Hero is your AI sales teammate. It keeps your conversations, remembers context from your workspaces and past chats, and can pull in research, call summaries, and other content so you get on-demand technical and sales expertise, not just basic knowledge retrieval.
What Hero Does
Conversations — You can talk or type in Threads. Hero replies with streaming answers and uses tools.
Context — Hero uses your current Workspace and content (documents, saved artifacts, conversation history) to give more relevant answers.
Artifacts — Long answers (research, reports, call summaries) appear in a side panel. In the thread you see a short summary and a link to open the full artifact.
Organization — You organize work in Workspaces (by deal or account). Threads are the conversations inside or outside those workspaces.
Understanding the interface
After you sign in, Hero opens to Home — your starting point for picking up where you left off. You see:
Left sidebar — Your main navigation, and resizable: drag its right edge to widen or narrow it, or double-click the edge to reset it to the default width. Hero remembers your preferred width.
From top to bottom:Home — A greeting, your upcoming meetings ("On your calendar"), and quick ways to start a conversation.
Workspaces — Your workspaces and an option to add one.
Other Threads — Threads not tied to a workspace.
Footer — Settings, Help, Sign out, and your Profile.
Main area — The active thread and chat.
Right panel — Extra context when it applies, such as workspace sources, agenda, or open artifacts. This panel can be expanded or collapsed, and Hero remembers your preference.
During onboarding you may see a simplified layout (no sidebar) until you create your first workspace; then the full layout appears.
Your Home opens up as you go (desktop)
On the desktop app, Home starts deliberately small and reveals more as you complete calls. If your Home looks emptier than what's described above, this is why; nothing is broken and nothing is missing from your account.
Before your first call — Home shows your greeting, your upcoming meetings and Start transcribing, so you can capture a meeting Hero didn't detect from your very first day. The quick prompts are visible but locked, under a heading explaining that Hero is still learning.
A locked prompt tells you what earns it — "After 1 call" or "After 3 calls" — so you can see what's coming rather than wondering what's missing.
After your first completed call — the chat box appears on Home, and your Workspaces and Other Threads sections appear in the sidebar.
After your third — the rest of the quick prompts unlock and the section becomes Get Started.
Your greeting changes to "Welcome back" once you're a returning user.
Unlocking only goes one way. Once a capability appears it stays, even if you later delete the thread from the call that earned it.
Key concepts
Home — Your default landing page after signing in, on both web and desktop. Shows a greeting, your upcoming meetings, and a quick way to start a conversation. Reach it anytime from the sidebar.
Workspace — A container you create, typically based on a specific deal or account; for example "Acme Corp," or "Q2 pipeline." You can add sources (uploads, transcripts, saved artifacts) and have conversations in that context. Your workspace list is ordered by recent activity, so the ones you've been working in stay near the top.
Thread — A single conversation with Hero. It has a title, a list of messages, and optional artifacts. A thread can belong to a Workspace or stand alone. Start a brand-new one from Threads > New Thread, or just send a message from Home.
Artifact — A structured piece of content, such as a research report or call summary. It opens in the right panel; in the thread you see a brief summary and a link.
Hero's memory — Hero uses stored content (facts, documents, conversation extracts) to improve answers. You don't manage this directly; using Workspaces and saving artifacts helps Hero commit these concepts to memory.