Getting started
New to Spacebrain? Create your account, set up your workspace, get your first useful result and learn the words you'll see everywhere.
This section takes you from "I just signed up" to "Spacebrain is doing useful work for my business." It's for anyone setting up a new workspace, whether you're a solo owner, a team lead or an agency setting up for a client.
You don't need to set up every tool on day one. Pick one thing you want Spacebrain to do, get that working, then add more.
The path at a glance
| Step | What you do | Guide |
|---|---|---|
| 1. Get in | Create your account, choose a plan and sign in | Create an account and sign in |
| 2. Set up | Answer two quick setup questions and pick a first goal | First-run setup and guidance |
| 3. Bring your data | Import contacts or move from another CRM | Move from another CRM |
| 4. Add your team | Invite teammates and choose what each person can do | Workspace and team setup |
| 5. Go live safely | Test with your own details, then launch to a small group | Launch your first automation safely |
Most people finish steps 1 and 2 in about ten minutes. Steps 3 to 5 depend on how much data you have and how many people you're adding.
Before you begin
Have these ready. You won't need all of them straight away.
- Your business details: business name, website address, time zone, and a short description of what you sell.
- An email address you control. You'll use it to sign in and to confirm your account.
- Your contacts, if you have them: a spreadsheet (CSV or Excel) or an export from your old CRM.
- A test contact: your own name with a personal email or phone number, so you can try things without messaging real customers.
- Access to any account you want to connect, such as Gmail or Outlook, your calendar or your social media pages.
Words you'll see often
| Word | What it means |
|---|---|
| Account | You. Your sign-in details (email, password, Google or passkey). |
| Workspace | Your business inside Spacebrain. Contacts, messages, settings and billing all belong to one workspace. You can belong to more than one. |
| Sub-account | A client workspace managed by an agency. It works like a workspace, but the agency controls some settings. |
| Lead / Person / Company | Records in the CRM. A lead is someone you're still qualifying, a person is a contact you know, and a company is a business. |
| Automation | A rule that does work for you, such as "when a new lead arrives, create a follow-up task." |
| Orbit | The AI assistant built into Spacebrain. Ask it questions, have it find things, or ask it to prepare a change for you to approve. |
| Credits | What AI features, calls and some messages use. You can see how many you have in Settings → Usage. |
For more terms, see the glossary.
Choose a plan that fits
When you sign up, you choose a plan. You can start on Free without a card and upgrade later from Settings → Billing.
- Free is a good place to explore the CRM, forms and tasks.
- Paid plans unlock more features, such as AI voice agents, connected inboxes and more active automations. Some paid plans start with a free trial.
- Pro lets you run up to ten workspaces, which is useful if you manage several brands.
- Agency adds tools for managing clients, including sub-accounts, custom branding and SaaS Mode, which lets your clients sign up and pay for their own plan.
- Enterprise is a custom plan. Select Contact us in the Enterprise section of Settings → Billing to talk to sales.
For current prices and what each plan includes, see the pricing page or Settings → Billing. The plans shown in your account are always the most up to date.
Your first 30 minutes
- Sign in and finish setup. After you choose a plan, Spacebrain asks for your workspace name and (optionally) your website, then asks what you want to do first. See First-run setup.
- Follow the guide. A small Getting started guide in the bottom-right corner walks you through your chosen goal step by step. If you hide it, select Setup help in the same corner to bring it back.
- Add one contact. Use yourself as the first contact so you can test safely. Go to CRM → Leads or CRM → People and add a record.
- Connect one channel. For example, connect your email under Inbox → Email accounts, or leave this until later.
- Try one automation. Create a simple rule, such as "create a follow-up task when a new lead is added," and run it on your test contact.
- Ask Orbit. Press ⌘K (Mac) or Ctrl+K (Windows) and try "What needs my attention?" See Orbit, your AI assistant.
Pick one first win
A good first win is something you can see from start to finish: a test form creates a lead, an email arrives in your Inbox, or an automation creates a task for you. Once that works, you know your setup is right and you can build on it.
What you should see
After these steps, your workspace name appears at the top of the left sidebar, your test contact appears in the CRM, and the Getting started guide shows your progress (for example, "2/4").
Check you're in the right workspace
If you belong to more than one workspace, or an agency set you up, check the name at the top of the left sidebar before you import data, connect an account or change billing. Everything you do happens in the workspace shown there. Moving data between workspaces later usually means exporting and importing again.
If something goes wrong
| What you see | What to do |
|---|---|
| You keep being sent back to Choose your plan | Finish choosing a plan. Continue with Free works if you're not ready to pay. |
| A menu item from this guide is missing | Your plan, role or workspace might not include it. See feature availability. |
| You see "Verify your email to continue" | Open the verification link we emailed you, or send a new one from Settings → General. |
| The setup screen won't finish | Choose Set up later. You can do everything manually, and the Getting started guide stays available. |
For anything else, start with the troubleshooting guide.
FAQ
Do I need to set up every module first?
No. Choose one goal, such as "follow up with new leads," and set up only what that needs. Add other modules after your first result works.
Can I try Spacebrain without contacting real customers?
Yes. Use yourself as a test contact. In an empty Inbox, you can choose Try sample inbox, and an empty Companies list offers Try sample data. You can remove sample data later.
Can I change my goal later?
Yes. Open the Getting started guide and pick a different goal from its list. Changing your goal keeps your contacts, connections, automations and agents.
Where do I get help inside the product?
Open Settings → Orbit AI and choose Open Help & support, or ask Orbit directly. You can also select the floating Orbit help button in the bottom-right corner of any page.
Next step
Next step
Keep moving
Open the relevant Spacebrain screen or contact support if you need help.
Last updated on
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.
Create an account and sign in
Sign up with email or Google, choose a plan, confirm your email, accept a team invitation, sign in with a passkey and reset a forgotten password.