- OperatorName the workspace and set the timezone
- 2Owner In progressPick a team template and connect one account
- 3MemberSend the first message to Prime
Onboarding
ShippedA new workspace goes from empty to “Prime is standing and the AI is answering” without guessing what’s next.
How you can tell
- Three roles, three checklists: operator, owner and member each see only their own next step.
- Progress is marked as you go, so a half-finished setup picks up where it stopped.
- The last step is a real reply from Prime, not a tour.
LimitOnboarding covers the first workspace. Adding a second workspace repeats the owner steps.