• Signals and signal types Review, filter, and record outcomes for account and contact signals, and configure signal types and dispositions.
• Slack integration Connect your Slack workspace to receive agent and automation updates and chat with Athean in Slack.
• Getting started & core workflows Set up your profile and connections, learn the core daily workflows in Athean, and plan AI credit limits for your team.
• Connect your tools Connect your Google or Microsoft account and LinkedIn, set up your email signature, and check your sending, calling, and notification settings.
• Find your way around Navigation reference and glossary of core objects across Workspace, Prospecting, Tools, Settings, and Org settings.
• Accounts & contacts Learn how accounts and contacts enter Athean, review account and contact pages, and work with custom fields and Salesforce live fields.
• Find accounts Filter accounts on the Accounts tab of Tools → Discover using Account, Contact, Signal, and Salesforce filters.
• Find contacts Filter contacts on the Contacts tab of Tools → Discover by job title, department, seniority, field availability, and account or signal criteria.
• Import contacts Import contacts into Athean from CSV files, LinkedIn Sales Navigator URLs, the Chrome extension, or AI agents, and export them to Salesforce.
• Saved views Save, pin, share, and assign reusable filter combinations and column layouts across Athean tables, reopen recently used filters, and open saved views from Chat.
• Lists Create and manage account and contact lists in Workspace → Lists.
• Sequences Overview of Athean sequences, including templates, operators, enrollment checks, approvals, and active sequence management.
• Tasks Create general and call tasks, filter your queue, and complete call, email, LinkedIn, and general tasks in Prospecting → Tasks.
• Agents Create, schedule, share, and monitor recurring AI agents for external research, record importing, account briefs, and outreach staging.
• Integrate more platforms Ask Athean to connect your CRM, enrichment providers, data warehouse, and internal systems, connect them through the Integration API or MCP, or call their APIs with API secrets.
• Chrome extension Install Athean Copilot in Chrome to use Athean controls inside Gmail, LinkedIn, and Sales Navigator.
• Use Athean in LinkedIn & Sales Navigator View matched Athean contact details and activity in LinkedIn and Sales Navigator, and export profiles into Athean.
• Dialer and call settings Configure call modes, phone numbers, local presence, power dialing, voicemail drops, and call recording in Athean.
• Task flow Execute batches of call, email, LinkedIn, and general tasks sequentially alongside account and contact records.
• Email: sending and tracking Compose, send, schedule, and reply to emails, have Athean reply to and reschedule emails in Chat, set reply reminders, and review email open tracking.
• Meetings Record and transcribe Zoom, Google Meet, Microsoft Teams, and Webex meetings, ask Athean about a meeting, and review recaps and transcripts.
• Live listen Listen to teammates' live Athean dialer calls in real time and follow them from call to call.
• Use Athean in Gmail Insert snippets, track email opens, set no-reply reminders, and view Athean contact records inside Gmail.
• Chat and Ask Athean Research accounts and contacts, build lists, draft outreach, attach files, and run workflows by asking Athean in Chat.
• Create and use snippets Create reusable email text blocks with dynamic variables, organize your snippet library, and share snippets across your team.
• Organize sequence lists Group sequence templates and AI operators into collections in Marketplace → Sequence lists.
• Projects Keep related chats, instructions, and files in a project, share it with people and groups, and control who can read and continue its chats.
• Build sequences and operators Create and edit sequence templates and AI operators, configure step timing and channel rules, and preview drafts.
• Approve and manage sequences Verify contacts during enrollment, approve or regenerate operator drafts, and manage active sequences.
• Notifications and daily briefings Manage your in-app notification inbox and configure weekday daily briefing emails.
• Scheduling links Create a personal calendar booking link, configure availability and buffer rules, and review booked meetings.
• Sending settings and limits Configure organization and personal sequence sending limits, per-domain limits, contact time zones, and send-time variation.
• Marketplace Browse, filter, save, duplicate, and share sequence templates and AI operators, and add contacts to them from Marketplace.
• Presentations Generate slide decks and one-page briefs from account and meeting context, manage brand themes and fonts, share external links, and track viewer analytics.
• Sheets Ask Athean to build an editable spreadsheet beside a conversation, then edit, format, sort, filter, and calculate in it, and import or download CSV files.
• Dashboards Review standard Activity dashboards for sequences, calls, emails, signals, tasks, depth of pursuit, book coverage, and call patterns.
• Custom dashboards Create custom interactive dashboards with AI, embed them on Home or Account pages, and share internal or external links.
• Analyze sequence performance Track sequence enrollments, open rates, reply rates, call connect rates, and booked meetings in Dashboards.
• User provisioning and licensing Request new user accounts, enable or disable licenses, run CSV batch updates, and manage admin access in Org settings.
• Groups Create rule-based internal user groups in Org settings to assign roles, share sequences, scope agents, and assign layouts.
• Permissions and roles Configure org-wide permission rules, default capabilities, custom roles, ownership limits, and Act on behalf delegation.
• Layout configuration Configure organization Home and Account page layouts, Salesforce field sets, and default saved views by group, or customize personal tabs.
• CRM sync and troubleshooting Configure Salesforce field mappings, update modes, and activity writebacks, and inspect or retry entries in CRM sync logs.
• Event-triggered automations Connect a detected change to an action, review the workflow before enabling it, and follow each run to its result.
• Athean custom fields Create Athean custom fields for accounts and contacts, edit their values on records, and filter by them in Discover.
• Salesforce filters Create reusable Account and Contact filters from Salesforce data for Discover, Signals, Tasks, lists, and sequences, set up their dropdown choices and value sets, and test them before saving.
• Knowledge corpus Manage raw source documents and derived guidance notes, publish hosted PDF links, activate snapshots, and track operator content usage.
• API setup Generate Integration API keys and use REST endpoints to read and upsert accounts and contacts, publish signals, and query task counts.
• Custom domains Serve hosted PDF pages and scheduling links from your company's subdomains, and see what each domain change does to links you've shared.
• AI usage and credit limits View AI credit usage, request a higher monthly limit, and manage organization credit limits and limit requests.
• Use Athean from another AI assistant Connect Claude or another MCP-compatible assistant to your Athean account and use Athean records and tools from it.
• API secrets Save another service's API key or token so Chat, agents, automations, and custom dashboards can call that service without anyone seeing the key.
• Connecting Athean with Salesforce Prepare Salesforce for Athean with the Athean managed package or your own External Client App, then send Athean the details to finish the connection.
• Connecting Athean with Zoom Add Zoom meetings to scheduling-link bookings and set up the separate Zoom Phone connection for calling.
• Connecting Athean with ZoomInfo Set up ZoomInfo with Athean support as an optional source of contact and company enrichment.

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