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The first time you sign in to a workspace, Concord opens a short guided flow before the app. It gets you to a first request without having to find the right settings pages.
1

Welcome

Concord greets you by name in your workspace. Click Start setup.
2

Connect your ad platforms

Connect the advertising platforms and accounts you are individually authorized to access. Click Continue once one is connected, or Skip for now.
3

Your scope

Shown to Owners and Admins when a connected platform has nothing in scope yet. Every account is selected by default; adjust the selection and click Continue. You can change it later in Settings → Scope.
4

You're all set

Type a first request, or click Create a campaign from a media plan to upload a brief and start a conversation from it. Continue takes you to Home.
The Connect your ad platforms step of onboarding

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Running it again

Open the menu under your name at the bottom of the sidebar and click Launch onboarding. Once you have completed the flow, a Skip button lets you leave it at any time.

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What to do next

The two things that pay off immediately:
  1. Fill in your Organization Instructions. Two or three sentences about who you are, the markets you buy in, and the KPIs that matter.
  2. Start from a real brief. Attach it to a conversation and ask Concord to build the structure. Everything it creates lands in a non-active state, so this is safe to do on a live account. See Testing without going live.
You do not need to write Skills up front. Work normally: after a successful change, Concord offers to save a recurring rule as a Skill, and each one you accept is one less thing to repeat.