Help & Documentation

Getting Started

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

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.

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, collapse sections, and download a PDF.

Roadmap

See what's planned and in progress for senSEi. Suggest features for the team to consider.

Settings & Team

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

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.

Mobile App

Record calls, view your Feed, and manage accounts on the go. Syncs with your web workspace in real time.