Add content

Add a Getting Started Guide

Insert a step-by-step guide that walks new customers through their first actions after onboarding.

AI Agent Prompt

Add an accordion block called "Getting Started – Your First 5 Steps" to the current page. Include these items: 1. "Log in and explore your dashboard" – explain where to find key features 2. "Invite your team members" – how to add colleagues and set roles 3. "Configure your workspace settings" – key settings to review 4. "Complete your first [core action]" – walk through the primary workflow 5. "Schedule your kickoff call" – how to book time with your CSM Keep each item concise – 2-3 sentences.

What the AI creates

The AI adds an expandable getting started guide with 5 actionable steps. Each item gives the customer clear next actions.

Pro Tip

Customize step 4 with your product's actual core workflow. Place this on the welcome page of every onboarding space.

More AI Agent Use Cases

Roll Template Updates Out to Running Spaces

Updated your template? Bring the new pages and tasks into spaces that are already in progress – without touching anything customer-specific.

Keep templates in sync

Copy a Section into the Template or Another Space

Built something great for one customer? Copy it into your template so every new space gets it, or into another customer's space.

Keep templates in sync

Compare Spaces to Their Template

See what your team changes after creating a space from a template. The edits that keep coming back show you exactly what the template is missing.

Keep templates in sync

See all use cases

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