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Create & Share 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.

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Generate an expandable FAQ accordion with answers to the most common customer questions.

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Create a post-sale onboarding space with implementation milestones, key contacts, resources, and progress tracking.

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