Onboarding

First steps in the pilot workspace

The onboarding page provides a safe place to gather first steps without adding sensitive information to the CMS seed.

This is a preliminary draft that can later be linked to logged-in workspaces, help texts and role-based steps.

Pilot draft

First steps

The steps below are editable placeholders that can be improved when the pilot flow is approved.

1. Log in and activate access

Confirm identity and open the correct workspace.

2. Find the document room

Open files and folders made available to the pilot.

3. Test meeting and chat flow

Confirm that Talk and message threads work for pilot users.

4. Try SAI

Ask simple questions and see how AI support works without using sensitive document context.