Get started with Fyxer Spaces

Give every deal, project, or client its own home, gathered automatically from your emails and meetings.

A Space brings together everything connected to a deal, a client, or a project, in one place. Emails, meetings, and documents with that company flow in automatically, so anyone with access can see what was said, when, and who owes the next step, without digging back through their own inbox and meeting notes.

How Spaces work

• Each Space is organized around one external company or account

• Emails and call recordings with that company are added automatically as they happen

• You can chat with a Space to ask questions about what's in it

• A Space shows the company name and logo, a summary of the relationship, a timeline linking back to the original emails and meetings, action items, notes, and who's involved

Accessing and creating a Space

Open your Dashboard and go to Spaces. You may find yourself already added to Spaces as a viewer, which doesn't require you to accept an invite.

To start your own Space:

1. Select Create new

2. Give your Space a name and pick what information should be added

3. Select Create Space

Once it's created, activity with that company starts flowing in automatically, and you can invite anyone else who needs access.

Who gets added, and how

Each Space has a setting that controls how teammates join it: either only the people you invite directly (the default), or automatically, for anyone who corresponds with the external party the Space is built around (joining the meeting, sending or replying to an email, or being cc'd).

There are two roles you can hold in a Space:

• Viewers can see the data in a Space but don't contribute to it. They can be added without needing to accept an invite

• Collaborators contribute data to a Space. They can see the Space as soon as they're added, but their own matching emails and meetings aren't shared into it until they accept

When automatic invites are turned on, Space owners choose which role newly added teammates get by default, Viewer or Collaborator.

This matters because it's what keeps a Space complete. If a customer reaches out to a new contact on your team, that person gets pulled into the loop automatically, rather than relying on someone to remember to forward the history along.

To review how teammates join a Space, select Edit Space.

Managing what's shared

• You can hide your own emails or meetings from a Space if you don't want them included. Go to the meeting or email you want to hide and select the Hide from others icon, far right

• Space creators can manage who has access: inviting people, removing members or invites, and approving requests to join

• You can reassign, complete, or set deadlines on action items in a Space, and add new ones

• Viewers can be added to a Space without accepting an invite. Collaborators must accept their invite before they can contribute

Spaces in action

Scenario: a deal is closing and moving to a new team.

When a salesperson cc's the account's new point of contact on the handover email, that person is invited to the Space automatically and has the full history straight away. Their first reply can draw on that context, so the customer doesn't have to repeat anything.

Scenario: you're switching between several client relationships in a day.

Instead of piecing together where things stand from your inbox, you can open the relevant Space and ask it directly, or scan the timeline and action items to get back up to speed in a minute or two.

Scenario: a new team member joins an existing account.

Once they're added to the Space, they can see the full history of what's been said and agreed, without anyone needing to forward old threads or explain the background from scratch.

Still have questions?

Head to the chat in the bottom right of your Dashboard.