Retain User Guide
Retain helps teams capture critical context, find it instantly, and turn it into consistent action—without losing control of sensitive information.
Getting Started
New to Retain? Begin your journey here. Set up your account and discover how to transform the way you work.
Guide Overview
| Section | Description | Topics |
|---|---|---|
| Master the core features that turn information into action | 4 topics | |
| Supercharge your workflow with advanced automation and insights | 4 topics | |
| Manage your account, subscriptions, and preferences | 4 topics | |
| Find solutions to common issues and get help | 3 topics |
Popular Topics
Calendar Integration
Connect your calendar and let Retain automatically capture meeting notes and action items
Email Management
Draft, send, and organize emails with AI assistance directly from Retain
Meeting Capture
Record and transcribe meetings, automatically generate summaries and action items
Email Expertise
Learn advanced techniques for writing more effective emails with AI assistance
Questions?
Can't find what you need? Our team is standing by to help you succeed.