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Webinar replay:
Webinar 1: Hazel demo ****(Demo timestamps: 2:30-14:30)
Webinar 2: See Hazel <> Altruist custodial data integration in action
Getting started
Overview
Onboarding
Inviting Team Members
Member Roles and Permissions
Privacy and Security
Ask Hazel (Chat)
How Hazel can help you
Prompts to help you get started
Best practices
Ask Hazel FAQ
Integrations
Hazel’s Integrations
Managing Integrations
Altruist Custodial Integration
Calendar and Emails
CRM Integrations
Meeting Assistant
Meetings Overview
Preparing for a Meeting
Debriefing a Meeting
How to Ignore Meetings
Meeting Troubleshooting
Email assistant
Overview
Setting up your Email
Troubleshooting your Email
Email FAQ
Prompt Guide
The Basics
Tips and Tricks
Default Meeting Types
Reminder Email Templates
Follow-Up Email Templates
Meeting Note Templates
Customizing Hazel
Customize Hazel’s using prompts
Add your Email signature
Create Meeting Types
Tax Mode
Support
Settings
Sharing Feedback and Ideas
Subscriptions & Pricing
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