How to Launch Calk AI Internally

1️⃣ Find Your First Use Case (Keep It Small)

The best AI use cases are:

Repetitive
Time-consuming
Based on internal knowledge

👀 Start here:

New hire onboarding
Answering common product questions
Internal help desk (“Where’s the doc for X?”)
Sales enablement bot (CRM + battlecards)

📎 Bonus: Check our Use case page ⇒ 🎸

2️⃣ Choose the Right Sources to Connect

Don’t overdo it at first — start with 1 or 2 tools like:

✅ Notion → for wikis, SOPs, meeting notes ✅ Slack → for tribal knowledge in channels ✅ Hubspot or Intercom → for sales/support agents ✅ Google Drive → for project docs or specs

🎯 Pro tip: The more focused the data, the better the answers.

3️⃣ Create Your First Agent (in Minutes)

You’ll:

Give it a name (e.g. “SupportBot”)
Choose a model (start with Claude or GPT-4o)
Add instructions (e.g. “You help answer product questions using our docs.”)
Link 1–2 sources of content

That’s it. Ask your first question and test it live 🎉

4️⃣ Test Internally Before You Invite Everyone

Start solo or with 1–2 teammates. Try these:

“What’s our onboarding checklist?”
“How do we handle refunds?”
“What did we last say to client X?”

Adjust your sources or instructions based on what it says.

5️⃣ Invite Your Team + Track Use

Once the first agent works, invite others:

Support team → connect Intercom
Sales → connect CRM
Ops → connect wikis or SOPs

Calk will feel like a second brain, not a project.

🔗 Join our Slack community

Ask us anything, share your agents, or see what others are building.

📺 Watch our YouTube tutorials

Get inspired by real-world use cases and tips from the team.

🧰 Access our Notion toolbox

Copy-paste-ready prompts, agent templates, and best practices.

✅ TL;DR

Start with 1 use case per business unit
Connect only the tools that matter
Create a focused agent
Test it, refine it, share it
Get your team involved

🎬 Ready for Part 3? We’ll go deeper into building better agents, customizing behavior, and keeping knowledge synced effortlessly.

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Last updated 22 days ago

1️⃣ Find Your First Use Case (Keep It Small)

The best AI use cases are:

Repetitive
Time-consuming
Based on internal knowledge

👀 Start here:

New hire onboarding
Answering common product questions
Internal help desk (“Where’s the doc for X?”)
Sales enablement bot (CRM + battlecards)

📎 Bonus: Check our Use case page ⇒ 🎸

2️⃣ Choose the Right Sources to Connect

Don’t overdo it at first — start with 1 or 2 tools like:

✅ Notion → for wikis, SOPs, meeting notes ✅ Slack → for tribal knowledge in channels ✅ Hubspot or Intercom → for sales/support agents ✅ Google Drive → for project docs or specs

🎯 Pro tip: The more focused the data, the better the answers.

3️⃣ Create Your First Agent (in Minutes)

You’ll:

Give it a name (e.g. “SupportBot”)
Choose a model (start with Claude or GPT-4o)
Add instructions (e.g. “You help answer product questions using our docs.”)
Link 1–2 sources of content

That’s it. Ask your first question and test it live 🎉

4️⃣ Test Internally Before You Invite Everyone

Start solo or with 1–2 teammates. Try these:

“What’s our onboarding checklist?”
“How do we handle refunds?”
“What did we last say to client X?”

Adjust your sources or instructions based on what it says.

5️⃣ Invite Your Team + Track Use

Once the first agent works, invite others:

Support team → connect Intercom
Sales → connect CRM
Ops → connect wikis or SOPs

Calk will feel like a second brain, not a project.

🔗 Join our Slack community

Ask us anything, share your agents, or see what others are building.

📺 Watch our YouTube tutorials

Get inspired by real-world use cases and tips from the team.

🧰 Access our Notion toolbox

Copy-paste-ready prompts, agent templates, and best practices.

✅ TL;DR

Start with 1 use case per business unit
Connect only the tools that matter
Create a focused agent
Test it, refine it, share it
Get your team involved

➡ find our use cases 🎸

🎬 Ready for Part 3? We’ll go deeper into building better agents, customizing behavior, and keeping knowledge synced effortlessly.