Delane Ly

Revenue Assistant

Build the Service List That Powers Your Revenue Assistant

Setting Up Your Service Catalog

See What Revenue Assistant Found and Dig Into the Details

Reading the Opportunities Tab

Get started

Creating an Account and Logging In

Aissiou Ikram

Account & Profile Management

You can manage your account settings in two places:

Preferences – where you configure platform-wide settings like your business details, integrations, and meeting assistant behavior.

Profile Settings – where you manage your personal account details, connected accounts, security, and more.

Managing Your Profile and Preferences

Forgot your password? Follow these quick and easy steps to get you back on track.

Forgot Password - Resetting Your Password

If you no longer wish to use the platform, you can delete your account at any time through your account settings. This action is permanent and will remove all your data from our system.

Deleting Your Account

Team Management

Easily Add, Assign, and Manage Seats for Your Team

Adding/Removing Users

Create and organize teams to collaborate more effectively

Creating Teams 

Contacts

Adding/Importing a New Contact

Abacor allows you to manage client profiles directly within Contacts. You can edit information for contacts you’ve created in Abacor, while information imported from Karbon (such as name or email) must be updated in Karbon. Any changes made in Karbon will automatically be reflected in Abacor to ensure consistency across systems.

Managing Client Profiles

Meeting Setup 

You can connect both Google Calendar and Microsoft Teams to sync meetings, manage your schedule, and make collaboration more seamless. This integration ensures that your events, availability, and meeting links stay consistent across platforms.

Connect Calendar and Import Event Meetings

The Invite Abacor to Ad-hoc Meetings feature is designed for impromptu or unscheduled meetings. It lets you quickly bring Abacor into any live call so it can start recording, transcribing, and capturing notes without needing a calendar event.

Invite Abacor to Ad-hoc Meetings

If Abacor is working correctly, it will join your scheduled meetings and appear in the participant list. This ensures it can record, transcribe, and capture all key details from your discussion.

Checking if Abacor is Working

During & After Your Meeting

Abacor provides a simple way to export your meeting notes as PDFs and share them with your team or others. Whether you need a PDF summary or want to share your meeting link, this guide walks you through the process.


Exporting and Sharing Meeting Notes

Abacor AI helps you review and understand your meeting by answering questions based on the transcript. After finishing your meeting, you’ll be able to chat directly with the AI from the meeting page.

Using "Ask Abacor" During & After a Meeting

Creating Action Items 

The pause and resume feature gives you full control over what Abacor records and transcribes. Use it to skip sensitive moments, fine-tune AI-generated notes, edit transcripts, and decide exactly who can access your meeting content.

Pause and Resume: Control What’s Recorded and Shared

Exporting, Sharing & Customization

Abacor allows you to customize the branding of your meeting notetaker to reflect your company's identity. You can change the name of the meeting assistant, upload a logo, and even set a background image for the notes. The availability of these customization options depends on the tier of your subscription.


Customizing Branding for Meeting Notetaker

Download your meeting video for easy sharing or record-keeping. Simply request the download from the meeting's Transcript and Video tab, and your video will be ready in just a few minutes.

Downloading Meeting Video

You can now choose to include the meeting video when sharing your notes and transcript. This gives recipients the option to watch the full conversation along with reading the key points.

Sharing Your Meeting with Video

You can now choose to include the meeting video when sharing your notes and transcript with your team. This gives recipients the option to watch the full conversation along with reading the key points.

Sharing Meetings with Teams

Task Management

Abacor automatically turns your meeting action items into trackable tasks, so nothing falls through the cracks after a conversation ends.


Managing Your Tasks in Abacor

Yingzhong Xu

Calendar & Scheduling

You can connect multiple calendars, including Google Calendar and Microsoft Teams, to keep all your meetings in one place. This makes it easy to manage your schedule, avoid conflicts, and ensure your events, availability, and meeting links stay in sync across platforms.

Connecting Multiple Calendars

Time Zone Settings

How to work with your system administrator to get Abacor approved to work in your Office 365 environment.

"Need admin approval" or "Admin Approval Needed" when trying to connect my Outlook calendar?

Integrations

ClickUp

Abacor integrates with ClickUp. Once connected, you can publish meeting notes, transcripts, and action items directly into ClickUp.

Connecting to ClickUp

Financial Cents

Abacor integrates with Financial Cents. Once connected, you can publish meeting notes, transcripts, and action items directly into Financial Cents timelines.

