Have questions about Spekit? We're here to help! Use this guide to find quick answers to common questions and get the most out of your Spekit experience.
1. Learning & Onboarding
Can I create learning sequences for users during onboarding?
Yes. Spekit lets you organize content using Topics and Sub-Topics, so you can guide users through onboarding or refresher learning in a structured sequence.
Pro Tip: You can reorder content within a Topic or Sub-Topic (drag-and-drop) to control the learning flow.
Can I build a formal onboarding curriculum, not just a Topic of content?
Yes. Learning Paths let you chain Topics and content together in a defined, ordered sequence — useful for structured onboarding programs, certifications, or role-based training tracks, as opposed to a single freeform Topic.
What kinds of content can I include in an onboarding sequence?
Speks (quick tooltip-style definitions), Wiki pages, files/videos/images (Assets), quizzes, and roleplay exercises can all be part of a Topic or Learning Path — so onboarding can mix reference content with knowledge checks.
2. Salesforce Integration
Does Spekit require a Salesforce integration?
No. Spekit works independently of Salesforce. It can be used as an internal or external knowledge base, an onboarding tool, or a centralized source of truth, and it can be accessed across multiple applications.
What does the Salesforce integration actually do?
When connected (via a managed package installed in your Salesforce org), Spekit can match your Salesforce objects, fields, field values, and page layouts to your Spekit content and surface relevant Speks and guidance in context, right on the Salesforce page you're viewing.
Pro Tip: Connecting Salesforce is separate from using "Login with Salesforce" as your sign-in method — you can use one without the other.
Do I need the Chrome extension to get contextual help inside Salesforce?
Yes. The in-context overlay on Salesforce pages is delivered through the Spekit Chrome extension, which reads the page you're on and calls back to Spekit to find matching content.
3. Login & Access Issues
I was invited to Spekit by the Account Admin, but I can't log in. What should I do?
Contact your internal Spekit administrator for help. Spekit supports the following login methods:
- Single Sign-On (SSO)
- Login with Salesforce
- Spekit username and password
What identity providers does SSO support?
Spekit's SSO is built on WorkOS, which supports standard SAML/OIDC identity providers such as Okta, Microsoft Entra ID (Azure AD), Google Workspace, and OneLogin. Your admin sets up your specific provider on Spekit's side.
I don't remember which login method my company uses. What do I do?
Enter your email on the Spekit login page — Spekit will automatically detect whether your account is set up for SSO, Salesforce, or username/password and route you accordingly. If you're unsure, ask your internal Spekit admin.
4. Language & Localization
Can I use Spekit if my primary language isn't English?
Spekit's own interface and content are currently in English; there isn't a built-in feature to translate Spekit's UI or your authored content into other languages.
Note: If your team works inside Salesforce, Salesforce's own Translation Workbench can independently translate standard field/object labels for supported languages — that's a Salesforce platform behavior, separate from Spekit.
5. Integrations & Supported Apps
Where can I access Spekit content?
Spekit content can be accessed through the main web app, the Chrome extension (including in-context on Salesforce), the Outlook add-in, and directly inside Slack and Microsoft Teams.
Does Spekit integrate with other sales enablement or LMS tools?
Yes. Spekit integrates with Seismic, and supports LTI for embedding Spekit content in learning management systems, in addition to the collaboration integrations (Slack, Microsoft Teams, Zoom).
6. Deal Rooms
What is a Deal Room?
A Deal Room gives your buyers a single, organized place to access shared content — battlecards, case studies, files, pricing info — and lets you track their engagement with it, all tied back to the related CRM opportunity.
Do buyers need a Spekit login to view a Deal Room?
No. Deal Rooms are shared via a public link — external recipients can open and view the room without creating an account. Admins can optionally require the viewer's email or restrict access to specific email domains.
Can I see who's viewing my Deal Room?
Yes. You (and anyone you've added as a collaborator) can see who viewed the room, what content they opened, how long they spent, and recent activity — all linked back to the CRM opportunity or contact.
Pro Tip: Only content marked as shareable, in a company that has external sharing enabled, can appear in a Deal Room — your admin controls this at the company level.
What's the difference between a Deal Room and just sharing a link to a file?
A plain share link points to a single piece of content. A Deal Room is a branded, persistent landing page that can hold multiple items (files, Speks, Salesforce content) organized into sections, plus engagement tracking — built for an ongoing deal, not a one-off share.
7. Content Types
What is a "Spek"?
A Spek is Spekit's core content unit — a short, definition-style knowledge card (a title plus rich-text explanation) that you can tag to Topics and link to related Salesforce fields or objects.
What other types of content can I add besides Speks?
Files and videos (Assets — PDFs, slides, docs, spreadsheets, images, video, syncable from Google Drive or SharePoint), and, if you've connected Salesforce, definitions for your actual Salesforce objects, fields, and picklist values, shown in the same card format as a Spek.
8. Quizzes & Roleplay Practice
Can I test what my team has learned?
Yes. You can build quizzes (multiple choice, single choice, free text, or numeric questions) with an admin-defined passing score, and assign them to a Team as a standalone check or as a checkpoint inside a Learning Path.
Pro Tip: You can also have AI generate a first draft of a quiz automatically from your existing Speks and files, instead of writing every question by hand.
Can reps practice sales conversations before a real call?
Yes. Spekit offers AI-driven roleplay practice as part of a Learning Path — reps have a simulated conversation, get scored, and Spekit tracks every attempt and marks it complete the first time they pass.
9. Admin, Roles & Content Governance
What admin roles are available?
Account Admin (full control over users, teams, and content company-wide), Team Admin (same, scoped to one team), Expert (owns and maintains specific assigned content), and Viewer (read-only access, can favorite content).
Does Spekit help prevent duplicate or conflicting content?
Yes. While an Admin or Expert is creating or editing content, Spekit can flag likely-duplicate or related existing content so your team avoids conflicting or redundant entries, and can suggest how to reconcile them.
10. AI Features
Does Spekit have an AI assistant?
Yes. AI Sidekick, Spekit's AI assistant, can answer questions using your own team's content, search the web when needed, cite its sources, and flag content that looks out of date.
Does Spekit proactively surface relevant content while I'm working?
Yes. While you're drafting an email or working a CRM record, Spekit can surface the most relevant content (like a battlecard or case study) automatically.
11. Analytics & Reporting
Can admins see how content is being used?
Yes. Admins get reporting on most-viewed content, top search keywords, recent activity, and — for Experts — a to-do list of content assigned to them. Quiz and walkthrough completion (pass rates, drop-off points) can also be exported to Excel.