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Creating an Account and Logging In

Account & Profile Management

Managing Your Profile and Preferences Forgot Password - Resetting Your Password Deleting Your Account

Team Management

Adding/Removing Users Creating Teams

Contacts

Adding/Importing a New Contact Managing Client Profiles

Meeting Setup

Connect Calendar and Import Event Meetings Invite Abacor to Ad-hoc Meetings Checking if Abacor is Working

During & After Your Meeting

Exporting and Sharing Meeting Notes Using "Ask Abacor" During & After a Meeting Creating Action Items Pause and Resume: Control What’s Recorded and Shared

Exporting, Sharing & Customization

Customizing Branding for Meeting Notetaker Downloading Meeting Video Sharing Your Meeting with Video Sharing Meetings with Teams

Revenue Assistant

Setting Up Your Service Catalog Reading the Opportunities Tab

Email Assistant

Importing Your Emails Enabling Email Assistant

Task Management

Managing Your Tasks in Abacor

Calendar & Scheduling

Connecting Multiple Calendars Time Zone Settings "Need admin approval" or "Admin Approval Needed" when trying to connect my Outlook calendar?

Integrations

Connecting to ClickUp

FAQ

Contacts Tab - FAQ Meetings - FAQ Integrations - FAQ Getting started with a lite seat - FAQ Adding Abacor as an App on Your Phone

ClickUp

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

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