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

# Chat Setup Guide

> Open the Setup Guide panel inside the AI chat and let the agent walk you through every onboarding task, one at a time

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](/admin-guide/ai-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](/admin-guide/community-setup), surfaced where you actually do the work.

## Opening the guide

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

<CardGroup cols={2}>
  <Card title="From the session summary" icon="circle-half-stroke">
    The chat session summary shows a **Setup Guide** row with a progress ring and your completion percentage. Click it to open the guide panel.
  </Card>

  <Card title="From the workspace panel" icon="table-columns">
    Open the workspace panel beside the chat and switch to the **Guide** tab (next to Preview, Inventory, and Brand).
  </Card>
</CardGroup>

<Note>
  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.
</Note>

## What Start does

Each task row shows its state at a glance:

| State          | What you see                                                                            |
| -------------- | --------------------------------------------------------------------------------------- |
| **Incomplete** | A **Start** button                                                                      |
| **Optional**   | An "Optional" label alongside Start                                                     |
| **Locked**     | A lock icon — a prerequisite task must be completed first                               |
| **Done**       | A 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:

<Steps>
  <Step title="Checks your current status">
    It calls the `community_guide` tool to read where your community stands on that task and pull the matching guidance.
  </Step>

  <Step title="Explains the task">
    It tells you what the task is and why it matters for your program.
  </Step>

  <Step title="Shares the docs">
    It links the relevant page in this documentation so you can go deeper.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## 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.

<Note>
  A few tasks are **advisory** — they are informational nudges that stay out of your headline completion percentage. You can still self-confirm them.
</Note>

## The task catalogue

The guide is organised into eight sections. Here is everything it covers.

<AccordionGroup>
  <Accordion title="Community basics" icon="users">
    | Task                             | What it does                                                                                              |
    | -------------------------------- | --------------------------------------------------------------------------------------------------------- |
    | Create your community profile    | Set your community name and description so members know what they're joining.                             |
    | Save website and social accounts | Record your website and social links — the agent uses them for research and members use them to find you. |
    | Research Brand Memory            | Build your [Brand Memory](/admin-guide/ai-agent) so the agent writes in your voice.                       |
  </Accordion>

  <Accordion title="Brand and surfaces" icon="palette">
    | Task                                     | What it does                                                                                      |
    | ---------------------------------------- | ------------------------------------------------------------------------------------------------- |
    | Upload logo and brand assets             | Add your logo and brand imagery.                                                                  |
    | Configure and install the loyalty widget | Set up and embed the [loyalty widget](/admin-guide/settings/embed-and-widget) on your storefront. |
    | Configure the loyalty hub                | Tune the standalone loyalty hub experience.                                                       |
  </Accordion>

  <Accordion title="Work with AI" icon="robot">
    | Task                            | What it does                                                            |
    | ------------------------------- | ----------------------------------------------------------------------- |
    | Ask AI to audit your program    | Have the agent review your current setup and suggest improvements.      |
    | Ask AI to create a challenge    | Draft a [challenge](/admin-guide/challenges/overview) conversationally. |
    | Ask AI to set up a reward       | Draft a [reward](/admin-guide/rewards/introduction) conversationally.   |
    | Ask AI for an engagement report | Get a readout of how your community is doing.                           |
    | Ask AI how to boost sales       | Get revenue and engagement ideas tailored to your program.              |
  </Accordion>

  <Accordion title="Earning" icon="bolt">
    | Task                     | What it does                                                                         |
    | ------------------------ | ------------------------------------------------------------------------------------ |
    | Create earning mechanics | Add 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.                    |
  </Accordion>

  <Accordion title="Rewards" icon="gift">
    | Task                    | What it does                                                                       |
    | ----------------------- | ---------------------------------------------------------------------------------- |
    | Add your first rewards  | Give 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.                                  |
  </Accordion>

  <Accordion title="Gamification" icon="trophy">
    | Task                    | What it does                                                         |
    | ----------------------- | -------------------------------------------------------------------- |
    | Add achievements        | Milestone-based recognition. *(Requires an earning mechanic first.)* |
    | Configure loyalty tiers | *(Optional)* Tiered status with entry rewards.                       |
    | Turn on leaderboards    | *(Optional)* Competitive ranking.                                    |
  </Accordion>

  <Accordion title="Launch" icon="rocket">
    | Task                          | What it does                                  |
    | ----------------------------- | --------------------------------------------- |
    | Preview the member experience | See what members will see before you go live. |
    | Publish your community        | Flip the community live so members can join.  |
  </Accordion>

  <Accordion title="Measure" icon="chart-line">
    | Task             | What it does                                                                                              |
    | ---------------- | --------------------------------------------------------------------------------------------------------- |
    | Review analytics | Check your [analytics dashboard](/admin-guide/analytics/admin-dashboard) to see how the program performs. |
  </Accordion>
</AccordionGroup>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Nudj Agent" icon="robot" href="/admin-guide/ai-agent">
    Everything the AI co-pilot can do inside the chat workspace.
  </Card>

  <Card title="Community setup" icon="compass" href="/admin-guide/community-setup">
    The end-to-end onboarding walkthrough.
  </Card>
</CardGroup>