AnyTeam 101 — Start Here
AnyTeam 101 · Start here
The team behind every rep.
Built for the New Selling Economy. AnyTeam carries the operational and cognitive load of selling — the research, prep, follow-up, and constant context-switching — holds memory and gets smarter by the day, and gets you back to selling, the part that's uniquely human.
01
A team that's always working
Knows what you need to do every day of the week and continuously prioritizes the "must-do" things — from your calendar, email, Slack, CRM, meetings, and more.
02
A team that's in every meeting
Provides live answers and real-time guidance — with contextual memory from previous conversations — while your meetings are happening.
03
A team that gets smarter by the day
Remembers your to-dos, your writing style and follow-up cadence, your competition and deals — and runs agents continuously while you sleep.
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What's inside
Jump anywhere
01
Getting started
~5 minutes, once
From install to your first call — a few minutes, once. Nothing's locked in; you can change any of it later in Settings.
1
Download & install
Grab the AnyTeam app and drag it into your Applications folder (or Windows equivalent), then open it.
macOS · .dmgWindows · .exe
2
Log in
Sign in with your work email. Everything stays scoped to your workspace.
Work email
3
Build your profile
Tell AnyTeam who you are, what you sell, and who you sell to — your role, product, market, and how you run a deal. You can always change this later.
4
Connect your tools
The more you connect, the more AnyTeam knows — and the more it can do for you. You pick what to share.
Google WorkspaceCalendar, Gmail, Drive, Docs, Sheets & Slides
Microsoft 365Outlook calendar & mail, OneDrive files
SlackAdds the AnyTeam app to your workspace
HubSpotYour CRM objects & account data
SalesforceApprove or assign the Connected App
AttioApprove at the workspace level
In tightly managed organizations, an admin may need to approve AnyTeam or grant consent before some tools finish connecting.
5
Let AnyTeam set up your workspace
AnyTeam builds your workspace from what you connected — your real meetings, accounts, and signals. You land on a live Home with no empty states. Start exploring.
6
Grant meeting permissions
To bring AnyTeam into your meetings, you'll grant a few system permissions when prompted — this is what lets Pilot join the call.
Mac
- Microphone
- Screen recording — for meeting capture
- Accessibility — for meeting detection
Windows
- Microphone — enable in Windows privacy settings
7
Change anything, anytime
Edit your details later in Settings — your Profile and Connectors. Add tools, upload docs, tweak how you sell.
Your first move
Bring AnyTeam into your next meeting
The fastest way to see it work — turn on Pilot for live transcription and real-time guidance while you're on the call.
Nothing outbound ever sends without your approval — no email, CRM write, or Slack post goes out until you say so. Not ready to connect tools yet? Explore in Demo Mode and link them later.
02
Meeting Pilot cheat sheet
In-call moves
Bring AnyTeam into a call and it transcribes live and surfaces help the moment it's useful — answers, objection recovery, competitor intel, and more — right beside Zoom or Google Meet. And it compounds: the more meetings you run with Pilot, the more it learns your deals, competitors, and style — and the sharper its guidance gets.
1
Starting a call
Meet Now · the hotkey · from a meeting
Start a Meeting Pilot
Click Meet Now in the top-right — it's there on every screen.
- ⌥ MOr use the hotkey — Option+M on Mac, Alt+M on Windows.
- Or join straight from Home or any Meeting Prep.
- Pilot appears as a floating bar next to Zoom or Google Meet the second the call connects.
The Pilot Bar — collapsed & expanded
The Pilot Bar floats above Zoom or Meet — drag it anywhere. Tap a tab to open its panel as a separate movable window. Pause captures a break in the recording; Stop ends the call and kicks off the summary.
2
The five panels
Each tab opens its own floating window
Chat
Ask about anyone or anything on the call — attendees, the deal, competitors. Grounded in the transcript so far, your CRM, and your inbox.
Transcript
Live captions with speaker labels and elapsed timestamps. Auto-scrolls until you scroll up. Search highlights matches. Every guidance card cites the exact line it fired from.
Overview
The attendee-and-account glance: who's on the call and their roles, last-meeting recap, and any updates since your Meeting Prep was generated.
Notes
Your private scratchpad — free-form, markdown, indented lists, resizable. Notes stay yours; they never appear in shared summaries.
3
Guidance — the star
Proactive intelligence, no prompt needed
The Guidance panel watches the transcript and surfaces context the second it's useful — no prompt required. Cards appear when someone asks a hard question, drops a competitor's name, raises an objection, or you drift off track.
Every card is pull, never push — nothing steals focus, nothing auto-speaks. Dismiss what you don't need, unknown topics get flagged rather than made up, and objectives tick off as you cover them.
1
Time reminders
Tiered alerts as you approach the wrap.
2
Meeting Objectives
Pulled from your context — auto-tracked, ticking off in real time.
3
Answer Support
Grounded talking points the second a hard question lands.
4
Competitor Insights
Differentiation the moment a rival's name comes up.
5
Conversation Tips
Phase-aware nudges to move the deal forward.
6
Clarifications
Recovery lines when an objection or confusion hits.
03
AI Studio & your agents
Ask · Automate · Reuse
AI Studio is your workspace to ask, automate, and reuse — and everything you make (artifacts, agents, templates) is created right in Chat. Browse what you've built in the Library, and keep an eye on what's running under Agents.
1
Inside the Studio
Chat · Library · Agents