Enterprise Onboarding

Complete Enterprise onboarding, assign questions, and review suggested answers.

Enterprise in-product onboarding brings the information your team needs to provide into one checklist. When AirOps configures onboarding for your workspace, the questions reflect your selected use cases. Overlapping questions appear once, even when the setup covers several use cases.

How to Complete Onboarding

1. Open your workspace's onboarding checklist.
2. Open a question and provide the requested information.
3. Assign questions to teammates who own the relevant information or integration.
4. Review any suggested answers before accepting them.
5. Complete the remaining questions and review items shown in your checklist.

Your AirOps team configures the combination of use cases for onboarding. Contact them if the checklist does not match the work your team plans to do.

Assign Questions to Teammates

Use Assign to teammate beside a question to choose a workspace member or someone with a pending invitation. Click Assign to save the assignment. You can return to the control to reassign the question or clear its assignment.

If you have permission to invite users, you can invite a teammate from the assignment flow, choose their workspace role, and assign the question before they accept the invitation. Pending invitations show Invite pending.

For example, assign a CMS setup question to the teammate who manages your publishing credentials, while another teammate completes the brand questions.

Review Suggested Answers

AirOps can use sales-call transcripts to suggest answers to questions already discussed with your team. Suggestions appear separately from the editable response and do not silently replace answers you have entered.

• Accept applies the suggested answer to the question.
• Decline dismisses the suggestion and leaves your response unchanged.

Review a suggestion for accuracy before accepting it. You can also fill in the answer yourself.