# Piper AI

> Piper AI Help Center. Here you will find all the most commonly asked topics and the updated documentation on current features and capabilities.

## Docs

- [Piper AI: Revenue Intelligence for Every Sales Conversation](https://docs.piperai.com/getting-started/introduction.md): Piper AI captures, transcribes, and analyzes every sales conversation — then automatically updates your CRM, drafts follow-ups, and coaches your team.
- [Logging In to Piper AI: Google and Microsoft Sign-In](https://docs.piperai.com/getting-started/login.md): Sign in to the Piper AI web app and desktop app with your Google or Microsoft work account — no separate password to manage.
- [Piper AI Quick Setup: Calendar, CRM, and Recording Bot](https://docs.piperai.com/getting-started/setup.md): Follow these steps to connect your calendar, CRM, and recording bot — and start capturing revenue intelligence from your very first call.
- [Connect Your Calendar to Piper AI: Google and Microsoft](https://docs.piperai.com/getting-started/connect-calendar.md): Piper AI gets calendar access automatically when you sign in with Google or Microsoft — no separate connection step required.
- [Connect Your CRM to Piper AI: HubSpot, Salesforce, Pipedrive](https://docs.piperai.com/getting-started/connect-crm.md): Sync call notes, deal fields, and meeting records automatically to HubSpot, Salesforce, or Pipedrive — so your CRM stays accurate without any manual data entry.
- [Salesforce Permissions: What Piper Requests and Why](https://docs.piperai.com/getting-started/salesforce-permissions.md): A plain-language breakdown of what Piper's Salesforce connection requests access to, why the consent screen looks broad, and who in your org can approve it.
- [Home Page and Calendar: Your Meeting Command Center](https://docs.piperai.com/features/home-calendar.md): Manage every meeting from one place — review AI prep notes, monitor your bot, upload recordings, and act before, during, and after every call.
- [Recordings Gallery: Browse, Filter, and Share Calls](https://docs.piperai.com/features/recordings.md): Browse, filter, and share recorded calls — including meetings shared by teammates — with flexible privacy controls for internal and external audiences.
- [Transcription Page: AI Notes, Insights, and CRM Sync](https://docs.piperai.com/features/transcription.md): Review AI notes, push CRM fields, send follow-up emails, manage tasks, and navigate the full transcript — all from a single recorded call page.
- [Tasks: Turn Every Call's Action Items into CRM Tasks](https://docs.piperai.com/features/tasks.md): Piper auto-generates tasks from every call and lets you review, edit, and sync them to HubSpot or Salesforce individually or all at once.
- [Deals: Manage Your Pipeline with AI-Extracted Data](https://docs.piperai.com/features/deals.md): View and update every deal in your pipeline, review AI-extracted field suggestions from calls, and keep HubSpot or Salesforce in sync automatically.
- [Reports: Monitor Call Activity and Coach Your Team](https://docs.piperai.com/features/reports.md): Measure call activity and quality with Overview and Playbook Analysis — identify coaching opportunities, compare rep performance, and spot trends.
- [Piper Desktop: Record Meetings Locally from Your Computer](https://docs.piperai.com/features/desktop-app.md): Record Zoom, Google Meet, Teams, and Slack Huddle conversations locally from your desktop — capturing your microphone and, on supported systems, your computer's own audio too — without sending the bot.
- [Piper Agents: Automated AI Workers for Revenue Teams](https://docs.piperai.com/agents/overview.md): Learn how Piper Agents work as automated AI workers that analyze calls, track deals, and surface insights on a schedule — no manual prompting required.
- [Building Piper Agents: Schedule, Scope, Brain, and Tools](https://docs.piperai.com/agents/building-agents.md): Configure your Piper Agent in four steps: set a schedule, define scope, write instructions, and choose the tools your agent can access.
- [Pre-Built Piper Agent Templates for Common Workflows](https://docs.piperai.com/agents/templates.md): Get started fast with pre-built Piper Agent templates for sales coaching, deal risk detection, customer sentiment, and feature request tracking.
