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Onboarding dashboard
Track firm activation in one place: compliance, AI agents, campaigns, the client mobile app, and integrations. The Onboarding Dashboard turns those areas into a checklist with status, shortcuts, and tips—so your team knows what to do next.
Where to find it
- Go to Settings → Company.
- If onboarding is still in progress, use the Onboarding card at the top of the page.
When every actionable onboarding step is complete, the banner on Settings → Company no longer appears; you can still use the dashboard any time from Company navigation when it is shown there.
What you’ll see
| Area | What it helps with |
|---|---|
| Progress | Overall completion and how many steps are done |
| Setup checklist | Steps such as A2P registration, building an AI agent, launching a campaign, mobile app adoption, CRM/API, and webhooks—with status and links into the right screens |
| Action items | Suggested next steps you can act on or dismiss |
| Quick actions | Shortcuts into common tools (for example new campaign, agent builder, mobile app invites, API & webhooks, A2P status) |
| Stats | At-a-glance metrics to reinforce adoption |
Availability of some steps depends on your plan and whether features like Campaigns are enabled for your company.
Related
- Company Settings overview — profile, compliance, team, and more