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The Brigg user manual
Everything you need to get started and get the most out of Brigg — screen by screen.
General
What Brigg is, how to get started, and the parts of the product every member uses.
- Overview of BriggBrigg gathers the whole office in one system, with an agent that does the work alongside you.
- Getting startedCreate your workspace, go through the welcome steps and make your first request to the agent.
- HomeYour own starting page — your tasks across the whole workspace, and your upcoming and recent meetings.
- Signing in and outBrigg has no passwords: you sign in with a secure link sent to your email.
- Finding your way aroundThe left-hand menu, the screens under each part of Brigg, and how it all looks on a phone.
- SearchFind companies, contacts, meetings, documents and apps from one search box, with ⌘K or Ctrl+K.
- OrganisationsSwitch between the organisations you belong to, create a new one, or add one you use with another email address.
- The Brigg agentYour own assistant in Brigg: it sees what you are working on, and looks things up, writes and does the work for you.
- Personal settingsThe settings that belong to you, in every organisation: name, language, connected accounts, permissions and more.
- Company settingsThe settings for the whole workspace: the company's details, users, design, security, privacy and more.
- Credits and usageThe workspace's credit: what uses it, how to top it up and where to see what it was spent on.
- Brigg on your computer and phoneThe desktop app for Mac and Windows, the iPhone and iPad app, and the Chrome extension.
Apps
Each part of Brigg in the menu, one chapter each: what it is for, and how every screen works.
- Customer serviceOne shared inbox for your customers' email, web chat and phone calls — with the agent answering first and handing over to the team when needed.
- CustomersThe CRM: your customer companies and contacts, the sales pipeline and the price list — kept up to date by the agent.
- MeetingsYour calendar, the meetings you record, and what comes out of them — prepared beforehand, summarised afterwards, with follow-ups and booking links.
- DocumentsThe company's document archive — shared folders, your own files, templates, and living documents the agent can write for you.
- SigningSend documents for electronic signature, follow who has opened and signed, and keep the signed copies.
- NewslettersNewsletters in your company's own design, written by the agent and sent to the contacts you already have in Customers.
- RegistrationFound a limited company or a sole proprietorship through the Brønnøysund Register Centre, from the first answer to the organisation number, in one place.
- Your own appsBuild the tools your company is missing — apps and websites — by describing them to the agent, then change them with a sentence.
- Automations and connectionsLet Brigg do things on its own at set times or when something happens, and connect Brigg to the other systems your company uses.