Getting Started with Teams

Sapling can be used individually by professionals, but if part of a team, Sapling for Teams works better. Having teammates as part of the same Sapling team allows for shared configuration settings, shared snippets, team dictionaries dictionaries, and usage analytics that help admins determine which users are getting the most out of its features.

Creating a Team

After logging in, visit https://sapling.ai/teams/create and enter a team name, then click "Create" to form a team. By default, you will be the admin of the team. Note: For security reasons, you may not have permissions to create a team. In this case, please contact [e-mail] to get started.

Inviting Team Members

After your team is created, on the left sidebar there should be a link called "User Controls".

 

Click on "User Controls", then "Invite Users", and then paste the emails of your team members and click "Invite Users".

Your team members will receive emails they can use to register for an account. Please make sure they use the links in those emails to create their account instead of registering separately.

If they've registered and you've sent an invite, they should also see an accept invite button when they sign into https://sapling.ai:

Once a team member is registered, you'll be able to make them an admin by selecting their role in their row in the list of users.

Creating Shared Knowledge

You can create shared snippets or dictionary entries using the "Team Snippets" and "Team Dictionary" links in the sidebar. All registered users will then have access to those snippets, and the dictionary entries will apply across the team.

Activating Conversational Analytics

By default, your team admins will be able to see usage analytics across the team in the "Dashboard" section. The main dashboard shows itemized summaries, while the "Reporting" view allows you to graph metrics over time.

These views are useful for assessing the adoption of Sapling across the team, and to see how much time Sapling is helping save.

In addition, you can activate Trends, Error Reports, and other reporting by contacting [e-mail].