New to Quin?

Quin overview

Quin takes care of the administrative work that follows your conversations—creating tasks, drafting emails, and updating records automatically. This frees you to focus on your next conversation or priority.

In this guide, we'll walk you through setting up Quin and getting the most from your experience.

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Setting up your account

Getting started with Quin takes just a few minutes. Connect your calendar, email, and CRM, then add your phone number in Account > My Profile to enable texting with Quin. You can also adjust your profile and preferences to make Quin work for your specific needs. Customize your communication preferences, default settings, and more.

Learn more about account setup

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Chatting with Quin

You can send information to Quin through text messages, emails, voice memos, or directly in the app. Choose whatever method fits best into your workflow.

Learn more about chatting with Quin

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How does Quin help me strengthen relationships?

Strengthening relationships is at the heart of Quin. When you provide Quin with enough information about a person, personalized suggestions will be automatically populated on their profile. It’s important that you enter in as much detail as you can, so that Quin has more insight into what content, events, and gifts a person will be interested in.

Here are a few examples of the kind of suggestions Quin provides you with:

• Conversation Starters
• Articles
• Videos
• Events
• Gifts

If you’d like to update the recommended suggestions, you can do so easily by sending Quin a message (in-app, via SMS or email) with more information about a person.

Learn more about strengthening relationships

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Chat with Quin

Once you have your contacts setup, you can easily send Quin a message to add, edit, or retrieve information quickly — just as you would an assistant. You can chat with Quin in-app, as well as send an SMS or email.

To get started, be sure to setup your phone number in Quin so that you can text on the go. Head over to your Account > My Profile and enter your information there. You’ll be prompted to go through a simple verification process. After that, be sure to save Quin’s number and text it any time.

Learn more about messaging Quin

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How does Quin handle my meeting notes?

When you send meeting notes to Quin, it processes them to create CRM entries, set up tasks, draft emails, update contact records, and schedule meetings. You'll always review everything before it's sent out.

Learn more about how Quin works

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Integrations

Quin connects with the tools you already use, including CRM systems, calendar and email platforms, and task management tools. These integrations keep your information flowing between systems without any extra work.

Learn more about integrations

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Tips and tricks

Discover helpful shortcuts and best practices for getting more done with Quin.

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FAQs

Get quick answers to some of the most common questions we get about Quin.

Go to FAQs