Gyde

Learn how to navigate GydeOS to access client records, campaigns, analytics, and more.

GydeOS Platform Walkthrough

Understanding how Gyde ingests and normalizes carrier Book-of-Business feeds so your clients and policies appear in the platform.

How Your Client Data Gets Into GydeOS

How Gyde ensures data privacy, security, and responsible communication.

Built for Trust

Transparency to help brokers stay informed and in control.

Data and Reporting

Handy information on using Gyde's platform.

GydeOS

Learn how to access your Gyde account with your new credentials.

Logging In for the First Time

Manage your schedule and set your meeting preferences. The Gyde AI assistant will schedule around you.

Connecting Your Calendar With Gyde

Customize your client meeting scheduling.

Configuring Your Meeting Settings

Client answers in your pocket, whenever you need them

How to Add GydeOS to Your iPhone

How to Add GydeOS to Your Android Device

Setting Up Your GydeOS Account

How to View and Manage your GydeOS Account Settings

How to view meetings, adjust your availability, and keep your calendar connection healthy.

Managing Your Calendar in GydeOS

Update your meeting preferences, calendar settings, and availability.

How to Adjust Your Meeting Settings Configurations

How to View Notifications and Edit Notification Preferences

How to View Broker Information

How to View Client Information

View past and upcoming meetings with clients in GydeOS.

How to View Scheduled Client Meetings

Update client details through support within GydeOSl.

How to Edit My Client Information

Quickly find instructions for frequent tasks on the platform.

Common Workflows

Cross-Sell Opportunities Overview

How Cross-Sell Opportunities Work

How to View Cross-Sell Opportunities in GydeOS

Helping clients get the most complete coverage possible

Cross-Sell Opportunities

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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