prerak

How can we help?

Guides and answers for everyone using Prerak — from first login to admin controls.

Set up your workspace, learn the interface, and bring in your data.

Contacts, companies, lists, activity, and tasks — your system of record.

Pipelines, forecasting, quotes, and coaching for your revenue engine.

Meeting records, the scheduler, booking links, recordings, and AI briefings.

Sequences for outreach and workflows for no-code process automation.

Marketing emails and lead-capture forms.

Shared inboxes, the service desk, and built-in calling.

Dashboards, report definitions, and the analytics suites.

Ask Rep, native agents, the AI platform, and AI plugins for ChatGPT and Claude.

Workspace administration: members, billing, security, privacy, and integrations.