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Enterprise Onboarding: Setting Up Waggle AI for New Users
Enterprise Onboarding: Setting Up Waggle AI for New Users

This article describes the 5 steps in setting up a Waggle AI account as part of your organization's enterprise plan.

Aparna avatar
Written by Aparna
Updated over a week ago

Welcome to Waggle AI! As part of your organization's enterprise account, here's what you need to know about getting started.

Step 1: Accept Your Invitation

You'll receive an email invitation from your organization's administrator to join Waggle AI:

  • Click the invitation link in your email

  • You'll be directed to Waggle AI's sign-in page

Step 2: Enterprise Account Access

Your organization's administrator will:

  • Assign your seat within the enterprise account

  • Grant you access to bypass the payment process

  • Enable your enterprise features

Step 3: Set Up Your Waggle AI Account

The setup process consists of 5 steps, each taking less than a minute to complete.

Step 3.1: Set Up Your Profile

  • Enter your first and last name

  • Add your job title

  • Select the role that best describes what you do. This information helps Waggle AI tailor insights and access.

Step 3.2: Set Up Your Team

  • Enter your team name

  • Indicate if you are using OKRs or planning to implement them

  • Indicate if you are following agile methodologies or planning to

Note: Your answers don't impact the quality of insights you'll receive so feel free to select "Not sure" if you're not sure. This information helps us understand your workplace practices.

Step 3.3: Review Meeting Types

Note: No action is required at this step, and it won't impact your onboarding.

  • Review workplace meeting types that are more relevant to your team (and supported by Waggle AI)

  • Learn about different meeting categories based on your OKR and agile preferences

  • Understand how meeting tagging enhances feedback and meeting metrics

Step 3.4: Link Your Workspace Calendar

  1. Choose your calendar platform:

    • Google Calendar

    • Outlook Calendar

  2. Follow the connection prompts

  3. You can return to your dashboard while the calendar sync happens in the background

  4. Look for the green "Linked" status next to your calendar icon to confirm successful integration (this takes a few seconds)

  5. Your calendar events will begin syncing with Waggle's calendar

If you're having trouble, follow these troubleshooting guides:

  • How to sync Outlook [add link]

  • How to sync Google [add link]

Step 3.5: Invite Team

Important: We recommend skipping team invitations at this stage.

  1. Remove all suggested invitees unless specifically advised by your organization

  2. You'll need to do this row by row by deleting all rows of invites so invites are not sent

Your organization's team emails will be automatically detected from your calendar:

  • Waggle will show a list of potential team members to invite

  • This step helps Waggle understand your organizational structure for:

    • Team dynamics feedback

    • Reporting relationships

    • Team-related metrics

    • Contextual insights

These steps above complete your Waggle account setup.

Step 4: Pick Your Main Goals

While your dashboard is being prepared, you'll be asked: "What is your main goal using Waggle?"

Choose one or more goals:

  • Managing unfruitful meetings

  • Improving team achievement

  • Understanding manager responsibilities

  • Balancing management work with individual contributor work

Your goals help us personalize your experience, set up progress tracking, and can be modified later.

Step 5: Enable Waggle AI

Before starting, consult with your organization about the default permission level to use.

Current permission levels available:

  1. Meetings with a video link: AI joins any meeting that has a video conference link

  2. Meetings where I am the host: AI joins only meetings that you organize

  3. External meetings: AI joins only meetings with participants outside your organization's email domain

  4. Internal meetings: AI joins only meetings with participants within your organization's email domain

  5. Meetings I manually select: AI remains off by default, and you manually choose which meetings it joins

Note: Settings can be based on your organizational preferences or the type of insights you'd like.

  • Enable Waggle AI for your meetings according to your organization's recommendations

  • Waggle AI settings are accessible from dashboard/settings/calendar/each meeting or event

What's Next?

After completing setup:

Explore Your Personalized Dashboard

  • Your personalized dashboard will be ready to view

  • This becomes your main interface with Waggle

  • Shows leadership skills, practice streaks, and progress

  • Accessible every time you log in

Get Started

  • Review your upcoming meetings

  • Start with internal meetings to view your first meeting insights

  • You'll be set up on Slack or Teams and can contact the Waggle team for access to useful links and information

Remember

  • Goals can be adjusted/changed

  • Team members can be added/removed if you've added them in error

  • Waggle AI settings can be modified for each meeting

  • You can manually invite the bot to specific meetings

  • Preferences can be updated (digest preferences, daily/weekly settings)Connecting either your Workspace's Google or Outlook Calendar is an essential part of the Waggle AI onboarding process.

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