> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nudgen.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding checklist

> First-week setup steps for your workspace

Use this checklist to get your workspace and first campaign in place. Each step links to the relevant guide.

## 1. Sign in and confirm workspace

* [ ] Go to [nudgen.net](https://nudgen.net) and sign in with Google.
* [ ] You land on the **Dashboard**. Confirm the workspace (team) in the sidebar header matches the one you want. Switch with the team switcher if you have multiple workspaces.

<Card title="Workspaces and roles" icon="users" href="/en/concepts/workspaces-and-roles">
  How teams, members, and permissions work.
</Card>

## 2. Invite your team (optional)

* [ ] Go to **Settings** → **Team**.
* [ ] Invite members by email. Copy the invite link or resend as needed.
* [ ] Assign roles and remove or change access as needed.

<Card title="Team settings" icon="user-group" href="/en/settings/team">
  Roles, invitations, and member management.
</Card>

## 3. Upload contacts

* [ ] Open **Contacts** and upload a CSV (email required, name optional) or add contacts manually.
* [ ] Add tags if you use segmentation (e.g. `trial`, `churned`).
* [ ] Confirm contacts appear and are within your plan limits.

<Card title="Contacts overview" icon="users" href="/en/contacts/overview">
  Encryption, masking, and segmentation.
</Card>

<Card title="CSV upload" icon="file-csv" href="/en/contacts/upload">
  Format, validation, and size limits.
</Card>

## 4. Configure brand and signatures

* [ ] Go to **Brand** and create or select a brand config. Choose a tone preset and optionally add a custom prompt or example emails.
* [ ] Go to **Settings** → **Signatures** and create at least one signature. You'll attach it when creating campaigns.
* [ ] Optionally set [**Settings** → **Brand**](/en/settings/brand) (brand identity: name, reply-to email, logo) for From headers and AI context.

<Card title="Brand tone overview" icon="palette" href="/en/brand/overview">
  Tone presets and custom prompts.
</Card>

<Card title="Brand identity" icon="id-card" href="/en/settings/brand">
  Name, email, logo, and language settings.
</Card>

<Card title="Signatures" icon="pen-nib" href="/en/settings/signatures">
  Create and attach signatures to campaigns.
</Card>

## 5. Send your first campaign

* [ ] Go to **Campaigns** → **New campaign**.
* [ ] Complete **Campaign Setup** (type, audience, CTA link, brand, signature, goal).
* [ ] In **Content Generation**, generate copy, edit if needed, preview, and send a test email.
* [ ] In **Finalize**, set stop rules for drip if needed, then **Send now** or **Schedule**.

<Card title="Quickstart" icon="rocket" href="/en/quickstart">
  Step-by-step in about 5 minutes.
</Card>

<Card title="Create campaigns" icon="paper-plane" href="/en/campaigns/create">
  Full wizard and options.
</Card>

## 6. Review analytics

* [ ] Open the **Dashboard** to see overview metrics and the campaigns table.
* [ ] Open a campaign detail page for recipient-level stats and time-series.

<Card title="Dashboard overview" icon="chart-line" href="/en/dashboard/overview">
  Metrics and charts explained.
</Card>

<Card title="Campaign analytics" icon="chart-line" href="/en/campaigns/analytics">
  Per-campaign metrics and recipient activity.
</Card>

## Next steps

* Check [Billing](/en/billing/overview) for your plan limits and usage.
* See [Troubleshooting](/en/troubleshooting) for common issues.
* Read [Security & privacy](/en/security/privacy-and-data) for data handling and third-party providers.