# 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.

- Source: https://spiich.ai/help/getting-started/first-run-setup
- Section: Getting started
- Who can do this: Everyone
- Time: 10 to 15 minutes
- Last updated: 2026-08-24

## Before you start

- Signup is finished: a CRM is connected and your plan or trial is active.
- A desktop or laptop browser at least 768 pixels wide.

The wizard runs once, and until it finishes every page in the app redirects back to it. That is deliberate: the answers it collects are what ground every agent afterwards, so a workspace that skips them gets vaguer answers for months.

## What the wizard covers

| Stage | Who sees it | Skippable |
| --- | --- | --- |
| Company research | Admins only | No, but every card is editable |
| Email and calendar | Everyone | Yes |
| Meeting recording | Everyone | Yes |
| Slack | Admins only | Yes |
| Personal profile | Everyone | No, but you can fill it in by hand |

## Working through it as an admin

1. **Let the research run**
   You land on a screen headed "Let me look around your workspace." An agent reads your connected CRM and the public web for about a minute. An activity feed on the left shows what it is doing, with clickable source links, and findings appear one card at a time on the right.

2. **Correct the four cards**
   When the headline changes to "Here's what I found." you get `Company Description`, `Value Proposition`, `Target Customer` and `Buyer Persona`. Click any card to edit it inline, or type a correction into the box on the left, for example "We also target healthcare companies", and press Enter. The agent revises only what changed. Get these right: they are what every agent reasons from later. Click `Looks good` to save.

3. **Connect email and calendar**
   Pick `Google Workspace` or `Microsoft 365` and approve the consent screen. You return with a checkmark and the wizard advances on its own. Both connections are read-only, and only one provider connects per person, so the other card dims. This is what unlocks meeting briefings and email drafting. Click `Skip` to do it later from [`Settings > Integrations`](https://app.spiich.ai/settings/integrations).

4. **Set up meeting recording**
   Three options on one screen. `Set up recorder` expands the [Spiich Recorder](/help/meetings/install-the-meeting-recorder) panel: pick `Apple silicon`, `Intel Mac` or `Windows`, download, install, then click `Generate pairing code` and type the code into the desktop app before the countdown runs out. `Fathom` connects by OAuth. `Fireflies.ai` connects by pasting an API key. Then `Next`, or `Skip`.

5. **Connect Slack**
   `Connect Slack` installs the Spiich app so your team can ask questions from Slack channels. Admin-only stage; members never see it. `Skip` is fine here, it changes nothing else. See [connect Slack](/help/connect-your-tools/connect-slack).

6. **Set up your personal profile**
   Click `Let Spiich set up the profile` and the agent drafts `Job Title`, `Responsibilities`, `Professional Background`, `Communication Style`, `Meeting Brief Summary` and `Email Writing Style` from what it can see. Or click `Do it manually` and type them yourself. Edit anything, then click `Looks good`.

A three-line closing animation plays for a few seconds, your account is marked as onboarded, and you land in Chat. No page redirects you back afterwards.

## The shorter version a team member sees

Someone who joined from an invitation starts at `Connect your email & calendar`, then meeting recording, then their personal profile, then the closing animation. The company research stage and the Slack stage are admin-only, so a member simply never sees them. Everything else is identical.

If the recorder card reads `Ask your admin` and will not open, Recorder access has not been granted for that person yet. See [recorder permissions](/help/meetings/recorder-permissions).

## What Spiich does with the answers

The four company cards are saved on the workspace and become the shared context every agent reasons from: chat answers, meeting briefings, background agent runs. Your personal fields shape how Spiich talks to you and how it writes. The email writing style is saved as a personal skill named `Email writing style`, which you can edit later under [`Settings > Skills`](https://app.spiich.ai/settings/skills).

Nothing here is permanent. Change your own fields any time at [`Settings > Agent Customization > User information`](https://app.spiich.ai/settings/agent-customization). Admins change the company fields under `Organization information` on the same page. Fields save when you click away. See [teach Spiich how you work](/help/chat-and-voice/teach-spiich-how-you-work).

## Limits

- The wizard needs a desktop browser at least 768 pixels wide. Narrower than that and it is skipped entirely, which leaves the workspace unconfigured until you come back on a computer.
- Only one mail provider per person. Connecting Google dims Microsoft, and the other way round.
- Recorder pairing codes expire ten minutes after you generate them. Click `Regenerate pairing code` if the countdown runs out.
- The Windows recorder build is unsigned, so SmartScreen warns on first launch. Click More info, then Run anyway.
- Company-level fields stay admin-only after setup. Members see them read-only.

## If something goes wrong

- **A card sits on a dashed border saying "Add context here, or reply in chat..."** The agent could not work that field out from your CRM or the web. Click into the card and type it, or answer in the chat box on the left.
- **The research notice says the agent is unavailable and cached data is being used.** The research agent could not be reached, so the cards fall back to generic placeholders. Overwrite each one and click `Looks good`. You can fix anything later in `Settings > Agent Customization`.
- **The Company Description describes Spiich instead of your company.** That is the fallback text when research fails for that card. Replace it with your own description.
- **The Email Writing Style card says no sent-email patterns were found.** No mailbox is connected, or there are too few messages you sent for a style to be inferred. Connect your mailbox at the email step first, or type your own guidance into the card.
- **Fireflies connected but no transcripts arrive.** The first connect backfills the last 30 days once, then Spiich polls on a schedule set by your Fireflies plan's own rate limit. Check `Last synced` and `Next sync` on the Fireflies.ai card. See [bring in meetings from other tools](/help/meetings/import-meetings).
- **Every page keeps redirecting to the wizard.** It has not finished. Work through the remaining stages and let the closing animation play out; the account is only marked onboarded when that screen ends.

## Frequently asked questions

### Can I skip the wizard and come back later?

Individual stages can be skipped with the `Skip` button, but the wizard as a whole cannot: on desktop every page redirects back to it until the closing animation finishes. The email, recording and Slack stages are all skippable and can be set up later from `Settings > Integrations`.

### The research got my company wrong. Does that matter?

Yes, and it is worth two minutes to fix. Those four fields are the shared context every agent reasons from, so a wrong Target Customer produces wrong lead scoring and vague briefings. Click any card to correct it, or type the correction into the chat box on the left.

### Why does my colleague not see the company research step?

It is admin-only, along with the Slack step. Members start the wizard at "Connect your email & calendar". If a member needs a company-level answer changed, an admin edits it at `Settings > Agent Customization > Organization information`.

### Can I change these answers after setup?

All of them. Personal fields live at `Settings > Agent Customization > User information` and any member can edit their own. Organization fields are on the same page and are admin-editable. Each field saves when you click away.

## Related

- [Create your workspace](https://spiich.ai/help/getting-started/create-your-spiich-workspace)
- [Connect Gmail and Google Calendar](https://spiich.ai/help/connect-your-tools/connect-gmail-and-google-calendar)
- [Install the Spiich Recorder](https://spiich.ai/help/meetings/install-the-meeting-recorder)
- [Your first week with Spiich](https://spiich.ai/help/getting-started/your-first-week)
- [Meetings in Spiich](https://spiich.ai/product/meeting)
- [Integrations](https://spiich.ai/integrations)