Green Weka Help
Everything Green Weka does and how to use it. Or just ask your voice or chat assistant, it knows all of this.
Getting started
Signing up and getting startedHow do I sign up, get my activation code, and start using Green Weka?Setting up your profileHow do I set or update my business description, location, timezone, email summaries or call audio settings?Activating and deactivating call captureHow do I turn call capture on or off using my activation or deactivation code?The mobile app, Apple Watch and syncing your contactsHow do I install the Green Weka app, sync my contacts, and use it on my phone or Apple Watch?The Apple Watch app: dictation and Conversations from your wristHow do I use the Green Weka Apple Watch app to record notes or meetings?Connecting your other toolsHow do I connect or disconnect Xero, Fergus, Gmail, Outlook, Asana, or other business tools to Green Weka? Core features
What happens when you make or take a callWhat does Green Weka do when I make or get a call?Call recaps and transcriptsHow do I listen to, read, edit, export, or send my call recaps and transcripts to OneNote?Voicemail, unanswered calls and Also ringHow do I set up voicemail, change the greeting, check missed messages, or have teammates ring with me?The Receptionist: answers when you can'tHow does the Receptionist answer my calls, take messages, and put callers through to my team when I can't pick up?The two dialers, the desktop dialer and caller IDHow do the two dialers work, what does the desktop dialer do, and how do I set up caller ID?Using Green Weka overseas, and international call ratesCan I use Green Weka overseas, and how are international calls charged?Contacts, Companies and My TeamHow do I manage contacts, companies, team members, capture settings, and fix duplicates in Green Weka?Recording disclosure and complianceHow do I set when the call recording privacy message plays, and what are my legal responsibilities?Email sync: Gmail and OutlookHow do I connect Gmail or Outlook so Green Weka can read, send and summarise my emails and action items?Dictation: notes that tidy and file themselvesHow do I use dictation to record, tidy, and export notes or action items to Fergus, Simpro, Asana, or my task app?Conversations: capture an in-person meetingHow do I record and transcribe an in-person meeting, site visit or face-to-face chat with Green Weka?Video meetings: your notetaker joins Zoom, Teams, Meet and WebexHow do I get my notetaker to join and record Zoom, Teams, Meet or Webex meetings and send out the notes?Chat, voice and video with other Green Weka usersHow do I chat, call, video call or send photos to other Green Weka users or groups?Action items: your automatic to-do listHow do I see, add, search, update, complete, or export my action items from calls, emails, chats, or meetings?Finding your way around the dashboardHow do I use the dashboard to find calls, voicemails, Receptionist messages, contacts, chats, and action items? Your assistant
Your voice assistantHow do I use the voice assistant for updates, info, action items, or to make a call?Making calls by voice: just say "call John Smith"How do I call someone by voice? Can I say 'call' or 'dial' a contact or business hands-free?Your chat assistantHow do I use the chat assistant to get detailed answers or info from my calls, emails, and chats?Morning briefing and catch-me-upHow do I get a morning briefing or catch up on what I missed since lunch?NZ Building Code answersHow do I get answers from the NZ Building Code, like E2/AS1 or B1/AS1, using the assistant?WeatherHow do I get the current weather or forecast in Green Weka?Reports: numbers about your calls, emails and follow-upsHow do I get a report of my calls, missed calls, busiest days, complaints or follow-ups?Connect Claude to your Green Weka dataHow do I connect Claude to Green Weka so I can ask about my calls, emails and action items? Integrations
Xero: money questions, invoices and quotesHow do I use Xero with Green Weka to check money, invoices, or quotes, or create new ones?Fergus: jobs, quotes, notes, bookings and job recapsHow do I manage Fergus jobs, quotes, notes, bookings, tasks, customers, sites, enquiries and job recaps with Green Weka?Simpro: jobs, leads, notes, tasks and job recapsHow do I connect Simpro and use it for jobs, leads, notes, tasks and job recaps in Green Weka?Job recaps: everything said about a job, in one placeHow do I get a recap of everything said or agreed about a job in Fergus or Simpro?Gmail and Outlook: what your assistant can do with emailHow do I use my assistant to read, summarise, and send emails with Gmail or Outlook?Asana: tasks in your Asana workspaceHow do I connect Asana and manage or export tasks and action items with Green Weka?Todoist: tasks in your Todoist projectsHow do I add, export or manage tasks in Todoist from Green Weka?Microsoft To Do: tasks in your listsHow do I use Microsoft To Do with Green Weka, add tasks, or get reminders on my To Do list?Microsoft Planner: team task boardsHow do I use Microsoft Planner in Green Weka for team tasks, assigning, and tracking?Outlook Calendar: events, bookings and your dayHow do I use Outlook Calendar for my appointments, bookings and daily schedule in Green Weka?Google Calendar: events, bookings and your dayHow do I connect and use Google Calendar for appointments, bookings and checking what's on in Green Weka?OneNote: save transcripts, recaps and notes to your notebooksHow do I save transcripts, recaps or notes to OneNote from Green Weka?HubSpot: calls and emails logged, leads and tasksHow does Green Weka log calls, emails and tasks to HubSpot, and what happens with leads and deals? Plans & privacy