Onboarding

When you sign in to team.sprigr.com for the first time, Sprigr Teams walks you through a short setup process to get your workspace ready. This guide explains what to expect at each step and how to start using the platform right away.

First-time setup

1. Sign in and chat with the setup assistant

   After signing in (or following an invitation link from a colleague), you land on a short chat with the Sprigr Setup Assistant. Instead of filling in a form, you tell it about yourself or your business in plain language. As you chat, it captures your workspace name, whether the account is business or personal, and a little context about what you do. A preview panel on the right shows what it has picked up so far. You can change any of this later in Settings.

2. Sprigr creates your workspace

   When the assistant has enough to work with, it provisions your workspace. New organisations start on the free plan, so there is no plan to choose up front — you can upgrade later from Usage & Billing when you need more headroom. See Plans for a comparison of what each tier includes.

3. Verify your phone number

   After the workspace is created, you are asked to verify a phone number. This enables agent access on your account. Enter your number, then type the code sent to you by SMS. You can skip this step for now and verify later from your profile.

4. Meet your companion agent

   Sprigr Teams automatically creates a companion agent just for you, named after you (for example, “Alex’s AI”). This is your personal AI assistant within the platform. It already knows the basics of how Sprigr Teams works and can help you navigate settings, answer questions about features, or brainstorm how to set up your first agents. You will find it on the Agents page under the Your AI heading. Learn more about what your companion can do in the Companion Agents guide.

5. Explore the portal

   Once setup is complete, you land on the main dashboard. Take a moment to familiarise yourself with the sidebar navigation — this is how you move between every section of Sprigr Teams.

Tip

Your companion agent is a great starting point. Try asking it something like “What should I set up first?” or “How do I create a customer support agent?” It will guide you through the next steps based on your business.

Navigating the portal

The sidebar on the left is your main navigation. It is grouped into Communicate, Agents, Knowledge & Data, Connect, and Account. Here is what the sections you will use most do:

Chat

Talk directly to your own agents, starting with your companion. Your everyday back-and-forth with agents lives here.

Inbox

See customer conversations coming in from your channels — WebChat, WhatsApp, Telegram, and connected Slack. Jump into any thread to read the full history.

All Agents

Create, configure, and manage your AI agents. This is where you define what each agent does, how it communicates, and which tools it can use.

Workflows

Build automated multi-step processes with approvals and agent actions. Ideal for structured tasks like dispatch, onboarding, or invoice chasing.

Knowledge

Upload documents, manuals, and reference material that your agents can search when answering questions. Keep your agents accurate and up to date.

Integrations

Connect external services like Gmail, Outlook, or Google Drive so your agents can send emails, create records, and pull data from other systems. More integrations are available as Apps from the marketplace.

Members

Invite colleagues, set their roles, and manage who can do what across your organisation.

Settings

Owners manage the organisation profile, billing, company directives, the Emergency Stop, and security preferences here.

Setting up your first agent

After onboarding, the most impactful thing you can do is create your first working agent. Most trade businesses start with one of these:

• A customer enquiry agent that answers common questions via your website or WhatsApp. It can look up your services, provide rough timeframes, and collect job details from prospective customers.
• An internal assistant that helps your office team with admin tasks like drafting emails, summarising job notes, or looking up information in your knowledge base.
• A dispatch coordinator that triages incoming jobs, checks technician availability, and sends notifications to the right people.

Head to the Quick Start guide for step-by-step instructions on creating your first agent, or see Creating Agents for a deeper walkthrough.

Inviting your team

You do not have to set everything up alone. Invite team members early so they can start using the companion agent and provide feedback on how your custom agents are performing.

To invite someone, go to Members (under Account in the sidebar), click Invite Member, and enter their email address and role. They will receive an invitation link and join your existing workspace rather than creating a new one. See Team Members for details on roles and permissions.

Note

Team members you invite can chat with any agent in your organisation. Owners and admins can create new agents, while some controls — billing, the Emergency Stop, and the Settings page — are reserved for the organisation owner.

Next steps

Now that your workspace is set up, here is where to go next:

• Quick Start — Create your first agent and send your first message in under five minutes.
• Key Concepts — Understand agents, conversations, workflows, and how they fit together.
• Companion Agents — Learn how to get the most from your personal AI assistant.
• Plans — Compare plans and understand what is included in each tier.
• Team Members — Invite colleagues and manage access levels.