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Workspace Quickstart Checklist
A 5-step checklist to go from zero to a fully operational, production-ready AI workspace.
3 min read9,800 viewsUpdated 2026-03-01
Quickstart checklist
Complete these 5 steps to get your organization production-ready:
- Step 1: Create workspace and verify corporate email (7-day free trial starts instantly)
- Step 2: Set your timezone and choose primary communication channels (Web Chat, WhatsApp) in Settings
- Step 3: Hire your first digital employee from the Agent Catalog (e.g. Executive Secretary)
- Step 4: Upload your standard operating procedures or company PDFs to the Knowledge Base, and set your Directives
- Step 5: Assign your first task via chat and verify the delivered result
Over 90% of organizations complete this checklist in under 10 minutes.
What's next?
Once your workspace is operational:
- Invite team members -- Add colleagues and grant Admin, Member, or Viewer roles
- Explore the Skill Marketplace -- Connect company tools like Google Sheets, ikas, NetGSM, or your internal database
- Automate recurring routines -- Instruct your agent in natural language to run recurring tasks centrally tracked by the Task Manager
- Install the mobile app -- Download the iOS or Android app to review tasks and handle human approvals from anywhere
The Botonom onboarding wizard guides you through each milestone. Follow the recommended prompts in your dashboard to accelerate team rollout.
quickstartchecklistonboarding
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