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Creating a trial in Superhawk AI takes just a few steps. Once created, your trial becomes the central hub for tracking a customer’s evaluation.
Connect your CRM integration before creating trials. When your CRM is connected, Superhawk AI can automatically link accounts, contacts, and deal data to your trials. See HubSpot or Salesforce integration guides to get set up.

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How to Create a Trial

1

Navigate to the Trials page

From the sidebar, click Trials to open the trials list.
2

Click Create Trial

Click the Create Trial button in the top-right corner of the page.
3

Enter trial name and details

Give your trial a descriptive name (e.g., the company name or deal name). Add any relevant notes or context about the evaluation.
4

Link a CRM account

If you have a CRM integration connected, search for and select the CRM account associated with this trial. This pulls in contacts, deal information, and email activity automatically.
5

Set trial dates

Set the start and expected end dates for the trial. These dates help Superhawk AI track the trial timeline and flag trials that are approaching their deadline.
6

Save the trial

Click Save to create the trial. You’ll be taken to the trial detail page where you can begin tracking progress.
If you don’t have a CRM integration connected yet, you can still create a trial and link an account later. The CRM account step is optional during creation.

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What Happens Next

After creating a trial, Superhawk AI begins collecting and organizing data:
  • CRM data syncs automatically if an account is linked
  • Session recordings associated with the account start appearing in the trial
  • AI analysis becomes available once there is enough data to analyze
You can manage linked accounts and review trial data from the trial detail page. See Managing Accounts for more on linking and organizing CRM accounts within trials.