Quick start: your first call with SalesGhost

Updated 8 July 2026

SalesGhost is a desktop app that listens to your sales calls and puts answers from your own company knowledge on your screen — privately, while the call is happening. Here's the fastest path from zero to your first assisted call.

1. Download and sign in

Grab the app for Mac or Windows from the download page, install it, and sign in with your work email. If your team already uses SalesGhost, signing in with your company email connects you to your organization automatically.

2. Grant the two permissions

SalesGhost needs to hear both sides of the conversation:

  • Microphone — your side. The app asks the first time you start a session; click Allow.
  • System audio — the prospect's side. On macOS this needs one extra step in System Settings (guide with screenshots). On Windows it works out of the box.

Onboarding walks you through both — it takes under a minute.

3. Add some knowledge

Live answers are only as good as what they're grounded in. Before your first real call, give SalesGhost something to work with:

  • Upload a pricing sheet, security overview, or product spec (PDF, DOCX, TXT, or Markdown)
  • Point it at your website or help docs — it reads them for you
  • Connect Slack or your CRM for deeper context

Two or three good documents is plenty to start. More on what makes answers good.

Connect Google or Microsoft calendar and SalesGhost will show today's meetings, detect when a call is starting, and match transcripts to the right meeting afterwards. Calendar setup →

5. Start your first call

Join a call on Zoom, Meet, Teams — anything that plays audio through your computer — and press Start SalesGhost. A small pill appears at the top-right of your screen:

  • It shows Listening… while the call runs
  • When a prospect asks something your knowledge can answer, a suggestion card appears underneath — read it, use it, dismiss it
  • The overlay is invisible to your prospect during screen sharing by default (how that works)

When the call ends, press stop. Your transcript, recap, and (if enabled) scorecard land on the home screen a few moments later.

That's it. The more calls you run and the more knowledge you add, the sharper it gets.