Get started
Get started
What to connect first, what the words mean, and how to roll Taizen out to a team.
Three short reads, in order. If you only have fifteen minutes, do the quickstart.
Quickstart
Connect a call source and your CRM, then ship your first agent.
Core concepts
The vocabulary: workspace, agent, run, skill, scorecard, document store.
Invite your team
Admin, Editor and Viewer — who can do what.
Before you start
You'll want two things to hand:
- Admin access to a call source — Gong, Fireflies, or Genesys Cloud. Without call data, agents have no conversations to reason about and roleplay has no history to build a buyer from.
- Admin access to a CRM — Salesforce or HubSpot. This is what supplies deals, stages, owners and close reasons, and it's where agents write back.
Everything else can wait. You do not need to configure scorecards, training plans, or interview programs to get value on day one.