Welcome to Abacor - Let's Get You Setup 👋

Step 1: Set Your Meeting Assistant Preferences

Start by telling Abacor how you want your meeting assistant to work.

1. Go to Settings.

2. Open Meeting Assistant Preferences.

Here, you can control when Abacor joins your meetings.

Taking a moment to set this up ensures Abacor works the way you want it to.

Step 2: Connect Your Calendar

Next, connect your calendar to Abacor.

• Go to Settings → Integrations.

• Connect your Google or Outlook calendar.

Once connected:

• Abacor automatically detects meetings you accept.

• Abacor will join eligible calls.

• Your meetings are organized and ready before they even start.

Tip: Only meetings you accept on your calendar are eligible—so you stay in control.

Step 3: Connect Your Practice Management Tool (Recommended)

To keep your clients, contacts, and meetings organized, connect your practice management tool.

• Go to Settings → Integrations.

• Connect your firm’s practice management system.

This allows Abacor to:

• Sync clients and contacts

• Push your notes and action items over to your practice management tool

• Keep your meeting history clean and searchable

You can always add or adjust clients manually later.

Step 4: Take Your First Meeting

You’re ready to run your first meeting with Abacor.

Option 1: Record a Scheduled Call

• Join your meeting as you normally would (Zoom, Google Meet, Microsoft Teams).

• Abacor automatically joins and captures the conversation.

Option 2: Record an In‑Person Meeting

• Go to the Homepage.

• Start an In‑Person Recording.

This is perfect for:

• Office meetings

• Client lunches

• Conversations without a video link

Step 5: Review Your Meeting Summary

Once the meeting ends, head back to Abacor.

• Open the completed meeting.

• Review the automatically generated:

  • Summary

  • Decisions

  • Action items

  • Key discussion points

You can:

• Edit or refine notes

• Assign action items to yourself or teammates

• Share the meeting internally (if enabled)

Step 6: Explore Insights & Ask Abacor

Insights Tab

Visit the Insights tab to see:

• Patterns across the meeting

• Trends in decisions and action items

• High-level visibility into what’s happening with your clients

Ask Abacor

Use Ask Abacor to ask natural-language questions like:

• “What decisions did we make with this client last quarter?”

• “What action items are still open?”

• “What did we discuss last time?”

Ask Abacor turns your meetings into an instantly searchable knowledge base.

You’re Ready 🚀

That’s it—you’re officially up and running.

From here, Abacor becomes your system of record for client conversations, helping you stay aligned, organized, and prepared for every meeting.