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There are two paths through this page. If you created the workspace, do the setup below once and every rep benefits. If you joined an existing workspace, there is nothing to set up: skip to run your first call.

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Sign in

Open the desktop app and sign in. On first launch, grant microphone and system-audio access when prompted so the copilot can follow both sides of a call.

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Set up your workspace

Your dashboard home shows a Finish setting up checklist with these four cards. They check off automatically as each one is done, and this is the same order to do them in:
1

Review your battle cards

If you kept web research on during signup, Caspr has already researched your company and drafted a starter set of battle cards, waiting under Knowledge → Battle Cards → Recommended. Approve the ones you want, edit the close-but-not-right ones, dismiss the rest. Or write your first card directly: a question and the answer you want delivered.
2

Upload your knowledge base

In Knowledge → Documents, upload two or three current files: a pricing sheet, a competitor one-pager, an objection or FAQ doc. The copilot answers from what you give it, and a few clean documents beat a large stale archive. What to add covers what belongs.
3

Create a product

In Products, tell the copilot what you sell. Write it yourself, or use Generate with AI, which drafts products from the cards and documents you just added. The default product attaches to every call automatically. See products.
4

Tailor your playbook

Every workspace starts with a default playbook active, so live coaching works from the first call. Open Playbooks and make it match how your team actually sells: adapt it with the AI editor, or start from a framework like MEDDPICC or BANT.
Each step feeds the next: cards and documents give the copilot answers, the product tells it what you sell, and the playbook tells it what a good call covers.

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Run your first call

Start your meeting as usual and open the copilot. Press Cmd+Shift+Enter at any point, from any app, to ask a question; the answer comes from your knowledge base with the source attached. The copilot can also surface answers on its own; see detection modes.

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Review the call

When the call ends, open it under Sessions: notes with action items, a classification of every prospect question, and any knowledge gaps. Close a gap by adding the missing answer, and the next rep who hears that question gets it live.

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Next

Invite your team

Add reps by email. They sign in and run calls; setup stays with you.

Slack and Teams

Deliver coaching and knowledge gaps to your channels.

Google Calendar

Recognize upcoming calls automatically.