The welcome tour
The first time you sign in, a short tour opens over the app. Each step is a short video with a sentence or two underneath, one idea at a time, so you know where everything is before you start.
It takes a few minutes, and you can skip it from the second step.
What the tour covers
Section titled “What the tour covers”The tabs across the top are the parts of the tour, in order.
| Tab | What you see |
|---|---|
| Chat | Starting a new chat, switching AI model mid-conversation, and turning a message into a breakaway for a teammate or an agent |
| Teams | Creating a team, talking in it, and turning team messages into a task |
| Agents | Setting up an agent in plain words, adding ready-made agents, and chatting with one |
| Pixies | Agents that make and answer phone calls for you |
| Elves | Creating your own elf, giving it a task, watching it work on its computer, and choosing what it can use and should know |
| Workflows | Joining steps into a process, adding approvals, and running it on a schedule |
| Dashboard | Seeing what is running and building the views your team needs |
Move through the tour
Section titled “Move through the tour”- Select the right arrow at the bottom right, or press → or Enter, to go on. The arrow pulses when the video has finished.
- Select the left arrow beside it, or press ←, to go back.
- The dots at the bottom show where you are within the current tab.
- Select a tab you have already passed to jump back to it.
- Each video plays once. Select the replay button in the corner of the video to watch it again.
Skip or finish the tour
Section titled “Skip or finish the tour”Skip tour appears at the bottom left from the second step on. Select it at any time to close the tour. On the last step, the right arrow finishes the tour.
If you close the browser or sign out part way through, the tour opens again at the step you were on the next time you sign in, until you finish or skip it. After that it doesn’t come back.
After the tour
Section titled “After the tour”If you don’t have an AI model yet, the Connect AI wizard opens next, so you can connect one before you start. You can select Skip for now and connect one later.
If your workspace admin has already shared AI access with you, the wizard doesn’t open at all.
See Connect an AI model.
Watch the videos again
Section titled “Watch the videos again”Each part of the tour keeps its videos on its own screen: Chats, Teams, Agents, Pixies, Elves and Dashboards, and Workflows in Personalization.
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Open the screen, for example by selecting Chats in the left rail.
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At the top of the list, select the help button (the question mark).
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Select Watch the video tutorial.
The videos for that screen play in the same window as the tour. Close it with the close button or Esc.