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Workspace Quickstart Checklist
A 5-step checklist to go from zero to a fully operational AI workspace.
3 min read9,800 viewsUpdated 2026-02-19
Quickstart checklist
Complete these steps to get your workspace production-ready:
- Step 1: Create workspace and verify email
- Step 2: Set timezone and data region in Settings
- Step 3: Connect your core integrations (email, calendar, CRM)
- Step 4: Hire your first agent from the catalog
- Step 5: Send your first task and verify the response
Most teams complete this checklist in under 10 minutes.
What's next?
Once your workspace is set up:
- Customize agent behavior — Set personality, priorities, and response templates
- Add team members — Invite colleagues and assign roles
- Set up alerts — Get notified when agents need attention
- Explore skills — Install additional capabilities from the marketplace
The Botonom onboarding wizard guides you through each step. Look for the blue "Next Step" banner at the top of your dashboard.
quickstartchecklistonboarding
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