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Cust Docs

For Users

Connect your work accounts, then turn a customer commitment into your first useful result.

1. Sign in

If your organization uses Okta, open Cust from your Okta dashboard or follow your admin's single sign-on instructions. See Okta sign-in.

For Google or Microsoft sign-in, open the email invitation your admin sent and use your work account.

Clicking the button opens an acceptance screen. Hit Accept to join the workspace.

Sign in

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.

Connect your email

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.

Connect your calendar

4. Add your personalized links

Add scheduling links and other custom URLs that get automatically included in AI-drafted emails and actions.

Add scheduling links

5. Wait for the initial sync to complete

Initial processing time depends on mailbox size, provider limits, and the sources your workspace uses. Check a known customer conversation and meeting to confirm the import. If they are missing, use the email and calendar troubleshooting guide.

6. Review your first account

Choose an active customer with a recent conversation and an upcoming decision, such as a renewal, launch, or executive review.

  1. Open Home. In the Customer Memory experience, choose the account from My day, Deadline approaching, Overdue, or Backlog.
  2. Expand one commitment. Open its source reference and read the original conversation, including any later clarification.
  3. Confirm who owns the next action and when the customer expects it. Use the assignee and date controls to correct your team's work. Add to my day plans the work; it does not move the customer's deadline.
  4. Read Waiting on them and the account background. Check whether you need evidence, approval, or another person's input before proceeding.
  5. Choose a suggested assistance action or Ask about this. Check the attached account and source, then ask for a concrete result.

For example:

Prepare a one-page renewal decision brief for the CFO. Separate measured results from estimates, identify the evidence still missing, and name the owner and next date for each outstanding decision. Include the source references.

Review the result against the source. You are ready to move forward when you can explain the next action, its owner, its deadline, and the evidence behind it. Check any proposed tool actions before approving them.

Follow the Pfizer renewal example to see why an encouraging adoption figure and an approved financial case are different milestones. Working with memory covers the controls and troubleshooting.

If Home shows Updates, Calendar, and My actions, your workspace is using the earlier experience. Open the customer from Companies, review Interactions, and attach that customer and conversation to the Assistant. Ask your workspace admin or Cust support about access to Customer Memory.