Support

How can we help?

Answers to the questions we hear most. If yours isn’t here, email us — a person reads every message.

We aim to reply within one business day (Mountain Time). Include your company name and what you were trying to do.

Getting started

What do I need before I sign up?: Your work email, a Microsoft 365 organization (and someone who can approve access as an admin), the names of your leadership team, and the link to your weekly meeting.
Who should set it up?: Usually the person who runs your weekly leadership meeting. They become the workspace owner and can add admins.

Why does LeaderSync ask for admin approval?: So it can read your team directory and calendars. A Microsoft 365 admin approves it once for the whole organization. If you’re not an admin, send the approval link from setup to someone who is.
Does LeaderSync work with Google Workspace?: Not yet. Setup connects to Microsoft 365 for your team directory and calendars. Your weekly meeting can still be on Google Meet or Zoom.
How do people sign in?: With their Microsoft work account, or with a one-time link sent to their work email. There are no LeaderSync passwords.

How do I add or remove someone?: Owners and admins can add people from your Microsoft 365 directory in the web app, and mark who is on the leadership team — those are your seats. Removing someone stops your coach contacting them; their history stays.
Can people outside the leadership team use it?: Yes. Anyone you add can reply to your coach, report numbers and update action items. Only leadership team members count as seats.

The notetaker didn’t join. What happened?: Check that the meeting link in setup is current, and that the meeting allows guests. In Microsoft Teams, someone may need to admit the notetaker from the lobby — it appears as your agent’s name followed by “(notetaker)”.
Should we tell attendees about the notetaker?: Yes. It’s visible in the participant list, but let attendees know the meeting is transcribed, especially anyone joining from outside your company.

What’s my workspace email address?: Every workspace gets its own address, like acme@in.leadersync.ai. You’ll find yours in the web app. Email it from your work address to start a new conversation.
Can I send attachments?: Not yet. Paste the text into the email body instead — your coach reads it just fine.
Is Microsoft Teams available?: Microsoft Teams is coming soon, once our Teams store listing is approved. Until then, email and the web app work for everyone.

How do I add a payment method or get invoices?: Owners can open billing from the web app to add a card, download invoices or cancel. Add a payment method before your 14-day trial ends to keep your workspace running.
What if a payment fails?: We’ll email the billing contact. If it isn’t resolved, the workspace pauses until it is. Your data is kept.

How do I export everything?: In the web app, open Settings and choose Download export. You get a zip of your whole operating system as plain Markdown files.
How do I delete our workspace?: Email support@leadersync.ai from an owner’s address and ask. We’ll confirm before deleting and let you know when it’s done.

Email support@leadersync.ai. For questions about buying LeaderSync for a larger team, talk to sales.