Get started with PromptLab: first-time setup guide

Go to supplier.trypromptlab.com/book/meeting-with-me to book your onboarding call or start your trial directly. During sign-up, you'll choose your plan — Pro ($36/user/mo), Business ($108/user/mo), or Enterprise (custom pricing). All plans include a 14-day free trial.

Once your account is created, log in and complete your profile. Add your name, role, and company so your team members can identify you in the workspace.

PromptLab captures emails, calls, and meetings automatically — but only after you connect your tools. Navigate to Settings > Integrations and connect the services your team uses:

• Email: Gmail or Outlook
• Calendar & meetings: Google Meet, Zoom, or Microsoft Teams
• Messaging: Slack, WhatsApp, or Telegram

Each integration authorizes PromptLab to capture conversations and log them to your CRM automatically. You can connect multiple tools and enable or disable them at any time.

Go to Settings > Team and invite your sales reps, managers, and any other users who need access. Enter their email addresses and assign roles — PromptLab supports rep-level and admin-level permissions.

Each invited user will receive an email with a link to set up their account. They'll need to connect their own communication tools after signing in.

Open the Pipeline tab and configure your deal stages to match your sales process. You can add, rename, and reorder stages to reflect how your team actually works — for example: Prospecting → Sample Sent → Quote Submitted → Negotiation → Closed.

Next, add your first accounts. You can import existing accounts from a spreadsheet or use AI Prospecting to find new ones. In AI Prospecting, filter by industry, revenue range, and location to build a targeted account list, then add the ones worth pursuing directly to your pipeline.

Before your next customer call, make sure Call Intelligence is active. Go to Settings > Call Intelligence and confirm that recording is enabled for your connected meeting platform (Google Meet, Zoom, or Microsoft Teams).

When you join your next call, PromptLab will record and transcribe it automatically. After the call ends, you'll see a 10-second AI summary in your deal workspace along with a full transcript and suggested next steps.

Open a deal in your pipeline and navigate to the Quotes tab. Click New quote and fill in the line items, quantities, and pricing. PromptLab uses a margin-first layout, so you can see your margins as you build — not after.

Once the quote is ready, send it directly from the deal workspace. The quote is automatically linked to the deal and logged in the CRM. You can also track physical samples from the same view by adding a sample shipment to the deal.