FAQ
Questions fréquemment posées
Collections
- Integrations
Connecting calendars, CRMs (Salesforce, Redtail, Wealthbox), and other third-party tools with Focal
- Conversations
Viewing meeting summaries, sharing conversations, searching, and managing conversation details
- Admin & Billing
User management, roles and permissions, per-seat billing, firm settings, and data retention
- Clients
Managing client profiles, viewing client conversation history, and using Ask Focal for clients
- Workflows & Automation
CRM push, PDF and spreadsheet filling, task management, and follow-up email generation
- Today Page & Meetings
How Focal joins meetings, scheduling, transcription, and the Today page calendar view
- Settings & Configuration
Account settings, AI summary customization, email templates, sharing preferences, and meeting join settings
- Coaching & Insights
Coaching scores, performance metrics, team insights, and Shaping Wealth coaching feedback
Articles
- FAQ: Which CRMs do Focal support?
- FAQ: Is customer data used to train AI models?
- FAQ: Why can't I connect my calendar?
- FAQ: How do I increase meeting summary accuracy?
- FAQ: Why didn't Focal didn't join my meeting?
- FAQ: What data residency options are available?
- FAQ: What do I do if the transcription did not upload on mobile?
- FAQ: Why isn't CRM push working?
- FAQ: How does Focal join my video meetings?
- FAQ: How do I fix a mixed-up or undetected speaker?
- FAQ: Why is my meeting summary is missing or incomplete?
- FAQ: Why don't I see coaching scores for some meetings?
- FAQ: What security standards does Focal meet?
- FAQ: Enable French Translation — Prise en charge du français
- FAQ: Can Focal record phone or VoIP conversations?