Wispr Flow Client Workspace Provisioning (Onboarding)

Wispr Flow Client Workspace Provisioning (Onboarding)

1. 01

   Create the client workspace in the Wispr Flow admin console and assign seats on the correct plan tier.

   Pro is $15/user/month monthly or $12/user/month billed annually and covers unlimited dictations plus a shared team workspace. Growth is $23/user/month and adds HIPAA enforcement with a BAA, which is the tier to select for healthcare or regulated-industry clients. Free seats ($0) carry limited Notetaker access, so do not provision client-facing users there.

2. 02

   Install the desktop and mobile clients on each user's Mac, Windows, iOS, or Android device and confirm the account syncs.

   Wispr Flow syncs across all four platforms, so a dictionary entry added on a laptop should appear on the client's phone before you close the onboarding call.

3. 03

   Populate the shared dictionary with client names, product names, and industry jargon.

   The dictionary and snippets are shared at the workspace level on Pro and above, so one pass covers the whole team. Test by dictating three sentences containing the client's hardest-to-spell terms and checking the output.

4. 04

   Build the snippet library for the client's most-used phrases, email templates, and support responses.

   Snippets are triggered by voice, so keep trigger phrases short and distinct. Load the ten highest-frequency responses first, then expand after week one.

5. 05

   Run a live dictation test in each app the client actually uses, such as Gmail, Slack, or Notion.

   Confirm filler-word removal, punctuation, and formatting behave as expected inside the target app before the client relies on it for client-facing messages.

6. 06

   Enable the AI Notetaker and verify speaker identification and summary output on a real meeting.

   Notetaker history length depends on plan tier, so tell the client how far back they can retrieve transcripts. Confirm meeting notes flow into Claude and ChatGPT if that is part of their workflow.

7. 07

   Hand the workspace to the client with a written quick-start guide and a named agency contact.

   Include the plan tier, seat count, billing owner, and the escalation path. Agencies billing this as a managed service should log the handoff date against the retainer so the first review lands 30 days later.