Coffee

Pricing plans can be found on our website at <a href="https://www.coffee.ai/pricing" rel="nofollow noopener noreferrer" target="_blank">https://www.coffee.ai/pricing</a>.

Pricing and Billing

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Style guide

English

Getting Started with your Coffee Account

Exploring your Today page

Inviting your team to Coffee

Setting up your Coffee Account (member)

Connecting your Google Workspace or Microsoft 365 account

Getting Started

Adding a company

Adding People

Editing or managing a company profile

Managing the Companies view

Editing a person's profile

Deleting a company

Creating company or people lists

Renaming a list

Deleting a list

View emails exchanged with a company or person

Company fields in Coffee

People fields in Coffee

Filtering companies

Filtering people

Merging companies or contacts

Associating a company with other companies

Sending emails to multiple recipients

Deleting a person

Sending an email

Adding files to a company or person record

Creating and managing campaigns

Companies and People

Cloning a deal

Adding Deals to Coffee

Sorting and ordering Deals

Switching deal views

Managing deal stages

Deleting a deal

Comparing Pipeline Snapshots

Assigning deal owners

Deal fields in Coffee

Creating deal lists

Filtering deals

Adding multiple Deal pipelines

Customizing new deal fields

Changing your currency

Adding files to a deal

Deals and Pipelines

Using multiple languages in the same meeting

Adding notes to a company, person, or deal

Customizing your recorder

Sharing a meeting summary, recording, and notes

Creating tasks in Coffee

Sorting and filtering tasks

Meeting Summaries

Joining Meetings

Taking notes during meetings

Setting a task's priority

Removing the recording bot from meetings

Using and editing custom briefing and summary templates

Ways to record meetings using Coffee

Setting default recording and note-taking preferences

Integrating Gong and Coffee

Downloading the Coffee desktop app for Mac

Downloading the Coffee desktop app for Windows

Granting permissions to the Coffee desktop app (macOS)

Meetings, Notes and Tasks

Using the Lead Finder to find new companies or contacts

Capturing website form submissions with Coffee's Website Forms

Tracking your website visitors using Coffee's Visitor ID

Prospecting and Lead Gen

Customize your workspace with Coffee Intelligence

Building custom AI agents

Agent triggers and schedules

Testing an agent before you turn it on

What agents can read and do

Starter agents by role

Troubleshooting agents

Reviewing AI credits’ usage

Creating and using AI fields

Creating and updating records with AI using 'Ask Coffee'

Using Coffee AI to answer your questions

AI in Coffee

Integrating Coffee with Granola

Connecting external MCP servers to Coffee

Connecting your Zoom account

Integrating Salesforce to Coffee

Integrating HubSpot to Coffee

Integrating Coffee to Slack

Using Coffee with ChatGPT

Connecting Coffee to Claude.ai

Integrating Coffee with Zapier

Grant admin consent when connecting your Microsoft account to Coffee

Integrating Coffee with Stripe

Integrating Mailchimp with Coffee

Using Coffee's Chrome plugin for LinkedIn

Integrations

Changing your interface language

HIPAA support and BAAs

Creating and using formula fields

Managing the reporting structure

Adding workspace domains

Adding custom fields in Coffee

Adding or Modifying Your Email Signature

Managing account settings

Roles and Permissions

How to change your subscription plan

Managing notification preferences

How to cancel my Coffee account

Changing your workspace name

Changing your profile name or photo

Switching between dark and light mode

How to delete my workspace and data

Setting your fiscal year

How does Coffee keep my data safe?

Does Coffee send data to public AI engines, like ChatGPT?

Managing visibility settings

Admin, Billing, and Workspace

What is your SLA for responding to support messages?

Fixing Contact and Meeting Sync Issues

Troubleshooting workspace login issues

Managing your favorites in Coffee

FAQs and Troubleshooting

Related Articles