AI Analysis
Settings Assistant New

Set it up by saying what you want.

At the top of the settings pages, type what you are trying to do. The Settings Assistant answers with the steps and a button that opens the exact setting — and only points to settings your account can use.

The Settings Assistant answering how to send deal alerts to Slack, with buttons to the Slack and Brand Assets settings
Sample screen — demo data Two buttons, two settings — each opens exactly where the change is made.

What it does

It reads the settings screens as you see them, so the answer fits your account, your role and the app you are using.

Nothing you have typed into a setting — keys, addresses, signatures — is sent with your question.

Next to it, the Setup Wizard walks a new account through Basic, Standard or Complete setup.

Available in your account once you sign in; it is not in the public demo.

How it works

  1. Open User SettingsThe assistant sits at the top.
  2. Say what you want"Turn on two-factor sign-in." "Connect Outlook."
  3. Press the buttonYou land on the setting, ready to change it.

Why sales people love it

  • No hunting through menus or support articles.
  • Admins get advice as well as directions.
  • New users get set up properly on day one.
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See it on your own deals

Create a free account, or open the demo and try it on a sample book of business — no login.

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Ergentor Core always free · No credit card