A simpler step-by-step assistant setup for first-time users who only need the essentials. Guided onboarding is for fast first-time setup. It asks for essentials first and uses defaults for the rest.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about guided onboarding on web and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
Enter the assistant name and follow the guided pages that explain each field in plain language. Confirm the result before you move to the next step. Start guided onboarding when you only need the essentials and want the flow explained one page at a time.
Leave non-essential fields at default unless your business needs a custom setting. Confirm the result before you move to the next step. Enter the required values and leave non-essential fields at default unless your business needs custom behavior.
Check the summary page, then go to plans and payment when you are ready to activate. Confirm the result before you move to the next step. Review the summary page carefully before you move to plans and payment.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
This lesson is ready in text form first. Add the YouTube video ID here when the walkthrough is recorded.
A small business owner uses guided onboarding to create a useful assistant draft without facing the full advanced wizard.