Auron on your phone
What the Auron app is for, the difference between a personal account and a team account, and where to find each part of it.
Auron on your phone is built for the time you spend away from a desk. You open the record for the person or account you are about to deal with, start a voice call with an AI agent or a text chat, dictate a note afterwards, and read back what Auron made of it. After a call, Auron's agents pick up the follow-up work and leave what they wrote on Home for you to approve, edit or dismiss.
There are two ways to be in the app. Anyone can create a personal account from the sign in screen and get an organization of their own with a free 30-day trial. People invited by a team sign in to their team's organization instead. The two see the same app with different parts switched on: a personal account gets a slimmer version without the team feed, insights, reports, automations or API keys. See Personal accounts.
For a team, the web console stays the place where agents, automation templates, entity types and organization settings are set up. The app uses those settings and creates the sessions, notes, posts and approval decisions that feed them. If a screen tells you to go to the browser, that is why. The full split is in What you do in the web console.
A typical run
You are on your way to a meeting. You open Auron, find the account in Jump back in on Home, and read the last two sessions on its record. You tap Call, pick the agent, and put the phone in your pocket while the agent listens and takes the transcript. Afterwards you switch the agent to Recap to get the action items read back, end the call, and dictate a voice note with the things you did not want to say out loud in the room.
By the time you are back in the car, the session has signals attached to it, and the agents those signals set off have started on the follow-up. One has drafted the email and posted a card for you to approve. The push notification opens that card, and you approve it there.
Where things are
Getting started
Which devices the app runs on, creating a personal account or signing in to your team's, the free trial, keeping more than one deployment on the same phone, and switching organizations.
Concepts
The words the rest of these docs use, and a map of the four tabs, the top bar and the menu.
Everyday screens
Home, the organization feed, the insight charts, Ask Auron, browsing records, who can see a record, your history, and how favorites are ranked.
Agents
The agents that run after a call, the cards they post, switching agents and signals on and off in the Configure tab, and the artifacts they write.
Sessions
Voice calls and chats with an agent: agent modes, transcripts, attachments, the signals detected inside a session, and everything it produces.
Automations
Team organizations only. Where automations live in the menu, testing one, reading its runs, and answering the approvals they pause on.
Voice notes
Recording with no agent present, then asking for a transcript and summary when you are ready.
Research reports
Team organizations only. Long-form reports about one record over a period, written by the Account Report agent.
Account and setup
Notifications, connected services, your profile, API keys, light and dark appearance, deleting a personal account, and the permissions the app asks your phone for.
Reference
What each role can do, when the app refreshes itself, what it keeps on the phone, and what stays in the web console.
What the app will not do
For a team organization, the app works alongside the console and does not replace it. You cannot create an agent, author an automation template, define an entity type or grant someone access to a record from the phone. You can use all of those once someone has set them up, and you can ask for an automation you cannot build yourself. Analytics is a partial exception: the Insights tab on Home draws some of the console's charts, and the rest of the dashboards stay in the browser.
What you can change from the phone is which of Auron's agents run for you. The Configure tab lists them with a switch on each, and on a personal account it also lists the signals Auron listens for. See Agents.