The setup guide / tour
The guided walk-through that gets a new agency owner up and running.
When you first sign in as the agency owner, a guided setup tour walks you through the essentials, so you know where everything is before you onboard your first client.
What the tour covers
A short, spotlighted walk-through of the key areas:
- Integrations - connect your accounts (ticks itself once you've connected at least one).
- Team - add the people who'll run the accounts.
- Work Queue - where cross-client tasks live.
- Calendar - planning social across clients.
- Brain Health - keeping every client's Brain in good shape.
Some steps detect progress automatically, so they tick off as you actually do them - it's a checklist, not just a slideshow.
Starting & replaying
- The tour starts automatically the first time the owner logs in.
- You can replay it any time from the Setup guide button on your dashboard.
- It's available to owners and admins; analysts don't see it.
After the tour
Once you've connected integrations and added your team, the natural next step is to add your first client - see Adding & managing clients. For the lay of the land, see Your agency portal at a glance.