Quickstart

Documentation Index

Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt

Use this file to discover all available pages before exploring further.

This guide walks you through registering for an IdeaBoxAI account, completing the three-step onboarding wizard, and launching your workspace. By the end, you will have a fully configured workspace with personas and connected tools.

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Create your account

To get started, navigate to the IdeaBoxAI login page. The registration screen gives you two ways to create an account: email and password or single sign-on.

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Register with email

Follow these steps to create an account using your email address.

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Register with SSO

If your organisation uses Google or Microsoft, you can register with a single click. Click the Google or Microsoft icon below the sign-in button to authenticate with your existing account. No separate password is required.

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Sign in to an existing account

If you already have an account, enter your email and password on the login page and click Sign In. You can also sign in using Google or Microsoft SSO by clicking the relevant icon below the sign-in button. If you forget your password, click Forgot Password? to receive a reset link by email.

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Onboarding wizard

After signing in for the first time, IdeaBoxAI walks you through a three-step setup wizard. The left sidebar tracks your progress across each step.

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Step 1: About You

This step takes about 30 seconds. IdeaBoxAI collects basic information about you and your business to tailor the workspace experience. Fill in the following fields:

• Company Name: Your organisation’s name.
• Functional area: Select the department or function you work in (e.g., HR, Sales, Operations). This determines which personas and skills IdeaBoxAI recommends.
• Website URL: Enter your company website. IdeaBoxAI uses this to auto-generate a business context summary.

Once you enter the website URL, IdeaBoxAI analyses it and generates an AI business summary describing what your company does. You can review and edit this summary before continuing. Check the Terms & Conditions and Privacy Policy checkbox, then click Continue to proceed. You can also click Quick Launch to skip ahead with defaults.

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Step 2: Your Workspace

This step takes about 1 minute. IdeaBoxAI presents your AI Business Context and recommends personas based on the functional area you selected. At the top, the AI Business Context card shows the profile IdeaBoxAI built from your inputs. Click Edit to refine it or the refresh icon to regenerate. Below that, you see persona recommendations tailored to your functional area. Each persona comes with pre-configured skills:

• Select a persona by clicking the radio button next to it. You must select at least one to continue.
• View abilities by expanding the Abilities dropdown on any persona to see the skills it includes.
• Create Your Own if none of the suggestions fit. Click this option to build a custom persona by answering a few questions.

Click Continue to proceed or Back to return to Step 1.

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Step 3: Connect & Go

This final step lets you choose how to populate your workspace with data. You have two options: Continue with sample data — Jump straight into your workspace with realistic, pre-loaded data for your functional area. This lets you explore every feature instantly with no setup. You can connect real tools later from Settings.

• Pre-loaded dashboards and knowledge bases
• Try every feature instantly
• Connect real tools later

Connect your tools — Bring in your real CRM, email, and data sources for personalised insights from day one. This takes 2-3 minutes and is the recommended path.

• Use live data from your stack
• Personalised recommendations
• Takes 2-3 minutes

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Connecting your tools

If you choose Connect your tools, IdeaBoxAI shows a tool selection screen with categories recommended for your functional area.

• Search for a specific tool using the search bar at the top.
• Filter by category by selecting from the available category tabs. The categories shown vary based on your functional area and role.
• Recommended tools appear at the top, tailored to your functional area (e.g., Gmail, Google Calendar, and Google Drive for an HR team).
• Click Show more categories to see additional tool categories.

Select the tools you want to connect, then click Launch workspace to finish setup. You can always add or remove tools later from Settings > Connections.

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Your workspace

After completing the onboarding wizard, you land in your IdeaBoxAI workspace. A guided tutorial walks you through the key features in 6 steps. The workspace includes:

• Co-pilot chat: Ask anything using natural language. Skills are auto-detected, or type / to pick one.
• Skill suggestion cards: Quick-action cards based on your persona and functional area.
• Sidebar navigation: Access the Assistant, Dashboards, Personas, Skill Studio, Knowledge Bases, Connections, and Profile pages.

Your profile is automatically configured with the persona you selected during onboarding. You can view and update your display name, personas, and language from Settings > Profile.

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Next steps