AgentiCRM by MAP Platform
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The Onboarding Checklist

A short guided list that gets you to first value. Admins can mark it complete for a whole workspace.

Getting Started
2 min read
onboarding
setup

When a new user joins a workspace we show the Onboarding Checklist. It covers brand voice, a first contact, a first deal, a calendar connection, and a first AI agent.

Marking it complete Any user can dismiss their own checklist. Admins can dismiss it for the entire workspace when the team has been trained separately. Use "Mark complete for everyone" on the checklist card.