admin member actions to sync CRM credentials or selected admin settings to team members.
- [Chat with Ergo](https://docs.joinergo.com/customer-docs/ai-search-automation/chat-with-ergo.md): Ask Ergo questions and review its sources, context, and proposed actions before acting.
- [Email/Slack delivery for scheduled runs](https://docs.joinergo.com/customer-docs/ai-search-automation/email-slack-delivery-for-scheduled-runs.md): Choose delivery destinations for scheduled agent run results and troubleshoot delivery gaps.
- [Floating agent panel](https://docs.joinergo.com/customer-docs/ai-search-automation/floating-agent-panel.md): Use the agent panel alongside deals and meetings without losing page context.
- [Follow-ups panel](https://docs.joinergo.com/customer-docs/ai-search-automation/follow-ups-panel.md): Use the Follow-ups surface to review follow-up work without confusing it with scheduled agent runs.
- [Ergo AI, search, and automation](https://docs.joinergo.com/customer-docs/ai-search-automation/index.md): Use this section to ask Ergo questions, search across context, create scheduled agent runs, and manage follow-up workflows.
- [Scheduled agent runs](https://docs.joinergo.com/customer-docs/ai-search-automation/scheduled-agent-runs.md): Create, edit, pause, run, or delete recurring Ergo agent prompts.
- [Scheduled run history and health](https://docs.joinergo.com/customer-docs/ai-search-automation/scheduled-run-history-and-health.md): Read scheduled agent run execution history, status, delivery results, and errors.
- [Search across meetings, emails, and documents](https://docs.joinergo.com/customer-docs/ai-search-automation/search-across-meetings-emails-and-documents.md): Search indexed meetings, email threads, and user documents with access-aware results.
- [Search filters/modes/results](https://docs.joinergo.com/customer-docs/ai-search-automation/search-filters-modes-results.md): Use source filters, member filters, search modes, and pagination to tune results.
- [Understanding sources/actions in chat](https://docs.joinergo.com/customer-docs/ai-search-automation/understanding-sources-actions-in-chat.md): Separate cited source context from proposed actions in Ergo chat responses.
- [Using deal and meeting context](https://docs.joinergo.com/customer-docs/ai-search-automation/using-deal-and-meeting-context.md): Scope Ergo chat to the right deal or meeting and watch for stale or missing context.
- [Activity, emails, and meetings](https://docs.joinergo.com/customer-docs/deals-crm/activity-emails-meetings-and-documents-tabs.md): Use deal and company detail views to verify activity timelines, emails, meetings, and custom fields before taking action.
- [Add/edit deals](https://docs.joinergo.com/customer-docs/deals-crm/add-edit-deals.md): Add or edit Deals carefully, using mapped CRM fields, pipeline stages, owners, and permissions as the source of truth.
- [AI deal/account overviews](https://docs.joinergo.com/customer-docs/deals-crm/ai-deal-account-overviews.md): Read AI deal and company overviews as source-backed summaries, then verify recent meetings, emails, CRM fields, and connected activity.
- [Bulk actions](https://docs.joinergo.com/customer-docs/deals-crm/bulk-actions.md): Use bulk actions to update selected deals, assign owners, move stages, change close dates, or generate drafts with care.
- [Bulk email drafts](https://docs.joinergo.com/customer-docs/deals-crm/bulk-email-slack-drafts.md): Generate email drafts for selected deals, review the shared prompt, and verify recipients before sending.
- [Company board](https://docs.joinergo.com/customer-docs/deals-crm/company-board.md): Switch to Companies to review account-level records, activity, health, contacts, and related deals.
- [Company detail](https://docs.joinergo.com/customer-docs/deals-crm/company-detail.md): Review a company's activity, company info, emails, meetings, health, AI overview, contacts, and related deals.
- [Custom views and Ergo View](https://docs.joinergo.com/customer-docs/deals-crm/custom-views-and-ergo-view.md): Use Ergo View, built-in tabs, and saved custom views to focus the Deals board without losing the underlying pipeline scope.
- [Deal and account health](https://docs.joinergo.com/customer-docs/deals-crm/deal-and-account-health.md): Use deal and company health as prioritization context, then verify recent meetings, emails, stage, and CRM fields before acting.
- [Deal detail](https://docs.joinergo.com/customer-docs/deals-crm/deal-detail.md): Review a deal's CRM fields, activity, emails, meetings, AI overview, health, contacts, and company context from the detail page.
- [Deals board overview](https://docs.joinergo.com/customer-docs/deals-crm/deals-board-overview.md): Open the Deals workspace, choose the right pipeline or Companies view, and scan deals by stage, owner, health, activity, and mapped CRM fields.
- [How Ergo names and matches CRM records](https://docs.joinergo.com/customer-docs/deals-crm/how-ergo-names-and-matches-crm-records.md): Understand how Ergo uses CRM records, company names, domains, contacts, meeting context, and mapped settings when records appear mismatched.
- [Deals and CRM](https://docs.joinergo.com/customer-docs/deals-crm/index.md): Work from Ergo's Deals workspace, inspect CRM-backed deal and company context, and understand how views, matching, health, drafts, and follow-ups fit together.
- [Kanban and list views](https://docs.joinergo.com/customer-docs/deals-crm/kanban-and-list-views.md): Choose kanban for stage-based pipeline review or list view for sortable deal comparison and custom-field review.
- [Pipeline/view selector](https://docs.joinergo.com/customer-docs/deals-crm/pipeline-view-selector.md): Use the Deals selector to switch between CRM pipelines and Companies, then choose built-in or saved views without losing track of scope.
