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Getting Started Journey

Your step-by-step path from first login to going live — set up the platform, connect what you use, and run your first deal end to end.

#Articles in this category

#Learning path

1

First Login & Your Organization

Get in and get oriented.
2

Invite Your Team

Bring people in with the right roles.
3

Configure AI Agents

Turn on assistance safely.
4

Your First Deal

Lead → project → invoice.
5

Go Live

Make it your daily system.

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