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Slant docs

Welcome to Slant, the AI assistant for Wealthbox users.

Introduction

Information about the Wealthbox integration

Wealthbox

Connect your Google or Microsoft Outlook email and calendar

Email and Calendar

Learn what Notetakers are and how to use them.

Overview

Learn how to sync your calendar to enable notetaker to automatically join meetings.

Calendar Setup

Learn how to manually add a notetaker to any meeting using the meeting link.

Adding Notetakers Manually

Learn how to access and review past meeting recordings, transcripts, and AI-generated summaries.

Reviewing Meeting Notes

Learn about AI-recommended tasks from your meetings.

Meeting Tasks

Learn how to use the AI chat feature to get insights from your meetings.

Meeting Chat

A foundational guide to managing tasks in Slant.

Creating Tasks

Editing tasks

Completing tasks

Learn about task recommendations and how to manage them.

Pending tasks

Learn how to use chat to get quick answers to your questions.

Global chat

Client chat

Meeting chat

Understanding the client record in Slant.

Importing client records

Communicate with your clients via email directly within Slant.

Emailing a client

Creating tasks

Creating notes

Magic buttons

Support

Learn about the security features of Slant.

Get started

Meeting notetaker

Tasks

AI features

CRM

Help Center