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First-Time Setup

Complete the onboarding process to customize your Cloud Platform experience.

Logging In

  1. Navigate to your organization's Cloud Platform URL
  2. Enter your email address and password
  3. Alternatively, click Sign in with Google or Sign in with Microsoft for SSO authentication
  4. If this is your first login, you'll be guided through the onboarding process

The 4-Phase Onboarding Process

When you log in for the first time, you'll complete a 4-phase onboarding process to customize your experience.

Phase 1: Select Your Interests

Choose the areas most relevant to your work. This determines which features appear in your navigation:

Interest What It Unlocks
Dashboarding Intelligence page with metrics, charts, and analytics
Task Execution Automations page and Activity Log for running AI tasks
Research Insights page for AI-powered deep research
Communications Outreach (calls) and Campaigns (emails) pages
Integrations Connect page for external service connections
Team Management Calendar for scheduling and coordination

Note: You can change your interests anytime in Settings.

Phase 2: Join or Create a Workspace

Workspaces organize your team's data and collaboration. You have three options:

Option A: Create a New Workspace

  1. Click "Create Workspace"
  2. Enter a workspace name
  3. You become the workspace owner

Option B: Join an Existing Workspace

  1. Click "Join Workspace"
  2. Enter the workspace key provided by your team
  3. You'll be added as a member

Option C: Request Access

  1. Browse available organization workspaces
  2. Click "Request Access" on the desired workspace
  3. Wait for an admin to approve your request

Phase 3: Choose Your Home Page Theme

Select how your Command Center (home page) appears:

  • Dashboarding Theme — Metrics-focused layout with charts, KPIs, and data visualizations
  • Task Execution Theme — Action-focused layout with quick tasks, activity feed, and automation shortcuts

Phase 4: Access Your Dashboard

You're ready to use the platform! Your personalized dashboard appears based on your selections.

Next Steps