- [Reminders and follow-up view](https://docs.joinergo.com/customer-docs/deals-crm/reminders-and-follow-up-view.md): Use follow-up and reminder-oriented views to find deals with next actions, then confirm owner, due date, activity, and source context.
- [Search/filter/sort deals](https://docs.joinergo.com/customer-docs/deals-crm/search-filter-sort-deals.md): Search, filter, and sort Deals without mistaking a scoped view for missing CRM data.
- [Desktop onboarding checklist](https://docs.joinergo.com/customer-docs/desktop/desktop-onboarding-checklist.md): Verify Desktop access, sign-in, permissions, test recording, upload, and processing before using Ergo Desktop on live calls.
- [Desktop performance requirements and current limitations](https://docs.joinergo.com/customer-docs/desktop/desktop-performance-requirements-and-current-limitations.md): Set expectations for Desktop recording reliability, upload limits, live transcript dependencies, and duplicate-source behavior.
- [Desktop settings and updates](https://docs.joinergo.com/customer-docs/desktop/desktop-settings-and-updates.md): Review Desktop settings, sign-out behavior, auto-record configuration, and update expectations.
- [Desktop](https://docs.joinergo.com/customer-docs/desktop/index.md): Install Ergo Desktop, sign in, grant permissions, record locally, use Quick Note, and troubleshoot detection or upload issues.
- [Install and sign in to Ergo Desktop](https://docs.joinergo.com/customer-docs/desktop/install-and-sign-in-to-ergo-desktop.md): Download Ergo Desktop, complete WorkOS sign-in, and confirm the app is using the right Ergo account.
- [Live transcript and mute controls](https://docs.joinergo.com/customer-docs/desktop/live-transcript-and-mute-controls.md): Use live transcript controls carefully and understand how audio capture affects transcript quality.
- [macOS permissions](https://docs.joinergo.com/customer-docs/desktop/macos-permissions.md): Grant the macOS permissions Ergo Desktop needs for local capture and recording reliability.
- [Quick Note](https://docs.joinergo.com/customer-docs/desktop/quick-note.md): Use Quick Note or a manual-note recording path when you need local capture tied to a note.
- [Silent desktop recording](https://docs.joinergo.com/customer-docs/desktop/silent-desktop-recording.md): Record locally with Ergo Desktop when you do not want a bot participant to join the meeting.
- [Troubleshoot missed detection or upload failures](https://docs.joinergo.com/customer-docs/desktop/troubleshoot-missed-detection-or-upload-failures.md): Diagnose Desktop meetings that did not auto-record, upload, process, or appear in Ergo.
- [AI template builder](https://docs.joinergo.com/customer-docs/drafts-email/ai-template-builder.md): Generate or refine email templates with AI, then review the template before using it in production drafts.
- [Attachments, images, and links](https://docs.joinergo.com/customer-docs/drafts-email/attachments-images-and-links.md): Add files, inline images, and links to a draft while staying within provider limits.
- [Auto-send settings](https://docs.joinergo.com/customer-docs/drafts-email/auto-send-settings.md): Understand when auto-send is available, why human review is the default, and how to avoid over-enabling it.
- [Compose a new email](https://docs.joinergo.com/customer-docs/drafts-email/compose-a-new-email.md): Create a new email draft from Drafts, a deal, or Ergo Chat, then review it before sending.
- [Create/edit templates](https://docs.joinergo.com/customer-docs/drafts-email/create-edit-templates.md): Create, update, and delete email templates and variables for future draft generation.
- [Dismiss/disqualify drafts](https://docs.joinergo.com/customer-docs/drafts-email/dismiss-disqualify-drafts.md): Remove drafts from review or disqualify the related deal only when that matches your sales process.
- [Draft email logic: when drafts are created and how to dismiss](https://docs.joinergo.com/customer-docs/drafts-email/draft-email-logic-when-drafts-are-created-and-how-to-dismiss.md): Understand what creates email drafts, why some drafts are skipped, and how to dismiss drafts safely.
- [Draft tabs and queues](https://docs.joinergo.com/customer-docs/drafts-email/draft-tabs-and-queues.md): Understand which Drafts queue to use for pending, reminder, scheduled, composed, sent, and failed emails.
- [Drafts inbox](https://docs.joinergo.com/customer-docs/drafts-email/drafts-inbox.md): Open the Drafts inbox, find the right queue, and review drafts before sending.
- [Email signatures and draft footers](https://docs.joinergo.com/customer-docs/drafts-email/email-signatures-and-draft-footers.md): Configure signatures, import from Gmail, and avoid duplicate sign-offs in sent drafts.
- [Failed drafts retry/report](https://docs.joinergo.com/customer-docs/drafts-email/failed-drafts-retry-report.md): Review failed drafts, retry when the cause is fixed, or report failures with useful context.
- [Go Mode and bulk sending](https://docs.joinergo.com/customer-docs/drafts-email/go-mode-and-bulk-sending.md): Use Go Mode to review a selected set of drafts quickly without treating bulk review as blind auto-send.
- [Drafts and email](https://docs.joinergo.com/customer-docs/drafts-email/index.md): Use this section to understand when Ergo creates drafts and how to review, send, schedule, retry, disable, or template them.
- [Open tracking and sent flow](https://docs.joinergo.com/customer-docs/drafts-email/open-tracking-and-sent-flow.md): Use sent-state and open-tracking signals without overreading them.
- [Reprompt drafts with AI](https://docs.joinergo.com/customer-docs/drafts-email/reprompt-drafts-with-ai.md): Use AI instructions to revise a draft without losing your review responsibility.
