Onboarding

Go from an activated workspace to a repeatable production workflow with your team.

Your Customer Success Manager (CSM) will help you set up the workspace and access. Start with a 30-minute setup call, then you can book a creative session with the creative team.

Book your setup call

  1. After your workspace is activated, look for the Calendly link your CSM shares with you. Use it to book a 30 min call.
  2. Invite the workspace Owner, admins or billing contact, and your creative members.

During the call, you’ll review workspace setup and plan creative training. If you haven’t received a booking link, ask your CSM.

Prepare for the call

Bring your member list and roles, planned groups or sub-workspaces, spending limits, migration needs, and first production goals.

Arrange a session with an AI Educator

  1. Tell your CSM what you want to make, such as product visuals, a campaign, or a video. Explain whether you need an introduction or a workflow your team can repeat.
  2. Share the prompts, references, and outputs you’ve tried, including examples that didn’t work. Tell your CSM who will attend and your preferred session format.
  3. Arrange a session time with your CSM. He’ll then pass everything to the educators team, and share a booking link with you.

Set up your first week

  • Confirm everyone can select the Enterprise workspace.
  • Set group limits, invite the team, and assign roles.
  • Add sub-workspaces if needed. If you use SSO, have the Owner arrange setup with IT.
  • Create the first project in the workspace.
  • Attend the setup call and creative session.

For self-guided practice between sessions, open Academy and choose AI Creation: First Steps.

If you run into an access or generation problem, follow Common Issues & Fixes.