Guides · 1 min read
How-to guides
Step-by-step guides for setting up and running work in Known, with people and agents.
Step-by-step guides for setting up and running work in Known, with people and agents.
In this section
- Set up a CRM in KnownSet up a CRM your team and agents keep together: contacts and organizations once, interactions, and a pipeline, with the rules that keep records clean.
- Set up issue tracking in KnownSet up an issues table your team and agents share: a schema with links, rules on the page, and how to read it. About 15 minutes.
- How your team and agents work issues in KnownHow people and agents file, update and close issues in Known without overwriting each other, with examples from Known's own backlog.
- Log a meeting to your CRM from ChatGPT, by voiceTell ChatGPT what happened in a meeting, out loud, and have it written to your CRM in Known as linked records.