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SKIP AHEAD TO: Navigating a Spek in the Web App |
Explore how to navigate the Spekit Web App and take full advantage of the features available to you. From content creation to user insights, the Web App is your central hub for managing and accessing knowledge across your organization. Before you begin, make sure you're logged in to your Spekit account.
NOTE: Some features and content may only be accessible to users with Account Admin, Team Admin, or Expert-level permissions.
Top Navigation Bar
Open the Spekit Web App. You will see the following navigation items on the top:
1. Home
The Spekit Home page serves as your go-to hub for navigating and discovering key content within Spekit. It provides an intuitive, easy-to-use interface that helps you stay organized and up to date with all things Spekit. From the Home page, you can:
- Get Started with Spekit: The Getting Started page guides you through your designated onboarding content, offers quick Spekit tips, and tracks your progress with Knowledge Checks to help you hit the ground running.
- Stay Up-to-Date: View recent updates, new features, and must-see content to keep your knowledge current.
- Find Relevant Content: Discover popular content tailored to your role and interests. The My Overview dashboard highlights your critical resources, ensuring they’re front and center.
- Must-See Content: Highlight important resources, ensuring they are easy to access and never missed.
Designed with learning and enablement in mind, the Home page ensures you always know where to go next, making your Spekit experience smooth, organized, and efficient.
2. Team Hub
The Team Hub is the central hub for all your organization's content in Spekit. It provides a seamless way to access, organize, and manage everything your team needs to succeed. From the Team Hub tab, you can easily explore and search for a wide range of resources: Topics, Content, Flows, Spotlights, Knowledge Checks, and Templates.
In addition to discovering existing content, the Team Hub gives you the tools to create and manage new resources that keep your knowledge base growing. You can add:
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Speks – Bite-sized pieces of knowledge or how-to guides
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File Uploads – Upload documents directly
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File Sync – Connect and sync files from external sources
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Topics – Group related Speks and files together for easy navigation
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Knowledge Checks – Create quizzes to reinforce learning
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Spotlights – Highlight important content or updates
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Flows – Step-by-step walkthroughs to guide users through processes
With the Team Hub, you have all the resources at your fingertips, organized in one central space. It’s designed to help everyone—from contributors to admins—find what they need, create new content, and drive knowledge sharing across your team. Learn more about the Library page and how to navigate it below.
3. My Hub
The My Hub tab is your personalized space within Spekit, offering quick access to the tools and resources most relevant to you. It’s designed to streamline your workflow and keep everything you need right at your fingertips. Within this tab, you’ll find:
- Trackable Links: Formerly known as SmartSend, this section lets you manage and share content via trackable links. You’ll gain visibility into how your content is performing and how it’s being engaged with, helping you make informed decisions.
- Deal Rooms (COMING SOON): In this section, you’ll be able to manage existing Deal Rooms or create new ones with just a few clicks. Deal Rooms make it easier to collaborate and share content with external stakeholders, ensuring smooth and secure communication.
The My Hub tab is designed to bring together your most-used features, helping you stay organized, efficient, and in control of the tools that matter most.
4. Analytics
Available for Account Admins & Team Admins
The Analytics tab provides a quick and powerful way to monitor how your team is engaging with Spekit. Whether you're tracking adoption or identifying content gaps, the insights here help drive informed decisions. From the Analytics tab, you can:
- View engagement metrics by User, Activation, Spek Views, and Searches
- Identify high-performing content and areas that may need improvement
- Export data to CSV files for deeper analysis or reporting
With real-time visibility into user behavior, the Analytics tab empowers Admins and Experts to measure impact and continuously improve enablement efforts. Click here to learn more about the Analytics tab.
5. Search
The universal search bar in the Spekit Web App is located in the top-right corner of every page, providing a fast and intuitive way to find the information you need. This powerful search tool scans across all Spekit content types, including Speks, Files, Topics, Spotlights, Flows, and Knowledge Checks, ensuring comprehensive results every time you search.
Powered by Algolia, the search engine delivers highly relevant results by prioritizing content based on titles (labels) and definitions. It also intelligently accounts for word proximity, typos, and synonyms, so you can find what you're looking for even if your search terms aren’t exact.
Available to all Spekit users, the universal search bar makes navigating and discovering content within the Web App seamless and efficient.
