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Guided onboarding

A configured workspace on day one, not month three.

A system this configurable is worthless if nobody configures it. Onboarding walks a new organization through the steps that make the difference — invite the team, connect an app, add organization knowledge, create a first reusable skill, set your business rules, look at the pipeline — with each step landing on the real page rather than a tutorial overlay. Progress is tracked, so setup can be picked up and handed off.

Either way the first useful answer comes before the first configuration screen.

Individuals can start without any of this. A single user gets the multi-model chat immediately and adds structure when they want it; the organization path opens up when a team needs shared knowledge, governance and reporting. Either way the first useful answer comes before the first configuration screen.

Setup progress
Invite the team Done
Connect an app Done
Create a first skill Next
Steps left
3
Tutorial overlays
None

Illustrative scenario data. Figures shown are product examples, not measured customer results or industry benchmarks.

Features

See Guided onboarding working in your own workspace

One shared workplace for your tools, your knowledge, and your team.