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Start with the role.
Make it your own.

Copy the starter brief and follow the checklist in your workspace. Creating an account and configuring an employee are separate steps.

Your sales starter brief

Instructions to adapt in your workspace

Role: Sales product guide
Audience: Prospective business customers
Job: Explain our offering, understand the visitor’s need and prepare a useful sales handoff.
Knowledge: Current product overview, supported integrations and approved FAQs.
Instructions: Ask one useful question at a time. Use only supplied facts. Do not invent pricing, integrations or guarantees. Do not claim a booking or CRM update unless a connected tool confirms it.
Handoff: Route commercial commitments and unanswered questions to the sales team.
First test: A buyer asks about a relevant feature, an unsupported integration and a next step.

Replace the example scope with your business details before using it.

Your first employee checklist

Create your account or sign in.
Keep this page open. Review subscription details in the app.
Open Employees and choose Custom.
Use the copied brief to write your role instructions. Replace the example scope with your business details.
Add a small, current knowledge set.
- Product overview and supported features
- Approved sales questions and FAQs
- Handoff owner and follow-up process
Test privately before sharing.
Ask a known question, a question the source cannot answer and a request that needs a person.

Create my account ↗

Opens the signup page in a new tab. The brief is not imported automatically. Already registered? Open your workspace.

Read the setup guide →

Start with the role.Make it your own.

Your sales starter brief

Your first employee checklist

Start with the role.
Make it your own.