# 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.

Canonical: https://help.spacebrain.ai/
Last modified: 2026-09-25T00:00:00.000Z

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](/getting-started/), or ask Orbit, the AI assistant built into Spacebrain, with **⌘K** (Mac) or **Ctrl+K** (Windows).

## Start here [#start-here]

  - [Create an account and sign in](/getting-started/account-access/) — Sign up, verify your email, accept an invitation, and get back in if you're locked out.

  - [Getting started](/getting-started/) — Set up your workspace, invite your team, and launch your first workflow safely.

  - [Move from another CRM](/getting-started/move-from-another-crm/) — Bring your contacts and history over from GoHighLevel, HubSpot, or a spreadsheet.

  - [Meet Orbit](/platform/orbit-assistant/) — Ask questions, get work done, approve changes, and see what it costs in credits.

## Start by role [#start-by-role]

  - [Workspace owner](/quickstarts/workspace-owner/) — Set up access, security, connections, and billing, then hand work to your team.

  - [Sales or support](/quickstarts/sales-and-support/) — Work leads and deals, answer conversations, and follow up on time.

  - [Builder or marketer](/quickstarts/builder-and-marketer/) — Build forms, pages, and automations, test them, and measure results.

  - [Agency operator](/quickstarts/agency-operator/) — Set up client workspaces, share setup kits, and keep each client separate.

## Popular guides [#popular-guides]

  - [CRM](/crm/) — Manage leads, people, companies, deals, and pipelines.

  - [Sales forecast](/crm/sales-forecast/) — Forecast the month from your deals and track submissions.

  - [Inbox](/inbox/) — Answer email, SMS, WhatsApp, chat, and social messages in one place.

  - [Automations](/automations/) — Build, test, and publish automations, or describe one to Orbit.

  - [Email](/email/) — Connect senders, build templates, and send campaigns.

  - [Email Verifier](/email/email-verifier/) — Check a list before you send and understand each result.

  - [Sites](/sites/) — Publish forms, landing pages, funnels, quizzes, and webinars.

  - [AI assistants and MCP](/integrations/ai-assistants-and-mcp/) — Connect Claude, ChatGPT, Cursor, and other assistants with access tokens.

## Book, deliver, and get paid [#book-deliver-and-get-paid]

  - [Calendar](/calendar/) — Publish booking links, set availability, and manage bookings.

  - [Meeting notes](/calendar/meeting-notes/) — Record meetings, review summaries, and turn commitments into tasks.

  - [Payments](/payments/) — Send invoices and payment links, collect payments, and issue refunds.

  - [Agreements](/agreements/) — Send documents for signature, offer quote options, and bill from signed terms.

  - [Memberships](/memberships/) — Publish plans, enroll members, and handle renewals.

  - [Gym](/gym/) — Run the guided setup, check people in, and manage classes.

  - [Daily planning](/tasks/daily-planning/) — Choose today's priorities and schedule focused work around meetings.

  - [Knowledge Hub](/platform/knowledge-hub/) — Add and check the sources your AI agents and Orbit use.

## Browse by goal [#browse-by-goal]

* **Set up your account:** [sign in](/getting-started/account-access/), [workspace and team](/getting-started/workspace-and-team/), [roles and permissions](/reference/roles-and-permissions/), [integrations](/integrations/), and [account settings](/account/).
* **Capture and manage leads:** [CRM](/crm/), [forms](/sites/forms/), [Inbox](/inbox/), and [tasks](/tasks/).
* **Reach customers at scale:** [Chat & Voice](/chat-and-voice/), [texting registration (A2P 10DLC)](/chat-and-voice/a2p-10dlc-registration/), [email](/email/), and [automations](/automations/).
* **Grow your audience:** [SEO](/seo/), [social media](/social-media/), [Social Research](/social-media/research-and-playbooks/), [Marketing](/marketing/), and [reputation](/reputation/).
* **Run client accounts:** [agency tools](/agency/), [client setup kits](/agency/client-setup-kits/), client connections, branding, domains, and rebilling.
* **Fix a problem:** start with the [troubleshooting guide](/troubleshooting/), check [Orbit and credits](/troubleshooting/orbit-and-credits/), or [contact support](/troubleshooting/contact-support/).

## How Spacebrain fits together [#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](/getting-started/first-launch/) walks through these steps for your first automation.

> **Warning — 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](/reference/feature-availability/).

## Stay up to date [#stay-up-to-date]

* See what changed recently in the [Spacebrain changelog](https://spacebrain.ai/changelog/).
* Check [system status](https://base.spacebrain.ai/status) if something isn't working for everyone.
* Email [support@spacebrain.ai](mailto:support@spacebrain.ai) for help with your workspace. Don't include passwords, card numbers, API keys, or customer details you don't need to share.

> **Note — 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.