6. Ask Spekit AI Assist
Spekit AI Assist is your personalized, AI-powered assistant—seamlessly integrated into your workflow to help you stay productive and informed. It provides instant answers, intelligent content recommendations, and real-time guidance exactly when and where you need it.
Whether you're learning a new process, looking for clarification, or just need a quick answer, Spekit AI Assist is there to support you—empowering you to work smarter and make decisions with confidence. Click here to learn more about Spekit AI Assist.
7. Notification Bell (Bell Icon)
This is your central hub for Spekit Notifications. Here, you can view all the notifications you've received—including newly published Speks, reactions to your content, and updates to existing resources.
You’ll also have the ability to view notifications you’ve sent to your team, making it easy to track engagement and ensure important updates haven’t been missed.
8. Settings
Available for Account Admins & Team Admins
The Settings tab is your command center for managing your Spekit organization. From this section, you can manage Teams & Users, access Admin Tools, review your current Spekit plan, and set up connections with select integration partners.
Whether you're onboarding new team members, adjusting permissions, or configuring integrations, the Settings tab gives you the control and visibility needed to keep everything running smoothly.
9. Profile
In the upper right-hand corner of the Spekit Web App, you’ll now see your profile picture. Clicking on it will open a dropdown menu with several helpful options to personalize your experience and access important tools:
- Edit Profile: Customize your Spekit profile by adding a profile photo, updating your name, and including your title and department details.
- New in Spekit: Stay informed about the latest product enhancements by selecting this option. It will take you to the Spekit Changelog, where you can explore recent updates, improvements, and new feature releases—all in one place.
- Request a Feature: Help shape the future of Spekit by submitting feature requests or voting on ideas from other users. This will take you to our Canny board, where you can sign in with your Spekit account to participate and directly influence the product roadmap.
- Ask an Expert (for Viewers): Viewers can ask questions or share feedback directly with content Experts if a Spek needs clarification.
- Support (for Account Admins, Team Admins, and Experts): Access Spekit’s Help Center to explore support resources or get assistance.
- Log Out: Use this option to securely sign out of your Spekit account.
This profile menu gives you quick access to key personalization and support tools—right where you need them.
Navigating the Home View
Click Home at the top of the Spekit Web App.
You will see the following navigation items on the left sidebar:
1. Getting started
The Getting Started dashboard guides new users through their Spekit onboarding with key resources and tutorials:
- Key Resources: Direct links to essential onboarding materials and an introductory video.
- Onboarding Topics: Track your progress on onboarding content, including knowledge checks.
- Updated Information: Easily update content with the latest resources as needed.
Click here to learn how to get Topic to appear in the Onboard with these Topics section.
2. My overview
The My Overview tab offers a personalized snapshot of relevant content and activity:
- Recent Customer Activity (only if Trackable Links is enabled): See how customers are interacting with the content you’ve shared.
- Must-See Content: Highlighted resources marked by admins based on a custom field for easy access.
- New & Updated Content: View the latest additions and updates to the content library.
- Personal Activity Overview: Access your favorites, frequently viewed, and shared content.
- Team Insights: See what’s trending and what your team has viewed, shared, and favorited most.
- Trending Topics & Popular Content: Highlighted content that’s resonating most across the company.
Click here to learn how to get content to appear in the Must-See Content section.
Navigating the Team Hub View
Click Team Hub at the top of the Spekit Web App, and the following drop-down will appear:
You will see the following navigation items on the left sidebar:
1. Topics
The Topics tab is where you can explore all the Topics and Team Spaces you have access to. When a user clicks on Library, the Topics tab is selected by default for quick access. Learn more about Topics here.
Within the Topics tab, you can sort Topics in several ways to find what you need faster:
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Alphabetically by name (A–Z or Z–A)
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By last edited date (newest to oldest or vice versa)
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By creation date (newest to oldest or vice versa)
Additionally, you can reorder parent Topics directly from this view, making it easy to organize your content in a way that works best for your team.
2. Content
The Content tab gives you access to all the Spekit content you’re permissioned to view. By default, it opens in Grid view, which displays content similarly to the Topics view—with visual blocks and a preview of each Spek. Learn more about Speks here.
If you prefer a more structured layout, switch to List view, which organizes content in a table format. This makes it easy to quickly sort, filter, and select multiple Speks at once.
Within the Content tab, you can also view hidden content and apply filters to narrow down your search. Click here to learn more about Filtering.
