GET TO FIRST VALUE

Get Alex useful before you configure everything.

Five short moves: context, research, live intelligence, then one real piece of work. Integrations and pilot controls can wait until Alex has proved useful.

Start the live watch →
4/ 5

moves complete

  1. ✓
    Choose how your team works

    Alex uses this to set the right workspace and language.

    Done
  2. ✓
    Tell Alex about the organisation

    A short commercial and operating brief is enough to get started.

    Done
  3. ✓
    Review what Alex learns

    Alex researches the public picture. You decide what becomes trusted company knowledge.

    Done
  4. 4
    Switch on the live watch

    Choose the important sources and let Alex prove it can keep the picture current.

    Start the live watch →
  5. ✓
    Give Alex one real job

    Use a genuine brief. The goal is useful work, not a demo.

    Done

Useful first. Alex can learn the deeper setup as the team uses it.

Full setup & pilot readiness · 63%
6
NEXT ESSENTIAL

Configure and prove intelligence

Review recommended watches, then run every official source group and inspect any coverage gap.

Prove monitoring →
FULL WORKSPACE SETUP

Finish the controls around the core Alex loop

These checks matter for wider rollout, but they should not stand between a new team and its first useful piece of work.

  1. ✓
    ESSENTIALChoose how your team works

    Set the operating model so Alex uses the right account structure and language.

    Review →
  2. ✓
    ESSENTIALExplain the organisation

    Give Alex the website and enough commercial context to understand why policy matters.

    Review →
  3. ✓
    ESSENTIALLet Alex do the public first pass

    Alex researches trusted public information and proposes Issues, Priorities and draft—not approved—Positions.

    Review →
  4. ✓
    ESSENTIALReview the proposed Brain

    Accept, edit or reject Alex’s proposals and add trusted internal documents.

    Review →
  5. 5
    ESSENTIALConfigure and prove intelligence

    Review recommended watches, then run every official source group and inspect any coverage gap.

    Prove monitoring →
  6. ✓
    OPTIONALConnect where the team works

    Start with email, then Slack or Microsoft 365. A connector is only trusted after a successful test.

    Review →
  7. 7
    ESSENTIALInvite colleagues

    Invite colleagues and give each person the minimum role they need.

    Invite team →
  8. ✓
    ESSENTIALComplete one real task

    Give Alex a genuine brief and review a cited, useful output rather than a demonstration.

    Review →
  9. 9
    ESSENTIALConfirm it is genuinely useful

    Run QA and have a person rate the first output before Alex claims to be operational.

    Review quality →
INTEGRATION ORDERConnect the workplace without slowing first valueView sequence
  1. Website and public research
  2. Trusted document upload
  3. Email delivery and test
  4. Slack or Teams and test
  5. Outlook calendar and shared inbox
  6. SharePoint or OneDrive knowledge
  7. Advanced monitoring and delivery preferences

A connector counts only after a successful test. Integrations remain optional for the first useful Alex output.

ALEX HANDLESResearch, monitoring, preparation, drafting and keeping the thread moving.
YOUR TEAM CONTROLSApproved positions, judgement and consequential external action.