Knowledge base
How Spiich works, and how to set it up
61 guides covering everything from connecting your CRM to running background agents. Written for the person doing it, not for a demo.
Start here
The guides that cover the most ground. If you are new, read them in this order.
Getting started
What Spiich is and how it fits your day
Spiich is an agentic sales platform that sits on top of your CRM and keeps it current. You use it in three places: chat and voice, your meetings, and background agents that run while you sell.
Getting started
Create your workspace
Signing up creates a new Spiich workspace and makes you its admin. Four steps: your work email, your account details, connecting one CRM, and choosing your plan.
Getting started
The first-run setup wizard
After signup Spiich runs a one-time wizard on desktop: it researches your company, connects your mail and calendar, sets up meeting recording, and drafts your personal profile.
Connect your tools
Connect your CRM
Spiich syncs with one CRM per workspace: HubSpot, Attio or Pipedrive, connected once over OAuth by a CRM admin and shared by everyone on the workspace. The first import then runs in the background.
Meetings
How Spiich handles meetings
Spiich briefs you before a meeting, captures the call from your own machine with the desktop recorder, then writes the notes, updates your CRM and drafts a follow-up email you send yourself.
Chat and voice
Chat basics
Chat is where you ask Spiich to research, draft and update your CRM. Threads live in the sidebar, the composer holds mentions, files and voice, and three tiers set how hard Spiich thinks.
Background agents
What background agents are
A background agent is an automation you configure once and Spiich then runs on its own, on a schedule or when a CRM record changes. Each one has instructions, a trigger, and permissions you control.
Workflows
What workflows are
A workflow is a saved, repeatable job you build once and run over your CRM records: a fixed sequence of steps you run by hand, on a schedule, or from a table, with every run inspectable.
Your data in Spiich
How Spiich and your CRM stay in sync
Your CRM is the source of truth. Every sync rewrites CRM fields in Spiich, Spiich-generated values survive untouched, and every write you make in Spiich is pushed to the CRM immediately or rolled back.
Browse by topic
Getting started
What Spiich is, how to get your workspace running, and what to do in your first week.
6 guides
Connect your tools
Connect your CRM, mail, calendar and the rest of your stack, and control what Spiich reads and writes.
11 guides
Meetings
Recording, transcripts, meeting notes, briefs before every call, and follow-ups afterwards.
8 guides
Chat and voice
Asking Spiich questions, updating the CRM by voice or text, and getting better answers back.
7 guides
Background agents
Autonomous agents that prospect, qualify and keep the pipeline current while you are elsewhere.
5 guides
Workflows
Multi-step automations you build once and run on a schedule, from a table, or by hand.
4 guides
Your data in Spiich
Records, tables and views, custom fields, and how Spiich data relates to your CRM.
6 guides
Apps and extensions
The web app, iOS and Android, and the Chrome extension, and what each one is best at.
3 guides
Workspace and account
Teammates and permissions, notifications, usage, and managing your own account.
6 guides
Troubleshooting
Fixes for the things that most commonly go wrong, and how to reach a human.
5 guides