Setup overview
Setup Consultation
A 30-minute guided session with the StackCube team to configure your channels, pricing structure, and item catalog before you go live.
Go-Live Timeline
Most workspaces are fully configured and live within 1–2 weeks of completing the setup consultation.
Order Channels
Connect the sources your customers use to place orders — chat, email, spreadsheet uploads, or your customer portal.
AI Review Queue
Once configured, StackCube consolidates all incoming orders into a single AI-powered queue for your team to review and approve.
Configure your workspace
Explore the sample workspace
Before making any changes, spend a few minutes in the sample workspace. It comes pre-loaded with demo customers, items, and orders so you can see exactly how StackCube works before your own data is in place.
Start your free trial
Activate your free trial to unlock your live workspace. Your trial workspace starts empty and is ready for configuration. Select the plan that matches your expected order volume:
| Plan | Orders / month | Channels |
|---|---|---|
| Starter | 500 | 3 |
| Growth | 1,500 | Includes customer pricing |
| Scale | 3,000 | 7+ channels |
| Enterprise | Custom | ERP/API integration |
Complete the setup consultation
Book your 30-minute setup consultation with the StackCube onboarding team. During this call, your team will help you:
- Identify and connect your order intake channels
- Define your pricing structure and whether you need per-customer pricing
- Review your item catalog and SKU naming conventions
- Configure team roles and access permissions
The setup consultation is the fastest way to get your workspace production-ready. Come prepared with a list of your active customers, your product SKUs, and the channels (email addresses, chat accounts, etc.) your customers use to place orders.
Connect your order channels
Add the intake channels your customers use to send orders. StackCube supports chat, email, spreadsheet, and portal-based ordering. Each channel you connect feeds directly into your AI review queue.Navigate to Settings → Channels and add each source. Depending on your plan, you can connect up to 3 channels on Starter, or 7+ channels on Scale and above.
On the Scale plan and above, you can configure custom carrier formats so that StackCube correctly parses orders that arrive in non-standard layouts.
Add your customers
Create a customer record for each business that places orders with you. Each customer entity can be assigned specific channels, given a unique portal link, and configured with custom pricing if your plan supports it.See Customer Management for a full walkthrough of adding and configuring customers.
Upload your item catalog
Add your product SKUs, names, prices, and options to the item catalog. The AI uses your catalog to match incoming order lines against registered items, so a complete and accurate catalog is essential for high match rates.See Item Catalog for step-by-step instructions.
Invite your team
Add the team members who will review, approve, and manage orders. Assign each person a role that reflects their responsibilities — reviewers handle day-to-day order processing, while admins manage workspace settings.See Team Roles for details on roles and permissions.
Go live
Once your channels are connected, customers are added, your item catalog is populated, and your team is invited, you are ready to go live. The StackCube onboarding team will confirm your configuration during or after the setup consultation and give you the green light to start receiving live orders.
What happens after go-live
Once live, all orders from your connected channels flow into the AI-powered review queue. Your team reviews each order, confirms AI-matched line items, and approves for fulfillment. As you add new customers and expand your item catalog, the queue continues to consolidate everything in one place.What is included in a workspace?
What is included in a workspace?
A StackCube workspace contains all of the following:
- Customers — the business entities that place orders with you
- Item catalog — your registered SKUs with names, prices, and options
- Order channels — the intake sources connected to your workspace
- Team members — the users who manage and process orders
- Order history — a record of all orders processed through the platform (available on Growth and above)
Can I have multiple workspaces?
Can I have multiple workspaces?
Enterprise accounts support multi-entity roles, which allows team members to operate across more than one workspace with appropriate permissions. Contact your account manager or reach out to support@stackcube.io to discuss multi-entity configuration.