{
  "@type": "help_guide",
  "id": "onboarding",
  "title": "Onboarding (Roadmap)",
  "kind": "feature",
  "summary": "Roadmap › Onboarding is one page for everything each engine needs to work and keep working. There's one engine per section of the sidebar: Performance, Roadmap, Strategy, Audience, Content, Social, Growth and Knowledge.",
  "aliases": [
    "onboarding page",
    "onboarding checklist",
    "setup checklist",
    "engine setup page",
    "what's left to set up",
    "roadmap onboarding"
  ],
  "engine": null,
  "agents": [],
  "related": [
    {
      "id": "performance-engine",
      "page": "https://nexus.effiqs.com/help/performance-engine"
    },
    {
      "id": "roadmap-engine",
      "page": "https://nexus.effiqs.com/help/roadmap-engine"
    },
    {
      "id": "content-engine",
      "page": "https://nexus.effiqs.com/help/content-engine"
    },
    {
      "id": "social-engine",
      "page": "https://nexus.effiqs.com/help/social-engine"
    },
    {
      "id": "growth-engine",
      "page": "https://nexus.effiqs.com/help/growth-engine"
    },
    {
      "id": "knowledge-engine",
      "page": "https://nexus.effiqs.com/help/knowledge-engine"
    }
  ],
  "reviewed": "2026-10-31",
  "sections": [
    {
      "heading": "What it does",
      "key": "what-it-does",
      "markdown": "Roadmap › Onboarding is one page for everything each engine needs to work and keep working. There's one engine per section of the sidebar: Performance, Roadmap, Strategy, Audience, Content, Social, Growth and Knowledge.\n\n- **Account basics** come first. Until the client is onboarded, no engine can be turned on.\n- **Start here** is the single most useful next step across the engines in use.\n- **Each engine** shows its progress, its next step and who it's waiting on. Open one for its checklist: connect, configure, build, start, keep running."
    },
    {
      "heading": "Use it",
      "key": "use-it",
      "markdown": "**\"Open the onboarding page for Acme.\"** gives the link.\n\nEach step has one button:\n\n- **Fill in** for a setting (a website, a CTA, a market): it saves right there.\n- **Do it** opens Ask Nexus with the request filled in, for anything Nexus builds or connects. The cost and the approval are asked there, as in Slack.\n- **Not needed** for an optional step that doesn't apply to the client, with a reason.\n- **Confirm** for something Nexus can't see from its side, like Search Console access through the shared account."
    },
    {
      "heading": "Keep it running",
      "key": "keep-it-running",
      "markdown": "Keep-running steps check that something already set up still works: a connection, a nightly sync, a schedule, a token about to expire, a calendar running low. A broken one shows the error as the system reported it, and it's also a finding on Roadmap › Findings until it's fixed."
    },
    {
      "heading": "Prompts",
      "key": "prompts",
      "markdown": "- \"Open the onboarding page for Acme.\"\n- \"What engines does Acme have on?\""
    }
  ],
  "prompts": [
    {
      "text": "Open the onboarding page for Acme.",
      "tool": "open_onboarding_dashboard"
    },
    {
      "text": "What engines does Acme have on?",
      "tool": "list_engines"
    }
  ],
  "page": "https://nexus.effiqs.com/help/onboarding",
  "markdown": "https://nexus.effiqs.com/help/onboarding.md"
}