How to navigate Spekit’s Web App

1. Top Navigation Bar 

The top navigation bar is always visible, allowing you to jump between core pillars of the Spekit platform:

1. Home	2. Team Hub	3. My Hub	4. Analytics	5. Search
6. Ask Sidekick	7. Add New	8. Notifications	9. Settings	10. Profile

1. Home

The Home page is divided into three major views located in the left sidebar:

2. Team Hub

The Team Hub provides a seamless way to access, organize, and manage everything your team needs to succeed. It is designed to help everyone—from contributors to admins—find what they need, create new content, and drive knowledge sharing across your team.

Exploring Existing Resources

From the Team Hub dropdown, you can explore and search a wide range of resources:

• 📁 Topics: Content groupings/Team Spaces.
• 📄 Content: All Speks and Files in one view.
• 🔦 Spotlights: Critical broadcast alerts.
• ✅ Knowledge Checks: Quizzes to reinforce learning.
• 📋 Templates: Pre-made library starters.

Creating New Knowledge

Admins and Experts can keep the knowledge base growing by using the Add New button found at the bottom of the dropdown to create:

• Speks: Bite-sized pieces of knowledge or how-to guides.
• File Uploads: Upload documents directly to the central library.
• File Sync: Connect and refresh docs from external sources (Drive/SharePoint).
• Topics: Create new folders or Team Spaces to organize content.
• Knowledge Checks & Spotlights: Design interactive learning and change management tools.

3. My Hub

My Hub streamlines your personal tasks and gives you control over the tools that matter most to your individual success:

4. Analytics

AVAILABLE FOR ADMINS & EXPERTS

Measure the impact of your strategy and identify content gaps with real-time behavior tracking:

• Usage Metrics: Track activation rates, Spek views, and successful search queries across users and teams.
• Strategy Optimization: Identify which assets are high-performing and which areas need more documentation or updated content.
• Custom Reporting: Export data sets directly to CSV for custom ROI analysis and reporting.

5. Universal Search

The universal search bar is located in the top-right corner of every page, providing a fast and intuitive way to find organizational knowledge. A single search scans across all content types simultaneously, including Speks, Files, Topics, Spotlights, and Knowledge Checks. 

NOTE: When searching in List View under the Content section, matches must be exact text in the Spek’s title or body and do not account for typos.

6. Ask Spekit AI Assist

Spekit AI Assist is your personalized, AI-powered coach—seamlessly integrated into your workflow to help you stay productive and informed.

7. Add New

AVAILABLE FOR ADMINS & EXPERTS

The primary engine for expanding your organizational knowledge base. Use this button (located in the top nav and at the bottom of the Team Hub dropdown) to create:

8. Notification Bell (Bell Icon)

This is your central hub for all Spekit alerts, helping you track engagement and stay current with organizational changes.

9. Settings

AVAILABLE FOR ADMINS

The Settings tab provides total control over your Spekit organization across five core areas:

10. Profile 

Located in the upper right-hand corner, the Profile menu allows you to personalize your experience and access critical support tools.

2. Navigating the Content View

Advanced Management Tools (List View Only)

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;

3. 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 (…)
• Clicking directly on the Spek

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:

1. View: By clicking the View Spek button, you can open and view the full content of the Spek.
2. 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.
3. Favorite: Starring a Spek saves it to your Favorites list, making it easily accessible whenever you open Favorites in the Spekit Chrome Extension.
4. Edit: The Edit button allows you to bypass opening the Spek and go directly to the editing screen, where you can make changes.
5. 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:

1. 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.
2. Externally Shareable: A global icon will indicate if the Spek is externally shareable via Trackable Links.
3. 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.
4. 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.
5. 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.
6. 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.
7. 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.
8. Analytics: If a Spek has been viewed or interacted with, analytics will display detailed usage insights—including who viewed or provided feedback to it and when. Data is broken down by both views and feedback.
9. Edit: Click the pencil icon to go directly into edit mode for the Spek.
10. 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.
11. 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.
12. Delete: Click the trashcan icon to delete the Spek.
13. 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.
14. 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.
15. 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.
16. 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
17. 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.
18. Content Feedback: Help your team keep knowledge accurate and reliable by providing feedback directly from the content. Your structured feedback goes straight to Experts for quick action. You'll be asked: Is this content helpful?

    • 👍 Yes: The content was helpful and accurate.

    • 👎 No: The content has an issue. Selecting this opens a guided form where you can choose the type of issue:

      • Inaccurate Content

      • Duplicate

      • Outdated

      • Missing Information

      • Other

      • You can also add an optional note for additional context.

    • Share Feedback: Open a free-form text field to leave general comments or suggestions.

19. 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.

4. Navigating a File in the Web App

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:

1. 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.
2. Externally Shareable: A globe icon will appear if the File can be shared externally using a Trackable Link.
3. Last Updated Date: Just below the File  title, you'll also see who last edited the file and when.
4. Favorite: Clicking the star icon adds the File to your Favorites, making it easy to access later from the Chrome Extension.
5. 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.
6. View File in Source: Quickly open the original file in its source platform to review or make more advanced edits.
7. Download: Click the download icon to save a copy of the file directly to your device.
8. File Version History: Track changes over time by viewing previous versions of the file, who made edits, and when.
9. 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 what feedback was provided.
10. Delete: Click the trashcan icon to permanently delete the File from Spekit.
11. 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.
12. 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.
13. 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.
14. Topics: You’ll see a list of Topics the File belongs to. Files can appear in multiple Topics for easier discovery.
15. Custom Fields: These are organization-specific fields (e.g., expiration date, department) that help categorize and filter your content more effectively.
16. Content Feedback: Help your team keep knowledge accurate and reliable by providing feedback directly from the content. Your structured feedback goes straight to Experts for quick action. You'll be asked: Is this content helpful?

    • 👍 Yes: The content was helpful and accurate.

    • 👎 No: The content has an issue. Selecting this opens a guided form where you can choose the type of issue:

      • Inaccurate Content

      • Duplicate

      • Outdated

      • Missing Information

      • Other

      • You can also add an optional note for additional context.

    • Share Feedback: Open a free-form text field to leave general comments or suggestions.

17. 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.

5. Navigating the Analytics View

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. 

6. Navigating the Settings page

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 
• Admin Tools 
• Plan 
• Connect 
• API Tokens

Teams and Users

You can manage Teams, Users, and Invitations on the Teams and Users tab. 

1. 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.
2. 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. 
3. 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.

1. 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. 
2. 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. 
3. 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. 
4. 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.