From invite to your first call in about 15 minutes

CueDeck is invite-only right now. Fill in the early-access form and we'll follow up. Once you're approved, you'll get an invite email with a link to set your password; from then on you sign in at app.cuedeck.ai.

The moment you log in for the first time, CueDeck creates a private workspace just for you. Nobody else can see anything in it: your product info, your competitors, your calls, and your knowledge base are all scoped to your account alone.

The onboarding wizard walks you through four steps:

1. Product: company name, product name, category, and what makes you different. Type it in directly, or point CueDeck at your website and let it draft a starting point for you to edit.
2. Competitors: add the names of the companies you're up against in deals.
3. Research: CueDeck researches each competitor and drafts a battlecard covering what they claim versus where you win, and the landmines to avoid on a call. This is the part to be patient with: it takes a couple of minutes per competitor, not per batch, because CueDeck is actually reading around for each one, not filling in a template. You can watch progress as it goes.
4. Review: once a battlecard is ready, read it over. If a competitor is obscure, or you gave a name CueDeck couldn't find much on, it will say so honestly rather than invent specifics. Don't activate a card you don't trust until you've corrected it. Approve the ones you're happy with; edit or skip the rest. You can always edit battlecards later from the dashboard.

Head to the Knowledge tab and upload anything you'd want a great new hire to have read before their first call: product docs, spec sheets, FAQs, past publications, pricing guides, whatever you've got. Upload files directly, or paste in a URL and CueDeck will pull the page content in. Give it a minute or two after each upload to finish indexing (you'll see its status change) before you rely on it.

This is what CueDeck reaches for when a prospect asks a technical question mid-call that a battlecard alone can't answer.

After you sign in, go to Download app in the sidebar, or head straight to app.cuedeck.ai/download. It automatically detects whether your Windows machine is Intel/AMD or ARM and gives you the matching installer. Run it.

Pairing connects the desktop app to your workspace so it knows what to listen for and where to send cues — and it happens automatically. Open the CueDeck app (it lives in your system tray) and sign in with the same email and password you use for the dashboard. That's it: the app quietly sets up a device token for your machine in the background. There's no pairing screen and nothing to copy.

You won't need to repeat this unless you set up a new machine. If someone else signs into their own account on the same computer, the app re-pairs automatically for them.

Click Start listening before you dial in (or right as the call connects). You'll find it in three places: the dashboard sidebar, the CueDeck tray menu, and the “Looks like you're in a meeting” prompt that can pop up when a call starts. A few practical notes:

• Your laptop's built-in mic and speakers work fine. A headset helps mainly in noisy rooms or open offices, but it's not required.
• The other side of the call never sees CueDeck. It doesn't join the call as a participant, doesn't inject audio or video, and the HUD window itself is invisible in screen shares (on by default; you can toggle it from the HUD). It only appears on your own screen, for your eyes.
• The HUD shows one status: listening or idle (and briefly reconnecting, if the connection drops and recovers on its own). If it says something went wrong (a pairing or connection message), sign out of the app and back in first — that re-pairs it automatically. If the problem persists, most issues trace back to an expired or invalid device token; right-click the tray icon → Server settings… to check or replace it.

Back in the dashboard, open the call from your Calls list:

• Summary: a quick recap of what was discussed.
• Transcript: the full conversation, with the cue cards that fired shown inline at the moment they happened.
• Objections: anything CueDeck flagged as an objection during the call, so you can review how it was handled and refine future answers.
• Follow-up: click to generate a draft follow-up email. It can pull in relevant knowledge-base attachments automatically, with a short note on why each one was chosen. Edit it like you would any draft, then export it to send from your own email client.