- [Review/edit AI drafts](https://docs.joinergo.com/customer-docs/drafts-email/review-edit-ai-drafts.md): Check recipients, thread context, body, attachments, and AI-generated copy before sending a draft.
- [Send/schedule/unschedule/undo](https://docs.joinergo.com/customer-docs/drafts-email/send-schedule-unschedule-undo.md): Send a draft now, schedule it for later, cancel a scheduled send, or undo supported draft actions.
- [Sent email browser](https://docs.joinergo.com/customer-docs/drafts-email/sent-email-browser.md): Review sent emails and sent-thread examples without assuming provider history is complete.
- [Team access to email drafts](https://docs.joinergo.com/customer-docs/drafts-email/team-access-to-email-drafts.md): Understand when managers or admins can view drafts across users and what remains user-owned.
- [Templates overview](https://docs.joinergo.com/customer-docs/drafts-email/templates-overview.md): Use email templates to guide draft generation without treating templates as final copy.
- [Thread history and related threads](https://docs.joinergo.com/customer-docs/drafts-email/thread-history-and-related-threads.md): Use email thread context to decide whether a draft should reply in-thread or start a new email.
- [Turn post-call drafts on or off](https://docs.joinergo.com/customer-docs/drafts-email/turn-post-call-drafts-on-or-off.md): Enable or disable post-call email draft generation for the right users and teams.
- [Advanced CRM toggles](https://docs.joinergo.com/customer-docs/field-mapping/advanced-crm-toggles.md): Change broad CRM automation controls carefully and test one record before rollout.
- [Alternate domains/emails](https://docs.joinergo.com/customer-docs/field-mapping/alternate-domains-emails.md): Add alternate domains and emails so Ergo can recognize related account context without over-broad matching.
- [Backfill CRM fields from historical meetings](https://docs.joinergo.com/customer-docs/field-mapping/backfill-crm-fields-from-historical-meetings.md): Set expectations for historical CRM field backfill after mapping changes, and test narrow samples before broad updates.
- [Company info](https://docs.joinergo.com/customer-docs/field-mapping/company-info.md): Maintain company description, solution context, and durable positioning that Ergo can use in summaries, drafts, and classification.
- [Create/sync CRM properties](https://docs.joinergo.com/customer-docs/field-mapping/create-sync-crm-properties.md): Sync existing CRM properties into Ergo, create approved fields where supported, and refresh mappings when CRM fields change.
- [CRM properties](https://docs.joinergo.com/customer-docs/field-mapping/crm-properties.md): Map deal, contact, and company CRM properties so Ergo can display, reason about, and update the right fields.
- [Deal qualification](https://docs.joinergo.com/customer-docs/field-mapping/deal-qualification.md): Map qualification fields and stage expectations so AI-assisted updates use current CRM criteria instead of informal judgment.
- [Default stages](https://docs.joinergo.com/customer-docs/field-mapping/default-stages.md): Use default stages as a starting point only when they match your CRM process and have been reviewed by the CRM owner.
- [Field Mapping overview](https://docs.joinergo.com/customer-docs/field-mapping/field-mapping-overview.md): Understand the Field Mapping tabs and the setup Ergo needs before CRM writeback, stage classification, and AI-assisted updates.
- [Field mapping setup: required before CRM updates work](https://docs.joinergo.com/customer-docs/field-mapping/field-mapping-setup-required-before-crm-updates-work.md): Complete the minimum CRM property, pipeline, stage, owner, and permission setup required before relying on Ergo CRM updates.
- [Field mapping](https://docs.joinergo.com/customer-docs/field-mapping/index.md): Configure the CRM fields, pipeline stages, matching context, permissions, and advanced controls Ergo uses before CRM updates or AI-assisted classification.
- [Meeting-title AI boost](https://docs.joinergo.com/customer-docs/field-mapping/meeting-title-ai-boost.md): Choose Strict Mode or AI Boost for meeting-title phrases so meeting classification uses the right level of exactness.
- [Partnership domains](https://docs.joinergo.com/customer-docs/field-mapping/partnership-domains.md): Classify partner domains separately from customer domains so partner activity does not distort account matching or deal context.
- [Pipelines](https://docs.joinergo.com/customer-docs/field-mapping/pipelines.md): Sync and manage CRM pipelines and stages so the Deals board, stage classification, and CRM writeback use the right pipeline scope.
- [Property permissions](https://docs.joinergo.com/customer-docs/field-mapping/property-permissions.md): Control whether Ergo can create or update CRM-backed deal, contact, and company records and fields.
- [Reorder/delete stages](https://docs.joinergo.com/customer-docs/field-mapping/reorder-delete-stages.md): Reorder or delete stages carefully, checking CRM support, stage IDs, deal impact, and drift before saving.
- [Restrict to pipeline](https://docs.joinergo.com/customer-docs/field-mapping/restrict-to-pipeline.md): Keep Ergo scoped to intended synced pipelines when your CRM has multiple pipelines.
- [Stage controls](https://docs.joinergo.com/customer-docs/field-mapping/stage-controls.md): Use stage controls to decide how stage configuration, CRM writes, and allowed stage actions should behave.
- [Stage definitions and AI descriptions](https://docs.joinergo.com/customer-docs/field-mapping/stage-definitions-and-ai-descriptions.md): Write clear stage descriptions so Ergo can classify stage movement consistently with your sales process.
- [Stage drift resolution](https://docs.joinergo.com/customer-docs/field-mapping/stage-drift-resolution.md): Resolve differences between CRM stages and Ergo's stored stage configuration before relying on board views or stage updates.
