Onboarding checklist
After you create your business, a Getting Started checklist appears in the bottom-right corner of the dashboard. It tracks the key steps to get your workspace fully configured.
The checklist closes automatically when you mark all items complete, or you can dismiss it at any time by clicking ×. Your progress is saved, so it won’t reappear if you close and reopen the browser.
Checklist items
Section titled “Checklist items”| Item | What it does | Required? |
|---|---|---|
| Business Profile | Complete your business name, logo, and settings under Settings → General | Yes |
| Activate Marketing Campaigns | Run the marketing setup wizard to pick goals and launch your first campaigns (/business/:id/marketing/setup) | Yes |
| Explore Customer Engagement | Visit Omnichannel to see journeys, segments, and broadcasts | Yes |
| Enable AI Agent | Turn on the AI Agent to get automatic campaign suggestions (/business/:id/marketing/ai-generator) | Optional |
Complete the checklist
Section titled “Complete the checklist”Once all required items are done, the checklist shows a Ready to Go! banner. Click Mark Onboarding Complete to dismiss it and move to the main dashboard view.
Tip You can re-access most checklist items at any time from the sidebar. Completing the checklist just removes the card — it doesn’t lock any features.