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First-Time Setup Checklist

Use this checklist to get Qubi up and running for your team. Follow these steps in order for the smoothest launch.

Step-by-step setup​

1. Configure your organization​

  • Set your company name and website in Settings > Organization
  • Add your internal email domains so Qubi can distinguish your team from external contacts

2. Invite your team​

  • Go to Settings > Users
  • Invite team members by email
  • Set up the manager hierarchy so team analytics and coaching profiles work correctly

3. Connect your CRM​

  • Go to Settings > CRM
  • Connect Salesforce or HubSpot
  • Configure which CRM objects to sync (Accounts, Opportunities, Contacts)
  • Set field-level sync direction (read, write, or bidirectional)

4. Set up recording​

  • Go to Settings > Recordings (Bot settings)
  • Connect Zoom, Google Meet, or Microsoft Teams
  • Configure the bot's appearance and avatar

5. Build your Knowledge Base​

  • Go to Settings > Knowledge Base
  • Create your first Knowledge Space
  • Upload key sales documents (pricing, product sheets, FAQs)
  • Connect Google Drive, Confluence, Notion, or Slack for ongoing sync

6. Configure your sales methodology​

  • Go to Settings > Templates
  • Enable your preferred methodology (MEDDPICC, BANT, SPIN, etc.)
  • Set a default methodology for your team

7. Add competitors​

  • Go to Settings > Competitors
  • Add your known competitors
  • Enable auto-detection to catch competitors mentioned in calls

8. Test with a real call​

  • Schedule a test meeting with Qubi invited
  • Verify the bot joins and records
  • Check the transcript and summary after the call
tip

You don't need to complete every step before your team starts using Qubi. Steps 1-4 are enough to get recording and basic analysis working. Steps 5-7 unlock richer coaching and intelligence features.