First steps

Where: Welcome wizard after signing up

After creating your organisation, the wizard asks what you’d like to start with. A good order:

How to

1. Organisation: check its name (Manage → Organisation).
2. Invite your team: add trainers and learners (Manage → People).
3. Create the first course, or have a trainer do it (Teach → Courses).
4. Optional: sell online with Stripe (Finances → Sales & payments).
5. For the AI features: connect your language model (Manage → Integrations → Language model). Only the AI learning companion runs on the platform’s AI, which the platform administrators set up.
6. Optional: connect DeepL, HeyGen, Synthesia or LiveAvatar (Manage → Integrations).

Fields and buttons

• Owner: Created the organisation and may do everything, including connecting learning platforms and destroying all keys.
• Administrator: Manages people, settings, sales and integrations and sees the activity log.
• Trainer: Creates courses and uses the Studio, classes and insights.
• Learner: Learns in the courses open to them.