Guided Onboarding: First AI Use Case in Minutes

Getting a new AI platform live is rarely the hard part. Getting to the first real use case is. Most teams lose momentum in the gap between signup and “it actually did something useful,” usually because integrations, permissions, and setup tasks pile up. That’s why Siesta AI now includes Guided Onboarding, an Onboarding Wizard built directly into registration. The goal is simple: help new users move from account creation to a working agent in minutes, not days.

From signup to first use case in minutes with guided onboarding

Guided onboarding starts right after you create an account. Instead of dropping you into an empty workspace, Siesta AI offers an immediate next step: activate pre-configured agents that are ready to deliver value fast.

These agents come with a defined purpose, so you’re not guessing what to build first or writing prompts from scratch. You pick a starting point and get a practical, working setup.

Activate pre-configured agents right after account creation

After registration, you can choose to enable an agent that matches a common business workflow, for example campaign reporting, lead follow-ups, or internal knowledge tasks.

This matters because the first win is usually small but specific: a report, a summary, a sync, a task created in the right system. Speed to the first outcome is what drives adoption across teams.

The wizard connects the tools your agents need

A useful agent is rarely “just chat.” It needs access to systems where the work happens.

The Onboarding Wizard guides you through connecting the required tools and integrations for the agent you selected, such as Google Ads. Instead of a generic integration checklist, onboarding is agent-driven, you connect what’s needed for that use case, at the moment you need it.

Non-obvious benefit: this approach reduces “integration sprawl.” Teams tend to connect everything upfront, then struggle with ownership and access. Guided onboarding keeps setup tight, relevant, and easier to govern.