Workflow · Getting Started
Getting Started with SoterAI
The SoterAI Onboarding Guide is a structured, conversational AI workflow that walks new users through five sequential steps to personalize their SoterAI experience. It begins with an introduction, confirms the user's profile and researches their company, explains SoterAI's core capabilities (chat, workflows, and custom workflows), presents three role-specific use cases tailored to the user's job title and industry, and guides the user through optionally connecting their work systems (Outlook, Gmail, Teams, Slack). If a connection is made, the workflow proceeds to a Connection Insights step where the AI scans the connected source(s) and surfaces specific, actionable findings relevant to the user's role — turning the onboarding session into an immediate value moment. The workflow uses branching logic to handle different email types, role categories, connection outcomes, and user responses.
What goes in
User profile information (name, job title, company, email domain) and optional company URL
What you get
A fully personalized SoterAI onboarding experience with role-specific use cases and connected data sources
How it works
- 1Step 1 — A warm welcome and quick intro
- 2Step 2 — A profile check — so everything is set up correctly from the start
- 3Step 3 — A plain explanation of how SoterAI works
- 4Step 4 — Personalized examples of what they can do with it
- 5Step 5 — An optional step to connect their work tools (email, Slack, Teams) so SoterAI can hit the ground running
Related pages
What this workflow delivers
A fully personalized SoterAI onboarding experience with role-specific use cases and connected data sources
Reduces new user onboarding time from hours to under 5 minutes per user
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off