Quick Start Checklist

Get your AI team operational in nine steps.

Your First 30 Minutes

1. Sign in to The Office
2. Register your company -- the top-level container for your workspace
3. Complete your Company Profile -- use the Onboarding Assistant for a guided setup
4. Connect your external systems -- CRM, ERP, support tools, reporting platforms
5. Sync System Access on your company to index all available tools
6. Hire your first specialist with a clear role description
7. Have a chat to test the specialist
8. Teach corrections and rules as needed
9. Review performance regularly

Your specialists get better over time

Every correction and teaching session makes them more effective at their role. The longer you work with them, the more they understand your specific way of doing things.

Navigation Reference

Section	Menu Item	What it does
OVERVIEW	Control Room	Dashboard with key metrics
	Companies	Register and manage companies
ORGANISATION	Payroll	Capacity tracking (man-hours, FTE-months)
TEAM	Team Directory	Manage specialists
	Activity Log	System-wide action history
	Performance Review	Specialist performance metrics
SYSTEMS	Connected Systems	External system integrations
WORKSPACE	Workspaces	Collaborative work areas
	Tasks & Projects	Project and task management
	Company Profile	Business intelligence setup
	Contact Directory	People management
ADMINISTRATION	Access Badges	Security credentials

Key Concepts

Term	Meaning
Company	An organisation registered in LeanCore (each gets isolated data)
Specialist	An AI team member trained for a specific role
Connected System	An external service (CRM, ERP, ticketing, etc.) integrated via MCP
Training Material	A knowledge entry in a specialist's knowledge base
Operating Manual	A specialist's comprehensive rulebook and personality guide
Access Badge	Security credentials for API or messaging access
Skill	A specific capability a specialist has learned
System Access	Permission for a specialist to use a connected system