Onboarding & Getting Started

Guided onboarding checklist with milestones to help new users set up their Spun inbox. Tracks progress through key setup steps like connecting WhatsApp, importing contacts, creating labels, and inviting team members.

Where to find it

📍 Dashboard → Onboarding Progress Card / Concierge → Tips tab

How to use

1. The onboarding checklist appears automatically for new accounts.
2. Follow each step: connect WhatsApp, import contacts, create your first label, etc.
3. Track your progress in the onboarding card.
4. Complete all milestones to unlock the full inbox experience.

Related features

• WhatsApp Setup
• Contacts
• Labels
• Weave AI Assistant

FAQ

• How do I get started?
• What should I set up first?
• Where is the onboarding checklist?
• What are the setup milestones?