- [Ergo Docs](https://docs.joinergo.com/customer-docs/index.md): Customer help center for setting up, using, and troubleshooting Ergo.
- [Attio](https://docs.joinergo.com/customer-docs/integrations/attio.md): Connect Attio so Ergo can use Attio CRM records and configured CRM updates.
- [Beeper](https://docs.joinergo.com/customer-docs/integrations/beeper.md): Connect Beeper with a token when your team uses Beeper messaging context in Ergo.
- [BlueDot](https://docs.joinergo.com/customer-docs/integrations/bluedot.md): Connect BlueDot with the sign-in secret shown in Ergo so BlueDot meeting payloads can be received.
- [Calendar scopes and meeting auto-join](https://docs.joinergo.com/customer-docs/integrations/calendar-scopes-and-meeting-auto-join.md): Understand how connected calendars support meeting detection, scheduling, and auto-join behavior.
- [Circleback](https://docs.joinergo.com/customer-docs/integrations/circleback.md): Connect Circleback by sending Circleback meeting notes, transcripts, and action items to Ergo through a webhook.
- [Email signature](https://docs.joinergo.com/customer-docs/integrations/email-signature.md): Configure the signature Ergo appends to generated email drafts and sends.
- [Ergo CRM](https://docs.joinergo.com/customer-docs/integrations/ergo-crm.md): Use Ergo as the CRM when contacts, companies, and deals should live in Ergo instead of an external CRM.
- [Ergo Desktop Notetaker](https://docs.joinergo.com/customer-docs/integrations/ergo-desktop-notetaker.md): Enable the desktop notetaker for local, no-bot meeting recording through the Ergo Desktop app.
- [Ergo Notetaker](https://docs.joinergo.com/customer-docs/integrations/ergo-notetaker.md): Configure the built-in cloud notetaker that joins supported meetings as a bot.
- [Expired grants and reconnecting](https://docs.joinergo.com/customer-docs/integrations/expired-grants-and-reconnecting.md): Reconnect Google Workspace or Microsoft 365 when an email/calendar grant expires or required scopes are revoked.
- [Fathom](https://docs.joinergo.com/customer-docs/integrations/fathom.md): Connect Fathom with the webhook and secret flow shown in Ergo so supported Fathom recordings can be processed.
- [Fireflies](https://docs.joinergo.com/customer-docs/integrations/fireflies.md): Connect Fireflies with an API key and webhook secret so Fireflies transcripts can feed Ergo.
- [Gong](https://docs.joinergo.com/customer-docs/integrations/gong.md): Connect Gong so Ergo can receive supported Gong meeting or recording context.
- [Google Workspace](https://docs.joinergo.com/customer-docs/integrations/google-workspace.md): Connect Gmail and Google Calendar so Ergo can use email, calendar, draft, and meeting context.
- [Granola](https://docs.joinergo.com/customer-docs/integrations/granola.md): Connect Granola through OAuth/MCP or an API token so Granola notes can be imported into Ergo.
- [HubSpot](https://docs.joinergo.com/customer-docs/integrations/hubspot.md): Connect HubSpot so Ergo can use HubSpot CRM records, fields, owners, and meeting activity context.
- [HubSpot meeting activities and recording links](https://docs.joinergo.com/customer-docs/integrations/hubspot-meeting-activities-and-recording-links.md): Understand how Ergo links meeting context and recording URLs back to HubSpot when the HubSpot workflow is configured.
- [Integrations](https://docs.joinergo.com/customer-docs/integrations/index.md): Use this section to connect CRM, workspace, notetaker, dialer, support, and external-agent integrations.
- [MCP/external agent tools](https://docs.joinergo.com/customer-docs/integrations/mcp-external-agent-tools.md): Connect external MCP clients to Ergo Agent when the MCP setup is enabled for your workspace.
- [Microsoft 365](https://docs.joinergo.com/customer-docs/integrations/microsoft-365.md): Connect Outlook and Microsoft Calendar so Ergo can use email, calendar, draft, and meeting context.
- [Nooks](https://docs.joinergo.com/customer-docs/integrations/nooks.md): Connect Nooks Dialer with the workspace signing-key flow shown in Ergo.
- [Outreach](https://docs.joinergo.com/customer-docs/integrations/outreach.md): Connect Outreach Dialer so supported Outreach call recordings can feed Ergo.
- [Pipedrive](https://docs.joinergo.com/customer-docs/integrations/pipedrive.md): Connect Pipedrive with an API token so Ergo can use Pipedrive CRM records and activities.
- [Pylon](https://docs.joinergo.com/customer-docs/integrations/pylon.md): Connect Pylon at the workspace level so supported meeting recordings can be sent to Pylon.
- [Salesfinity](https://docs.joinergo.com/customer-docs/integrations/salesfinity.md): Connect Salesfinity Dialer with an API key for supported call-log and recording sync.
- [Salesforce](https://docs.joinergo.com/customer-docs/integrations/salesforce.md): Connect Salesforce to use CRM records, fields, owners, and pipeline context in Ergo.
- [Slack](https://docs.joinergo.com/customer-docs/integrations/slack.md): Connect Slack so Ergo can use approved workspace context and deliver supported Slack workflows.
- [Slack monitoring and pre-call context](https://docs.joinergo.com/customer-docs/integrations/slack-monitoring-and-pre-call-context.md): Turn Slack monitoring and pre-call context on only after the Slack workspace connection and channel access are ready.
- [Document status, retry, delete, and download](https://docs.joinergo.com/customer-docs/knowledge-base/document-scopes-status-retry-delete-download.md): Understand knowledge base document states and the actions available for failed, indexed, and stored files.
