Help center
How to set up Migaru, bring your data in, and get the most from what it does for you, step by step.
Getting started
Connect your mailbox, calendar and Slack, and bring your team in.
- Connect your mailbox and calendarConnect Gmail or Outlook with its calendar so Migaru files your conversations and meetings, and choose what it reads, keeps and creates.
- Connect SlackAdd Migaru to Slack to see who your team talks to in shared channels, ask the agent in a direct message, and get your notifications there.
- Invite your team and choose their rolesInvite people by email, choose what each can do as an owner, admin, member or Pages only, and see how seats are counted on each plan.
Bringing your data in
Import files, move from another CRM, and tidy up what doubled.
- Import a CSV fileBring accounts, contacts, deals or any other records in from a spreadsheet: map the columns, see what was matched, and undo an import that went wrong.
- Move from another CRMConnect HubSpot, Pipedrive or Attio to bring their records across with the links between them, or import the CSV files any other CRM exports.
- Find and merge duplicatesHow Migaru spots accounts and contacts that may be the same, where you review them, and what merging two records keeps, moves and can’t undo.
How the record keeps itself
What it fills in, what it asks about, your calls, follow-ups and the agent.
- How records keep themselves up to dateWhat Migaru writes by itself, what it suggests for you to approve, how an admin changes that field by field, and how to see what changed a field.
- Record calls and prepare for meetingsSend the notetaker to Google Meet, Zoom or Teams, ask for everyone’s consent where the law needs it, upload transcripts, and read the brief before a call.
- Follow-ups, sequences and OutreachHow follow-ups are drafted for you to send, how a sequence writes each step when it’s due, and how Outreach sends the cold campaigns you launch.
- Ask the agentAsk Migaru about your accounts, deals and calls in the app, in Slack or on your phone, get answers that cite their sources, and connect Claude or ChatGPT.
Your account and your data
Plans and billing, sign-in and security, exporting, and leaving.
- Export your dataExport any view for Excel or as CSV or JSON, export the whole workspace with its files and recordings, or read every record through the API and MCP.
- Plans, trials and billingHow the free trial and the card work, adding seats, changing or cancelling a plan, and what happens to a workspace once its subscription ends.
- Delete a workspace or your accountHow an owner deletes a workspace, with 14 days to change their mind, how to delete your own account, and what Deleted items keeps.
- Sign-in and security settingsSign in with a password, an emailed link or Google, turn on two-step verification, and set how long sign-ins last across your workspace.
Can’t find what you need? Write to support@migaru.ai and a person will answer. How support works.
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