Embedded Files
Create an Account
Create an Account
Simply navigate to app.dossifier.ai and sign up for an account via social media or your email. While we are still in our beta phase, you will need to be approved by an admin.
Once approved, you will receive an email from Dossifier saying that your account has been approved. Then, simply navigate to app.dossifier.ai and login with your previously-used social media or email + password.
Download Dossifier's Gen AI Browser Extension
Download Dossifier's Gen AI Browser Extension
Take our GenAI Agent with you via our browser extensions! Having the extension will enable several Dossifier features to give you a better experience, including but not limited to:
Access the Meet Report directly from your calendar invite
Access the Meet Report directly from your email invite
Having our AI agent read your active webpage and add / update any Dossifier contact
Update your contacts with their latest information directly from Dossifier
To get set up with our browser extension, please either navigate to the respective banner within Dossifier, or follow one of the links below. Please note that you will need an approved Dossifier account to use our extension.
Managing Contacts
Managing Contacts
Creating Contacts
Creating Contacts
There are several ways to create a new contact within Dossifier, both manually as well as automatically.
Directly from your email / calendar
With the extension installed, press on the "Dossifier" button in your email or calendar invite to see the participant report.
Currently only Google apps + Chrome are supported.
Bulk Upload + Extract
Directly copy & paste your participant list when creating multiple contacts or a new meet.
Via the GenAI Agent
Right click on any webpage to create a new contact from details & insights gathered from the current page.
Coming soon, under UI review
From Dossifier
Finally, you can always create a new contact from within Dossifier.
Adding Contact Details
Adding Contact Details
Simply right click on any webpage to have our AI agent gather details and insights and update your Dossifier contact!
(Under UI review, coming soon)
Managing Your Organizations
Managing Your Organizations
Configuring your Organizations greatly improves the quality of your contacts and the meet report. Contacts with properly configured organizations will be able to
Normalize Contact job titles across industries & organization sizes
Automatically bundle relevant contacts and get aggregate metrics
If you created your contacts with their corporate email, Dossifier should automatically match it to an organization, or create one for you. Otherwise, please create one via the Global Add Menu.
Once an Organization has been created, you should configure its Global Seniority Levels and assign the relevant contacts.
Creating & Viewing Your Meet Reports
Creating & Viewing Your Meet Reports
Accessing Reports
Accessing Reports
All of the previous steps were to help enrich the reports when you need them. To create / access a report, you have several options, including
Directly from your email / calendar
Dossifier will automaticaly make contacts, organizations, and a report for you directly from your email & calendar invites.
Selecting Contacts and creating a meet
Simply select contacts that you'd like to see the insights for and select the Create Meet dropdown option.
From the Meet creation wizard
You can always create a meet and manually select participants from the Meet creation wizard.
(Extension Required) Updating Contact Details Directly from the Report
(Extension Required) Updating Contact Details Directly from the Report
(Coming soon!) If you find that a user's details are not (or incorrectly) filled out in the report, access the Contact's socials directly from the report.
Once on the relevant social, right click and select Dossifier's Link with <contact name> option to have our AI agent analyze the webpage and update the contact.
Next Steps
Next Steps
Look into Understanding the Meet Report to make sure that you get the most out of Dossifier.
Still have questions? Check out our FAQs.
Report abuse