Onboarding & Getting Started
At a glance
| Location | Dashboard → Onboarding Progress Card / Concierge → Tips tab |
| Plan | All plans, including the free tier |
| Related features | 4 |
Guided onboarding for new users, combining a milestone checklist that tracks key setup steps (connecting WhatsApp, importing contacts, creating labels, inviting team members) with an interactive spotlight tour that walks through the live inbox interface (composer, AI features, menus, and panels) step by step.
How to use
- The onboarding checklist appears automatically for new accounts and tracks milestone progress.
- A spotlight product tour can also launch automatically on first use, highlighting real interface elements (message composer, AI options, menus, panels) with step-by-step tooltips you can move through, skip, or dismiss for later.
- Both the checklist and the tour can be reopened later from Settings or the Concierge Tips tab.
- Completing milestones and the tour unlocks rewards and the full inbox experience.
Related features
FAQ
- How do I get started?
- What should I set up first?
- Where is the onboarding checklist?
- What are the setup milestones?
- Is there a guided tour of the inbox?
- How do I replay the product tour?