> ## Documentation Index
> Fetch the complete documentation index at: https://help.superhawk.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Trials

> How to create and configure a new trial in Superhawk AI.

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.

<Tip>
  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](/integrations/crm/hubspot) or [Salesforce](/integrations/crm/salesforce) integration guides to get set up.
</Tip>

## How to Create a Trial

<Steps>
  <Step title="Navigate to the Trials page">
    From the sidebar, click **Trials** to open the trials list.
  </Step>

  <Step title="Click Create Trial">
    Click the **Create Trial** button in the top-right corner of the page.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the trial">
    Click **Save** to create the trial. You'll be taken to the trial detail page where you can begin tracking progress.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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](/trials/managing-accounts) for more on linking and organizing CRM accounts within trials.