# Continuum

- [Welcome to Continuum](https://help.oncontinuum.com/getting-started/welcome.md): Capture every conversation, automate the follow-up, and turn your meetings into client-ready deliverables, all in one compliant AI workspace.
- [Setup guide](https://help.oncontinuum.com/getting-started/setup.md): Follow the steps below to get started
- [Talk to our team](https://help.oncontinuum.com/getting-started/talk-to-our-team.md): Book a demo or an onboarding session, or email the Continuum team.
- [Home](https://help.oncontinuum.com/overview/homepage.md): Your daily starting point for meetings, prep, and AI assistance
- [Ask Continuum AI](https://help.oncontinuum.com/overview/continuum-AI.md): Get instant answers, insights, and help wherever you need it
- [Meetings](https://help.oncontinuum.com/overview/meetings.md): Prepare for what’s coming up, review past meetings and access summaries.
- [Pages](https://help.oncontinuum.com/overview/pages.md): Turn a meeting, document, or idea into a branded deliverable your client can open, explore, and come back to.
- [People](https://help.oncontinuum.com/overview/people.md): Where your contacts and households come from, how to add and organize them, and what each contact's page shows.
- [Tasks](https://help.oncontinuum.com/overview/tasks.md): Track the tasks from your meetings and the ones you create in one list you can filter, tag, assign, and sync to your CRM.
- [Templates](https://help.oncontinuum.com/overview/templates.md): Give recurring meetings the same summary structure: use a built-in template, build your own, and apply it to any meeting.
- [Mobile app (iOS and Android)](https://help.oncontinuum.com/overview/mobile-app.md): Capture in-person meetings, review summaries, and ask questions about your conversations from your phone.
- [Before a meeting](https://help.oncontinuum.com/meetings/before-meet.md): How meetings reach Continuum, the alert before each one, capturing a meeting that is not on your calendar, and preparing with notes, the Ask bar, and client consent.
- [During a meeting](https://help.oncontinuum.com/meetings/during-meet.md): Start, pause, and end a capture, take notes, and use the Ask bar while your meeting is in progress.
- [Transcription language](https://help.oncontinuum.com/meetings/transcription-language.md): Tell Continuum which languages to expect so live transcripts are more accurate.
- [After a meeting](https://help.oncontinuum.com/meetings/after-meet.md): Review and edit the summary, copy or export the transcript, summary, and notes, work with suggested tasks, sync to your CRM, share with your team, and find or delete past meetings.
- [Capturing phone calls](https://help.oncontinuum.com/overview/phone-calls.md): Have Continuum join your phone call and transcribe it like any other meeting, from desktop or mobile.
- [Notetaking tips](https://help.oncontinuum.com/meetings/notetaking-tips.md): Simple habits that improve transcript accuracy and summary quality.
- [Create and edit a Page](https://help.oncontinuum.com/pages/create-and-edit.md): Create a Page from a meeting, a document, a template, a prompt, or an existing Page, then edit it with the AI chat or by typing on the Page.
- [Prompts for editing a Page](https://help.oncontinuum.com/pages/page-prompts.md): Example prompts for the AI chat on a Page: tone, new sections, structure, data, personal details, language, the covering email, and interactive content.
- [Brand setup](https://help.oncontinuum.com/pages/brand.md): Set your firm's logo, colours, font, and corner style once, and Continuum applies them to every new Page your organization creates.
- [Send and track a Page](https://help.oncontinuum.com/pages/send-and-track.md): Publish a Page, choose who can open it, send the link from your own email, export a PDF, and publish edits after it is live.
- [What your client sees](https://help.oncontinuum.com/pages/what-your-client-sees.md): How your client opens a Page, what is on it, what the embedded assistant can and cannot answer, and how they find every Page you have shared.
- [Track engagement](https://help.oncontinuum.com/pages/track-engagement.md): See who opened a Page, what they downloaded, and what they asked its assistant, and use it to decide when and how to follow up.
- [Page statuses](https://help.oncontinuum.com/pages/page-statuses.md): What Draft, Published, Opened, and Engaged mean in the Pages list, and what to do about each one.
- [Your first Page](https://help.oncontinuum.com/pages/your-first-page.md): Send a Page to yourself first so you can see exactly what your client will experience.
- [Page templates](https://help.oncontinuum.com/pages/pages-templates.md): Save a Page structure you like and reuse it for future client deliverables.
- [Compliance controls](https://help.oncontinuum.com/pages/pages-compliance.md): Understand the controls that help firms review, disclose, and track client-facing Pages.
- [Ask bar](https://help.oncontinuum.com/ask-ai/ai-ask-bar.md): Ask about your day, a meeting, or a contact from the bar at the bottom of the screen, and edit a meeting summary by chatting.
- [Ask Continuum page](https://help.oncontinuum.com/ask-ai/ask-page.md): Your dedicated workspace for deeper questions and broader analysis.
- [Prompts to try](https://help.oncontinuum.com/ask-ai/ai-tips.md): Example questions for the Ask bar on Home, on a meeting, and on a contact, and what to do when an answer misses.
- [Settings and account](https://help.oncontinuum.com/managing/Account.md): Open Settings, find what each section holds, and change your notifications, sharing defaults, profile, security, and writing guidelines.
- [Team members](https://help.oncontinuum.com/managing/team-members.md): Invite people to your organization, choose their role and seat, change either later, and remove members without losing their meetings.
- [Plans, seats, and billing](https://help.oncontinuum.com/managing/plans-and-billing.md): Core and Pro plans, Standard and Assistant seat prices, changing your plan or billing cycle, and what happens when a trial ends.
- [Integrations overview](https://help.oncontinuum.com/managing/Integrations.md): Connect Continuum to the calendar, email, and CRM tools you already use.
- [Connecting Continuum to AI assistants](https://help.oncontinuum.com/managing/mcp-connector.md): Connect Claude, ChatGPT, or Copilot Studio to Continuum and ask about your meetings in plain English, with context, summaries, and decisions from Continuum.
- [Google](https://help.oncontinuum.com/managing/google.md): Connect Gmail and Google Calendar so Continuum can populate your meetings and link emails to contacts.
- [Microsoft](https://help.oncontinuum.com/managing/microsoft.md): Connect Outlook email and calendar so Continuum can populate your meetings and link emails to contacts.
- [Salesforce](https://help.oncontinuum.com/managing/salesforce.md): Connect Salesforce to import contacts and push meeting notes and tasks back to your CRM.
- [Microsoft Dynamics 365](https://help.oncontinuum.com/managing/microsoft-dynamics-365.md): Connect Microsoft Dynamics 365 to sync contacts and push meeting notes and tasks back to your CRM.
- [Act!](https://help.oncontinuum.com/managing/act.md): Connect Act! to sync contacts and push meeting notes and tasks back to your CRM.
- [Maximizer](https://help.oncontinuum.com/managing/maximizer.md): Connect Maximizer to import contacts and push meeting notes and tasks back to your CRM.
- [Other CRMs](https://help.oncontinuum.com/managing/other-crms.md): Connect HubSpot, Wealthbox, Cloven, Zoho CRM, Equisoft, Laylah, or OneBoss, import contacts, and sync meeting summaries.


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