Setting up Wingman for your team is as easy as 1-2-3-and-4.

Head on to https://app.trywingman.com/signup and sign up with your work email. If your team uses Google Workspace (formerly G Suite), sign up with your Google account.

Note: If your org uses an identity provider (like Okta, Auth0, VMware), all you have to do is enter your work email ID, click continue and you'll be signed in automatically.

You will be prompted to sync Wingman with your CRM and dialer apps (and calendar, email if you are a recording user). It takes a minute, so “just do it.” (Thanks for the slogan, Nike!) 😝

Why? So Wingman can automatically join (or download calls from your sales team’s dialer app), record, transcribe and analyze meetings that you permit it to, and pull in relevant account/deal information.

On the other hand, syncing your email helps Wingman fetch conversations you have with your customers.

Note: Wingman currently supports calendar services by Google and Outlook.

Note: Got a meeting you’d rather not record? You can remove Wingman from an ongoing meeting at any point—learn how to do this here.

Every sales rep on Wingman is a recording user—Wingman syncs with their calendar to record, transcribe and analyze their calls. But managers can opt to be non-recording users if they don’t plan to record any calls.

Note: Non-recording users are not charged

Non-recording managers: You miss out on recording your own meetings with Wingman, but everything else is the same. Let’s skip through the how-tos for recording users and go straight to inviting your sales team onboard—click here.

Else read on.

There are three things to do in this section:

All of this takes just a minute or two, so here we go.

Remember when we said Wingman automatically transcribes all your sales calls? Well, our AI is smart, but it needs a little help. Simply read the sample paragraph out loud so Wingman can identify you on calls. Takes just 30 seconds, but this ensures better voice recognition and more accurate call transcripts.

We’ve been working with the Wingman web app so far—which is what you see when you go to https://app.trywingman.com/. But for the funky stuff, real-time alerts and customized Battle Cards (for monologues, keywords, customer objections, etc.), you'll need to get the desktop app.

Pro tip: When sharing your screen in a video call, always share only the relevant app or browser window (not your entire desktop), so your cue cards are not accidentally shown to customers! Learn more here.

And that’s pretty much all there is to it. With the instrument check done, let’s rev up by recording your first meeting!

First things first, Wingman can join two types of calls/meetings:

NOTE: To sync your calendar click on the Settings button on the bottom left, go to Integrations and click on the bright blue Sync button for Google Calendar.

Allow Wingman into your video meeting when prompted. Once the meeting ends, give Wingman a few minutes to work its magic and you should see your first call in the web app.

You’re ready to fly this baby on your own! ✈️ But it feels empty without your team onboard, right? That’s exactly what we do now. It’s time to bring in your posse.

Bringing your team on board is easy. Here’s what you do:

Repeat to invite as many reps as you need to. Your reps will receive an invitation email to join you on Wingman. You can also check progress by downloading the onboarding tracker spreadsheet (next to the Invite User button).

Don’t worry about showing them around or organizing training sessions—everyone hates a dry, boring-to-tears training sesh. We crafted a Wingman Flight Manual for Reps too, just pass it on so they are set up and ready to go in minutes.

Fasten your seat belt, we’re about to take off! 🎉