Glyphic User Onboarding Guide

Last updated: April 19, 2026

This guide walks new Glyphic users — Account Executives, Customer Success Managers, BDRs, and SDRs — through getting set up and into a daily workflow.

Step 1: Connect your calendar

This is the most important setup step — it's how Glyphic knows which calls to join.

  1. Sign in to Glyphic.
  2. Go to Settings → Personal → Calendar integration.
  3. Click Connect next to Google Calendar or Microsoft Outlook Calendar.
  4. Approve access.

Then click the gear icon next to your calendar provider to set your Automatic recording preferences:

  • Record external meetings — most users want this on.
  • Record internal meetings — usually off; turn on if you want internal coaching or sync calls recorded.
  • Only record meetings I have accepted — skips tentative or declined meetings.
  • Only record meetings where I am the host — skips meetings you're invited to but not hosting.

Note: your admin may have locked some of these toggles at the org level.

For the full reference, see Calendar Integration.

Step 2: Confirm your CRM is connected

Your admin connects HubSpot or Salesforce at the organization level — there's nothing to do per user. Just confirm Glyphic shows your account is associated with the right CRM, and flag any sync errors to your admin.

Step 3: Set notification preferences

Go to Settings → Notifications and pick your delivery channels for:

  • Call summary emails — sent after each call is processed.
  • Coaching summary — weekly digest by email or Slack.
  • Call prep sheets — delivered ahead of upcoming external meetings.
  • Task reminders — at a fixed time of day in your local timezone.
  • Mentions — when a teammate mentions you in a comment on a call.

Slack delivery requires your admin to have connected Slack. See Notifications.

Step 4: Run a first test call

Before relying on Glyphic for a customer call, validate that your setup works:

  1. Schedule a short internal test meeting with a teammate.
  2. Let Glyphic join.
  3. Mention a clear pain point, next step, and timeline during the call.
  4. Wait a few minutes for processing, then open the call in Glyphic.

Confirm the call appears, the transcript is generated, the summary makes sense, and any expected Custom Insights or CRM updates are present.

Step 5: Get familiar with the main pages

  • Home page — your day at a glance: upcoming calls, today's tasks, recent calls, deals closing this quarter.
  • Call page — recording, transcript, summary, tasks, insights, scorecard, sharing controls.
  • Company page — everything Glyphic knows about an account: AI summary, activity timeline, contacts, insights, deal data.
  • Tasks — action items extracted from calls, organized by due date.

Step 6: Try Ask Glyphic

Ask Glyphic is the natural-language interface to your call and account data. Open it from the bar at the bottom of any page (Cmd+J / Ctrl+J).

Examples:

  • "What did this customer say about pricing?"
  • "Show me calls where competitor X was mentioned."
  • "Which of my deals are missing a close date?"
  • "What feature requests has this account raised?"

The scope changes based on where you are in the app: a call page scopes to that call, a company page to that account, the global scope spans your whole pipeline. See Ask Glyphic and How to Write a Prompt.

Daily workflow

Before each call

  • Open the prep sheet — recent activity, deal status, open questions, relevant context.
  • Note two or three things you want to confirm or follow up on.

During the call

  • Focus on the conversation. Glyphic is capturing the recording and transcript.
  • Be aware that the Glyphic Copilot will appear as a participant on Zoom / Google Meet / Teams (named according to your org's settings).

After the call

  • Open the call in Glyphic.
  • Review the summary and tasks.
  • Check the suggested CRM field updates and edit anything inaccurate before syncing.
  • Edit and send the follow-up email draft.

Role-based focus

  • Account Executives — prep sheets, deal context, follow-up drafts, CRM updates, qualification gaps.
  • Customer Success Managers — account history, sentiment, product feedback, renewal and expansion signals.
  • BDRs / SDRs — coaching scorecards, objection handling, discovery quality, next-step capture.
  • RevOps — CRM data quality, process adherence, pipeline analysis with Agents.

Troubleshooting

Calls aren't recording

  • Check your calendar is connected (Settings → Personal).
  • Confirm the meeting was on your calendar with a supported conferencing link.
  • Confirm the meeting matches your recording preferences (external / internal, accepted-only, host-only).

The transcript or summary looks wrong

  • Check audio quality — overlapping speakers and bad audio degrade transcription.
  • If a participant is mislabelled, edit them on the call page; the scorecard and summary will regenerate.
  • If a niche term is consistently mistranscribed, ask your admin to add it to the Transcription Vocabulary.

CRM sync is wrong or fails

  • Confirm the call is linked to the right Contact / Company / Deal.
  • Review the suggested values before syncing.
  • If the issue persists, escalate to your admin.

Prep sheets aren't arriving

  • Check Settings → Notifications → Call Prep Sheets.
  • Prep sheets are only generated for external meetings (with at least one external participant).

Why is my scorecard missing?

See the dedicated article — Why is my scorecard missing? — for the most common causes.

Where to get help

  • Your admin — permissions, CRM mappings, team configuration, recording policies.
  • Your manager — workflow expectations, coaching, role-specific best practices.
  • support@glyphic.ai — technical issues, persistent sync failures, anything not resolved internally.

Quick success checklist

  • Calendar connected and recording preferences set.
  • A test call processed end-to-end.
  • Notifications configured.
  • You've reviewed a real call's summary, tasks, and CRM updates.
  • You've used Ask Glyphic for a real account question.