Krisp Client Workspace Setup (Onboarding)

Krisp Client Workspace Setup (Onboarding)

1. 01

   Create a dedicated Krisp workspace per client and install the desktop app on agency test machines

   Keep client workspaces separate so per-user seats on Core ($16 per user monthly, $8 annual) or Advanced ($30 monthly, $15 annual) map cleanly to one account. Test the install on a Windows and a Mac machine before touching client devices.

2. 02

   Load custom vocabulary with client-specific jargon

   Krisp accepts up to 750 terms. Pull product names, account names, and internal acronyms from the client's CRM before the first live call so transcription does not mangle them.

3. 03

   Connect the client's conferencing apps and calendar

   Krisp works at the audio level with Zoom, Microsoft Teams, Google Meet, and Slack Huddles without a meeting bot. Confirm the calendar connection so the note-taker joins scheduled calls automatically.

4. 04

   Wire CRM and collaboration sync

   HubSpot and Slack sync are available on Core. Salesforce and ConnectWise integrations require the Advanced plan, so confirm the client's CRM before quoting a seat tier.

5. 05

   Build meeting summary templates and note delivery rules

   Set the summary format the client wants (action items, decisions, owner assignments) and route notes to email or Slack channels the client team actually reads.

6. 06

   Run one live client call as a joint test

   Verify noise cancellation against the client's real room conditions, check that the transcript captured names and numbers correctly, and confirm the summary landed in the CRM record.

7. 07

   Set accent conversion limits and storage expectations

   Core includes 1 hour per day of accent conversion and 10 GB storage. Advanced raises speaker-side conversion to 4 hours per day, makes listener-side unlimited, and lifts storage to 60 GB. Tell the client which tier they are on before they hit the cap mid-call.

8. 08

   Hand off credentials and a one-page usage guide

   Give the client admin access to their own workspace, document the summary template and sync destinations, and log the seat count so the agency can reconcile the retainer against per-user billing.