Everything you need to get the most out of Parslee

Signing in

You sign in to Parslee with the work account you already have — your Microsoft account (the one you use for Outlook / Microsoft 365) or your Google account (the one you use for Gmail / Google Workspace). There's no new password to create or remember. The same login works across all the Parslee apps.

Who can turn apps on

When your business signs up, you don't automatically get every app. The people who manage your organization's account decide which apps to switch on. Think of it like a phone plan: the account holder picks which features the whole household gets.

There are three roles in an organization:

• Owner and Admin — your "manager-level" people. They can turn apps on and off for the whole organization.
• Member — everyone else. Members use the apps that have been turned on, but can't turn apps on or off themselves.

If you're a member and want an app, Parslee shows you a message to ask your organization's admin to turn it on.

How apps get turned on

• Most apps are turned on by your manager-level person inside Parslee's admin Settings (look for the section that lists the apps).
• The CRM can be switched on right inside Parslee with a single confirmation step.
• The Trainer (the sales-practice app) is the exception — nobody at your organization can switch it on. You contact Parslee to have it enabled.

Turning on a paid app adds to what your organization is billed, so Parslee always shows the price — and asks you to add a credit card if there isn't one on file yet — before it's switched on.

Important: you may need to sign out and back in

After an app is turned on, it doesn't always appear right away in the screen you're already looking at. This is normal. Just sign out and back in, or switch organizations and switch back, and the newly enabled app will show up.

Parslee runs on something called tokens. Don't let the word throw you — a token is simply a unit that measures how much AI work you use.

Tokens are like minutes on a phone plan

Think of tokens the way you'd think of minutes on a phone plan or fuel in a tank. You have a balance, and it goes down as you use it. Every time you ask Parslee a question, have it run a task, or process a document, it uses up some tokens.

A few helpful things to know:

• Your whole team shares one pool. Everyone draws from the same balance — there's no per-person limit, and there are unlimited seats.
• Bigger jobs use more. A quick question costs a little; a long, complex task costs more.
• You can watch your balance. Parslee shows your remaining balance in the app (a small meter in the sidebar). It turns amber when you're running low and red when you're nearly out, so you get a heads-up before the AI stops.

How to top up

To see your balance, history, and buy more, go to Settings → Billing & Usage in the Parslee app. Click Buy Tokens to top up. Checkout is handled through Stripe, the same secure payment service many online stores use.

Auto-Reload (optional): You can turn on Auto-Reload so Parslee automatically buys more tokens when your balance gets very low, so the AI never stops in the middle of a task. When Auto-Reload is on, Parslee charges $20 for 1,000,000 tokens automatically when your balance drops below 50,000 tokens. The trigger and refill amount are the same regardless of which token pack you originally purchased.

Who can buy: Only the organization owner can buy tokens or change billing settings. Admins and members will see a note that only the owner can purchase.

What the apps cost

Most of Parslee runs on the shared token balance described above — you buy tokens, and every app draws from the same pool. Some apps also have a fixed monthly subscription on top, and each monthly payment drops a fresh batch of tokens into your shared balance.

When an owner or admin turns one of these apps on, Parslee shows the exact price and any tokens the subscription adds before they confirm. The app can't be switched on until the price is acknowledged and a card is on file.

For current prices, see the enable confirmation in Parslee admin Settings, or contact your Parslee account team.

Parslee is your company's shared AI — but your conversations with it are not a public feed. Here is exactly who sees what.

Your chats

Nobody else can browse your chat history — not your coworkers, not your admin. As you chat, Parslee distills useful facts to build up knowledge; anything proposed for company-wide knowledge goes through your organization's review process before everyone's AI can use it.

Going Private

Flip the Private toggle on any conversation and Parslee learns nothing from it — the chat works normally, but no facts are extracted at all. Admins can also mark whole folders Secure, which switches learning off for everything inside them.

Meeting transcripts

When the Parslee bot captures a meeting, the transcript is visible to the meeting's attendees. The organizer chooses whether it is shared more widely — that's a setting each person controls for the meetings they run.

The short version

Your questions are yours. The company's knowledge is everyone's. You control which of your conversations contribute to it.

There are two easy ways to get help: the Feedback button built into the Parslee app, and email.

The Feedback button (the fastest way)

Look at the top bar of the Parslee app for the Feedback button (a small message icon). Click it and you'll see two choices:

• Send feedback — report a problem or send a suggestion
• My feedback — see the reports you've already sent

When you choose Send feedback, a small window opens where you describe the issue in your own words. The app automatically attaches a picture of your screen and some behind-the-scenes details, so you don't have to explain everything yourself. You can also add up to 3 of your own pictures (PNG, JPG, or GIF, up to 5 MB each).

What happens after you submit

1. The app takes about half a minute to read your report and screenshot.
2. It may ask you a short follow-up question to make sure your report goes to the right place.
3. You'll see a "Thanks — we got your report" message, and the team will email you when there's an update.

You can check on your reports anytime under My feedback. Each one is tagged with a plain-language status like "Fix in progress," "Fix ready — rolling out," or "Could not reproduce," and you can filter by open or closed. A small number badge on the Feedback button lets you know when there's a new update waiting.

Reaching a person by email

You can always reach a person by emailing support@parslee.ai. The team aims to reply within one business day. If something is seriously affecting your work, put URGENT in the subject line.

You can also book a demo at parslee.ai/demo.