# Parker

> Parker is an AI sales assistant that works across your Salesforce, email, and calendar. This guide shows sales reps and workspace admins how to use and set up Parker.

- [What is Parker?](https://support.parker.work/introduction.md): Learn what Parker is, what it connects to, and where to start, whether you're a sales rep or a workspace admin.
- [Get started with Parker](https://support.parker.work/quickstart.md): Sign in, connect your Salesforce login and mailbox, check your Agent mode, and ask your first questions.
- [What Parker can and can't do](https://support.parker.work/get-started/what-parker-can-do.md): Understand what data Parker can see, what it can do for you, where its limits are, and how to check an answer before you act on it.
- [How Parker acts on your behalf](https://support.parker.work/get-started/how-parker-acts.md): Learn which Salesforce changes Parker asks you to confirm, which it makes straight away, how email drafts work, and how Test and Live mode work.
- [Tips for asking Parker](https://support.parker.work/get-started/asking-parker.md): Write requests that get accurate answers, with example prompts for Salesforce, email, and charts, plus follow-ups, suggestions, commands, and search.
- [How chat works](https://support.parker.work/chat/overview.md): Learn your way around the chat screen: start a chat, send a message, follow what Parker did, check its sources, and stop, queue, or retry an answer.
- [Ask about your Salesforce data](https://support.parker.work/chat/salesforce-questions.md): Ask Parker about your Salesforce records in plain words: find records, count and compare them, check where an answer came from, and open a record without leaving the chat.
- [Create and update Salesforce records](https://support.parker.work/chat/updating-records.md): Ask Parker to create or update Salesforce records in plain words. Creating asks you to confirm first. Updating a record happens straight away in Live mode.
- [Create reports and documents](https://support.parker.work/chat/reports-and-documents.md): Export a chat as a report PDF or chat PDF, get your Salesforce records as a CSV file, and ask Parker to design a one-pager you can download or save to Pages.
- [Get charts, tables, and diagrams](https://support.parker.work/chat/charts-maps-diagrams.md): Ask Parker to show your data as a chart, table, or diagram, and copy, export, or open what it makes beside the chat.
- [Attach files to a chat](https://support.parker.work/chat/files-and-attachments.md): Attach PDFs, Office files, spreadsheets, text, and images to a chat, and ask Parker to summarize them or pull details out of them.
- [How memory works](https://support.parker.work/chat/memory-and-private-chats.md): Learn what Parker remembers about you and your work, and how to add, edit, mute, or remove memories in Settings.
- [Find, organise, and share chats](https://support.parker.work/chat/sharing-and-history.md): Find past chats in the sidebar or with search, pin, rename, export, and delete them, and share a chat with teammates in your workspace.
- [Work beside the chat with the Work panel](https://support.parker.work/chat/work-panel.md): Open sources, records, tables, charts, and designs in a side panel so you can read them next to the conversation and keep asking questions.
- [Find records near a place](https://support.parker.work/maps/overview.md): Ask Parker which Salesforce records are near a suburb, address, or store, and read the ranked table and map it returns.
- [How Parker finds locations](https://support.parker.work/maps/how-locations-work.md): Learn how Parker works out where each Salesforce record is, how precise each point is, how it stays fast and current, and how it protects your data.
- [Connect your mailbox and calendar](https://support.parker.work/email/connect-mailbox.md): Connect Outlook (Microsoft 365) or Gmail, and a Google or Outlook calendar, so Parker can search your mail and draft and send email as you.
- [Search, draft, and send email](https://support.parker.work/email/drafting-email.md): Ask Parker to find your email, then draft new emails and replies you can edit, save to your Drafts folder, or send from your own address.
- [Teach Parker your writing style](https://support.parker.work/email/writing-style.md): Let Parker learn how you write from your sent mail, review what it learned, and set your sign-off, so drafts sound like you.
- [Connect your calendar and set scheduling defaults](https://support.parker.work/email/calendar-and-meetings.md): Connect a Google or Outlook calendar to Parker and set the meeting length, notice, buffer, working hours, and proposal settings it uses for scheduling.
- [Set up an automation](https://support.parker.work/automate/automations.md): Give Parker a standing job on your inbox, such as drafting replies to customer emails, then preview it, turn it on, edit it, or pause it.
- [Review drafts and runs](https://support.parker.work/automate/reviewing-drafts-and-runs.md): Find the drafts your automations wrote, then send, revise, or discard them, and check which emails Parker passed over and why.
- [Schedule a routine](https://support.parker.work/automate/routines.md): Have Parker answer a saved prompt on a schedule, such as a Monday pipeline summary, and send the result to you or your teammates by email or in Parker.
- [Find and share your pages](https://support.parker.work/library/pages.md): Open the designed pages and reports Parker saved from your chats, refresh them with live data, keep them updated, share them, download them, or delete them.
- [Find and reuse your files](https://support.parker.work/library/files.md): Find every file you attached in chat and every export Parker made for you, preview or download it, use it in another chat, or delete it.
- [Use Parker from your phone](https://support.parker.work/mobile/overview.md): Talk to Parker from Messages, WhatsApp, or Microsoft Teams, with the same knowledge, memories, and rules you have in the web app.