3. Spotlights
Available for Account Admins, Team Admins, & Experts
The Spotlights tab is where you can view and manage all the Spotlights you have access to—whether they’re published or still in draft form. From this tab, you can preview, edit, filter, and sort Spotlights to find exactly what you need. Click here to learn more about filter by Content and Targeting.
You can filter Spotlights by both Content and Targeting criteria, making it easy to narrow down the list.
Sorting options in the Spotlights tab include:
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Spotlight Label (A–Z or Z–A)
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Status (A–Z or Z–A)
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Last Published Date (Newest or Oldest)
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Last Published By (A–Z or Z–A)
This flexible layout makes it simple to organize, refine, and manage your Spotlights all in one place. Click here to learn more about Spotlights.
4. Knowledge Checks
Available for Account Admins, Team Admins, & Experts
In the Knowledge Checks tab, you can easily filter through all available Knowledge Checks. You can also click on any specific Knowledge Check to edit, publish, or send a reminder to users, ensuring your content stays up-to-date and engaging. Click here to learn more about Knowledge Checks.
5. Templates
Available for Account Admins & Team Admins
Templates offer pre-made content that your organization can import directly into your Spekit account. These ready-to-use resources are designed to save your team time and effort, so you don’t have to start from scratch when building out your Spekit. Click here to learn more about Spekit's Templates.
6. Add New
Available for Account Admins & Team Admins
The Add New button allows you to easily add new items to Spekit. You can use it to create:
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Speks: Bite-sized pieces of knowledge or how-to guides
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File Uploads: Upload documents directly into Spekit
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File Sync: Connect and sync files from external sources
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Topics: Group related Speks and files together for easy navigation
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Knowledge Checks: Create quizzes to reinforce learning
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Spotlights: Highlight important content or updates
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Flows: Step-by-step walkthroughs to guide users through processes
This feature makes it simple to expand and organize your content within Spekit.
7. Flows
Available for Account Admins & Team Admins
The Flows tab is where you can view all the Flows you have access to. From here, you can easily edit existing Flows or explore the ones that have already been created. Click here to learn more about Flows.
In the Flows tab, you can sort Flows by:
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Flow Label (A–Z or Z–A)
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Flow Status (A–Z or Z–A)
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Last Published Date (Newest or Oldest)
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Last Published By (A–Z or Z–A)
NOTE: Not all accounts have Flows enabled. If you’re an Admin and would like to enable Flows for your organization, please reach out to your Success Manager or email support@spekit.co.
Navigating the Content View
To access the List view.
1.) Click Team Hub at the top of the Spekit Web App.
2.) From the Team Hub drop-down, click Content.
3.) Click List.
When viewing content in List View under the Content section of the Web App, you’ll have access to several advanced tools and actions to help manage your content more efficiently:
- Search: Appears exclusively in the Speks section while in List View. Returns only Content—not Topics, Spotlights, Flows, or Knowledge Checks. Matches must be exact text in the Spek’s title or body. It does not account for typos, synonyms, or similar terms.
- Select All: This will select all Speks available to you. From here, a drop-box will appear, Bulk Actions, and you can edit every Spek at once. Available Bulk Actions: Add to Topics, Assign Expert, Remove from Topics, Enable external sharing, Disable external sharing , and Delete
- Filter: You can now easily filter through your content in Spekit to quickly locate the information you need. Our enhanced filtering options allow you to customize your view based on various criteria, such as content type, status, or date. Click here to learn more about the Spekit Filters that are available.
- Sort: You can sort content by: Default, Content Title (A - Z), Content Title (Z - A), Last Edited Date (Newest), Last Edited Date (Oldest), Created Date (Newest), and Created Date (Oldest)
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Grid/List View: Choose the view that best supports your workflow:
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Grid View: Visual-first layout; great for content with images or media.
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List View: Compact table layout; ideal for quick scanning, sorting, and bulk management.
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- Toggle Columns: Available only in List View. Click the Toggle Columns icon to select which columns to display. Includes both default and custom metadata fields (e.g., API links, Jira tickets, expiration dates).Makes it easier to view detailed documentation at a glance.
Navigating a Spek in the Web App
In the Web App, you can interact with Speks by either clicking on the ellipsis (…) next to them or clicking directly on the Spek itself. Each method offers different options for editing and viewing additional information, giving you flexibility in managing your content.
