Help & Documentation

Getting Started

Set up your workspace, invite your team, and learn the basics of senSEi.

Notebook

Learn how to use the hierarchical notebook to organize accounts, opportunities, meetings, and contacts.

Boards & Kanban

Use Kanban boards to track tasks, action items, and in-progress work across your team.

Pipeline

Visualize and manage your sales pipeline with a drag-and-drop stage view.

Meetings

Browse all meetings in a chronological list, and auto-create contacts on accounts from meeting attendees.

Search

Use quick search to instantly find anything across boards, cards, and notebook nodes.

Settings & Team

Manage your profile, organization, team members, SSO, and integrations.

Agent Inbox

The background agent monitors your workspace, surfaces proactive suggestions, and waits for your approval before taking any action.

AI Features

Use AI to analyse meeting transcripts, extract Command of the Message fields, generate follow-up emails, and prepare for upcoming calls.

Billing & Subscription

Understand the free trial, pricing plans, and how to manage your subscription.