Getting started

This guide will covert the basic steps you need to get started with Attive. In short, there are 6 steps you need to follow:

1. Create your workspace and invite members
2. Connect your sources
3. Set up your initial graph and publish
4. Create basic memories
5. Start chatting
6. Next steps

Let's go through them in more details.

1 - Connect your workspace and invite members

This is done immediately after starting your Attive usage. We'll do the initial configuration for you. You simply provide a list of emails for the initial users.

For starters, it's best to add just the users who'll be configuring the workspace. Once you are in Attive, as an admin or owner, you can invite other members to your workspace.

Time estimated: 10 minutes

2 - Connect your sources

Having your first set of users in Attive, they must go to the integrations page and add the initial integrations. You can always add more later. The important part here is to bring the main integration on which you will base your graph of. This is generally your CRM or a Data Warehouse.

Time estimated: 10 minutes / 1 hour

• If your workspace requires a different setup this can take longer, such as creating permissions for accessing the Data Warehouse.

3 - Set up and publish your graph

Once you're done with the initial integration connections, it's time to initialize your graph, make the first few adjustments and publish it.

Here's where you need to pick the first set of entities you'd like to bring into Attive. The best way to think about which ones do you need, is to think of questions you'd like to ask Attive and work backwards to the data that is needed for it.

Attive is robust, so it's okay you bring more than you need to be in the safe-side. But changing your graph and publishing is also easy, so you can always add new entities, relationships and fields as you need them.

Once you're satisfied with your initial configuration, you can hit publish. Attive will start syncing your data. This process can take from a few minutes to 1 or 2 hours for the first sync. Subsequent syncs are faster and don't impact your ability to use the app.

Time estimated: 1 hour

4 - Create basic memories

At this point you are already good to chat in Attive. However will know only as much as your data tell it.

To get the best of Attive we recommend setting up some basic memories. See in the screenshot above some of these memories we often recommend to new workspaces. They can naturally be tweaked for your use-case.

See also Attive: on memories prompts and agents for better understanding of memories prompts and agents and how to tailor Attive to your use-case.

At the end of the day, your best memories will you create as you use Attive. One of the best patterns we see for creating helpful and accurate memories is the following:

Creating good memories

You're in a chat, and Attive, makes a mistake on answering your question. You go back and fourth with Attive, and you find out that it though it should use the 'Opportunity created date' instead of 'closed date' for a quarterly pipeline report. You spot the error and ask Attive: "Which memorie could I have in place to prevent you from making this mistake again?". Attive often gives you a copy/paste memory you can simply add to your memory list.

This is naturally a simple example, but it can be even for more nuanced questions for which you want Attive to accurately understand your intent.

Time estimated: 1 hour for the initial batch of memories

5 - Start chatting

You are ready to start firing up questions in Attive. We recommend starting with some basic questions to get a feeling for how Attive is equiped and also for your data quality. The initial chats can help you determine if your data is looking good and help you build trust with Attive, or fix some of the pumps along the day.

For example, start with facts you have a good understanding of:

• How many opportunities did we close last quarter?
• Who is our most valuable account?
• How fast are we closing opportunities?

Then follow up with questions based on what Attive answers you, if the facts are accurate, try drilling down, segmenting by region, industry, etc. If you're not confident on the results, ask Attive how did it get to those results. That's a great way to spot things you need to add to your graph or memories to be created.

Once you get more confident on the basics, start challenging Attive with bigger questions such as:

• Which accounts are at risk?
• Can you forecast our pipeline for end of year?
• What's my sales team performance in revenue and closing speed?

6 - Next steps

There are a lot more you can do with Attive once you have built your foundation and are getting value from the chat. Here are some of them:

• Explore how to use boards to capture your insights and build lightweight dashboards
• Create automations to automate your reports, using the automation builder
• Connect Attive to Slack (if your team uses it)
• Create specialized agents for different use-cases and start serving your commercial team