Spacebrain Help Center
Step-by-step guides for setting up Spacebrain, working with customers, and getting the most from every module and Orbit, your AI assistant.
Find step-by-step guides for everything in Spacebrain, from your first sign-in to running client accounts. Each guide tells you what you need before you start, where to click, what you should see, and what to do if something goes wrong.
New here? Start with Getting started, or ask Orbit, the AI assistant built into Spacebrain, with ⌘K (Mac) or Ctrl+K (Windows).
Start here
Create an account and sign in
Sign up, verify your email, accept an invitation, and get back in if you're locked out.
Getting started
Set up your workspace, invite your team, and launch your first workflow safely.
Move from another CRM
Bring your contacts and history over from GoHighLevel, HubSpot, or a spreadsheet.
Meet Orbit
Ask questions, get work done, approve changes, and see what it costs in credits.
Start by role
Workspace owner
Set up access, security, connections, and billing, then hand work to your team.
Sales or support
Work leads and deals, answer conversations, and follow up on time.
Builder or marketer
Build forms, pages, and automations, test them, and measure results.
Agency operator
Set up client workspaces, share setup kits, and keep each client separate.
Popular guides
CRM
Manage leads, people, companies, deals, and pipelines.
Sales forecast
Forecast the month from your deals and track submissions.
Inbox
Answer email, SMS, WhatsApp, chat, and social messages in one place.
Automations
Build, test, and publish automations, or describe one to Orbit.
Connect senders, build templates, and send campaigns.
Email Verifier
Check a list before you send and understand each result.
Sites
Publish forms, landing pages, funnels, quizzes, and webinars.
AI assistants and MCP
Connect Claude, ChatGPT, Cursor, and other assistants with access tokens.
Book, deliver, and get paid
Calendar
Publish booking links, set availability, and manage bookings.
Meeting notes
Record meetings, review summaries, and turn commitments into tasks.
Payments
Send invoices and payment links, collect payments, and issue refunds.
Agreements
Send documents for signature, offer quote options, and bill from signed terms.
Memberships
Publish plans, enroll members, and handle renewals.
Gym
Run the guided setup, check people in, and manage classes.
Daily planning
Choose today's priorities and schedule focused work around meetings.
Knowledge Hub
Add and check the sources your AI agents and Orbit use.
Browse by goal
- Set up your account: sign in, workspace and team, roles and permissions, integrations, and account settings.
- Capture and manage leads: CRM, forms, Inbox, and tasks.
- Reach customers at scale: Chat & Voice, texting registration (A2P 10DLC), email, and automations.
- Grow your audience: SEO, social media, Social Research, Marketing, and reputation.
- Run client accounts: agency tools, client setup kits, client connections, branding, domains, and rebilling.
- Fix a problem: start with the troubleshooting guide, check Orbit and credits, or contact support.
How Spacebrain fits together
Spacebrain keeps your customer records, conversations, AI agents, automations, email, sites, bookings, payments, and client accounts in one workspace. Because everything shares the same records, a form submission can create a lead, start an automation, book a meeting, and show up in your reports without copying data between tools.
Most setup follows the same four steps:
| Step | What you do | You're ready to move on when |
|---|---|---|
| 1. Set up | Pick one goal, confirm you're in the right workspace, and connect only the tools you need. | Your settings are saved and the right person owns the work. |
| 2. Test | Try it once with your own details or a test contact. | You can see the expected lead, message, booking, or report, with no errors. |
| 3. Launch | Turn it on for a small group first, and decide who will keep an eye on it. | You know when it started, who it affects, and how to pause it. |
| 4. Improve | Compare results with your goal, fix what didn't work, and test again. | The numbers or records show the change helped. |
The first-launch guide walks through these steps for your first automation.
Test with your own details first
Calls, messages, emails, automations, published pages, review requests, and social posts can reach real people right away. Use your own contact details or a test contact until you're sure the right people get the right message.
Some features depend on your plan, your role, or a gradual rollout. If you can't find something a guide mentions, see feature availability.
Stay up to date
- See what changed recently in the Spacebrain changelog.
- Check system status if something isn't working for everyone.
- Email [email protected] for help with your workspace. Don't include passwords, card numbers, API keys, or customer details you don't need to share.
These guides are public
Anyone can read these guides, so teammates and clients can prepare before they sign in. Your workspace data, settings, and credentials stay private inside Spacebrain.
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