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
Choose your calendar platform:
Google Calendar
Outlook Calendar
Follow the connection prompts
You can return to your dashboard while the calendar sync happens in the background
Look for the green "Linked" status next to your calendar icon to confirm successful integration (this takes a few seconds)
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.
Remove all suggested invitees unless specifically advised by your organization
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:
Meetings with a video link: AI joins any meeting that has a video conference link
Meetings where I am the host: AI joins only meetings that you organize
External meetings: AI joins only meetings with participants outside your organization's email domain
Internal meetings: AI joins only meetings with participants within your organization's email domain
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.