Quick Start
Use this guide to move from a new account to a useful V2 workspace.
1. Create your account
Sign up with your work email and complete the available verification/sign-in flow. BluPrint then opens onboarding.
2. Create your company and role
Create the company that owns your work. The creator becomes the company owner. Company membership controls which workspaces, projects, customer records, Brain memories, integrations, and settings you can access.
3. Seed the Business Brain
Onboarding asks for useful company context and can accept supported company documents. BluPrint turns approved inputs into permission-scoped memories and document knowledge so the Associate starts with real context.
You can inspect available memory later under Knowledge → Company Brain.
4. Invite your team
Invite teammates with the smallest role they need:
| Role | Typical use |
|---|---|
| Owner/Admin | Company administration and steering. |
| Manager | Coordinate work across projects. |
| Member | Create and update permitted work. |
| Viewer | Read-only visibility. |
| Guest | Limited external collaboration. |
| Billing | Billing access without project/CRM access. |
Workspace, project, sealed-account, and document permissions can further narrow access.
5. Create your first project
Open Projects → New project, choose the workspace, and enter the project details. Once created, use the project overview, tasks/board, timeline, documents, comms, meetings, activity, and settings according to your role.
Ask the Associate to help draft work or explain project state. Review any staged action before approval.
6. Add a customer
CRM is enabled for every active company. Open Customers → Accounts to add a customer/prospect, then add contacts and deals or link delivery projects. Use Pipeline for company deals and My Pipeline for deals assigned to you.
7. Check integration availability
The planned production GitHub canary will be restricted to the canonical Alesko.ai company. Until it is activated, no company sees production provider cards or can connect GitHub, Jira, or HubSpot. Customer rollout will open only after the canary and data-processing/residency review pass.
8. Put the Associate to work
Open the bottom-centre Associate and ask a concrete question, for example:
Summarise the highest-risk work in this project and propose the next three actions.
The Associate uses only authorised live data and permission-scoped Brain context. Open /approvals to review supported staged actions, /brain to inspect memory, /jobs for supported activity, or /model to choose an allowed tier.
Check company and workspace first
Before creating work, adding a customer, or approving an Associate action, confirm the selected company and workspace in the left sidebar.
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Last updated: 2026-08-21