What a Beagle is
Three ideas carry the whole product. Your organization is your company — the home for company-wide knowledge and your teammates. A Beagle is an AI agent you set up for a sales motion — a product line, a market segment — that holds its own knowledge and its own rooms. A room is a private space you share with one customer, where your Beagle answers their questions before you ever get on a call.
This guide takes you from a fresh account to a Beagle you’d be comfortable putting in front of a prospect.
Create your organization
Sign up and create your organization. Name it after your company — it’s what customers will see attached to every room you share. The organization is also where knowledge that’s true everywhere lives (more on that in a moment) and where you’ll invite teammates later.
Let the Platform Assistant drive
You don’t set up a Beagle with forms and settings pages. The Platform Assistant walks you through everything in conversation — name your Beagle, shape its personality, point it at what it should know. If you can describe your sales motion, you can set this up.
Platform Assistant
Guided setup
Give it a name and a personality
Two decisions worth thirty seconds of thought each:
- Name it for the motion, not the mascot. “Enterprise EMEA” or “SMB self-serve” will scale better than “Rex” once you have three Beagles and a team using them.
- Match the personality to how your team actually talks. If your best sellers are direct and technical, a chirpy Beagle will feel off-brand to the exact buyers you want to impress.
Attach your first knowledge
A Beagle with no knowledge is a very polite dog with nothing to fetch. Start with three to five documents at the organization level — the things every customer conversation eventually needs:
- A product one-pager or overview deck
- Your pricing structure
- The security/compliance FAQ your team keeps re-answering
Organization-level knowledge flows down to every Beagle and every room automatically — load it once, never re-upload it. One knowledge base, three levels covers what belongs where.
Create your first room
- 1
Open your Beagle
From your organization’s Beagles page, open the Beagle you just created. - 2
Go to Rooms and create one
Open Rooms in the sidebar and create a room — or just tell the assistant “create a room.” Name it like a test deal. - 3
Understand the access model
A room is private by link: anyone signed in who has the room’s unguessable URL can walk in, and that’s the whole ceremony. No invitation emails, no guest accounts to provision.
Test-drive it as your own prospect
Before any customer sees a room, be your own worst prospect. Open the room and ask the questions a skeptical buyer would ask: How does pricing scale? What happens to our data? Why you and not the incumbent?
You’re listening for two things — where your Beagle is strong, and where it answers thinly because the knowledge just isn’t there yet. Thin answers are a to-do list, not a failure.