First-run setup and guidance

The first time you open a new workspace, Spacebrain asks two quick questions and then guides you to your first useful result. This page explains each screen, what it changes, and how to skip it or come back later. It's for anyone setting up a new workspace.

Before you begin

• Account: you've signed up and chosen a plan. If not, start with Create an account and sign in.
• Your details: your name, your business name and, if you have one, your website address.
• Time: about five minutes.

Some options depend on your plan. For example, connecting an inbox or creating an AI voice agent needs a plan that includes them. If an option isn't included, it shows Upgrade required.

Step 1: Set up your workspace

The first screen is titled Set up your workspace and shows Step 1 of 2.

1. Enter Your full name.
2. Enter a Workspace name. Use your business name so teammates can recognise it.
3. Optionally, enter your Business website, for example examplebakery.com.
4. Select Continue.

If you entered a website, Spacebrain reads your site's key pages (Scanning website…) and uses what it finds to suggest your industry and a good first step. When it's done, you'll see Website scanned.

What you should see: a short preview of your workspace profile, followed by Step 2 of 2.

If Spacebrain can't read your site, you'll see We could not read that website. Try again, or continue without suggestions. Select Continue without suggestions to carry on. Nothing is lost.

Step 2: Choose your first action

The second screen asks What do you want to do first? Pick one. The option that fits your business best is marked Suggested.

Select the button at the bottom (it changes to match your choice, for example Import contacts or Add my first contact). Spacebrain saves your setup and opens the right page.

Not sure? Choose Start with one contact. It's quick, works on every plan, and you can change your goal later.

Use the Getting started guide

After setup, a small Getting started guide appears in the bottom-right corner. It lists the steps for your goal and highlights what to do next. Each step has a button that takes you to the right page.

Here's what the steps look like for two common goals:

Automate my follow-up

1. Add your first contact: enter a name and an email or phone number, then save.
2. Create a follow-up automation: open the example automation, review its steps and save it.
3. Run your automation successfully: run it on a contact and check that a follow-up task was created.

Import contacts

1. Upload your contacts: choose a CSV or Excel file, then match each column (such as Name or Email) to a contact detail.
2. Finish your first import: review the matched columns and finish. This step completes when at least one contact is saved.

A step only counts as done when it really happened. For example, a preview of an automation doesn't complete the "run" step; a real run does.

Minimise, hide or bring it back

• Select the minimise icon to shrink the guide to a small progress button (for example, 2/4).
• Select the close icon, then Hide guide, to hide it. Your progress is saved.
• To bring it back, select Setup help in the bottom-right corner.

Change your goal

Open the guide and pick a different item from its list, such as Connect my calendar or Invite my team. Changing your goal keeps your contacts, connections, automations and agents.

When every step is done, the guide shows You finished this setup and a button to open your first result.

Try sample data

If you'd like to look around before adding real data:

• In an empty Inbox, select Try sample inbox to load example conversations. Select Remove sample when you're done.
• In an empty CRM → Companies list, select Try sample data to add fictional companies. Select Remove sample data to clear them.

Sample records are marked as samples, so you can tell them apart from real customers.

Skip setup

Select Set up later in the top-right corner of the setup screen. You go straight to your dashboard with full access. Nothing is deleted.

If you skip, a good manual order is:

1. Settings → Workspace to check your workspace name and invite teammates.
2. Integrations to connect the one account you need first.
3. The module you want to use, such as CRM or Automations, to create one test item.
4. Inbox, Automations → Runs or the record's activity to check it worked.

Replay the tour

Some areas, including the CRM and Inbox, show short spotlight tips the first time you visit. To see the guided tour again, go to Settings → General and select Replay tour. Moving through a tour never changes your records.

Client workspaces set up by an agency

If an agency created your workspace, you may see a welcome window instead, with choices such as Show me around first (30s), Connect a channel or Explore on my own. You can also choose Skip onboarding. Your agency controls which features are switched on.

If something goes wrong

When you contact support, include the time, your workspace name, your browser and the last step you finished. Never include passwords or codes. See contacting support.

FAQ

Does setup change anything I can't undo?

No. Setup saves your name, workspace name, website and chosen goal. You can change all of these later in Settings. It doesn't send messages or connect accounts for you.

Can I come back to setup after skipping it?

The two-step setup screen appears once, but the Getting started guide stays available from Setup help, and you can set everything up manually.

Will the website scan publish anything?

No. It only reads your public website to suggest settings. Nothing is posted or sent.

Next step

Move from another CRM or, if you're starting fresh, invite your team.