Documentation
Know what needs your attention, act on it, and learn from the results.
List building, research, sequences, and agent automations support these two flows. Dashboards help you track your efforts, understand the results, and improve.
Explore the guides
Getting started
Learn the Signals and Tasks model, connect your tools, and get ready for your daily work.
View sectionAccounts & contacts
Find the right companies and people, understand their context, and decide what to do next.
View sectionBuild your daily routine
Review what changed, take the next action, and keep conversations moving.
Signals and signal types
Understand what changed on your accounts, review the source, and decide which signals deserve action.
Tasks
Work through the next steps that need your attention and keep account follow-up moving.
Task flow
Work through calls, emails, LinkedIn outreach, and other tasks with the account context beside you.
Chat and Ask Athean
Run your go-to-market work through conversation: find the right people, understand what matters, prepare outreach, and learn from the results.
Dialer and call settings
Call with your own number or an Athean number, work through prospects with power dialing, and use local presence and voicemail drops.
Email: sending and tracking
Send a message, schedule it for later, and use email engagement to decide what to do next.
Meeting assist
Prepare recording, get cited context during a meeting, and review the recording, transcript, and summary afterward.
Live listen
Follow a teammate's live calls, listen with context, and turn what you learn into useful coaching.
Notifications and daily briefings
Review your notification inbox and choose whether to receive a daily briefing by email.
Scheduling links
Create a booking link, set your availability, and let people choose a meeting time with you.
See how the pieces connect
Prepare your audience, automate recurring work, and turn what you learn into action.
Lists
Collect accounts or contacts for a shared purpose and keep them ready for your next workflow.
Sequences
Organize outreach into a series of steps and connect automated actions with work for your team.
Build sequences and operators
Create reusable outreach steps or an operator that researches prospects and writes personalized sequences.
Approve and manage sequences
Review generated outreach, check enrollment settings, and keep active sequences and their Tasks moving.
Create and use snippets
Save reusable email content, insert it into drafts, and make useful snippets available to your team.
Organize sequence lists
Group operators and templates by purpose, then maintain the collections your team uses to find sequences.
Agents
Delegate recurring work, put it to work for your team, and check what each run actually produces.
Marketplace
Find outreach sequences, learn from their results, and bring useful templates and operators into your work.
Presentations
Turn account context and conversations into a presentation, refine it with the assistant, and share it with your audience.
Measure and improve
Understand what is working, find what needs attention, and decide what to change.
Dashboards
Track activity, coverage, and outcomes, then use what you learn to improve your next steps.
Analyze sequence performance
See which sequences produce replies and meetings, understand the counts, and find the next improvement.
Custom dashboards
Describe the data, charts, and interactions you need, and build a dashboard with Athean.
Set up your workspace
Bring your team into Athean, use groups to keep their setup consistent, and connect the knowledge and tools they need.
User provisioning and licensing
Bring teammates into Athean, enable their licenses, and prepare their permissions, groups, and personal connections.
Groups
Define teams once, then use their membership across permissions, sharing, agents, reporting, and workspace layouts.
Permissions and roles
Set a shared baseline, give people the permissions their work needs, and delegate sequence access.
Layout configuration
Customize your Home and give each team the tabs, account workspace, and Salesforce fields that support its work.
Sending settings and limits
Set organization defaults, understand personal overrides, and review the limits and timing of automated outreach.
CRM sync and troubleshooting
Configure field mappings, understand updates, and investigate records or activities that have not reached your CRM.
Event-triggered automations
Connect a detected change to an action, test the workflow, and follow its execution through to the result.
Knowledge corpus
Give Athean a source-backed reference for your products, positioning, customer examples, and sales guidance.
API setup
Create a connection for your own tools to read and enrich records, publish signals, and check workload counts.
Slack integration
Connect Slack for team updates, personal agent notifications, and conversations with Athean.