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Getting started & setup

Try the Onboarding agent from the homepage, create Ambitio as your first venture, then walk the five-step trail — with a picture of each real screen.

The short version

Paste your business website into the homepage composer. That opens a guest Onboarding workspace at /start — no account yet. The screens below use Ambitio itself as the example — Diego Gallovich drafting an OKR agent. When the draft looks right, Create venture collects your identity.

Chat to draft the venture. For Ambitio that is the name, the mission (OKR agent for founder-led teams), and the website. Confirm in the board. You land in Strategy next — Goals stay locked until that strategy is set.

The walkthrough below is the click-by-click path on the real product UI. Feature tutorials keep the same Ambitio story through Strategy, Goals & Targets, Action Plans, Reviews, and Team chat (Diego plus cofounder Maya Chen).

Walkthrough

  1. Step 1

    Start from the homepage composer

    On the public site, paste https://useambitio.com into Get started. That opens /start — a guest Onboarding workspace. Diego chats and can attach files without an account. Identity is collected when he clicks Create venture (sign up or log in). Login Sign up still goes to /signup so a claim token in next is kept.

    Ambitio homepage composer with a website ready to open the guest Onboarding workspace.
    1. Homepage composer — paste the business website, then Get started.
    2. /start guest workspace — chat with Onboarding without an account.
    3. Create venture — identity is collected here, not before the first chat.

  2. Step 2

    Draft the venture, then confirm

    Chat with Onboarding on the left. The Venture profile on the right fills as Ambitio, the OKR-agent mission, and https://useambitio.com. When the chips look ready, click Create venture, then confirm Create this venture? You land in Strategy. Goals and Action Plans open after you save it.

    Onboarding workspace with Ambitio’s name, mission, and website on the venture profile.
    1. Onboarding agent — talk here; do not re-type what the composer already sent.
    2. Venture profile — Ambitio, the mission, and useambitio.com.
    3. Create venture — confirm in the dialog, not only in chat.

  3. Step 3

    Follow the five-step trail

    After create, Ambitio’s chrome lists the five-step path under the tabs: strategy, yearly goals, targets on those goals, this quarter’s goals, then targets on those goals. Diego is on Define strategy with the ten answers already drafted. A lock on Goals or Action Plans means strategy is not saved yet.

    Ambitio Strategy Builder with the five-step setup trail and Save strategy ready.
    1. Strategy in the sidebar — you land here after confirm.
    2. Setup trail — Define strategy, then yearly goals and this quarter.
    3. Save strategy — next click once the ten answers are honest.

What unlocks

  1. 01Define strategySave the four questions. Goals and Action Plans then open.
  2. 02Set yearly goalsSet yearly goals. About three is a useful focus.
  3. 03Add targets on yearly goalsAt least one target on every yearly goal you keep.
  4. 04Set this quarter's goalsSet this quarter's goals. About three is a useful focus.
  5. 05Add targets on this quarter's goalsAt least one target on every quarterly goal you keep. Then Agenda is the open work.

Check your understanding

Check your understanding

  1. 01When does Ambitio collect your identity?

  2. 02After you confirm the venture draft, where do you land?