Glyphic Quick Start Guide (for Admins)

Last updated: April 8, 2026

Step 1: Connect Your CRM

1⃣ Connect Your CRM

Go to: Settings → Organizational Settings → Integrations

Connect your CRM (HubSpot, Salesforce, etc.) as the first and most important step. This is a one-time, org-wide action — once the admin connects it, every user benefits automatically. Glyphic will:

  • Pull in your existing pipelines, deal stages, and contacts

  • Sync call summaries and insights back to CRM records as notes

  • Enable two-way data flow (changes in Glyphic reflect in your CRM in real time)

Step 2: Connect Your Calendar & Video Tools

2⃣ Connect Calendar & Video Tools

Go to: Settings → Organizational Settings (for org-wide tools) or Settings → Personal (for individual calendars)

Connect the tools Glyphic will use to join and record your calls:

  • Zoom / Teams / Google Meet — connected at the org level by an admin

  • Slack — connect for real-time call summaries and alerts posted to channels

  • Google Calendar / Outlook — each individual user must connect their own calendar so Glyphic knows which calls to join

Admin tip: After inviting users to the platform, check Settings → Users to see who has connected their calendar. Anyone showing green is ready to record — you can chase those who haven't yet.

Step 3: Invite Your Users & Set Up Your Team Structure

3⃣ Invite Users & Build Your Team

Go to: Settings → Users

Invite the relevant team members to the platform and assign:

  • User roles (rep, manager, admin)

  • Manager assignments — this powers team-level coaching views and filtered reporting

  • Recording preferences — set whether internal calls should be excluded from recording (recommended for most teams)

Once users accept their invite, they connect their own calendar and are live within minutes.

Step 4: Set Up Call Tags & Custom Insights

4⃣ Configure Call Tags & Custom Insights

Go to: Settings → Call Tags and Settings → Insights

These two configurations make Glyphic truly yours:

Call Tags categorize your calls (e.g. Discovery, Demo, QBR, Renewal, Customer Success). You can:

  • Create tag groups for different teams (e.g. Sales vs. Customer Success)

  • Sync tags from your CRM meeting types so reps don't tag manually

Custom Insights define what information Glyphic extracts from every call and pushes back to your CRM fields. Examples:

  • Competitors mentioned

  • ERP/CRM system used

  • Budget discussed

  • Feature requests

Step 5: Create Your First Scorecard

5⃣ Build a Coaching Scorecard

Go to: Coaching → Scorecards → Create New

Tie a scorecard to a call tag (e.g. "Discovery") and Glyphic will automatically score every call of that type against your defined skills. You can:

  • Use Glyphic's AI-generated scorecard as a starting point (generates in ~10 seconds)

  • Customize skills and rubrics to match your team's process

  • Set up scorecards per team (Sales, Customer Success, BDRs)

Managers immediately get a team-wide coaching view; reps see their own scores and one improvement suggestion per call.

You're live! From here, Glyphic will automatically join calls, generate summaries, push data to your CRM, and surface coaching insights — all without any manual effort from your reps.