Clicking on the Spek Ellipsis (…)
When you click on the ellipsis (...) on the Spek, a menu opens with additional options for managing the Spek, such as:
- View: By clicking the View Spek button, you can open and view the full content of the Spek.
- Share: Clicking the Share button, this allows you to share it with other Spekit users, externally via a trackable link, or add it to a Deal Room.
- Favorite: Starring a Spek saves it to your Favorites list, making it easily accessible whenever you open Favorites in the Spekit Chrome Extension.
- Edit: The Edit button allows you to bypass opening the Spek and go directly to the editing screen, where you can make changes.
- Hide & Unhide: The Hide & Unhide button lets you hide or unhide a Spek. When a Spek is hidden, it is no longer visible to users, ensuring that only relevant content is accessible.
Clicking directly on the Spek
When you click View Spek, a pop-up window will appear on the screen with the Spek.
When interacting with a Spek in the Spekit Web App, you’ll see a variety of features and indicators that help you understand and manage the content effectively:
- Content Type: This shows what type of content you're viewing—whether it's a standalone Spek, a Spek related to an Opportunity, a File (such as PDF or XLSX), or a synced file from an external source like Google Docs.
- Externally Shareable: A global icon will indicate if the Spek is externally shareable via Trackable Links.
- Expert: The name of the Spek Expert appears on the right side of the content. This individual is responsible for the content's accuracy, even if someone else last edited it. Reach out to the Expert if you believe the Spek is outdated.
- Last Updated Date: Directly beneath the Spek title, you’ll find the name of the person who last edited it and the date the changes were made.
- Favorite: Clicking the star icon will add the Spek to your Favorites, making it easy to find later in the Chrome Extension’s My Favorites section.
- Copy to Clipboard: Clicking the copy icon allows you to copy the entire Spek content to your clipboard. This is especially helpful for quickly reusing content like email templates or snippets.
- Version History: Admins and Experts can access Version History to track changes to Speks and files. You’ll see who made the changes and when, with additions highlighted in green and deletions in red. Note: Metadata updates (e.g., permissions) won’t create new versions or affect the "last edited" timestamp.
- Analytics: If a Spek has been viewed or interacted with, analytics will display detailed usage insights—including who viewed or reacted to it and when. Data is broken down by both views and emoji reactions.
- Edit: Click the pencil icon to go directly into edit mode for the Spek.
- Clone: The clone icon allows you to duplicate a Spek. The duplicated version will open in a new window and begin with "[CLONED]" in the title.
- Hide & Unhide: Use the eye icon to hide a Spek, making it invisible to other users. You can also unhide it later when it's ready to be viewed again.
- Delete: Click the trashcan icon to delete the Spek.
- Share: The Share button allows you to distribute the Spek to other Spekit users, generate a trackable link for external sharing, or add the Spek to a Deal Room.
- Mark as Read: At the bottom of the Spek, you’ll find a purple Mark as Read button, helping you track which Speks you’ve reviewed.
- Topics: You’ll see a list of Topics the Spek belongs to at the bottom of the page. Since Speks can belong to multiple Topics, more than one may be listed.
- Related Objects (Salesforce Integration Required). Related Objects refer to Salesforce fields connected to the Spek, such as Account, Campaign, Case, Contact, Lead, Opportunity, and/or Partnership
- Custom Fields: These are additional metadata fields that your team has added—for example, expiration dates. They allow for more specific organization, searching, and filtering of your content.
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Emoji Reactions: At the base of the Spek, you can leave quick feedback with emoji reactions to indicate how useful you found the content. The options include:
- 😍 Incredible
- 💯 On Point
- 🎉 Celebrate
- 👍 Helpful
- 🤨 Confused
- 👎 Not Helpful
- Navigation Arrows: Arrows on either side of the Spek let you move through Speks within the same Topic or your search results without returning to the previous screen.
Navigating a File in Spekit
When you click into a File, a pop-up window will appear on the screen with the File.
When interacting with a File in the Spekit Web App, you’ll see a variety of features and indicators that help you understand and manage the content effectively:
- Content Type: This indicates the type of file you're viewing—either an uploaded file (e.g., PDF, XLSX) or a synced file from an external source like Google Drive or SharePoint.
- Externally Shareable: A globe icon will appear if the File can be shared externally using a Trackable Link.
- Last Updated Date: Just below the File title, you'll also see who last edited the file and when.
- Favorite: Clicking the star icon adds the File to your Favorites, making it easy to access later from the Chrome Extension.
