Prerequisites
- macOS (Apple Silicon or Intel)
- A Salesgraph account
- Google Calendar (for calendar matching and briefings)
Step 1: Install the App
Download the latest.dmg from your team’s distribution channel. Open the DMG and drag Salesgraph Assist to your Applications folder. Launch the app — it will appear in your menu bar as a tray icon.
Step 2: Sign In
Click Sign in with email on the login screen. Your default browser will open to the Salesgraph authentication page. Complete the login flow in your browser — the desktop app will detect the successful login automatically and load your session.Step 3: Complete Onboarding
After signing in, a three-step onboarding wizard guides you through initial setup:Your Company
Describe what your company does. This context helps the AI generate more relevant meeting summaries.
Step 4: Grant macOS Permissions
Salesgraph Assist requires three macOS permissions to function:| Permission | Purpose |
|---|---|
| Accessibility | Detect meeting windows on your desktop |
| Microphone | Capture meeting audio for transcription |
| Screen Recording | Record meeting video from your screen |
Step 5: Record Your First Meeting
- Join a meeting on Zoom, Microsoft Teams, or Google Meet.
- Salesgraph Assist automatically detects the meeting window.
- If the meeting matches a calendar event, it will be pre-selected. Otherwise, choose from suggested events or start without one.
- Click Join and Start to begin recording.
- During the meeting, you’ll see a live transcript and real-time coaching metrics (talk ratio, filler words, questions).
- Click Stop when the meeting ends.
- The recording is uploaded and processed — within a minute, you’ll have a summary, action items, full transcript, and coaching analysis.
Next Steps
- Connect integrations to import meetings from Gong, Fathom, Fireflies, Attention, or Granola
- Set up Slack briefings to get pre-call and post-call summaries in your DMs
- Understand coaching metrics to improve your sales conversations