Getting Started

Quick Start Guide

Get up and running with CogniFlow in just a few minutes. This guide walks you through the essential first steps.

Complete the Onboarding Wizard

After creating your account, you'll go through a mandatory 5-step onboarding wizard. This information helps us personalize your AI readiness assessment and recommendations.

About You

Enter your display name and job role/title

Organization

Company name, industry, size, and country

AI Tools

Select which AI tools you currently use (ChatGPT, Claude, Copilot, etc.)

How You'll Use CogniFlow

Choose your user type (Consultant, Business, Individual) and sector preference

Review & Confirm

Review your information and complete setup

Why this matters

Your onboarding information personalizes the entire platform experience - from assessment questions to AI project recommendations. Consultants see client management features, while businesses see tools focused on internal AI adoption.

Your First Steps

Once onboarding is complete, you can start exploring CogniFlow's features:

Take the AI Readiness Assessment

Answer 15 questions about your organization to receive your AI readiness score. You can use voice input or type your answers.

Learn how to take the assessment

Review Your Results

Explore your score breakdown across 6 categories, view AI-generated insights, and get personalized action items.

Understanding your results

Build Your First Workflow

Use the visual canvas to map a business process. Our AI will analyze it and identify automation opportunities.

Start building workflows

Navigating the Dashboard

Your dashboard is the central hub for all CogniFlow features. Here's what you'll find:

Quick access to start or resume your AI readiness assessment

Your most recent assessment score and completion status

List of your created workflows with analysis status

Links to create new workflows and view results

Pro Tips for Getting Started

• Enable voice input - It makes the assessment faster and more natural
• Be detailed in your answers - More context leads to better recommendations
• Start with a simple workflow - Map a process you know well before tackling complex ones
• Review action plans regularly - Track your progress toward AI readiness

Ready to assess your AI readiness?

Learn everything about the AI Readiness Assessment.

Assessment Guide