ElioElio documentation
Everything you need to get the most out of Elio — from your first conversation to integrating your own systems with the public API and webhooks.
Getting started
What is Elio?
Meet Elio: one assistant that orchestrates your whole workspace.
What's new
Highlights from the latest releases: Pipeline, approvals, departments and books.
Quickstart
Sign in, pick a workspace, and have your first conversation.
Setup guide for rental companies
Connect email, Flex and QuickBooks and run your first sync — step by step.
Workspaces & roles
Team workspaces, invitations, and what each role can do.
Using Elio
Ask Elio
Chat, voice mode, artifacts, and how Elio remembers context.
Personal mode
Your own space: Your day, Capture, Life and a Personal Assistant, kept apart from work.
Specialist agents
Create focused agents, choose models, and bring your own API keys.
Departments
Teams of agents with a Lead, goals, budgets, shadow mode and earned autonomy.
Approvals
One queue for everything waiting on you — in Elio, in the Pipeline, in chat and by email.
Knowledge base
Upload documents so your agents can answer with your own content.
Pipeline (CRM)
Today, Inbox, Deals, Clients, Jobs and Money — from first contact to paid invoice.
Accounting & QuickBooks
Your books next to your pipeline: reconciliation, bank, client accounts and approved QuickBooks changes.
Client onboarding
Send branded onboarding links that capture client details and quote requests.
Meetings
Send Elio to your meetings for transcripts, summaries, and action items.
Tasks & boards
Kanban task board with sprints, plus collaborative docs and whiteboards.
Integrations
Connect email, calendars, CRMs, and messaging channels to Elio.
Elio Bridge
The optional desktop companion that lets Elio work on your computer — under your rules.
Elio on your phone
Install Elio on your home screen and use the five-tab bar.
Billing & plans
How plans, usage quotas, and workspace billing work.