user_onboarding

ContractAI User Onboarding Guide

Complete guide to getting started with ContractAI

Overview

This guide provides a structured approach to onboarding new users to ContractAI, ensuring they can effectively utilize the platform's features and capabilities.

Onboarding Journey

graph TD
    A[Onboarding] --> B[Account Setup]
    A --> C[Platform Tour]
    A --> D[First Steps]
    A --> E[Advanced Usage]

    B --> B1[Registration]
    B --> B2[Verification]
    B --> B3[Profile Setup]

    C --> C1[Dashboard]
    C --> C2[Features]
    C --> C3[Resources]

    D --> D1[Create Agent]
    D --> D2[Basic Tasks]
    D --> D3[Integration]

    E --> E1[Advanced Features]
    E --> E2[Customization]
    E --> E3[Automation]

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Account Setup Process

Registration Flow

sequenceDiagram
    participant U as User
    participant W as Website
    participant V as Verification
    participant P as Platform

    U->>W: Visit Site
    W->>U: Show Registration
    U->>W: Enter Details
    W->>V: Verify Email
    V->>U: Send Code
    U->>V: Enter Code
    V->>P: Create Account
    P->>U: Welcome Email

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Profile Configuration

graph TD
    A[Profile] --> B[Basic Info]
    A --> C[Preferences]
    A --> D[Security]

    B --> B1[Name]
    B --> B2[Contact]
    B --> B3[Organization]

    C --> C1[Notifications]
    C --> C2[Display]
    C --> C3[Language]

    D --> D1[2FA]
    D --> D2[API Keys]
    D --> D3[Access Control]

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Platform Introduction

Dashboard Overview

graph TD
    A[Dashboard] --> B[Quick Actions]
    A --> C[Status Overview]
    A --> D[Resources]

    B --> B1[Create Agent]
    B --> B2[View Reports]
    B --> B3[Settings]

    C --> C1[System Health]
    C --> C2[Agent Status]
    C --> C3[Alerts]

    D --> D1[Documentation]
    D --> D2[Support]
    D --> D3[Community]

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Feature Discovery

graph TD
    A[Features] --> B[Core]
    A --> C[Advanced]
    A --> D[Integration]

    B --> B1[Agent Management]
    B --> B2[Knowledge Base]
    B --> B3[Monitoring]

    C --> C1[Automation]
    C --> C2[Analytics]
    C --> C3[Customization]

    D --> D1[API]
    D --> D2[Webhooks]
    D --> D3[SDK]

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Getting Started

First Agent Creation

sequenceDiagram
    participant U as User
    participant D as Dashboard
    participant C as Configuration
    participant A as Agent

    U->>D: Access Dashboard
    D->>C: Start Creation
    U->>C: Configure Agent
    C->>A: Deploy Agent
    A->>U: Confirmation
    U->>A: Monitor Status

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Basic Workflow

graph TD
    A[Workflow] --> B[Setup]
    A --> C[Operation]
    A --> D[Monitoring]

    B --> B1[Configure]
    B --> B2[Test]
    B --> B3[Deploy]

    C --> C1[Run Tasks]
    C --> C2[Process Data]
    C --> C3[Generate Reports]

    D --> D1[Status]
    D --> D2[Performance]
    D --> D3[Alerts]

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Learning Path

Skill Development

graph TD
    A[Learning] --> B[Beginner]
    A --> C[Intermediate]
    A --> D[Advanced]

    B --> B1[Basics]
    B --> B2[Simple Tasks]
    B --> B3[Basic Features]

    C --> C1[Advanced Tasks]
    C --> C2[Integration]
    C --> C3[Optimization]

    D --> D1[Customization]
    D --> D2[Automation]
    D --> D3[Development]

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Resource Access

graph TD
    A[Resources] --> B[Documentation]
    A --> C[Training]
    A --> D[Support]

    B --> B1[Guides]
    B --> B2[API Docs]
    B --> B3[Examples]

    C --> C1[Tutorials]
    C --> C2[Webinars]
    C --> C3[Workshops]

    D --> D1[Help Center]
    D --> D2[Community]
    D --> D3[Expert Support]

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Best Practices

User Guidelines

graph TD
    A[Guidelines] --> B[Security]
    A --> C[Efficiency]
    A --> D[Collaboration]

    B --> B1[Access Control]
    B --> B2[Data Protection]
    B --> B3[Compliance]

    C --> C1[Workflow]
    C --> C2[Automation]
    C --> C3[Optimization]

    D --> D1[Team Setup]
    D --> D2[Sharing]
    D --> D3[Communication]

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Common Pitfalls

graph TD
    A[Pitfalls] --> B[Setup]
    A --> C[Operation]
    A --> D[Maintenance]

    B --> B1[Configuration]
    B --> B2[Integration]
    B --> B3[Permissions]

    C --> C1[Performance]
    C --> C2[Resource Usage]
    C --> C3[Error Handling]

    D --> D1[Updates]
    D --> D2[Backups]
    D --> D3[Monitoring]

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Support and Resources

Support Channels

graph TD
    A[Support] --> B[Self-Service]
    A --> C[Community]
    A --> D[Direct]

    B --> B1[Documentation]
    B --> B2[Knowledge Base]
    B --> B3[Tutorials]

    C --> C1[Forums]
    C --> C2[Discussions]
    C --> C3[Examples]

    D --> D1[Email]
    D --> D2[Chat]
    D --> D3[Phone]

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Resource Center

graph TD
    A[Resources] --> B[Learning]
    A --> C[Tools]
    A --> D[Community]

    B --> B1[Guides]
    B --> B2[Videos]
    B --> B3[Courses]

    C --> C1[Templates]
    T --> T2[SDK]
    T --> T3[CLI]

    D --> D1[Forums]
    D --> D2[Events]
    D --> D3[Contributions]

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Progress Tracking

Onboarding Progress

graph TD
    A[Progress] --> B[Setup]
    A --> C[Learning]
    A --> D[Usage]

    B --> B1[Account]
    B --> B2[Profile]
    B --> B3[Security]

    C --> C1[Basics]
    C --> C2[Features]
    C --> C3[Advanced]

    D --> D1[Tasks]
    D --> D2[Projects]
    D --> D3[Integration]

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Success Metrics

graph TD
    A[Metrics] --> B[Engagement]
    A --> C[Adoption]
    A --> D[Satisfaction]

    B --> B1[Activity]
    B --> B2[Features]
    B --> B3[Time]

    C --> C1[Usage]
    C --> C2[Tasks]
    C --> C3[Projects]

    D --> D1[Feedback]
    D --> D2[Support]
    D --> D3[Retention]

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Need help with onboarding? Contact our onboarding team at onboarding@contractai.com or visit our Onboarding Portal

Next Steps

1. Complete your profile setup
2. Take the platform tour
3. Create your first agent
4. Explore the knowledge base
5. Join the community
6. Schedule a training session

Additional Resources

• Quick Start Guide
• User Manual
• API Documentation
• Integration Guide
• Security Guide
• Community Forum