Onboarding Assistant

Overview

The Onboarding Assistant is an AI-powered chatbot that helps new users learn how to use the platform. It provides personalized guidance, answers questions, and walks you through setup and configuration.

Accessing the Assistant

From Dashboard

1. Dashboard Header: Click "Onboarding Assistant" button in dashboard header
2. Chat Panel Opens: Side panel opens on the right
3. Start Chatting: Begin asking questions

Direct Access

• Accessible from dashboard
• Available to all users
• No additional setup required

Using the Assistant

Starting a Conversation

1. Open Assistant: Click "Onboarding Assistant" button
2. Welcome Message: Assistant greets you with welcome message
3. Ask Questions: Type questions in chat input
4. Get Responses: Assistant responds with helpful information

What You Can Ask

The assistant can help with:

• Getting Started: Initial setup and configuration
• Feature Explanations: Understanding platform features
• Workflow Guidance: Step-by-step instructions
• Settings Configuration: Help with settings
• Troubleshooting: Common issues and solutions

Conversation Topics

Common topics include:

• Setting up your profile
• Configuring integrations
• Understanding workflows
• Learning about features
• Finding information

Best Practices

Effective Questions

• Be Specific: Ask specific questions for better answers
• Provide Context: Give context when relevant
• Follow Up: Ask follow-up questions for clarification
• Explore Topics: Explore different topics

Getting Help

• Start Broad: Start with general questions
• Narrow Down: Narrow based on responses
• Use Examples: Provide examples when relevant
• Ask for Steps: Request step-by-step instructions

Tips

• Use the assistant regularly while learning
• Ask about specific features you're using
• Request guidance on workflows
• Don't hesitate to ask basic questions

Related Topics

• Quick Start Guide - Getting started
• Platform Overview - Platform features