Start here: first login and dashboard basics
A simple first-login walkthrough for clients using the dashboard for the first time.
First login checklist
When you log in for the first time, the platform opens your client workspace. Use this order:
- Review the page tutorial.
- Check your current plan and monthly limits.
- Create your first project.
- Run a built-in AI agent.
- Save useful output to your document library.
- Open a support ticket if anything needs help.
Replay tutorials
Go to Account Settings and open the Tutorial Center. You can replay the current page tutorial or reset tutorials for the whole account.