- Force Sync File from Source (Admins only): Admins can manually sync the file from its original source (e.g., Google Drive) to make sure the latest version is available in Spekit.
- View File in Source: Quickly open the original file in its source platform to review or make more advanced edits.
- Download: Click the download icon to save a copy of the file directly to your device.
- File Version History: Track changes over time by viewing previous versions of the file, who made edits, and when.
- Analytics: If the file has been viewed or interacted with, analytics will show how users are engaging with it—including total views, who viewed it, and which reactions were added.
- Delete: Click the trashcan icon to permanently delete the File from Spekit.
- Edit: Click the pencil icon to open the File Spek in edit mode, where you can make changes to the title, metadata, or add custom fields.
- Share: Use the Share button to send the file to other Spekit users, share it externally via a Trackable Link, or add it to a Deal Room.
- Mark as Read: At the bottom of the File, you’ll see a Mark as Read button, which helps you keep track of the content you’ve reviewed.
- Topics: You’ll see a list of Topics the File belongs to. Files can appear in multiple Topics for easier discovery.
- Custom Fields: These are organization-specific fields (e.g., expiration date, department) that help categorize and filter your content more effectively.
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Emoji Reactions: At the base of the File, you can leave quick feedback with emoji reactions to indicate how useful you found the content. The options include:
- 😍 Incredible
- 💯 On Point
- 🎉 Celebrate
- 👍 Helpful
- 🤨 Confused
- 👎 Not Helpful
- Navigation Arrows: Arrows on either side of the File let you move through content within the same Topic or your search results without returning to the previous screen.
Navigating Analytics in Spekit
Click Analytics at the top of the Spekit Web App. You will see the following navigation items on the left sidebar:
- AI Analytics
- Activation
- Adoption
- Governance
- Content Creation
- Flows
- Knowledge Checks
- Spotlights
- Buyer Engagement
Click here to learn more about the Analytics tab.
Navigating Settings in Spekit
Click the Settings icon located in the upper-right hand corner of the Spekit Web App, and you will find the following:
Teams and Users
You can manage Teams, Users, and Invitations on the Teams and Users tab.
- Teams: From the Teams section, you can create new Teams or manage existing ones. You can edit the Team name, Users’ Team roles, the Team description, and which Topics are accessible to the Team.
- Users: From the Users section, you can view all Users invites to Spekit: pending, activated, or deactivated. While managing Users, you can Search, Filter, and sort Users based on their Spekit and/or Salesforce properties. Additionally, you can easily click into a User to view a User’s profile information, Teams, and Roles. In this view, you can edit the User’s roles, add or remove them to Teams, impersonate the Users view, and/or deactivate the User.
- Invitations: You can manage existing pending invites, invite Salesforce Users, invited users by email, or invite users with .XLSX upload from the Invitations section. Click here to learn how to invite users.
View our User management documentation here to learn more about Teams and Users.
Admin Tools
The Admin Tools tab is available exclusively to Account Admins and includes key settings for managing and customizing your Spekit workspace.
- Custom Fields: Custom Fields let you add additional data points to your content (Speks, Files, etc.) to better organize, filter, and search information based on your team’s specific needs. There are two types of custom fields available: string fields for free-text input, and multi-select dropdowns for predefined options. Click here to learn more.
- Bulk Upload: You can quickly upload content into Spekit using the proper importing format in the Bulk Upload section. Click here to learn how to import and export content from Spekit.
- Custom Branding: Customize Spekit’s appearance to reflect your company’s brand identity, making it feel like a natural extension of your internal tools. Click here to learn more.
- Share Settings: If Trackable Links are enabled, you can configure whether or not users in your organization are allowed to share content externally. This setting helps control data visibility and maintain compliance with company policies.
Plan
In the Plan tab, you can view your organization's current Spekit plan and the billing details. Billing details include the billing amount, frequency, last charge date, and next charge date. This tab will also show the number of available licenses your organization has and how many are active.
Connect
You can connect Spekit with a couple of different Integrations and Extensions in the Connect tab. Our one-click integrations automatically pull in Metadata and import new fields and Metadata.
API Tokens
You can now manage your API tokens directly within the Spekit Web App. Set custom expiration periods ranging from 1 week to "Never Expire" and easily track each token with a description field to keep your usage organized. Click here to learn more about our API.
Click here to view our API docs.