- [Generated documents](https://docs.joinergo.com/customer-docs/knowledge-base/generated-documents.md): Find, download, rename, delete, and manage documents generated from Ergo chat or document workflows.
- [Knowledge base and documents](https://docs.joinergo.com/customer-docs/knowledge-base/index.md): Upload knowledge base files, manage document processing, share generated documents, link documents to deals, and configure post-call guidance.
- [Link documents to deals](https://docs.joinergo.com/customer-docs/knowledge-base/link-documents-to-deals.md): Attach generated documents to deals so deal views can show the right supporting materials.
- [Post-call custom instructions](https://docs.joinergo.com/customer-docs/knowledge-base/post-call-custom-instructions.md): Use org, team, and personal instructions to guide post-call email drafts.
- [Post-call reference docs and summaries](https://docs.joinergo.com/customer-docs/knowledge-base/post-call-reference-docs-and-summaries.md): Upload reference docs for post-call drafting and manage generated document summaries.
- [Share or revoke documents](https://docs.joinergo.com/customer-docs/knowledge-base/share-revoke-documents.md): Create and revoke share links for generated documents.
- [Team and user post-call instructions](https://docs.joinergo.com/customer-docs/knowledge-base/team-user-post-call-instructions.md): Understand how team-level and personal instructions combine in post-call drafts.
- [Upload knowledge base documents](https://docs.joinergo.com/customer-docs/knowledge-base/upload-user-org-knowledge-base-docs.md): Upload supported files so Ergo can index them as knowledge base context.
- [Add the bot to a live or ad hoc meeting](https://docs.joinergo.com/customer-docs/meetings/add-the-bot-to-a-live-or-ad-hoc-meeting.md): Manually send the Ergo bot to a supported meeting link when the meeting is not already scheduled from your calendar.
- [Ask AI about a meeting](https://docs.joinergo.com/customer-docs/meetings/ask-ai-about-a-meeting.md): Use meeting chat to ask questions grounded in a meeting's transcript and available context.
- [Auto-delete meetings](https://docs.joinergo.com/customer-docs/meetings/auto-delete-meetings.md): Use time-based deletion to remove meeting records after a configured retention period.
- [Create and share clips](https://docs.joinergo.com/customer-docs/meetings/create-and-share-clips.md): Create short clips from meetings and manage clip share links separately from full meeting links.
- [Dashboard and upcoming meetings](https://docs.joinergo.com/customer-docs/meetings/dashboard-upcoming-meetings.md): Use the dashboard to check upcoming calendar meetings, notetaker scheduling, live bot status, and meeting capture readiness.
- [Delete or retry processing](https://docs.joinergo.com/customer-docs/meetings/delete-retry-processing.md): Delete meeting records or retry supported failed processing states without confusing source-specific behavior.
- [Meetings and notetaker](https://docs.joinergo.com/customer-docs/meetings/index.md): Capture meetings, manage the Ergo notetaker, review transcripts and recordings, and control meeting sharing.
- [Manual notes](https://docs.joinergo.com/customer-docs/meetings/manual-notes.md): Create, edit, share, and push manually written meeting notes when a recording is not the main source.
- [Meeting availability and visibility](https://docs.joinergo.com/customer-docs/meetings/meeting-availability-and-visibility.md): Understand who can see meeting records and how sharing differs from internal visibility.
- [Meeting detail page](https://docs.joinergo.com/customer-docs/meetings/meeting-detail-page.md): Review a completed meeting's recording, transcript, summary, action items, clips, AI chat, and related workflow context.
- [Meeting filter: what sales-only processing means](https://docs.joinergo.com/customer-docs/meetings/meeting-filter-what-sales-only-processing-means.md): Understand how meeting type affects insights, drafts, CRM updates, and reporting outputs.
- [Meeting history and folders](https://docs.joinergo.com/customer-docs/meetings/meeting-history-and-folders.md): Find completed meetings, filter them, and understand how folders organize meeting records.
- [Meeting processing time and status states](https://docs.joinergo.com/customer-docs/meetings/meeting-processing-time-and-status-states.md): Understand separate recording, transcript, summary, insight, draft, and desktop-upload processing states.
- [Notetaker waiting-room admission guide](https://docs.joinergo.com/customer-docs/meetings/notetaker-waiting-room-admission-guide.md): Understand what to do when the Ergo notetaker is joining, waiting, recording, or blocked from a meeting.
- [One bot per org: shared notetaking behavior](https://docs.joinergo.com/customer-docs/meetings/one-bot-per-org-shared-notetaking-behavior.md): Understand how Ergo treats shared calendar meetings when more than one teammate is invited.
- [Push notes or meetings to automations](https://docs.joinergo.com/customer-docs/meetings/push-notes-or-meetings-to-automations.md): Manually trigger downstream automation workflows when a meeting or note has enough context.
- [Recording disclaimer](https://docs.joinergo.com/customer-docs/meetings/recording-disclaimer.md): Configure and verify the org-level recording disclaimer used by the Ergo notetaker.
- [Recurring meetings](https://docs.joinergo.com/customer-docs/meetings/recurring-meetings.md): Schedule or cancel the Ergo notetaker for one recurring meeting occurrence or future occurrences.
- [Schedule or cancel the notetaker](https://docs.joinergo.com/customer-docs/meetings/schedule-or-cancel-the-notetaker.md): Turn Ergo notetaker capture on or off for a calendar meeting, including recurring meeting options.
- [Share, revoke, or password-protect meetings](https://docs.joinergo.com/customer-docs/meetings/share-revoke-password-protect-meetings.md): Create and manage share links for meeting recordings and transcripts.
