BA Assist — User Guide

BA Assist joins your meetings as a note-taker, captures what was said, and turns it into meeting notes and business-analysis documents.

Getting started

1. Sign in at the BA Assist address your administrator shared with you.
2. Invite the note-taker to a meeting: add the BA Assist bot address (shown on the BA Assist home page) as an attendee in your calendar invite, or use Invite bot to current meeting in the app with the meeting link.
3. The note-taker joins as BA Assist Notetaker. If your meeting uses a lobby, admit it.
4. After the meeting, the notes and summary appear in BA Assist and are emailed to the organiser.

Generating documents

From a meeting or a project, choose the document you need — Requirements Backlog, Process Flow, Discovery Document, Platform Backlog or BRD — and download it as Word.

Access to features

Some features are switched on per user by your BA Assist administrators. If a feature you expect is not visible, ask your administrator.

Getting help

Contact your internal BA Assist administrator, who will raise it with Dexian support.