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Set Up NEXT for Your Team

Use this guide if you are a teamspace owner or the person responsible for setting up NEXT before the rest of your team starts using it.

Your main job is not to configure everything. Your main job is to make one teamspace useful with real data.

1. Shape the teamspace first​

Start in Teamspace Settings.

Focus on the minimum shared structure your team needs:

  • name the teamspace
  • confirm access and security rules
  • define tags or accounts only if your team will actually use them early

Useful entry points:

2. Get data into NEXT​

Then move to Connect data and Import & Integrations.

Choose the smallest setup that gives your team a real dataset to work with:

  • connect a native source system
  • add the teamspace subscription or import configuration
  • or use a manual or automation-based import if a native integration is not the right fit yet

Useful entry points:

3. Prepare the imported data with AI​

Once data is flowing, configure the AI preparation steps that make the teamspace usable.

Use Prepare with AI to:

  • transcribe recordings
  • generate highlights
  • apply tags or clustering rules
  • set up translation or redaction when needed

Useful entry points:

4. Make Chat reusable for the team​

After the first dataset is usable, improve the experience for everyone else.

Use Chat with AI settings to add:

  • prompt templates
  • skills
  • playground setups for testing

Useful entry points:

5. Invite users and point them to the usage docs​

Once the teamspace has data and a sane default setup, invite your users and send them to:

6. Add automations only after the manual flow works​

Automations help once the teamspace already works by hand.

Useful entry points:

When to Use Company Settings​

Go to Company Settings only if you manage the tenant itself, not just one teamspace.

This is where you handle:

  • SSO
  • self-signup
  • company-wide AI defaults
  • billing and usage
  • user lifecycle administration

A Good First Outcome​

You are done with the first pass when:

  • one teamspace has real data
  • AI preparation is producing usable outputs
  • a team member can get value quickly from Chat or Dashboards
  • the rest of the team can be onboarded into the same flow

Anything beyond that is optimization.