Quick Setup for Workspace Admins

Use this checklist when you are preparing a new workspace for real team use.

1. Review The Workspace Record

Open Settings > Workspace Settings and confirm the basics:

• workspace name and branding
• default timezone and business identity details
• whether the workspace is a root workspace or a sub-account
• any information agents should inherit from the workspace

Then open Settings > Business Profile and fill in the business context your agents should share.

2. Invite The Right People

Open Settings > Team and invite only the teammates who need access.

Before sending invitations, confirm:

• the active plan has enough seats in Settings > Billing
• each person has the correct role
• pending invitations are still valid
• sub-account users are being added to the right workspace

3. Add Shared Agent Context

Open AI Agents > Memory. Use the Memory area to maintain context that should apply across agents, such as:

• company identity, services, and locations
• tone of voice and brand rules
• target customers and qualification rules
• goals, competitive notes, and operating guidelines
• reference documents in Knowledge
• longer-term notes in Memory Palace

Agents perform better when this shared context is complete before you give them customer-facing work.

4. Connect Core Apps

Open Settings > Integrations and connect only the systems you are ready to use.

Most teams start with:

• Gmail and Google Calendar for email and scheduling
• Google Drive for shared documents
• Google Search Console, Google Analytics 4, Ahrefs, or Exa Search for research and SEO work
• Google Business Profile for local profile reporting and operations
• Meta Ads, Google Ads, or WordPress if you use Ads Studio
• Twilio and ElevenLabs if you are setting up voice work

After connecting a tool, open its detail page and review tool approvals before agents use it.

5. Create Your First Channel

Create a small channel before you launch broad automation. Good first channels include:

• an operations channel
• a customer onboarding channel
• a marketing campaign channel
• a test channel for agent evaluation

Use channels to keep agent prompts, outputs, files, and team review in one place.

6. Add Or Import Contacts

Open Contacts and add a small set of test contacts before importing a large list.

Confirm:

• records include useful names, companies, phones, emails, tags, and lists
• imported data is mapped to the right fields
• outbound work is tested on internal or safe records first

7. Create Your First AI Agent

Open AI Agents > Agents and create one focused agent.

A good first agent has:

• one clear responsibility
• a short description of what it should do
• shared context from Memory
• any needed skills or integrations
• a safe test channel

Use Set Up Your First AI Agent for the full rollout pattern.

8. Check Plan-Gated Areas Before Rollout

Open Settings > Billing before launching a feature-heavy workflow. The current self-serve plan options are Basic and Pro; many advanced areas require Pro.

Check billing before relying on:

• Email Campaigns, SMS Campaigns, and Email Templates
• Website Forms
• Workflows and advanced workflow behavior
• Code Sandbox / Websites & Coding
• Video Kit, Huddles, Local Rank, portal features, or call center tools

Launch Checklist

• workspace settings are correct
• business profile and agent memory are filled in
• team members have the right roles
• billing and seats are confirmed
• integrations are connected and approved
• one channel exists for testing
• contacts are clean enough for the first workflow
• the first agent has been tested on a bounded task