Chat with Quin in-app
Use the Quin app's built-in chat feature for quick updates and requests.
The in-app chat feature gives you a dedicated space to communicate with Quin directly while at your desk. This is especially useful when you need to provide detailed instructions or when you want to quickly review what Quin has prepared for you.
To use the in-app chat:
- Type your message in the text field at the center of your dashboard where it says "How can I help you today?"
- Press Enter or click the send button
- You can also use the quick action buttons below the chat field for common tasks like adding meeting notes, drafting follow-ups, scheduling meetings, or preparing for meetings
Starting new conversations:
- To start a new conversation thread, use the new chat button on the left sidebar
- Previous conversations are saved in the "Recents" section on the left for easy reference
When to use in-app chat:
- When you're at your computer and need to send notes or instructions
- When you want to easily review what Quin has prepared before approving
- When you need to make quick adjustments to follow-ups or records
- When you want to keep your communication history organized in separate threads
Quin will process your message and respond with confirmation of the actions taken or with any questions if additional information is needed.
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What is Quin?
Quin transforms your notes into action by automatically creating tasks, drafting emails, and updating records. It handles the administrative work that follows your conversations so you can focus on what matters.
How much is Quin to get started?
Quin is completely free for 14 days. You can fully explore all features during this period to experience how Quin fits into your workflow. After the trial, you'll need to select a plan to continue using Quin.
Does Quin replace my CRM?
No, Quin doesn't replace your CRM. It works alongside it to make your existing tools more valuable. While your CRM stores information, Quin handles the administrative work of creating and updating records, drafting follow-ups, and making sure nothing falls through the cracks.
How does Quin protect my data?
Quin is built on AWS and leverages their built-in security features including 256-bit encryption on all databases and data transfers, firewall protection, and access monitoring. All AWS access requires 2FA and only our team has access (no third-party contractors). Read our privacy policy at https://www.heyquin.io/privacy.
How do I connect Quin to my phone?
Go to Account > My Profile in the Quin app, enter your mobile number, and complete the verification process. Save Quin's number (662) 439-7846 to your contacts, and you're ready to text notes and requests to Quin from anywhere.
Which CRMs does Quin integrate with?
Quin currently integrates with Salesforce, Redtail, and other major CRM platforms. We're continuously adding new integrations based on user feedback. Check the Integrations tab in your Account Settings for the most current list.
How accurate is Quin at understanding my notes?
Quin is designed to understand natural language in your notes. For best results, include specific details like names, companies, dates, and clear action items. You'll always have a chance to review what Quin creates before it's finalized..
Can my team use Quin together?
Yes! Teams can use Quin collaboratively to maintain consistent follow-up processes. Team members can share meeting notes and follow-ups, ensuring everyone stays aligned without duplicating administrative work.
What happens if Quin misunderstands something in my notes?
You'll always review what Quin creates before it's finalized. If something doesn't look right, you can easily edit it directly in the app or provide clearer instructions for Quin to update its work.
Can I use Quin on my mobile device?
Yes, Quin works seamlessly across desktop and mobile devices. You can access the full web application on your mobile browser, or use text messaging to send notes and requests when you're on the go.
How long does it take Quin to process my notes?
Quin typically processes notes within seconds. For longer or more complex notes, it may take slightly longer, but you'll still get results much faster than handling the administrative work manually.
Can I customize how Quin formats my notes and emails?
Yes, you can set preferences for how Quin formats meeting notes, follow-up emails, and task assignments. These settings can be adjusted in your account preferences.
Contact us
If you need further assistance, our support team is here to help. Please email us at help@heyquin.io for immediate support.