- [Text Parker from Messages](https://support.parker.work/mobile/imessage-and-sms.md): Link your mobile number so you can text Parker from your phone's Messages app, using iMessage, RCS, or SMS.
- [Message Parker on WhatsApp](https://support.parker.work/mobile/whatsapp.md): Link your mobile number so you can message Parker from WhatsApp on your phone.
- [Chat with Parker in Microsoft Teams](https://support.parker.work/mobile/teams.md): Find out what's needed before you can chat with Parker in Microsoft Teams, and how admins connect your organisation's Teams tenant.
- [Manage your account settings](https://support.parker.work/account/settings.md): Open Settings and change your time zone, sign-in and password, notifications, quiet hours, theme, and density, and switch workspaces or sign out.
- [Keyboard shortcuts](https://support.parker.work/account/keyboard-shortcuts.md): Look up the keyboard shortcuts for search, new chats, Settings, the chat box, slash commands, and search results in Parker.
- [Set up your workspace](https://support.parker.work/admin/quickstart.md): Your first hour as a Parker admin: connect Salesforce, set up Parker's instructions and limits, and add the knowledge and rules your team needs.
- [Manage members and roles](https://support.parker.work/admin/members.md): Learn how people join or leave your Parker workspace, and who to contact to add, remove, or change the role of someone.
- [Connect Salesforce](https://support.parker.work/admin/connect-salesforce.md): Connect your Salesforce login, choose whether Parker's changes are live, and find the admin controls for your workspace's Salesforce connection.
- [Connections and apps](https://support.parker.work/admin/connections-and-apps.md): See everything Parker connects to, find apps such as Linear, Notion, and Asana, add a server by URL, and understand each connection status.
- [Set up channels](https://support.parker.work/admin/channels.md): Connect your Microsoft Teams tenant so your team can talk to Parker in Teams, and see how each person links their phone for Messages or WhatsApp.
- [Write Parker's instructions](https://support.parker.work/admin/agent-instructions.md): Set Parker's name and role, describe the job it does for your team, and choose the tone and follow-up timing of the emails it writes.
- [Set Parker's autonomy](https://support.parker.work/admin/autonomy.md): Choose whether Parker drafts replies for a person to review or sends them on its own, and add the sender details that sending on its own requires.
- [Control proactive work](https://support.parker.work/admin/proactive.md): Choose what Parker may start without being asked: nudges to your team, scheduled routines and automations, and longer deep-analysis reports.
- [Add knowledge](https://support.parker.work/admin/knowledge.md): Give Parker your documents, help-center websites, and spreadsheets so it can answer from them, then keep them fresh or remove them.
- [Set house rules](https://support.parker.work/admin/rules.md): Add the rules Parker must follow on every reply, choose how strictly each one applies, and write rules that work.
- [Review location readings](https://support.parker.work/admin/location-readings.md): Preview how Parker reads ambiguous location fields in your Salesforce records, then turn those readings on or off for your workspace.
- [Oversight settings](https://support.parker.work/admin/oversight.md): Set how strictly Parker's replies are checked against your rules, who approves drafts before they send, and how to read the evaluation results.
- [Compliance settings](https://support.parker.work/admin/compliance.md): Add the regulations your business answers to, see which safety checks are in force, set a subject-line policy, and read the compliance record.
- [Classifications](https://support.parker.work/admin/classifications.md): Learn what a classification is, how to start one in chat, and where to manage it in Settings once it exists.
- [Tools settings](https://support.parker.work/admin/tools.md): See the tool catalogue Parker can use in your workspace, turn individual tools on or off, and export the catalogue with its usage figures.
- [Monitor automations across your workspace](https://support.parker.work/admin/automations-overview.md): See every automation in your workspace with its owner and health, and set what automations are allowed to do.
- [Set up your brand kit](https://support.parker.work/admin/branding.md): Give Parker's reports, documents, digests, and designed pages your logos, colors, fonts, and footer, using brand presets in Settings.
- [Settings reference](https://support.parker.work/reference/settings.md): Look up every page in Parker's Settings: what it contains, which pages carry an Admin label, and where to read more.
- [Permissions](https://support.parker.work/reference/permissions.md): See which parts of Parker are marked for admins, how roles are changed, and how your own Salesforce permissions limit what Parker can see and change.
- [Glossary](https://support.parker.work/reference/glossary.md): Look up the terms Parker uses, from automations and routines to sources, rules, and reply notes, with a link to the page that covers each one.
- [Frequently asked questions](https://support.parker.work/reference/faq.md): Get short, direct answers to common questions about Parker: what it is, what it connects to, how it handles Salesforce changes, and where to get help.
- [Troubleshooting](https://support.parker.work/reference/troubleshooting.md): Fix common Parker problems: a partly connected Microsoft 365 account, records Parker can't see, changes missing from Salesforce, email drafts that stall, and paused routines.
- [What's new](https://support.parker.work/changelog.md): See what's new in Parker each month, written as what you can now do.


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