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How do I complete my consultant onboarding? (2026)

  1. After signing up, your onboarding checklist appears on your dashboard. Complete these steps to get the most from the platform:

    1. Verify your email to activate your account.

    2. Complete your profile with your expertise, bio, and photo.

    3. Create your first discussion to see how the platform works.

    4. Invite a participant (even a colleague for a test run).

    5. Activate an AI agent in your discussion and watch it contribute.

    6. Review the AI synthesis to see how insights are surfaced automatically.

    Each step is guided. You can also access the onboarding resources at any time from Help → Getting Started.

    🎬 Arcade Demo: Full onboarding checklist walkthrough from dashboard to first AI-synthesised insight.