Skip to main content
Piper AI captures every customer conversation across Zoom, Teams, Google Meet, phone, WhatsApp, and in-person meetings — then automatically updates your CRM, drafts follow-up emails, scores calls, and deploys AI agents to keep your pipeline moving. This Help Center covers everything you need to get set up, master every feature, and get the most from your Piper AI workspace.

Get Started

Set up your account, connect your calendar, and get Piper recording your first call in minutes.

Core Features

Explore recordings, transcriptions, AI notes, tasks, deals, and reports.

AI Agents & Chat

Build automated agents and use the Chat assistant for real-time pipeline insights.

Integrations

Connect HubSpot, Salesforce, Slack, Aircall, Zapier, WhatsApp, and more.

​
Get up and running

1

Create your account

Sign up at piperai.com — no credit card required. Your 14-day free trial starts immediately.
2

Connect your calendar

Link your Google Calendar so Piper can sync your meetings and prepare the bot to join automatically.
3

Connect your CRM

Connect HubSpot or Salesforce to start auto-syncing notes, field updates, tasks, and meeting records after every call.
4

Configure your Meeting Types

Tell Piper what kind of calls you run — demos, discovery, onboarding — and customize the notes templates, email templates, and call scoring playbooks for each.

Meeting Types

Customize how Piper handles each type of call.

Recording Bot

Control when and how the bot joins your meetings.

Troubleshooting

Fix common issues with the bot, CRM sync, and calendar.