Connecting to Financial Cents

After your meeting, you can instantly push the recording, transcript, and AI-generated notes from Abacor into Financial Cents. This makes it simple to share insights with your team, keep client timelines up to date, and centralize key discussions directly within your firm’s workflow.

Pushing Notes to Financial Cents

Karbon

Abacor integrates with Karbon using a secure connection token (JWT). Once connected, you can publish meeting notes, transcripts, and action items directly into Karbon timelines.

Connecting to Karbon

Importing contacts from Karbon into Abacor ensures your client information stays consistent across both platforms. With synced contacts, you can easily link meeting notes, transcripts, and tasks to the right client records in Abacor, reducing manual entry and keeping your firm’s workflows connected.

Importing Karbon Contacts to Abacor

After your meeting, you can instantly push the recording and generated notes from Abacor into Karbon. This makes it simple to share insights with your team, keep client timelines up to date, and centralize key discussions directly within your firm’s workflow.

Pushing Notes to Karbon

Pushing Notes to Work Item Timeline

Double

Abacor integrates with Double using a secure Client ID and Client secret. Once connected, you can publish meeting notes, transcripts, and action items directly into Double timelines.

Connecting to Double

After your meeting, you can instantly push the recording, transcript, and AI-generated notes from Abacor into Double. This makes it simple to share insights with your team, keep client timelines up to date, and centralize key discussions directly within your firm’s workflow.

Pushing Notes to Double

Abacor now supports pushing granular meeting action items directly into Double, making it easier to turn conversations into tracked work—without manual copy-paste.

Pushing Action Items into Double

Abacor integrates with FYI. Once connected, you can publish meeting notes, transcripts, and action items directly into FYI timelines.

Connecting to FYI

After your meeting, you can instantly push the recording and generated notes from Abacor into FYI. This makes it simple to share insights with your team, keep client timelines up to date, and centralize key discussions directly within your firm’s workflow.

Pushing Notes and Action Items to FYI

Anchor

Abacor integrates with Anchor. Once connected, you can draft proposals directly on Abacor using the meeting context.

Connecting to Anchor

The Abacor and Anchor integration lets you turn any client meeting into a draft proposal in Anchor with a single click. Below is what the integration can do, when to reach for it, and how to get the best results.

Abacor + Anchor: Quick Start Guide

Ignition

Abacor integrates with Ignition. Once connected, Abacor reads the context of your prospect meetings and smartly auto-drafts a complete proposal, then saves it straight to Ignition as a draft for you to review and send.

Connecting to Ignition

The Abacor and Ignition integration lets you turn any prospect meeting into a draft proposal in Ignition with a single click. Below is what the integration can do, when to reach for it, and how to get the best results.

Abacor + Ignition: Quick Start Guide

ChatGPT App

Connecting Abacor to ChatGPT lets ChatGPT access your meetings, notes, and contacts so you can ask questions and get answers without leaving your conversation.

Connect Abacor to ChatGPT

Once the Abacor connector is enabled in ChatGPT, you can ask ChatGPT questions in plain English about your meetings, contacts, organizations, and action items in Abacor. ChatGPT reads from Abacor on your behalf, it pulls in the right data based on what you ask, so you don't need to learn a query syntax or jump between tabs.

Using ChatGPT with Abacor (MCP Integration)

Claude App

Once the Abacor connector is enabled in Claude, you can ask Claude questions in plain English about your meetings, contacts, organizations, and action items in Abacor. Claude reads from Abacor on your behalf, it pulls in the right data based on what you ask, so you don't need to learn a query syntax or jump between tabs.

Using Claude with Abacor (MCP Integration)

Connecting Abacor to Claude lets Claude access your meetings, notes, and contacts so you can ask questions and get answers without leaving your conversation.

Connect Abacor to Claude

In Abacor, contacts can be private to you or imported from your practice management tool for firm-wide visibility. This FAQ explains adding, editing, syncing, and sharing contacts.

Contacts Tab - FAQ

Abacor keeps your meeting notes private by default, with options to share via your practice management tool or the Share button. This FAQ covers recording, syncing, and sharing.

Meetings - FAQ

Integrations are a core part of the Abacor experience. Below are answers to some of the most common questions about setting up and using integrations.

Integrations - FAQ

Lite Seats give your team members access to Abacor without the ability to send the meeting assistant into calls. They're a great option for team members who need to review meeting notes, transcripts, and action items — but don't need to record meetings themselves.

Getting started with a lite seat - FAQ

Abacor doesn't have a native mobile app, but you can pin it to your Home Screen for quick, one-tap access. This creates a shortcut that launches Abacor in your browser. It looks and feels like an app without needing to download anything.