Help Center

Everything you need to get the most out of CoAgentor — your AI meeting agent platform.

3 min read

Help Center

Welcome to CoAgentor support. Find guides, integration docs, and answers to common questions below.


Getting Started

New to CoAgentor? Start here.

| Article | Description | |---|---| | Create Your First Agent | Step-by-step walkthrough from zero to your first live meeting | | Trigger Rules | How to define when and how your agent responds | | Voice and Persona | Configure your agent's voice, name, and personality | | Agent Versioning | How agent snapshots work and how to revert |

Go to Agents →


Meetings

| Article | Description | |---|---| | On-Demand Meetings | Launch an agent into a live call right now | | Calendar Auto-Join | Automatically deploy agents on scheduled meetings | | Meeting Events | What gets logged during and after a meeting | | Post-Meeting Summaries | Receive summaries of every agent-participated call |

Go to Meetings →


Integrations

| Article | Description | |---|---| | Google Calendar | Connect for calendar auto-join | | Outlook Calendar | Connect Microsoft/Exchange calendar for auto-join | | Slack | Route agent insights to your Slack workspace | | Microsoft Teams | Route agent insights to Teams channels or DMs |

Go to Integrations →


Data Sources

Give your agents access to your documents and knowledge bases.

| Article | Description | |---|---| | Data Sources Overview | How RAG retrieval connects files to agents | | File Uploads | Upload PDFs, docs, and spreadsheets | | Google Drive | Connect your Drive and select files directly in contexts | | Contexts and Scopes | Control which content is active for which agents |

Go to Data Sources →


Billing

Plans, hours, overage, and account management.

| Article | Description | |---|---| | Plans and Pricing | Full plan comparison and feature breakdown | | How Hours Are Counted | Exactly how meeting time is measured and billed | | Upgrading and Downgrading | Change plans, proration, and cancellation |

Go to Billing →


Account

Details about your account and data.

| Article | Description | |---|---| | Managing Your Profile | Account settings, themes, timezone | | Connected Services | Third party services and OAuth partners | | Data Deletion | GDPR and right to data deletion |


Coming Soon

Features actively in development.

| Feature | What's coming | |---|---| | Notion Connector | Notion workspace as a data source | | Confluence Connector | Team wikis and documentation | | Telegram Back-Channel | Deliver agent insights via Telegram | | Multi-Language Support | Meetings in languages beyond English |


Still have questions?

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Still have questions?

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