Oliv.ai Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

What area of Oliv do you need help with?
- A) Notetaker — transcription, recording, AI summaries ($19/user/mo)
- B) Meeting Insights — scorecards, coaching insights, call scoring ($29/user/mo)
- C) Deal Insights — deal health, win-loss analysis, methodology tracking, forecasting ($29/user/mo)
- D) CRM Manager Agent — Salesforce/HubSpot auto-sync, field population
- E) AI Agents — Forecaster, Coach, Deal Driver, Prospector, Researcher, etc.
- F) Integrations — CRM, dialer, meeting recorder, Slack/Teams setup
- G) Migration — moving from Gong, Fireflies, Avoma, or Clari
- H) Something else