Knowledge Hub
Guides for getting the most out of Aithon
Connect your tools, understand what Aithon shows you, and see exactly what it reads.
Start here
Your first week in Aithon
The path from first sign-in to first insight: connect your CRM and mailbox, pick your accounts, open a deal, read a lead brief, ask Aithon a question.
Read guide →Manage members and organization settings
Invite and remove people, change roles, set up how your team signs in, and find the organization-wide settings an admin owns.
Read guide →Roles and permissions
What a user and an admin can each do, and what the AWS Partner Admin designation adds.
Read guide →Build your account list
How All Accounts and My Accounts fit together, how to load a target list from a CSV, and how to put accounts on each seller's plate.
Read guide →AWS
Connect your AWS account to Aithon
Create one IAM role so Aithon can work with your AWS Partner Central opportunities and your Marketplace listings and private offers on your behalf.
Read guide →Send an opportunity to AWS Partner Central
From a deal's AWS Benefits tab, find or create the matching co-sell opportunity in Partner Central, choose co-sell or visibility only, and follow AWS's review.
Read guide →Check AWS funding eligibility for a deal
Read the AWS Benefits tab: which programs AWS has verified the deal for, what is locked and why, what your partner profile rules out, and how to start a fund request.
Read guide →AWS co-sell programs explained
The vocabulary behind the AWS Benefits tab: Partner Central, ACE, account linking, the funding programs Aithon evaluates, and what a private offer is.
Read guide →CRM
Connect Salesforce to Aithon
One organization-wide, read-only connection that brings your accounts, opportunities, contacts and activity into Aithon and mirrors your Salesforce sharing rules.
Read guide →
Integrate HubSpot with Aithon
Unlock deeper insights into your pipeline by analyzing deals, contacts, and activity directly from your CRM.
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Connect Attio to Aithon
Two read-only connections, one for companies, people and deals and one for meetings, calls and tasks. Admins only.
Read guide →Email, calendar and meetings
Connect Outlook to Aithon
Connect your Microsoft 365 mailbox for read-only intelligence, for sending outreach, or both, with delegated access you can verify in Microsoft Entra.
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Connect Gmail to Aithon
Connect your Google Workspace mailbox for read-only intelligence, for sending outreach, or both.
Read guide →
Connect Google Calendar and Google Meet to Aithon
Calendar gives Aithon the meeting itself, Meet gives it the transcript. Connect both and every customer meeting becomes evidence on its deal.
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Connect Gong to Aithon
Bring call transcripts and participants into Aithon, where they become the richest evidence behind deal intelligence.
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Connect Slack to Aithon
Bring customer channel conversations into Aithon as evidence on the deals they belong to.
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Integrate Granola with Aithon using Zapier
Unlock deeper insights into your pipeline by analyzing call transcripts directly from your CRM.
Read guide →Prospecting
Find net-new accounts with Greenfield
Point Aithon at one of your products and let it research companies you are not already working, score them against the use cases you sell, and hand back a ranked list.
Read guide →Find people with People Finder
Search for the right person at any company by seniority, department, title or location, see their contact details, and push them into your contacts or a campaign.
Read guide →Outreach
Connect LinkedIn and WhatsApp to Aithon
Connect your own LinkedIn and WhatsApp accounts so Aithon can run outreach as you, within limits that keep your accounts safe.
Read guide →Build and publish a sequence
Design a step-by-step outreach flow across LinkedIn, email and phone, personalise it, preview it, and publish it so campaigns can run it.
Read guide →Launch and run a campaign
Put a published sequence to work on a set of contacts: add people, choose sending mailboxes, pass the pre-launch check, start, and read the results.
Read guide →Sending limits, warm-up and replies
The rules Aithon applies to every campaign so your mailboxes and LinkedIn account stay healthy: daily caps, working hours, warm-up, bounce protection and stop-on-reply.
Read guide →AI assistants
Using Aithon
Your first week in Aithon
The path from first sign-in to first insight: connect your CRM and mailbox, pick your accounts, open a deal, read a lead brief, ask Aithon a question.
Read guide →Manage members and organization settings
Invite and remove people, change roles, set up how your team signs in, and find the organization-wide settings an admin owns.
Read guide →Roles and permissions
What a user and an admin can each do, and what the AWS Partner Admin designation adds.
Read guide →Build your account list
How All Accounts and My Accounts fit together, how to load a target list from a CSV, and how to put accounts on each seller's plate.
Read guide →Set up your product catalogue
Your products decide which leads your team sees. How to add one, curate the use cases it serves, and get the catalogue right.
Read guide →Export and share a lead brief
Turn a lead's narrative, evidence and scores into a one-page brief you can save as a PDF or email to a teammate.
Read guide →Reading a lead brief
What the priority means, how the brief is built from evidence, what the signal cards on the right are telling you, and what to do next with Engage.
Read guide →Deal Intelligence explained
What each tab on a deal shows, how the MEDDPICC scorecard and the deal health score are computed, how evidence is cited, and when analysis refreshes.
Read guide →The account view
What each section of an account's overview shows, which source feeds it, and what the other tabs hold.
Read guide →Ask Aithon
What the in-app assistant can answer, what it can do on your behalf, what it deliberately cannot, and how to get the most out of it.
Read guide →Privacy controls: choosing what AI can use
Organization admins can exclude whole categories of data, such as email or call transcripts, from every AI feature. What the switches do, and what excluded means.
Read guide →Email signature and company documents
Two small settings with a large effect: the signature Aithon appends to every draft it writes for you, and the documents that teach it your products and playbooks.
Read guide →When something does not appear
Deals, emails, leads or accounts missing? The common causes, what Aithon is telling you, and what to do about each.
Read guide →