Presentations

Presentations help you turn what you know into a useful conversation: prepare for a meeting, explain an opportunity, or give a prospect a clear follow-up. Start with the account context and the action you want your audience to take.

1. Open Presentations and select New presentation.
2. Choose a starting point such as Build a prospect deck, Recap a recent meeting, Build an account review, or Make a one-page brief. You can also write your own request.
3. Tell the assistant who the presentation is for, what it should cover, and which account, meeting, or source material to use. Include the intended outcome and any length or tone preferences.
4. Review the proposed outline, format, and starting point before the assistant builds anything. It recommends slides for a walkthrough or a single page for a leave-behind or summary, and starts from a theme or an existing presentation. For a one-page brief, it looks for a similar presentation you can open. If you choose one, it adapts a copy you own and leaves the original unchanged.
5. Review the generated presentation before sharing it. Check names, claims, numbers, and the proposed next step against your source material.

For example: “Create a six-slide presentation for Acme Corp.'s sales team using our recent meeting. Summarize their priorities, explain the proposed workflow, and finish with the next steps we discussed.”

To look at existing work first, ask “Do we have any one-pagers like this?” The assistant suggests matching presentations without creating or changing anything.

Select Add brand assets before sending your first request to upload logos and images. They are added to your organization's asset library; tell the assistant which assets to use by name. To work with that shared library later, including your brand font families, open Assets in Presentations or a presentation's Assets tab.

Search the library by name or description, or narrow it with the Type, Uploaded by, Uploaded, and Missing description filters. Use an asset's Edit name and description control to describe it; search and the assistant find assets by name and description. For an image, that dialog also shows Used in: the presentations and theme logo slots that use it. Select View all when the list is long, and check it before you remove an image.

Use Themes in Presentations to browse reusable visual styles. Themes control the presentation's colors, typography, and overall look. Tell the assistant which theme you want when describing the presentation.

To customize a built-in theme, select Duplicate and work on your copy. Open a theme to ask the assistant for changes to its palette, typography, or layout. Creating, duplicating, or changing a theme requires the Manage themes permission. Organization administrators have it; if New theme or Duplicate is unavailable, ask an administrator for access.

Upload your brand fonts once to make them available in your organization's presentations. Font files can be WOFF2, WOFF, TTF, or OTF, within the size limit shown where you upload them.

1. Open Assets and select Add assets, or drag the font files into the library. Uploaded styles are grouped under their font family.
2. Open the family's edit control to review its styles and previews. Check the displayed weight or variable weight range to see which versions are available.
3. Use Add styles to upload more files from that family. Check the resulting style list and previews.
4. Return to the Assets library and use Copy font family name on the family's row. Ask the assistant to use that family by name, then check the generated slides in Preview.

For an older file that is not grouped into a family, open its edit control and select Identify this font file. If an upload fails, check the file format and size before trying again; review any error shown when adding styles.

Use Remove beside a style to delete that style, or remove the family from the library to delete all its styles. Live presentations using removed fonts may fall back to another font. Review the confirmation and check affected presentations after removal.

Use Preview to review the presentation. Ask the assistant to rewrite a slide, add missing context, or review the story and flow. A specific request like “Shorten slide 3 and make the next step explicit” is easier to review than a broad request to improve everything.

• Edit text: make direct changes in the preview, then select Done editing.
• Slides: change slide order, duplicate a slide, and edit Speaker notes.
• Comment: leave feedback on the presentation. You can ask the assistant to review the open comments and apply the requested changes.
• History: review saved versions and restore an earlier one. Restoring also saves the current slides so you can return to them.

Editing controls depend on your permissions. If someone else is editing, follow the notice in the presentation before making changes.

Select Present to show the slides in presentation mode. Select Export PDF to open your browser's print dialog, then choose its PDF save option.

To let someone view the presentation in their browser, select Share and choose an External sharing option:

• Private: keep access inside Athean. Existing external links stop working.
• Anyone with the link: viewers can open it without signing in.
• Specific people: add Recipient emails. Recipients must verify their email before viewing.

Select Save, then copy the Share link and send it to your audience. The link expires on the date shown below it. A shared link opens the current slides, so later edits can change what recipients see. Use a PDF when you need to send a fixed copy.

To remove someone's access, remove their email and save. To revoke all external access, choose Private and save. Reset link replaces the link and invalidates the old one. After a link expires, reset it and send the new link.

External sharing requires permission separate from editing. If you can edit but cannot enable external sharing, ask your administrator or contact support.

After someone opens the shared presentation, use Analytics to review Views, Identified viewers, Average time viewing, and Time per slide. Identified viewers are recipients who completed email verification; a link view alone does not identify a person.

The summary covers recent viewing sessions. Time per slide uses accumulated viewing time by slide position across shared versions, so consider any slide reordering when interpreting it.

Use this context to prepare your next conversation and prioritize your follow-up in Tasks. For a wider view of your team's efforts and results, see Custom dashboards.