Onboarding

A guided wizard gets a new user fully live. It auto-provisions your first workspace on entry — no “name your org” friction in solo mode — and gates the dashboard until you finish.

1. 1

   Step 1 — Connect Claude

   One-paste connector link (no second sign-in). The wizard polls until Claude is connected and your ideal-customer profile (ICP) is captured.

2. 2

   Step 2 — Connect LinkedIn

   Connect via Unipile hosted auth (or a cookie). Supports Classic plus premium inboxes — Sales Navigator and Recruiter.

3. 3

   Step 3 — Import conversations

   Watch live progress as history imports (preparing → importing chats → importing messages → complete), with a per-inbox checklist for premium accounts. A features carousel plays during the wait.

4. 4

   Finish

   Onboarding is marked complete and the dashboard unlocks.

Create your Kanso workspace and the wizard will walk you through the rest.