Help center
How to work with Opener
Guides and concepts for the whole team, from the first steps to the Chrome side panel and AI.
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Getting started
- Chat with supportHow to write to Opener support in the Help and support panel, send a screenshot and tell that support has written to you.
- Feedback for the Opener teamHow to send the Opener team a suggestion, report a bug or ask a question from the Feedback section, and who reads it.
- Installing and connecting the side panelHow to add the Opener Team side panel to Chrome, connect it to your space with a token and manage connected devices.
- Inviting colleagues to your spaceHow to invite a colleague to your space with an invitation link or add them as a member by email.
- The first five minutesThe shortest path from your first sign-in to your first recorded contact and follow-up.
- What Opener is and how to work with itOpener is a team space for business relationships and LinkedIn outreach. An overview of its parts and of everyday work.
Concepts
- Five relationship phases and implied phasesWhich five phases a relationship goes through, how the phase is calculated from steps and why lower phases show as completed without a date.
- Glossary of termsShort explanations of the terms you will come across in Opener, from action to processor.
- Relationship owner and processorWho holds the relationship with a contact, who processes it temporarily and how to hand a contact over to a colleague.
- Relationship, person and companyWhy Opener owns the relationship with a person, not the person, and why a company is only a detail of a person.
- Who sees what in the spaceWhat the whole team sees of contacts and work, what only you see, and what nobody outside your space will ever see.
My work
- Follow-upsHow to plan the next step with a contact or a company and set a due date, where to find your follow-ups and what happens with a meeting booked by a caller.
- Meeting preparationHow to open a summary of a person before a meeting, have AI summarize it and save it as a note.
- My action plan: batch, goals, due date, closingHow to start your own or a team action plan, work through a batch of contacts, track progress and close the plan.
- Relationship cadenceHow to set how often to get in touch with a person, and where to see relationships that are overdue.
- TasksHow to assign a task to a colleague or to yourself, where to find tasks, how to discuss them and who can see them.
Team and contacts
- Contact detail: outreach progress, notes, timelineWhat you find in the contact detail, how to record a step, an action, a note and a follow-up, and who may close or hand over a relationship.
- Lists of people and companiesHow to put together a fixed group of people or companies for a specific purpose, such as an event or a campaign, personal or for the whole team.
- MessagesHow to send a message to the whole team or to one colleague, how to reply and who can see messages.
- New contacts and importing LinkedIn connectionsHow people from a LinkedIn search wait in New contacts to be picked up, and how you add the Connected step from your list of connections.
- People and relationships: list, filters, bulk actionsHow to search the list of all people in the space, filter it by phase, labels or cadence, and select several contacts at once.
- Private and team labelsHow to sort contacts and companies with your own labels that only you see, and with team labels managed by an admin.
- Private contactsHow to keep a contact that only you can see, what you can do with it and what happens to it when you leave the space.
- Team: activity, plans and relationship careWhat the Team section shows, how moves and plan progress are counted, and how to filter the team's contacts there.
Companies
Chrome extension
- What the side panel reads and never doesWhich pages the side panel reads, what it sends to Opener, what it never does and how to pause it or restrict it for the whole space.
- Working in the side panel: Who is this, Take, recording a stepWhat the side panel shows on a LinkedIn profile, in a conversation and in people search, and how to record a step, a note, a follow-up or a profile PDF in it.
AI and search
- Ask AI: questions about contacts and documentsHow to ask AI a question about people, notes and documents in the space, what it answers from and how to read the citations.
- Connecting Claude and other AI appsHow to connect Opener to Claude or another AI app that supports MCP, what the app can see and how to disconnect it.
- Search ⌘KHow to quickly find a person, company, note, action, team message or document, and what search by meaning is.
Workspace admin
Troubleshooting
- AI is not availableWhy the Ask AI button is missing or AI refuses to answer, and what a member and an admin can do about it.
- The side panel does not connect or shows nothingWhat the statuses in the side panel header mean and how to fix an invalid token, a side panel turned off in the space, an old version or a contact the side panel cannot find.
- Why a contact is missing from the list, the plan or the cadenceThe most common reasons why a person is missing from People and relationships, My action plan, Follow-ups, Team or Company coverage.