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This guide walks you through everything you need to go from a blank slate to a running AI-assisted project conversation. The whole process takes under ten minutes, and you can do it during your 7-day free trial before committing to anything. Follow the steps below in order.
1

Create your account

Go to app.parlehub.com and sign up with your work email address. If your organization has already configured single sign-on through Microsoft Entra ID or Google Workspace, entering your work email is all you need — a Sign in with Microsoft or Sign in with Google button appears because your email domain matches a configured organization, and your account is created automatically on first sign-in.If you’re the first person from your firm, proceed to the next step to create a new organization.
2

Create your organization

Click Create organization, enter your firm’s name, and confirm. Parlé creates a fresh workspace scoped to your domain.To bring colleagues in immediately, go to Members in the sidebar and enter their work email addresses. They’ll receive an invitation and land in your organization after signing up. You can also share your organization’s SSO slug so that anyone who authenticates through your identity provider joins automatically, subject to the role you assign new members by default.
3

Connect a model provider

Select Org settings in the sidebar and open the Models tab. Parlé supports four providers on your own API keys — choose at least one to start:
  • Anthropic - Claude models
  • OpenAI - GPT models
  • Google Gemini - via a Google AI Studio key; no Google Cloud project needed
  • Azure AI Foundry - models deployed in your Azure subscription (Business Elite plan and above). After connecting the resource you also declare each deployment your team may use — see Connecting Providers
Paste your API key into the field for your chosen provider and click Connect. Parlé makes a real verification call to the provider before saving, so a bad key fails here rather than at chat time. Then tick the models your team should be able to use and Set default on one of them.If your provider bills you in a currency other than US dollars — most often an Azure agreement in GBP, EUR or CAD — set the Quote currency before you record any rates or spend. See Setting your quote currency.Parlé also offers Parlé Managed models that need no key of your own, billed from your organization’s credit wallet. See Connecting Providers for provider-by-provider detail.
4

Create a project

Go to Projects and click New project (top right). Fill in:
  • Name — typically the engagement name (e.g., Ashworth M&A)
  • Visibility — Public (anyone in your organization can open it) or Restricted (members only). This cannot be changed later, so pick Restricted if you are unsure.
  • Budget currency — USD, CAD, EUR or GBP. Pick the currency you report this work in; it is fixed once the project records any spend.
  • Cap period and Monthly cap / Total cap — the maximum model spend you want to allow on this project, either Every month or as a Total, for the life of the project. Parlé blocks new messages once the cap is reached and warns the team at 80%. Set 0 for no limit; spend is still tracked, and the project is created with no cap at all and in USD. (On the Budget tab afterwards, a cap is switched on or off with a tick rather than by typing 0, so a ticked cap there needs an amount above zero.) See Budgets.
  • Available models — every model your org enabled is ticked; untick any you want blocked here.
  • Storage — Parlé Cloud Storage needs no setup and is the default.
Click Create project. You land in the project workspace as its Project Admin.If you picked a currency other than USD and creation is refused with _“Parl_é can’t currently price budgets in GBP, so this budget can’t be saved yet…”, Parlé has not published an exchange rate for that currency yet — a Parlé issue, not yours, and the project was not created. Try again shortly, or create the project with the cap at 0 and set its currency and caps on the Budget tab before the project records any spend. See Troubleshooting.
5

Start a conversation

Open your new project and click New Conversation. Select a model from the dropdown — the list shows only models available on your connected providers. Type your first message and press Send.Every message, reply, and model label is stored in the shared project thread. Any colleague with access to the project can read the conversation, pick up where you left off, or branch it by editing a message and resending. The project budget tracker updates in real time as tokens are consumed.
Every monthly plan you can buy today starts with a 7-day free trial. On the Team plan, your organization gets $10/mo of model spend shared across up to 10 projects and 10 seats. That’s enough to run a real pilot on a single client engagement before deciding whether to upgrade.

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Next steps

Projects

Learn how to manage project membership, attach files, use semantic search, and promote personal chats to shared threads.

Cost Management

Set org-wide and per-project budget caps, review spend by client or model, and export cost data to your billing system.

Model Providers

Connect additional providers, manage API keys, and control which models are available at the org and project level.

Shared Context

Write agent.md once and have its standing instructions applied to every conversation in the project.

Organization Knowledge

Publish your firm’s policies so the assistant can quote them with a citation in any conversation.

Integrations

Connect Confluence or a custom MCP server for your org and enable it on the projects that need it.