Onboarding & Training

Welcome to the Airgentic onboarding section. This guide will help you understand the platform, learn how to operate it effectively, and know where to go for deeper information.

Who this is for

This section is designed for everyone involved in running your Airgentic service:

Executive sponsors and managers who need to understand what the platform does and how it delivers value
Platform administrators who configure and maintain the service
Content owners and operations staff who manage knowledge sources and monitor conversations
Technical owners who handle integrations, identity providers, and advanced configuration

You don't need to read everything. Start with the core materials and explore deeper topics as they become relevant to your role.

How this section is organised

The pages below follow the order your facilitator will typically use during onboarding: session context, then concepts and tasks, then decision-making and roles.

Session and preparation

Page	What it covers
What to Expect	How onboarding works, what is covered, and what to prepare
Pre-Session Checklist	How to prepare for your onboarding session
Your Onboarding Session	What your onboarding session covers and what you'll learn

Concepts and day-to-day tasks

Page	What it covers
Platform Mental Model	The major building blocks and how they fit together
Admin and Operator Essentials	The practical tasks you'll do most often
Guardrails and Governance	What you can change safely vs what to check first
What to Use When	Choosing the right capability for different needs
Roles and Responsibilities	What different team members need to know and do

Follow-up and deeper learning

Page	What it covers
Post-Session Next Steps	What to do after training completes

Optional deep-dives are available for customers who need more detail on specific topics. These can be covered in follow-up sessions or used for self-serve learning.

Facilitators: Airgentic staff running onboarding sessions have a dedicated Facilitator Guide with session structure, timing, and adaptation notes.

How to use this section

Before your onboarding session:
- Review the Pre-Session Checklist
- Skim the Platform Mental Model to familiarise yourself with terminology

During onboarding:
- Your facilitator will guide you through the Your Onboarding Session material
- Use What to Use When as a reference

After onboarding:
- Follow the Post-Session Next Steps
- Return to specific pages as questions arise
- Explore deep-dives when you're ready to go deeper

Getting help

If you have questions after completing onboarding:

Check the relevant help documentation linked throughout these pages
Use Admin Chat to test ideas and explore the platform
Contact support for guidance on specific issues

Next: What to Expect from Onboarding

Help

Onboarding Index