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Support Center
First Steps
What is Sally?
Overview of features and benefits
Who is Sally AI for?
How does Sally work?
Technical basics in simple words
Create & set up account
How do I create a Sally account?
How do I connect my Google calendar
How do I link my Outlook calendar?
Set default directory
Add Sally to meetings
Which video conferencing tools are supported?
Inviting Sally to meetings without a calendar connection
How do I add Sally to my meeting? (After the calendar connection)
Functions & Usage
Meeting Attendance
Configure meeting assistants
Sally in on-site appointments
Add Sally to meetings via link
Inviting Sally to meetings via email invite
Transcript via video/audio upload
Transcription
Adjust transcription
Download transcript
Supported languages
vocabulary
Summaries
How are the automatic summaries generated?
Download summary
Meeting types
User-defined insights: Adjusting results
Quality Benchmarks Meeting
Identify & create tasks
Integration & Automation
How do I connect my Google calendar
How do I connect my Outlook calendar with Sally?
Asana Integration
ClickUp Integration
Dynamics 365 Integration
Salesforce Integration
Administration
Add user
How do I cancel my Sally subscription?
Where can I find the TOM document?
Add or remove licenses
How do I change my billing interval?
Change Invoice Recipient
Change Payment Method
Add Tax ID
Download invoices
Updates & News
FAQ
Technical Help & Support
Data Protection & Security
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