- [Skip internal meetings](https://docs.joinergo.com/customer-docs/meetings/skip-internal-meetings.md): Use the skip-internal-meetings setting to prevent the notetaker from joining internal-only calendar events.
- [Summary emails and recording links](https://docs.joinergo.com/customer-docs/meetings/summary-emails-and-recording-links.md): Configure whether Ergo sends post-call summary emails and includes recording links.
- [Upload external recordings](https://docs.joinergo.com/customer-docs/meetings/upload-external-recordings.md): Import a recording that was captured outside the Ergo bot and let Ergo process it as a meeting record.
- [Using multiple notetakers with Ergo](https://docs.joinergo.com/customer-docs/meetings/using-multiple-notetakers-with-ergo.md): Avoid duplicate meeting records, drafts, and CRM updates when Ergo and another notetaker capture the same call.
- [Video, transcript, and action items](https://docs.joinergo.com/customer-docs/meetings/video-transcript-and-action-items.md): Review the main meeting outputs and understand why each output can become available at a different time.
- [What happens when a meeting is rescheduled](https://docs.joinergo.com/customer-docs/meetings/what-happens-when-a-meeting-is-rescheduled.md): Understand how calendar changes affect upcoming meeting visibility and notetaker scheduling.
- [Why some meetings do not generate insights or drafts](https://docs.joinergo.com/customer-docs/meetings/why-some-meetings-do-not-generate-insights-or-drafts.md): Check the common reasons a captured meeting has no generated insights, CRM updates, or post-call drafts.
- [Call grading rubrics](https://docs.joinergo.com/customer-docs/reporting/call-grading-rubrics.md): Create call grading rubrics for scored reporting charts and coaching review.
- [Chart builder](https://docs.joinergo.com/customer-docs/reporting/chart-builder.md): Use Chart Builder to choose reporting fields, filters, time ranges, breakdowns, chart types, and dashboard save targets.
- [Create/edit reports](https://docs.joinergo.com/customer-docs/reporting/create-edit-reports.md): Create a Reporting chart, save it to a dashboard, or edit an existing dashboard widget.
- [Cross-org analytics](https://docs.joinergo.com/customer-docs/reporting/cross-org-analytics.md): Understand why cross-org analytics is not a standard customer Reporting workflow.
- [Custom reporting fields](https://docs.joinergo.com/customer-docs/reporting/custom-reporting-fields.md): Create and maintain the reporting fields that power Ergo charts, filters, and reporting emails.
- [Default dashboards](https://docs.joinergo.com/customer-docs/reporting/default-dashboards.md): Create a preconfigured Reporting dashboard and adjust it for your team's workflow.
- [Filters, time ranges, and drilldowns](https://docs.joinergo.com/customer-docs/reporting/filters-time-ranges-and-drilldowns.md): Use Reporting filters, dashboard time ranges, chart time ranges, and drilldowns without hiding the data you need.
- [Reporting](https://docs.joinergo.com/customer-docs/reporting/index.md): Build reporting dashboards, charts, custom fields, call grading rubrics, shared reporting views, and scheduled reporting emails.
- [Notetaker adoption dashboard: reading edge cases](https://docs.joinergo.com/customer-docs/reporting/notetaker-adoption-dashboard-reading-edge-cases.md): Interpret notetaker adoption reporting without treating every missing or uncaptured meeting as a failed adoption signal.
- [Picklist and numerical buckets](https://docs.joinergo.com/customer-docs/reporting/picklist-and-numerical-buckets.md): Configure picklist options and numerical ranges so Reporting charts and filters group data correctly.
- [Preview/run history](https://docs.joinergo.com/customer-docs/reporting/preview-run-history.md): Use Reporting email run history to review preview runs, sends, statuses, failure stages, and delivery details.
- [Reporting: competitors, custom fields, and backfill](https://docs.joinergo.com/customer-docs/reporting/reporting-competitors-custom-fields-and-backfill.md): Plan competitor and custom reporting fields without overpromising historical backfill or immediate chart completeness.
- [Reporting dashboard sharing and embedding troubleshooting](https://docs.joinergo.com/customer-docs/reporting/reporting-dashboard-sharing-and-embedding-troubleshooting.md): Troubleshoot shared Reporting chart and dashboard links, password prompts, revoked links, and missing shared-view details.
- [Reporting email cadences](https://docs.joinergo.com/customer-docs/reporting/reporting-email-cadences.md): Create and manage weekly Reporting emails with recipients, fields, analysis instructions, test runs, and run history.
- [Reporting overview](https://docs.joinergo.com/customer-docs/reporting/reporting-overview.md): Understand what Ergo Reporting shows, who can access it, and what to check before using reporting data.
- [Save widgets to dashboards](https://docs.joinergo.com/customer-docs/reporting/save-widgets-to-dashboards.md): Save reporting charts as dashboard widgets, then arrange, rename, move, copy, or remove them.
- [Share charts/dashboards](https://docs.joinergo.com/customer-docs/reporting/share-charts-dashboards.md): Generate, password-protect, copy, and revoke shared links for Reporting charts and dashboards.
- [AE playbook](https://docs.joinergo.com/customer-docs/roles/ae.md): Use this path to capture customer meetings, review follow-up drafts, use deal context, and keep pipeline follow-up moving.
- [CSM playbook](https://docs.joinergo.com/customer-docs/roles/csm.md): Use this path to prepare for customer conversations, review account context, and use follow-up or reporting signals safely.
- [By role](https://docs.joinergo.com/customer-docs/roles/index.md): Start from the role you are working in, then jump into the setup, workflow, troubleshooting, and reference docs that matter most.
