Your first 15 minutes
A short path so the product feels like a company, not a blank chat. Architecture (COO, specialists, layers): How the company runs.
- Company setup — If the wizard opens, complete it or skip. For pipeline work choose Revenue Company. Design organization proposes departments and AI employees; Apply creates them. You can reopen it anytime: avatar → Company setup. See Company setup and Org and departments.
- Meet the COO — Home chat (
/) talks to the COO by default. Tell the COO the outcome first (what “done” means, deadline, spend cap, what must not happen). Do not start in Workflow Builder. - Bell — The top-bar bell is your notification center. It stays quiet until someone notifies you or a standup produces an update.
- Profile — Set display name, country/region, and appearance (Day / Night). If you chose OpenAI or OpenRouter at register, add your key under Settings → API Keys (
Platform_BYOK), then confirm provider and model on Profile. - My Org — Open My Org (
/org). Use Chart to see reporting lines, Design to create departments and drag AI employees, People to invite humans. Then Resync ORG.md & AGENTS.md. See Org and departments and People. - Knowledge — Open Knowledge (Master Data). You should see a departments table (same names as the org). Upload policies later; Platform Help already knows the product guide.
- Ask Platform Help — Switch Chat with to Platform Help and ask: “How do I build a workflow?” or “What is Company setup?”
- Kanban — Open Kanban. The default view is Weekly. Cards appear when the COO delegates work.
- Optional — Avatar → Onboarding for extra departments and employees beyond the blueprint. Run & Operate → Scheduled goals when you want a recurring daily brief. After a fire (or an ad-hoc COO outcome), Goal plans → Execution trace shows KPI, plan version, and telemetry. On Home, the compose microphone / Speak / phone icons when speech is on; Call appears after Channels → Voice on that employee (COO included).
Who to ask
| Need | Ask |
|---|---|
| Plan, delegate, standups, recurring goals | COO |
| How to use a screen or feature | Platform Help |
| Build or repair a visual workflow | Workflow Builder |
| Live CRM pipeline / ERP books | CRM or ERP Maker (after you enable Business Core) |
Prefer one clear outcome per message so the COO can plan and delegate. Open Workflow Builder only after you inspect a Goal Plan step. Scored examples (seeded pipeline, live research, CRM path): Example stress test run.
Next: Company setup → Org and departments → People.