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Home is the first page you see in Doris. Open it from Home in the sidebar. Home has a greeting, a chat box and four tiles. The page header has a Release log button that shows recent product updates.

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Ask Doris a question

1

Type your question

Type in the Ask anything box. Name the deal, company, person or meeting when you can. A specific question gets a specific answer.
2

Or use a shortcut

Click Prep for next meeting or Recap last call below the box. Doris sends that question for you.
3

Read the answer

Doris answers from your deals, companies, people, meetings, transcripts and commitments. It can also search the web and these docs, and it can write a document for you.
4

Go back to an old chat

Click Recent chats to open a chat you had before.
Chat reads your records. It does not change them. To change a deal or a commitment, use the deal page or the Commitments list.

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Send the notetaker to a meeting

1

Open the form

Click Send Notetaker in the chat box. The Send a notetaker form opens.
2

Paste the meeting link

Paste the Zoom, Google Meet or Microsoft Teams link.
3

Attach a deal

Optional. Search in Attach a deal (optional) and pick the deal. Doris then links the call to that deal.

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Open your work from the tiles

Press Cmd+K on Mac or Ctrl+K on Windows. Type a name or a question.
  • Results shows matching deals, companies, people and meetings.
  • Ask sends your text to Doris chat.
  • Jump to opens a page in Doris.

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Use Doris in other AI tools

The small MCP icon next to the send button is Set up MCP. It opens MCP server. Use it to connect Claude, ChatGPT or another AI tool to your Doris data.
If Home is empty, your admin must connect your CRM, calendar and meeting capture first. See Quickstart.