Where you see it
The checklist follows you rather than living on one page:- A progress button in the header, showing how many steps are left.
- A card on the workspace overview, which you can dismiss once you no longer want it there.
- Empty states inside a module, pointing at the step that would fill them.
- The onboarding page itself, which is the full list.
What the steps cover
The exact list adapts to your workspace and your permissions, but it follows one arc — connect something, get an agent, watch it work, then make it trustworthy:
Some steps nest: Add your first agent has child steps for the three ways to get one, and
finishing any of them satisfies the parent.
You only see steps your role lets you act on. A step you cannot see is absent from your counts
rather than sitting there permanently incomplete.
How a step gets completed
Each step has an in-app destination that completes it — following the link and doing the thing is what moves it. A step is in one of four states:
Done and Skipped both stop a step asking for attention, so the checklist finishes even if
some steps do not apply to you.
Let the assistant do it
Several steps can be handed to the chat assistant as work rather than instructions. Where that is possible, the step offers to open chat with the request already framed, and the assistant carries it out with you watching. Anything that changes your workspace still runs under your own permissions and is recorded like any other action.Finishing
Once every visible step is done or skipped, the header button stops showing a count. Nothing is locked before then — the checklist is a guide, not a gate, and you can build, run, and govern agents in any order you like.Next steps
Build your first agent
The hands-on version of the biggest step.
Integrations overview
Connect the first system.
Modules & workflows
Switch on a prebuilt operational outcome.
Runs & evidence
Read what an agent actually did.