Lead the WAi How-to Guides

Getting Started

Get set up and understand how to begin using Lead the WAi effectively.

This section helps you get access to Lead the WAi and set up your workspace so you can start using it properly.

If you’re new, start here before moving on to anything else.

What this section covers

The focus here is getting you from no access to a working setup.

This includes creating or connecting your account, choosing what parts of the platform you want to use, and adding the information the system needs to support your work.

Onboarding

The first step is onboarding.

This is where you create or connect your WAi Forward account and gain access to the platform. You’ll also choose the areas you want to work in and provide some basic personal and company details.

This information helps shape your workspace and gives the system enough context to make useful suggestions. It’s worth taking a moment to fill this in properly, as it directly affects how relevant the platform will feel once you start using it.

To go through this step in detail, follow the Onboarding guide.

What you’ll have once this is done

Once onboarding is complete, you’ll have access to the platform and a workspace that reflects how you want to use it.

You’ll be able to move through the rest of the guides and start using the system day to day.

Read next: Onboarding

Continue to Onboarding.

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