Videos & Tutorials – Sapience Cloud

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
- Tutorials & Walkthroughs
  - Creating a LinkedIn Expert Agent
  - 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
Features
- Interface
  - Dashboard
  - Chat
  - Views & Reports
  - Connected Apps
  - What You Can Do With Connected Apps
- Search
  - Search
- Agents & Chat
  - Agents
  - Agent Features & Tools
  - Sapience Skills - A Superpower
  - Group 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)
  - Connected Apps: Connect Sapience to your email, calendar, external files, CRM and more…
- Built-in Agents & Skills
  - Sapience’s Built-In Agents
  - Sapience’s Built-in Skills
  - Email Me
  - Data Analyst Agent
  - File Chat Agent
  - Project Agent
  - Web Research Agent
  - Skill: Brainstorming
- Sapience Meetings
  - Meetings Overview
- Sapience Projects
  - Projects
  - 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
  - All My Tasks View
- 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?
- 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
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)
  - Integrations: Systems Sapience Integrates with
  - Sapience Data Security, HIPAA, GDPR
Release Notes
- 2026
  - Sapience Changelog For Developers
  - 3.12.1 July Release
  - July New Skills & Agents
  - 3.11.1 June Release
  - 3.10.1 May Release
  - 3.9.1 April Release
  - 3.8.1 March Release
  - 3.7.1 Feb Release
  - 3.6.2 Jan Release
  - 3.6.1 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
Apps
- Sapience Desktop
  - Desktop Quick Chat
  - Sapience for Windows & Mac
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?
More

Overview

Sapience Overview

Data, Privacy & AI Tech Choice

Learn about how Sapience keeps you secure and gives you choice.

Feature Videos

Sapience Notes

Writing re-imagined with AI at the core.

Sapience Files

Cloud File Storage re-built with AI at the core.

Sapience & Email

Native Voice Support

Traceability

Meetings

Ditch Fathom, Otter, Zoom and other “dumb” notetakers. Get a work partner instead.

Tutorials & Walkthroughs

Creating a LinkedIn Expert Agent

Norah walks you through how to create a custom agent, in this case a LinkedIn Expert Agent.

Creating a custom Subject Matter Expert Agent

Mostafa walks through creating a powerful agent in a hard use case: analyzing architectural palns.

Apps: HubSpot + Sapience: to Drive Your CRM (HubSpot, etc)

Learn how to connect Sapience to your CRM for instantly better sales data.

Apps: LinkedIn + Sapience: Posting daily Automatically

Learn how to automate the creation of savvy LinkedIn posts that go out daily without you having to do anything!

Apps: Google Sheets + Sapience for Data Dashboards

Love Sheets? Us too. Learn how to connect it to Sapience

Apps: SharePoint + Sapience Makes SharePoint Tolerable

Sharepoint sucks. We know. Sapience makes it better!

Apps: OneDrive + Sapience to build a Beautiful Dashboard

Sapience Files is a much better Cloud Storage tool than OneDrive. BUT, if your data is in OneDrive you can easily use all of it right from within Sapience with our Connected Apps > OneDrive feature