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Roadmappy
Help Center

Help Center

Everything you need to get the most out of Roadmappy.

Get Started

Learn the basics and get up and running with Roadmappy.

Getting started with Roadmappy
A quick overview of Roadmappy and how to set up your first workspace.
Invite your team
Learn how to invite colleagues and manage team access in Roadmappy.

Integrations

Connect Roadmappy to your existing tools and workflows.

Zoom integration
Connect your Zoom account to automatically capture and transcribe meetings.
Salesforce integration
Sync customer data and opportunities from Salesforce into Roadmappy.
HubSpot integration
Connect HubSpot to sync contacts, deals, and customer insights.
Intercom integration
Connect Intercom to pull support conversations into chat and reports.

Meetings & Calls

Capture, transcribe, and analyse your customer conversations.

Meeting recordings
Connect your calendar, control which meetings are recorded, and manage settings.
Upload recordings
Manually upload meeting recordings for processing and analysis.

FAQ

Answers to common questions about Roadmappy and how it compares to other approaches.

MCP vs Roadmappy
How a product intelligence platform compares to plugging an LLM into your tools with MCP.