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Get started with KretaOS 101
See all- 1What KretaOS isAn AI CRM for client-led B2B teams that does its own data entry, remembers every client, and tells each person what to do today.
- 2Finding your way aroundThe side rail, the top bar's Log and Record, the Ask AI pill, search, the bell, and how the phone layout differs.
- 3Home and Do nowHow Home ranks your day into one list, what each row offers, and how to clear a backlog of late follow-ups.
Reference
- KretaOS 101What KretaOS is, how to find your way around, and your first steps.11 articles
- Client memoryHow KretaOS remembers what each client said, and how you correct it.8 articles
- Clients, people & dealsClients, leads, partners, the people at them, and the deals you run.14 articles
- Email & calendarConnect Google, what syncs, who sees it, and sending from KretaOS.8 articles
- WhatsAppYour team number and your own WhatsApp, and how chats reach a client's page.7 articles
- Meetings & recordingsRecord a meeting, read its transcript, and file it on the right client.8 articles
- Follow-ups & automationsHow follow-ups are drafted and sent, why one was held, and automations.11 articles
- Ask AI & voiceWhat Ask AI can do by chat or by voice, what it sees, and AI credits.11 articles
- Agenda & commitmentsTasks, reminders and promises — and closing them with what happened.7 articles
- Analytics & reportsThe numbers, how they are counted, and reports you can build and share.8 articles
- Imports & exportsBring clients in from a spreadsheet, undo an import, and take data out.4 articles
- Team & rolesInvite teammates, set roles, and hand over clients when someone moves on.8 articles
- Account & workspaceYour profile, your workspace's settings, company memory and the Library.9 articles
- BillingPlans, seats, AI credits, invoices and renewals.9 articles
- Android appInstall the Android app, sign in, and what works differently on a phone.5 articles
- Security, privacy & complianceConsent, where your data lives, the audit log, and erasure.7 articles
- SupportReach a person, report a problem, or book a walkthrough.3 articles