Platform basics

Learn the basics that apply everywhere in Spacebrain, including Home, Orbit, navigation, workspaces, reports, knowledge and safe data handling.

Start here to learn how Spacebrain fits together. These guides cover the parts you use in every module: Home, Orbit (the AI assistant), the sidebar and workspaces, reports, knowledge and safe data handling.

How Spacebrain is organized

A workspace is one business's account. It has its own contacts, settings, credits and team.
Modules are the tools in the sidebar, such as CRM, Inbox, Email and Automations. You only see the ones your role and plan include.
Records are the things you keep track of: leads, people, companies, deals, tasks and more.
Activity and conversations show what happened and when.
Connections link Spacebrain to outside services, such as your email or phone provider.
Credits pay for things like AI, calls and enrichment. You can see them at the bottom of the sidebar.

Guides in this section

Home and AI chat

See what needs you, work through priorities and ask Spacebrain about your day.

Orbit, your AI assistant

Ask questions, check sources, approve changes, stop a response and track credits.

Orbit activity, approvals and follow-ups

Follow running work, approve in Needs you, correct or stop a job, and get reminders.

Orbit memory

Save preferences, pages and procedures so Orbit's answers fit your business.

Navigation and workspaces

Find your way around and switch workspaces safely.

Reports and analytics

Build dashboards and see the records behind every number.

Knowledge hub

Add approved documents and websites for your AI to answer from.

Data access and safe operation

Roles, imports, exports, AI and consent: a practical checklist.

A simple way to set anything up

Whether you're building a voice agent, an automation, a landing page or a client sub-account, the same steps keep you safe:

Add or connect only the data you need.
Set up something small.
Test it with your own details or internal test records.
Check the record and activity it created.
Launch it to a small group first.
Watch the reports and any failures.
Improve one thing at a time.

Where to change settings

Module settings change how one module works, for example Inbox or Email.
Settings at the bottom of the sidebar holds your own details (General), Orbit help (Orbit AI), AI assistant access (AI Agents), and the workspace's Workspace, Billing and Usage pages. See account and settings.
AI Copilot has its own section in the sidebar. See AI Copilot.
Agency handles client sub-accounts, rebilling and branded domains. See Agency.
Integrations connects outside services. See Integrations.

Connect the newer modules

Use Calendar to book meetings, Payments to collect payments, Agreements to request signatures, and Memberships to manage ongoing access. Daily planning brings follow-up work into your day.

Next step

Start your day in Home and AI chat.