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What is Spekit? The AI-Powered Enablement Platform
Spekit is the modern AI-powered enablement platform that unifies sales content and learning, enabling your reps in their flow of work with AI Sidekick, the most contextual Just-in-Time Sales Assistant™.
Pioneering Just-in-Time Enablement since 2018, Spekit's vision is to deliver immediate answers, training, and resources exactly when they are needed, transforming execution speed into a competitive advantage.
Key Components & Terminology
These terms describe the core components, content units, and tools you interact with daily in your flow of work.
| Term | Definition and Importance |
|---|---|
| AI Sidekick | The most contextual Just-in-Time Sales Assistant™. Accessed via the Spekit Chrome Extension, Sidekick leverages signals from CRM and communication tools to deliver personalized guidance, content, and recommendations right in your workflow. |
| Web App (Central Hub) | The central platform for managing and accessing all organizational knowledge and analytics. It provides access to the Home Page, Team Hub, and My Hub. |
| Team Hub | The organization’s central shared library and repository for all content, including Topics, Speks, Files, Spotlights, and Knowledge Checks. |
| My Hub | The user’s personalized workspace where they manage key personal features, including Favorites (starred content), Trackable Links, and Deal Rooms. |
| Spek | Knowledge, content, or guidance created in Spekit that enable team members do their best work. Speks surface just-in-time through embedded guidance, AI recommendations, and AI Sidekick responses, and can belong to multiple Topics. |
| Files | Documents (PDFs, PPTXs, DOCXs, XLSX) uploaded or synced into Spekit. Viewers can download a copy of a file. |
| Topic | A structured way to organize and group related Speks and Files, functioning like a folder. Topics are used to control content visibility via Team permissions. |
| Content Sync | The ability to automatically import and refresh selected Files from external sources (e.g., Google Drive, SharePoint). Note: For Confluence, only page titles are imported. |
| Deal Rooms | Custom, trackable content hubs that enable reps to centralize and share content with buyers, while getting real-time alerts into buyer activity. Managed in My Hub. |
| Trackable Links | The ability to share a single file or Spek externally and gain instant insight into buyer engagement. |
| Spotlight | Eye-catching, in-app alerts used to broadcast critical, time-sensitive updates, process changes, or announcements. |
| Knowledge Check | Quick, engaging quizzes used to measure and reinforce learning, scored on a pass/fail basis. |
| Reactions/Feedback | Give quick, structured feedback right from the content. If it’s helpful, tap 👍. If not, tap 👎 to flag what’s wrong and add a note. You can also use Share Feedback for any general thoughts or suggestions. |
| Custom Fields | Additional metadata added to content to improve organization and search filtering. Internal Viewers can see Custom Field values. |
Spekit User Roles & Capabilities
Spekit utilizes four distinct user roles. Understanding these roles helps ensure the right level of access and security for your organization.
1. Viewer
The Viewer role is specifically designed for end-users who need access to the knowledge and resources documented in Spekit without the ability to modify the source content. This role is ideal for teams who rely on consuming and interacting with curated knowledge to enhance their workflows.
- Access Permissions: View-only access to Speks, Topics, and Files.
- Interactive Features: Can provide feedback (Thumbs Up/Down) and submit "Ask an Expert" requests.
- Deal Room Exception: Viewers can create content (Speks/File Customizations) specifically within Deal Rooms they own.
Target Persona: Sales Reps, Customer Success Managers, Support Agents.
2. Expert
The Expert role is designed for team members responsible for creating, managing, and maintaining content. Experts play a crucial role in ensuring content is accurate, up-to-date, and tailored to their teams' needs.
- Content Management: Can create, edit, and archive content (Speks, Spotlights, Knowledge Checks) within the specific Topics or Teams they are assigned to.
- Collaboration: Experts can collaborate with Admins and other Experts to refine content strategies and review analytics for their specific content.
- Viewer Inheritance: Experts inherit all Viewer capabilities.
Use Case Example: A BDR Team Lead assigned as an Expert for the "BDR Onboarding" Topic can create resources and refine existing Speks without needing full administrative access to the entire company platform.
3. Team Admin
The Team Admin role is tailored for individuals responsible for managing both content and team members within their assigned teams. This role provides robust permissions to oversee knowledge-sharing initiatives and ensure team alignment.
- User Management: Authority to manage users within their teams, including inviting new members and assigning roles.
- Team Oversight: Can monitor and refine content to ensure it meets the needs of their users.
- Expert Inheritance: Inherits all Expert permissions for content creation.
Use Case Example: A Sales Enablement Manager designated as a Team Admin can curate tailored sales content, onboard new team members by managing invites, and adjust permissions for their specific region.
4. Account Admin
The Account Admin role offers unrestricted access to all content and administrative functionalities. This role enables complete oversight, integration management, and customization to align Spekit with organizational needs.
- Full Governance: Unrestricted visibility and editing rights across all content.
- Platform Management: Control application integrations (Salesforce, Slack, etc.), SSO settings, and Custom Fields.
- Billing & Analytics: Access comprehensive Analytics for the entire organization and manage License Information.
Use Case Example: An IT Manager or RevOps Leader serving as an Account Admin can integrate Spekit with the company’s Salesforce instance, set up global security policies, and analyze cross-departmental engagement data.
Spekit Role Matrix: Detailed Capabilities
A comprehensive breakdown of permissions across Content, User Management, and Administration.
| Capability | Viewer | Expert | Team Admin | Account Admin |
|---|---|---|---|---|
| Content Permissions | ||||
| View All Published Content | Yes | Yes | Yes | Yes |
| Create/Edit Speks & Topics (Assigned) | No | Yes | Yes | Yes |
| Send Spotlights & Knowledge Checks | No | Yes | Yes | Yes |
| Archive/Unarchive Content | No | No | Yes | Yes |
| Create Content in Deal Rooms | Yes | Yes | Yes | Yes |
| Manage Team Spaces & Topics | No | No | No | Yes |
| User Management | ||||
| Invite Users & Assign Roles (Team Level) | No | No | Yes | Yes |
| Global User Management & SSO | No | No | No | Yes |
| Administration & Analytics | ||||
| View Team Analytics | No | Yes (Assigned) | Yes | Yes |
| Access Organization-Wide Analytics | No | No | No | Yes |
| Manage Custom Fields | No | No | No | Yes |
| Manage Integrations (Salesforce/Slack) | No | No | No | Yes |
| Access Audit Logs | No | No | No | Yes |
| Billing & License Management | No | No | No | Yes |
| Access API | No | No | No | Yes |