For Users
Your admin has invited you. Five steps to get fully set up.
1. Sign in
Open the email invitation your admin sent and click the sign-in link. Use your work Google or Microsoft account.
Clicking the button opens an acceptance screen. Hit Accept to join the workspace.
2. Connect your email
Connect Gmail or Outlook so Cust can build customer context from your email history and you could send and receive emails via Cust. Make sure to add your email signature so outbound mail looks professional.
3. Connect your calendar
Connect your calendar so Cust can match call transcripts to the right meetings, build customer context from meeting attendees and notes, help you prepare for upcoming meetings, and more.
4. Add your personalized links
Add scheduling links and other custom URLs that get automatically included in AI-drafted emails and actions.
5. Wait for the initial sync to complete
Once your email and calendar are connected, it takes about 24 hours for Cust to finish syncing your historical data and building the initial customer context. After that, your you will start seeing recommended next steps and can start using the platform.