- [RevOps playbook](https://docs.joinergo.com/customer-docs/roles/revops.md): Use this path to coordinate Ergo rollout, CRM setup, field mapping, reporting, access, and source-quality decisions.
- [Sales manager playbook](https://docs.joinergo.com/customer-docs/roles/sales-manager.md): Use this path to review team meetings, coaching evidence, pipeline risk, reporting, and adoption signals.
- [SDR playbook](https://docs.joinergo.com/customer-docs/roles/sdr.md): Use this path to manage prospecting context, handoffs, follow-up drafts, and SDR-to-AE workflows when they are enabled.
- [Advanced settings](https://docs.joinergo.com/customer-docs/setup/advanced-settings.md): Review optional advanced settings for domains, CRM object logging, notifications, CRM update sensitivity, and provider-specific behavior.
- [AE setup](https://docs.joinergo.com/customer-docs/setup/ae-setup.md): Set up Ergo for account executives who need meetings, deal context, and reviewable post-call drafts.
- [AE tips for success](https://docs.joinergo.com/customer-docs/setup/ae-tips-for-success.md): Use AE tips to get reliable meeting capture, reviewable follow-up drafts, and deal context from Ergo.
- [Collaboration tools setup](https://docs.joinergo.com/customer-docs/setup/collaboration-tools-setup.md): Connect Slack, Pylon, and available messaging tools so Ergo can deliver collaboration context and handoffs.
- [Company details](https://docs.joinergo.com/customer-docs/setup/company-details.md): Add the company context Ergo uses to make drafts, CRM fields, stage descriptions, and meeting answers more specific to your business.
- [Connect email and calendar](https://docs.joinergo.com/customer-docs/setup/connect-email-and-calendar.md): Connect the Google Workspace or Microsoft 365 account Ergo should use for email context, follow-up drafts, calendar matching, and meeting capture.
- [Connect your CRM](https://docs.joinergo.com/customer-docs/setup/connect-your-crm.md): Connect the CRM source Ergo should use before mapping fields, stages, owner data, and CRM write permissions.
- [CRM properties setup](https://docs.joinergo.com/customer-docs/setup/crm-properties-setup.md): Prepare CRM properties during onboarding so Ergo can map fields, create missing properties, and write updates safely.
- [CSM setup](https://docs.joinergo.com/customer-docs/setup/csm-setup.md): Set up Ergo for CSMs who need customer meetings, account context, and reviewable follow-up drafts.
- [CSM tips for success](https://docs.joinergo.com/customer-docs/setup/csm-tips-for-success.md): Use Ergo to prepare for customer conversations, review follow-ups, and keep account context current.
- [Email templates setup](https://docs.joinergo.com/customer-docs/setup/email-templates-setup.md): Set up Ergo email templates so post-call drafts follow the right structure, use case, and review workflow.
- [First-time setup checklist](https://docs.joinergo.com/customer-docs/setup/first-time-setup-checklist.md): Complete first-time Ergo setup in the right order: shared setup first, personal setup next, then one controlled test.
- [Setup](https://docs.joinergo.com/customer-docs/setup/index.md): Use this section to connect CRM, email/calendar, collaboration tools, notetakers, email templates, and role-specific defaults.
- [Meeting title phrases](https://docs.joinergo.com/customer-docs/setup/meeting-title-phrases.md): Configure the meeting-title phrases and AI Boost setting Ergo uses to identify revenue-relevant meetings.
- [Notetaker setup](https://docs.joinergo.com/customer-docs/setup/notetaker-setup.md): Choose and test the meeting capture source that feeds Ergo transcripts, summaries, drafts, CRM updates, and reporting.
- [Operator setup](https://docs.joinergo.com/customer-docs/setup/operator-setup.md): Set up delegated operators or GTM ops helpers without treating operator as a separate Ergo permission role.
- [Operator tips for success](https://docs.joinergo.com/customer-docs/setup/operator-tips-for-success.md): Use operator tips to support users from approved admin settings without changing sources you do not own.
- [Pipeline stages](https://docs.joinergo.com/customer-docs/setup/pipeline-stages.md): Sync CRM pipeline stages into Ergo, review stage descriptions, and confirm stage controls before CRM writeback.
- [Pricing configuration](https://docs.joinergo.com/customer-docs/setup/pricing-configuration.md): Add organization-level pricing context during onboarding so Ergo can reason about deal amounts without turning the page into a public pricing promise.
- [Reporting defaults](https://docs.joinergo.com/customer-docs/setup/reporting-defaults.md): Choose optional default reporting dashboards and grading rubrics during onboarding, then grant reporting access intentionally.
- [RevOps setup for Ergo rollout](https://docs.joinergo.com/customer-docs/setup/revops-setup-for-ergo-rollout.md): Prepare shared CRM, source, notetaker, and rollout defaults before inviting a broader team into Ergo.
- [RevOps tips for success](https://docs.joinergo.com/customer-docs/setup/revops-tips-for-success.md): Use RevOps tips to keep Ergo rollout, CRM writeback, reporting, and AI outputs grounded in clean sources.
- [Sales manager tips for success](https://docs.joinergo.com/customer-docs/setup/sales-manager-tips-for-success.md): Use Ergo to coach from call evidence, inspect pipeline risk, and read team reporting responsibly.
- [Setup by role](https://docs.joinergo.com/customer-docs/setup/setup-by-role.md): Choose the right Ergo setup path for admins, operators, standard users, managers, and spectators.
- [Spectator and viewer setup](https://docs.joinergo.com/customer-docs/setup/spectator-and-viewer-setup.md): Set up spectator seats, reporting access, and shared-link viewers without granting full user access.
