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Overview

The Getting Started checklist walks a new workspace through setup: business profile, a connected channel, contacts, an audience, and a first campaign. It lives in the sidebar as Getting Started · N% (/getting-started), where N is your setup progress.
In short: 1) Answer five quick questions about your business. 2) Work through the checklist cards. 3) Watch progress reach 100% and the checklist retire.
Steps tick themselves off. Autocampaign AI checks your workspace’s real data, so a step shows Done as soon as the thing exists. It doesn’t matter who on your team did it, or where in the app they did it.
Time to complete: ~5 minutes of guided setup, plus the time to build your first campaign  ·  Difficulty: Beginner

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Before the checklist: welcome and guided setup

The first time you open the Dashboard in a new workspace, you see a welcome screen with two choices: Get Started or Skip for Now.

Tell us about your business

Enter your Business name, Website (optional), Industry, and Timezone. These save to your workspace profile.

Pick a goal

Answer What do you want to accomplish? — get more leads, follow up with leads, book appointments, get more reviews, bring back customers, or automate your marketing.

Connect a channel

Pick how you want to reach customers: Email, SMS, WhatsApp, Website Chat, or Voice. You can connect more later.

Bring in your contacts

Choose Import contacts (CSV upload) or Add manually.

Review your recommended setup

Under We recommend, you see a starting point based on your industry and goal. Click Use this setup to jump to the matching feature, or Start from scratch to go straight to the checklist.
Every step has Skip for Now — setup never blocks you from the app.

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Work through the checklist

Each card shows the step, a one-line description, and a Go button that opens the right page. Completed steps show Done. Related guides: Create your workspace, Channels, Import contacts, Segments, Campaigns, Knowledge base, and Invite your team.
Only SMS and email channels complete Connect a channel. Connecting WhatsApp, website chat, or voice alone doesn’t tick the step.

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How progress is calculated

The percentage counts the six required steps only — business profile, channel, contacts, audience, create campaign, and launch campaign. Each is worth about 17%. The three steps tagged Optional never change the percentage, and you can finish setup without them. Progress belongs to the workspace, so every teammate sees the same percentage.

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Skip, dismiss, and reopen

  • Skip and explore (bottom of the checklist) takes you to the Dashboard. Until you skip or finish, opening the Dashboard brings you back to the checklist.
  • After you skip, a Getting Started panel appears on the right side of the Dashboard on wide screens, with the same steps and progress. Click the Dismiss (X) button to hide it.
  • To reopen the full checklist anytime, click Getting Started · N% in the sidebar. It stays there until setup is complete.
Skipping and dismissing are saved per person — your choice doesn’t affect teammates.

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When the checklist disappears

When all six required steps are done, you see Congratulations! with a Go to dashboard button. After that, the sidebar entry is gone, and opening /getting-started takes you to the Dashboard instead. For teammates, the entry disappears as soon as the workspace reaches 100%.

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FAQ

Anyone whose role allows at least one of the steps — for example, creating campaigns or importing contacts. If your role can’t do any of them, you don’t see the welcome screen, the checklist, or the sidebar entry.
No. Steps complete independently, in any order, and from anywhere in the app.
No. Once every required step is done, the checklist is retired for that workspace. Optional steps you skipped are still available from their normal pages.
Not the panel itself — but the full checklist stays in the sidebar until setup is complete.
Yes. Progress is tracked per workspace, so each new workspace starts at 0%.

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Troubleshooting

Hovering the lock shows “You don’t have permission for this step.” Your role doesn’t include that action. Ask a workspace admin to complete the step or adjust your role — see Users & roles.
Refresh the page — status updates within a few seconds. Then check the exact condition in the table above. A channel must be active (not pending), and a knowledge base needs at least one source. A campaign must be scheduled or sent, not just saved as a draft, to count as launched.
That’s expected until setup is complete. Click Skip and explore at the bottom of the checklist to use the Dashboard right away.
The panel only shows after you skip, on wide screens, and until you dismiss it. Use the sidebar entry instead.

Navigate the app

Learn the sidebar, search, and account menu.