Help & Documentation
Everything you need to get the most out of senSEi.
Getting Started
Features
Notebook
Organise accounts, opportunities, meetings, and contacts in a hierarchical CRM notebook.
Boards & Kanban
Track tasks and action items with Kanban boards.
Pipeline
See all your deals in a visual pipeline across sales stages.
Meetings
Browse all meetings chronologically and manage activity types.
Search
Find anything across boards, cards, and notebook nodes instantly.
SFDC Sync
Your Salesforce pipeline syncs automatically every 4 hours. Import deals into senSEi with one click.
Calendar & Gong Intelligence
Sync your Google Calendar and see Gong call intelligence overlaid on your meetings automatically.
Slack Deal Monitor
Monitor Slack channels for deal activity and link messages to opportunities for AI context.
Presales Tracking
Track Okta SFDC presales fields — stage, confidence, MDP status, concerns, and notes — directly on every opportunity.
Share Links
Share any notebook node as a read-only public link. Recipients can view the content and download a PDF.
Manager Tools
Pipeline views, Gong intelligence, onsite tracking, and exec brief generation for SE managers.
Roadmap
See what's planned and in progress for senSEi. Suggest features for the team to consider.
Settings
AI & Automation
Agent Inbox
Background agents monitor your workspace and surface proactive suggestions — nothing is written until you approve.
AI Features
Analyse meeting transcripts, extract deal intelligence, fill Presales SFDC fields, generate follow-up emails, and prepare for upcoming calls.
Claude Code & MCP Integration
Connect Claude Code as your AI compute layer via the senSEi MCP server. Run analyses from your laptop, drain the queue automatically, and extend the system with 45 tools.