- [Spectator and viewer tips for success](https://docs.joinergo.com/customer-docs/setup/spectator-and-viewer-tips-for-success.md): Use limited Ergo access for review workflows without over-granting admin, CRM, or drafting permissions.
- [User sync](https://docs.joinergo.com/customer-docs/setup/user-sync.md): Provision users, assign roles and teams, and copy the right admin settings without overwriting personal setup.
- [Workspace configuration](https://docs.joinergo.com/customer-docs/setup/workspace-configuration.md): Choose the workspace settings and shared defaults that control Ergo drafts, CRM context, collaboration, and team visibility.
- [Find your role path](https://docs.joinergo.com/customer-docs/start-here/find-your-role-path.md): Choose the role path that matches how you use Ergo, then jump into the setup and workflow docs that matter most.
- [Start here](https://docs.joinergo.com/customer-docs/start-here/index.md): Use this section for the few articles everyone should know before going deeper into setup, workflows, or troubleshooting.
- [Navigating Ergo](https://docs.joinergo.com/customer-docs/start-here/navigating-ergo.md): Find the main Ergo areas and understand which surfaces depend on role, source, and setup access.
- [Prompting Ergo and getting support](https://docs.joinergo.com/customer-docs/start-here/prompting-ergo-and-getting-support.md): Ask Ergo better questions, review the output, and collect the right context when you need help.
- [Roles and permissions](https://docs.joinergo.com/customer-docs/start-here/roles-and-permissions.md): Understand user, admin, super-admin, spectator, and shared-link access before changing visibility.
- [Spectator access](https://docs.joinergo.com/customer-docs/start-here/spectator-access.md): Understand spectator seats, scoped review access, and shared links without over-granting permissions.
- [Welcome to Ergo](https://docs.joinergo.com/customer-docs/start-here/welcome-to-ergo.md): Understand what Ergo helps with, what to configure first, and where to go next.
- [Add Ergo to new Slack customer channels](https://docs.joinergo.com/customer-docs/troubleshooting/add-ergo-to-new-slack-customer-channels.md): Troubleshoot new Slack customer channels that do not yet have Ergo monitoring or delivery.
- [CRM sync issues](https://docs.joinergo.com/customer-docs/troubleshooting/crm-sync-issues.md): Troubleshoot CRM connection, field mapping, property permission, owner, and record visibility issues.
- [Dashboard setup errors](https://docs.joinergo.com/customer-docs/troubleshooting/dashboard-setup-errors.md): Troubleshoot onboarding and dashboard setup steps that do not complete or save as expected.
- [Draft send failures](https://docs.joinergo.com/customer-docs/troubleshooting/draft-send-failures.md): Troubleshoot email drafts that fail validation, send, schedule, or retry.
- [Duplicate drafts from multiple notetakers](https://docs.joinergo.com/customer-docs/troubleshooting/duplicate-drafts-from-multiple-notetakers.md): Troubleshoot duplicate post-call drafts caused by overlapping meeting or notetaker sources.
- [Google/Microsoft/Slack reconnects](https://docs.joinergo.com/customer-docs/troubleshooting/google-microsoft-slack-reconnects.md): Troubleshoot expired or mismatched Google, Microsoft, and Slack connections.
- [Troubleshooting](https://docs.joinergo.com/customer-docs/troubleshooting/index.md): Use this section to diagnose durable symptoms by checking the most common source, permission, processing, and configuration causes first.
- [Notetaker did not join](https://docs.joinergo.com/customer-docs/troubleshooting/notetaker-did-not-join.md): Troubleshoot scheduled or live meetings where Ergo Notetaker did not join.
- [Permission or access denied](https://docs.joinergo.com/customer-docs/troubleshooting/permission-or-access-denied.md): Troubleshoot hidden pages, denied access, shared-link access, and missing role or reporting permissions.
- [Pylon delivery failures, duplicate deliveries, and queue health](https://docs.joinergo.com/customer-docs/troubleshooting/pylon-delivery-failures-duplicate-deliveries-and-queue-health.md): Troubleshoot missing, duplicated, or delayed Ergo delivery into Pylon workflows.
- [Search/reporting has no results](https://docs.joinergo.com/customer-docs/troubleshooting/search-reporting-has-no-results.md): Troubleshoot empty search, AI answer, report, dashboard, and scheduled reporting results.
- [Sign-in and desktop callback issues](https://docs.joinergo.com/customer-docs/troubleshooting/sign-in-and-desktop-callback-issues.md): Troubleshoot dashboard sign-in, account mismatch, and Ergo Desktop auth callback problems.
- [Slack disconnect/reconnect and stale channel mappings](https://docs.joinergo.com/customer-docs/troubleshooting/slack-disconnect-reconnect-and-stale-channel-mappings.md): Troubleshoot stale Slack workspace, channel, and delivery mappings after disconnecting or reconnecting Slack.
- [Slack Enterprise Grid channel listing issues](https://docs.joinergo.com/customer-docs/troubleshooting/slack-enterprise-grid-channel-listing-issues.md): Troubleshoot missing Slack channels in channel lists, recipient search, and delivery setup.
- [Stage drift conflicts](https://docs.joinergo.com/customer-docs/troubleshooting/stage-drift-conflicts.md): Troubleshoot CRM pipeline stages that changed after Ergo setup and no longer match expected stage definitions.
- [Transcript or recording missing](https://docs.joinergo.com/customer-docs/troubleshooting/transcript-or-recording-missing.md): Troubleshoot missing meeting recordings, transcripts, summaries, insights, and desktop uploads.