Skip to main content
The Setup Guide lives right inside the AI chat workspace. Instead of leaving chat to work through a checklist, you open the guide as a panel, press Start on any task, and the Nudj Agent walks you through it step by step — checking what your community already has, pointing you at the relevant docs, and asking one question at a time. It is the same onboarding checklist as the full Launch Guide, surfaced where you actually do the work.

​
Opening the guide

There are two ways in, and both land on the same panel:

From the session summary

The chat session summary shows a Setup Guide row with a progress ring and your completion percentage. Click it to open the guide panel.

From the workspace panel

Open the workspace panel beside the chat and switch to the Guide tab (next to Preview, Inventory, and Brand).
The guide only appears for communities where onboarding is enabled. If it isn’t available for the selected community, the panel shows an empty state instead. Switch community from the top-nav dropdown to see a different community’s guide.

​
What Start does

Each task row shows its state at a glance:
StateWhat you see
IncompleteA Start button
OptionalAn “Optional” label alongside Start
LockedA lock icon — a prerequisite task must be completed first
DoneA check icon and no Start button (completed automatically, marked complete, or skipped)
Pressing Start drops a short message into the chat composer — “Help me complete the setup task …” — and quietly attaches the task’s context to your next send, so you never have to read or edit a wall of instructions. When you send it, the agent:
1

Checks your current status

It calls the community_guide tool to read where your community stands on that task and pull the matching guidance.
2

Explains the task

It tells you what the task is and why it matters for your program.
3

Shares the docs

It links the relevant page in this documentation so you can go deeper.
4

Walks you through it

It guides you to completion step by step, asking one question at a time rather than dumping a form on you.
5

Marks it done

Once it’s satisfied the task’s criteria are met, it marks the task complete for you — the panel, sidebar guide card, and nav dots update on the spot.
You don’t have to press Start to get help. Ask the agent directly — “help me set up referrals” or “how do I configure loyalty tiers?” — and it pulls the same task guidance.

​
Progress and completion

The panel header shows your overall completion percentage, and each section groups its tasks together. Most tasks complete automatically once the underlying thing exists — create a challenge and “Create earning mechanics” ticks itself. A handful of tasks (the Work with AI, Launch, and Measure rows) have no automatic signal, so they’re marked complete manually — either by you on the full guide page, or by the agent at the end of a walkthrough once you’ve confirmed the work is done.
A few tasks are advisory — they are informational nudges that stay out of your headline completion percentage. You can still self-confirm them.

​
The task catalogue

The guide is organised into eight sections. Here is everything it covers.
TaskWhat it does
Create your community profileSet your community name and description so members know what they’re joining.
Save website and social accountsRecord your website and social links — the agent uses them for research and members use them to find you.
Research Brand MemoryBuild your Brand Memory so the agent writes in your voice.
TaskWhat it does
Upload logo and brand assetsAdd your logo and brand imagery.
Configure and install the loyalty widgetSet up and embed the loyalty widget on your storefront.
Configure the loyalty hubTune the standalone loyalty hub experience.
TaskWhat it does
Ask AI to audit your programHave the agent review your current setup and suggest improvements.
Ask AI to create a challengeDraft a challenge conversationally.
Ask AI to set up a rewardDraft a reward conversationally.
Ask AI for an engagement reportGet a readout of how your community is doing.
Ask AI how to boost salesGet revenue and engagement ideas tailored to your program.
TaskWhat it does
Create earning mechanicsAdd your first challenge or turn on points for spend — the core of how members earn.
Publish your first post(Advisory) Share an update in the feed.
Set up quick actions(Advisory) Add lightweight one-tap ways to earn.
Tune your points economy(Advisory) Review your points values so earning feels balanced.
TaskWhat it does
Add your first rewardsGive members something to spend points on. (Requires an earning mechanic first.)
Set up birthday rewards(Optional) Auto-distribute a reward on each member’s birthday.
Set up referrals(Optional) Reward members for bringing friends.
TaskWhat it does
Add achievementsMilestone-based recognition. (Requires an earning mechanic first.)
Configure loyalty tiers(Optional) Tiered status with entry rewards.
Turn on leaderboards(Optional) Competitive ranking.
TaskWhat it does
Preview the member experienceSee what members will see before you go live.
Publish your communityFlip the community live so members can join.
TaskWhat it does
Review analyticsCheck your analytics dashboard to see how the program performs.

​
Full guide anytime

The panel has an Open full guide link in its footer that takes you to the complete Launch Guide, where you can tick tasks manually, review prerequisites, and see the whole checklist on one page.

Nudj Agent

Everything the AI co-pilot can do inside the chat workspace.

Community setup

The end-to-end onboarding walkthrough.