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Getting Started

Quick Start

Get a working Muntri live. Invite your team, bring in your data, connect a channel, and deploy your first agent — around 15 minutes, plus background time for email and data to sync.

Core Concepts Browse the guides

Five steps to a live workspace

Create or sign in to your workspace. Your workspace lives at its own address — https://{slug}.muntri.com, where {slug} is your company's workspace name (for example, acme.muntri.com). Sign in with the email and password from your welcome message, or use Sign in with Google if your team uses Google Workspace.

Invite your team and set roles. In Settings → Team, add colleagues by email — sellers, CS, marketing, ops, and leadership. Assign each person a role to control what they can see and do. Muntri is flat-rate, so there's no per-seat charge and no reason to leave anyone off the shared record.

Import or connect your data. In Settings → Import, upload a CSV or import from your current CRM to bring in contacts, accounts, and deals. Muntri dedupes as it imports — matching people on email and companies on domain — so you don't end up with double records. Map your columns, review the preview, and run it.

Connect a channel. In Settings → Integrations, connect email (Gmail or Outlook), Slack, or your call recordings. This is the highest-value step — connected email auto-logs messages and meetings against the right contacts and back-fills recent history, so activity writes itself. Each person connects their own inbox; activity logs to the shared record.

Deploy your first agent. Open the Agent Hub, pick a pre-built agent from the marketplace or describe one in plain language, and deploy it. Set its data sources, schedule, and outputs — then choose how much freedom it has, action by action.

Your data is yours alone

Every workspace runs on its own dedicated database — nothing you do is mixed with any other customer. See Your workspace.

Ask Muntri your first question

You're live — now use it. Open Ask Muntri and type a question in plain language:

  • "Which deals are closing this month and what's at risk?"
  • "Show me accounts with no activity in the last 30 days."
  • "Who are my top five customers by revenue?"

Muntri answers from your record — the same data your team just connected and imported.

What next

Each area is one view onto the same record. Explore the guide for the work you do most.

  • Market

    Generate and capture demand — leads, scoring, SDR agents, cadences, campaigns and segments.

  • Sell

    Win and grow revenue — pipeline, forecasting, CPQ, contracts, e-signature and the booking gate.

  • Engage

    Retain and grow customers — CS cockpit, health scores, churn signals and support.

  • Learn

    Ramp and coach — enablement content, certifications, AI role-play and readiness.

  • Operate

    Run RevOps — analytics, report builder, leaderboard, compensation and data quality.

  • Automate

    Build the AI agent org you govern — process agents, master agents and per-action autonomy.