- [Piper Chat: On-Demand AI Assistant for Sales Teams](https://docs.piperai.com/agents/chat.md): Use Piper Chat to ask questions about your calls, get CRM context, log meetings by voice, and manage tasks — all in real time via web or WhatsApp.
- [Meeting Types: Configure Piper for Every Conversation](https://docs.piperai.com/settings/meeting-types.md): Define templates, scoring, CRM fields, and AutoSync behavior for every kind of call — demos, discovery, QBRs, onboarding, and more.
- [Recording Bot: Configure Activation and Bot Behavior](https://docs.piperai.com/settings/recording-bot.md): Control when Piper's bot joins your meetings, what it says when it arrives, and how to handle edge cases like late joins or silent meetings.
- [Integrations: Connect Piper to Your Revenue Tech Stack](https://docs.piperai.com/settings/integrations.md): Connect Piper to your CRM, phone system, Slack, Zapier, WhatsApp, and more — and control how data flows between every tool in your revenue stack.
- [Webhooks: Send Piper Events to Your Own Endpoint](https://docs.piperai.com/settings/webhooks.md): Send Piper events directly to your own HTTPS endpoint — no Zapier account required. Choose which events to receive, sign and verify every delivery, and manage everything from Settings → Integrations → Webhooks.
- [MCP: Connect Piper to Claude, ChatGPT, and Other AI Assistants](https://docs.piperai.com/settings/mcp.md): Connect Piper AI to Claude, ChatGPT, and other MCP-compatible AI assistants using Piper's MCP server — so you can ask about calls, deals, and contacts from the tools you already use.
- [Users & Teams: Manage Roles, Defaults, and Bot Setup](https://docs.piperai.com/settings/users-teams.md): Manage user roles, configure default Meeting Types by job role, and customize how Piper's recording bot appears for each member of your team.
- [Workspaces: Managing Multiple Piper Accounts Under One Login](https://docs.piperai.com/settings/workspaces.md): How Piper links multiple accounts under one email into workspaces, how to switch between them, and what's different outside your default workspace.
- [Security at Piper AI: Protecting Your Revenue Data](https://docs.piperai.com/security/overview.md): Learn how Piper AI safeguards your revenue data with enterprise-grade encryption, certifications, access controls, and continuous monitoring.
- [Data Privacy: How Piper AI Handles Your Meeting Data](https://docs.piperai.com/security/data-privacy.md): Piper AI never trains on your data, stores EU data in the EU, and gives you full control over recording consent, sharing, and deletion.
- [Compliance Certifications and Regulatory Standards](https://docs.piperai.com/security/compliance.md): Piper AI holds ISO/IEC 27001, SOC 2 Type II, GDPR, and EU AI Act certifications — independently audited and continuously maintained.
- [Troubleshooting Piper Bot Issues and Recording Problems](https://docs.piperai.com/troubleshooting/bot-issues.md): Fix common Piper bot problems — bot didn't join, left early, skipped a meeting, or isn't activating — with step-by-step guidance for each scenario.
- [Troubleshooting CRM Sync and Integration Issues in Piper AI](https://docs.piperai.com/troubleshooting/crm-sync.md): Resolve CRM sync problems in Piper AI — notes not syncing, fields not updating, deal linking failures, broken connections, and Aircall issues.
- [Troubleshooting Calendar Sync Problems in Piper AI](https://docs.piperai.com/troubleshooting/calendar-sync.md): Fix calendar sync problems in Piper AI — meetings not appearing, secondary calendar issues, sync delays, and what calendar platforms Piper supports.
- [Piper Quick Start Guide: Sign In and Get Access](https://docs.piperai.com/quick-start/welcome.md): Accept your Piper invitation, sign in with Google or Microsoft, and grant the permissions Piper needs to join and process your calls.
- [Piper Quick Start Guide: Basic Account Setup](https://docs.piperai.com/quick-start/account-setup.md): Set your bot's name and disclaimer, choose when it joins meetings, and add keywords to improve transcription accuracy.
- [Piper Quick Start Guide: Get to Know the Interface](https://docs.piperai.com/quick-start/interface-tour.md): A first look at the Recordings Gallery, call details, Call Scoring, and Piper Chat.