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Getting started

  • Create your workspace
  • Invite your team and choose roles
  • Find your way around
  • Neugent Lead or Neugent Assistant

Capturing leads

  • Connect where leads come from
  • How first response works
  • Website chat

Leads and companies

  • Work with leads
  • Import and export leads
  • Companies
  • Analytics

Outreach and inbox

  • Send email from your own address
  • Campaigns: folders for your leads
  • The shared inbox

Meetings and calls

  • Booking links and calendars
  • Meetings
  • Calls, texts, and the voice agent

Assistant

  • Ask Neugent Chat
  • Look things up in your CRM

Administration

  • Connect your tools
  • Approvals
  • Usage, limits, and billing
  • Activity log

Troubleshooting

  • Fix common problems

Help / Administration

Activity log

Who did what, and when.

Settings → Activity records what happened in your organization: who did it, what it was, and when. Filter by whether a teammate did it, Neugent did it on someone’s behalf, or Neugent did it on its own, such as a first response.

Something not working the way this says? Write to support@neugent.ai.

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