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Setting Up Your Workspace

What happens after signup and how to complete your initial workspace configuration.

Written by Chad Deely

After completing signup, Firehose walks you through a brief setup flow to configure the basics before your team starts using the platform.

Setup wizard

The setup wizard is an AI-assisted flow that helps you confirm your company details, review your pipeline stage configuration, set up your email sending domain, and invite your first team members. You can exit the wizard at any time and return to it later from the home page.

What to configure before inviting your team

Before adding team members, admins should set up:

  1. Sales teams — create at least one sales team with pipeline stages

  2. Email domain — verify your sending domain if you plan to use drip campaigns

  3. Activity types — add any custom activity types your team logs

  4. Auto-assignment rules — configure how new contacts are distributed to reps (optional)

These are all accessible from the left sidebar under their respective sections.

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