Sapling can be used by professionals, but it gets better when used by a team. This is because having more team members activates features such as shared snippets, dictionaries, and conversational analytics.
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.
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 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.
Once a team member is registered, you'll be able to make them an admin by clicking a toggle 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. 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 and Error Reports by contacting firstname.lastname@example.org.
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