Set up your organization

This is the admin path. You are building the foundation your sellers work on top of from Claude, ChatGPT, or another MCP client. If you are a seller getting started, go to Getting started instead. Work through the sections in order. Each one builds on the one before it.

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Where things live in the app

Sign in at findtempo.co/app. You land on Artifacts. The left sidebar has three sections: Accounts lists each account with its Team, Owner, Opportunities, and Total Value. Click an account to open its page, which has Overview, Fields, and Artifacts tabs. On a deal page, click the account name to open its account page. Settings open from the user menu. The settings navigation is Profile, Team, Usage, Field Management, Connections, Opportunity Contacts, Organization, and API Keys. Usage, Organization, and API Keys appear only for organization admins.

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Who can do what

Tempo has two organization roles: There are no finer-grained permission keys. If a deal control is missing, check your role and whether you own the deal. See Organization settings.

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1. Connect your context sources

Start here. Everything else depends on Tempo having context to work with. Connections live at Settings → Connections. The guided onboarding flow walks a new organization through the first of these.

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2. Add Playbook artifacts

Without these, Tempo gives good generic sales advice. With them, it gives your advice. Open Team → Playbook and click Add Artifacts. Start with one sales_process source. It unlocks the synthesized process overview and answers the questions your team asks most. See Managing sources.

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3. Configure fields and CRM updates

Open Settings → Field Management. For each field Tempo should maintain, set an Update Behavior: Automatic, Suggest, or Manual. Start with Suggest on the handful of fields your team already struggles to keep current, and review the proposals before you move anything to Automatic. Decide whether to turn on Allow per-user field settings under Settings → Organization. When it is on, sellers can tune update behavior for their own deals, including setting a field to Automatic. See Fields and CRM objects.

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4. Define signals

Pick the two or three patterns your team already tracks by hand and turn them into signals. Resist defining ten at once. Two good signals beat ten noisy ones.

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5. Review organization Skills

Open Build → Skills. Tempo provisions a set of default Skills for your organization. Review them, and publish any organization Skill your sellers should run from their AI platform. See Skills.

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6. Explore Themes

Build → Themes shows what Tempo is finding across your context. See Themes. The ingested context itself is browsable under Team → Artifacts; see Artifacts.

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7. Get your team connected

Each seller connects their own AI platform: Then point them at Getting started for prompts that work on day one. If you use Slack, turn on update approvals in Settings → Team → Mappings → Slack so sellers can approve CRM updates where they already work.