Sapience Cloud | Documentation Hub

Getting Started
- The Basics
  - Welcome to Sapience
  - Frequently Asked Questions (FAQ)
  - Sapience Objects & Resources
  - Sapience Glossary
  - Sapience Pricing & Packages
  - 30 Tips & Tricks to Supercharge Productivity
Videos & Tutorials
- Overview
  - Sapience Overview
  - Data, Privacy & AI Tech Choice
- Feature Videos
  - Sapience Notes
  - Sapience Files
  - Sapience & Email
  - Native Voice Support
  - Traceability
  - Meetings
  - Projects: Getting Started
  - Group Chat with Humans & Agents
  - Sapience Mobile
- Tutorials & Walkthroughs
  - Team of Agents in Sapience
  - Create An Agent: Walkthrough of building a LinkedIn Expert
  - Creating a custom Subject Matter Expert Agent
  - Apps: HubSpot + Sapience: to Drive Your CRM (HubSpot, etc)
  - Apps: LinkedIn + Sapience: Posting daily Automatically
  - Apps: Google Sheets + Sapience for Data Dashboards
  - Apps: SharePoint + Sapience Makes SharePoint Tolerable
  - Apps: OneDrive + Sapience to build a Beautiful Dashboard
  - Apps: Outlook + Sapience for Smarter Email Management
  - How to use Plan Mode + Brainstorming
Features
- Interface
  - Dashboard
  - Chat
  - Views & Reports
  - Customizing Dashboard
  - Focus Mode: Clearing the Screen to Read
- Search
  - Search
- Agents & Chat
  - Agents
  - Agent Features & Tools
  - Sapience Skills - A Superpower
  - Team Chats (Multiple Humans & Agents)
  - Chat with Files, Notes, Tasks & Goals in Sapience
  - Plan Mode
  - AGENTS.md & CLAUDE.md Support
  - Agent Computers
  - Modes: Deep Research and more
  - Email: send Sapience emails & have it email you
  - Creating Custom Agents
  - Multi-Agent Orchestration (Team of Agents)
  - Auto-Generated Memories: Sapience Learns About You While You Work
  - Where a Web Research Answer Got Its Sources
- Sapience Meetings
  - Meetings Overview
- Connected Apps: Integrations
  - Connected Apps
  - What You Can Do With Connected Apps
  - Apps: Working with Google Slides
  - Apps Help
  - Integrations: Systems Sapience Integrates with
- Sapience Projects
  - Projects Overview
  - Tasks & Goals
  - Delegate Tasks to AI
  - Starting a Project with a Template
  - Eisenhower Matrix
  - Kanban View
  - Customizing Project Agents
  - Create Project Note via Project Agent
  - Projects Views
  - Viewing All My Tasks As A Board
  - Choosing A Project
- Sapience Notes & Voice
  - Dictation & Push-to-Talk
  - Notes Overview
  - Voice Overview
  - Overview of Dictation, Voice Chat & Write with Voice
  - Advanced Diagrams
  - Note Templates
  - Voice Settings
  - Version History, Audit Trails & Rollback
  - Whiteboards & Diagramming in Notes
  - Encrypted Secrets In Notes
- Sapience Files
  - Working With Files
  - Attaching Files To Chat
  - Previewing Files in Sapience
  - Using Sapience Vision on Images & Drawings
  - Using Coding Agent For Visualization & Business Intelligence
- Collaboration
  - Multiplayer & Sharing
  - What can I share?
- Views & Reports
  - All My Tasks View
  - Manage By Tags
  - Everything View
- Next Level Sapience
  - Sapience Meetings
  - Views & Reports
  - Shortcut Keys
  - Custom Instructions
  - Sapience Memory System & Architecture
  - Managing Agent Memory
  - Scheduled Jobs & Agents
  - Data Analyst Agent: Best Practices & How to Use It
  - Just the Facts: Grounding & Anti-Hallucination technology
  - Diagrams: Meet the 8 Mermaids of Sapience: Turning Ideas into Diagrams
Built-In Agents & Skills
- Built-In Agents
  - Sapience’s Built-In Agents
  - Featured: CMO Super Agent
  - Featured: COS Chief of Staff Super Agent
  - Featured: Your CFO Super Agent
  - Featured: CPTO – Your Product & Technology Super Agent
  - Featured: Your General Counsel Super Agent
  - System: Project Agent
  - System: File Chat Agent
  - System: Web Research Agent
  - System: Data Analyst Agent
  - Finance: Your US Tax & Accounting Agent
  - Finance: Your Australian Tax & Accounting Agent
  - M&A: Advanced Due Diligence Agent
  - M&A: The Deal & Corporate Finance Analyst
  - Marketing: Your Content & SEO Strategist
- Built-In Skills
  - Sapience’s Built-in Skills
  - Email Me
  - Skill: Brainstorming
Settings, Customization, Integrations & Security
- Account
  - How do I change my profile settings?
  - How do I delete my account?
  - I forgot my password!
- Customizing Sapience
  - Customizing Agent Knowledge & Behaviour
  - Create Re-usable Workspaces with Templates
  - Custom Agent Skills
  - AI Store - Countless Agents & Skills
- Integrations & Security
  - Private Cloud Deployment Details (Enterprise only)
  - Sapience Data Security, HIPAA, GDPR
Release Notes
- 2026
  - 3.13 August Release
  - Sapience Changelog For Developers
  - 3.12 July Release
  - July New Skills & Agents
  - 3.11 June Release
  - 3.10 May Release
  - 3.9 April Release
  - 3.8 March Release
  - 3.7 Feb Release
  - 3.6.10 Jan Release
  - 3.6 Jan Release
- 2025
  - Earlier Notes
Building with Sapience
- Sapience with Automation Tools
  - N8N + Sapience
  - Sapience HTTP Tools for Web Hooks
  - Make.com + Sapience
  - HTTP POST Tool for Web Hooks
  - System Agents & On-the-Fly Agents for Builders
Sapience Apps
- Sapience Desktop
  - Desktop Quick Chat
  - Sapience for Windows & Mac
  - Sapience Mobile (iPhone, Android & iPad)
Troubleshooting
- Common Issues
  - I lost my password - how can I reset it?
  - How do I delete my Account?
  - Voice isn’t reliable… what should I do?
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